Core Viewpoint - Nanobiotix has been admitted to the CAC Mid 60 and SBF 120 indices, enhancing its visibility among institutional investors and strengthening its presence in European equity markets [1][2][3]. Group 1: Company Overview - Nanobiotix is a late-stage clinical biotechnology company focused on physics-based therapeutic approaches for cancer and other major diseases [1][4]. - The company is headquartered in Paris, France, and has been listed on Euronext Paris since 2012 and on Nasdaq since December 2020 [5]. - Nanobiotix holds over 25 umbrella patents related to three nanotechnology platforms, which include applications in oncology, bioavailability, and disorders of the central nervous system [6]. Group 2: Market Impact - Inclusion in the CAC Mid 60 and SBF 120 indices is expected to broaden Nanobiotix's visibility and increase exposure to index-linked investment strategies [2]. - The admission reflects the financial markets' confidence in Nanobiotix's long-term strategy and the potential of its nanotherapeutic solutions [3].

Core Insights - Nanobiotix has been admitted to the CAC Mid 60 and SBF 120 indices following the annual review of the Euronext Paris indices, effective after market close on December 19, 2025, which is expected to enhance its visibility among institutional investors and strengthen its presence in European equity markets [1][2]. Company Overview - Nanobiotix is a late-stage clinical biotechnology company focused on physics-based therapeutic approaches aimed at improving treatment outcomes for cancer and other major diseases [1][4]. - The company is headquartered in Paris, France, and has been listed on Euronext Paris since 2012 and on the Nasdaq Global Select Market since December 2020 [5]. Strategic Significance - The inclusion in the CAC Mid 60 and SBF 120 indices reflects the financial markets' confidence in Nanobiotix's long-term strategy and the potential of its nanotherapeutic solutions [3]. - The company aims to create sustainable value for patients, partners, and shareholders while advancing toward key milestones in physics-based medicine [3]. Intellectual Property - Nanobiotix holds over 25 umbrella patents related to three nanotechnology platforms, which have applications in oncology, bioavailability and biodistribution, and disorders of the central nervous system [6].

Group 1: Semtech Corp Financial Results - Semtech reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million [1] - The company reported third-quarter adjusted earnings of 48 cents per share, beating estimates of 45 cents per share [1] Group 2: Stock Performance - Semtech shares dipped 7.2% to $65.00 in pre-market trading [2] - Other stocks also experienced declines in pre-market trading, including Arcus Biosciences Inc, which fell 6.7% to $21.63, and Nanobiotix SA, which fell 6.2% to $20.64 [4]

Core Insights - Nanobiotix reported operational updates and financial results for Q3 2025, highlighting advancements in clinical programs and a significant financing milestone [1][3][4] Operational Highlights - The company completed a non-dilutive royalty financing transaction with HCRx valued up to $71 million, including an upfront payment of $50 million and an additional $21 million expected in one year [4][5][6] - Progress was made in the JNJ-1900 (NBTXR3) program, with the completion of the Phase 3 head and neck cancer study sponsorship transfer to Johnson & Johnson and initial data from a Phase 1 esophageal cancer study [3][4][5] - The Curadigm Nanoprimer program is emerging as a long-term growth driver, with new patent applications filed and pre-clinical data presented at industry conferences [5][6] Financial Updates - As of September 30, 2025, the company reported €20.4 million in cash and cash equivalents, with the recent financing expected to extend cash visibility into early 2028 [4][12] - The royalty financing will be repaid from a capped portion of milestones and royalties on sales of JNJ-1900, structured through a trust involving multiple parties [7] Clinical Development Outlook - Clinical updates from ongoing or completed studies of JNJ-1900 (NBTXR3) in various cancers, including melanoma, lung cancer, pancreatic cancer, and esophageal cancer, are expected in 2026 [4][8][12] - JNJ-1900 (NBTXR3) is being evaluated as a single agent and in combination therapies, with a focus on solid tumors treatable with radiotherapy [9][10][11]

Group 1 - Nanobiotix is a French biotechnology company that has experienced a significant stock price increase of 660% in 2025 as of November 18, attracting investor interest [1] - The company focuses on the discovery, development, manufacture, and commercialization of physics-based nanotherapeutics aimed at improving health outcomes for cancer patients and others with challenging diseases [2] - Nanobiotix has secured financing from major players like Johnson & Johnson, indicating confidence in its potential [4] Group 2 - The company generated negligible revenue until 2023, when it reported $30 million, with a current run rate slightly below that figure [5] - Nanobiotix has a market capitalization of $1 billion, categorizing it as a small-cap stock, which tends to be more volatile [5] - The company recently secured up to $71 million through a royalty-based agreement with Healthcare Royalty Partners, which is non-dilutive to existing shareholders [5]

