NovaBridge Biosciences (NBP) Jefferies Global Healthcare Conference 2026 summary

Company and pipeline overview

• Focused on accelerating global access to innovative biologics, with a strong pipeline in oncology and ophthalmology.

• Two core assets: givastomig (giva), a Claudin 18.2 x 4-1BB bispecific antibody for gastric cancer, and VIS-101, a bispecific biologic for wet AMD.

• Giva is phase III-ready after FDA consultation, with plans to start pivotal studies by end of 2024.

• VIS-101 demonstrated strong phase II-A efficacy and superior durability compared to Vabysmo.

• $210.8 million cash on hand, sufficient to fund clinical milestones through 2028.

Business model and strategic positioning

• Originated in China, now primarily U.S.-based and Nasdaq-listed, leveraging Asian innovation for global markets.

• Business model: source assets from Asia, develop to FDA/EU/Japan standards, and realize value via licensing, co-development, or continued development.

• Oncology and ophthalmology are the two main verticals, with 65% ownership in Visara (ophthalmology).

• Pipeline includes additional IO oncology assets and expansion into BTC and pancreatic cancer.

Givastomig (giva) clinical data and differentiation

• Giva targets a broader patient population than zolbetuximab, with eligibility at 1% Claudin 18.2 expression.

• Engineered for high avidity and reduced toxicity, avoiding severe nausea/vomiting seen with competitors.

• Phase I data: 75% ORR in combination with nivo/chemo, outperforming current standards and competitors.

• Rapid, deep, and durable responses; median PFS of 16.9 months at 8 mg/kg, exceeding phase III comparators.

• Safety profile similar to standard of care, with manageable immune-related gastritis linked to better outcomes.