Summary of Nanobiotix Conference Call Company Overview - **Company**: Nanobiotix (NasdaqGS:NBTX) - **Industry**: Healthcare, specifically focused on oncology and CNS disorders through nanophysics-based therapeutics [1][2] Core Points and Arguments Nanobiotix's Unique Approach - Nanobiotix is pioneering nanophysics for healthcare, developing small objects that can trigger physical effects at the cellular level, impacting treatments for oncology and CNS disorders [2][3] - The company has three platforms: one for oncology, one for rethinking drug development, and one for CNS disorders [3] NBTXR3 Program - NBTXR3 is the most advanced program, currently in a Phase 3 study for head and neck cancer, with a partnership with Johnson & Johnson (J&J) [4] - The focus is on early-stage cancer treatment, where the majority of patients have local disease, representing a significant market opportunity [5][6] - NBTXR3 aims to enhance radiation therapy by improving the dose delivered to tumors while minimizing damage to surrounding healthy tissue [6][7] Market Opportunity - Approximately 60% of all cancer patients receive radiation therapy, with significant potential for NBTXR3 to impact around 160,000 patients in the EU5 and US for the initial indications [7][8] - The potential market size for NBTXR3 is estimated between $5 billion and $10 billion based on addressing 20% of the patient population [8] Partnership with J&J - The deal with J&J includes $2.6 billion in milestones and royalties ranging from low teens to low twenties percentage [8] - J&J is responsible for running three trials for NBTXR3, with the aim of broad commercialization [7][8] Clinical Data and Efficacy - In a Phase 1 study, NBTXR3 showed an 81% overall response rate and a 63% complete response rate among treated patients, with a median overall survival of 23 months [17][18] - The ongoing Phase 3 trial aims to improve progression-free survival (PFS) from nine months to 13 months, which could serve as registration data for the FDA [25] Future Directions - J&J has initiated a Phase 1 study for cisplatin-eligible head and neck cancer patients, indicating confidence in expanding the use of NBTXR3 [26] - The company is also exploring the use of NBTXR3 in lung cancer, where radiation therapy is widely used [29][30] Additional Important Content Other Platforms - Nanobiotix is developing Curadigm, a technology aimed at improving the delivery of various therapies by preventing their capture by the liver, thus enhancing systemic distribution [39][40] - The company is positioned to leverage its nanophysics-based approach beyond oncology, indicating potential for significant business development opportunities [39][40] Regulatory and Market Readiness - The transfer of the Phase 3 trial to J&J was completed in September 2025, with expected interim data in H1 2027 [24] - The company anticipates significant revenue from the J&J partnership, with plans for commercialization and recurrent revenue from royalties [38] This summary encapsulates the key points discussed during the Nanobiotix conference call, highlighting the company's innovative approach, market potential, partnership dynamics, and future directions in research and development.

Core Insights - The article discusses advancements in Nanobiotix's Curadigm Nanoprimer platform, which aims to enhance the delivery of therapeutic agents for cancer and other diseases [1][2][3] Company Developments - Nanobiotix has filed four new patent applications to strengthen the intellectual property foundation of the Curadigm platform, supporting both internal product development and external collaborations [4][5][8] - The Curadigm Nanoprimer is designed to improve the extrahepatic delivery of IV-administered therapeutic agents, potentially increasing efficacy and reducing liver-related toxicity [2][10][13] Research and Data - New preclinical data presented at the 2025 Partnership Opportunities in Drug Delivery conference indicates that the Nanoprimer enhances immune response when used with mRNA and peptide-based vaccines [6][7][9][17] - The findings suggest a new pathway for IV-administered therapeutic vaccines, particularly in oncology, and will form the basis for Nanobiotix's initial proprietary pipeline of Nanoprimer products [9][10][11] Strategic Collaborations - Nanobiotix is actively pursuing collaborations and has established numerous material transfer agreements with biotechnology and pharmaceutical partners to explore Nanoprimer combinations [11][12]

Core Insights - Nanobiotix is a late-stage clinical biotechnology company focused on pioneering nanotherapeutic approaches for cancer and other major diseases [1][2][3] - The company will participate in a fireside chat at the Jefferies London Healthcare Conference on November 17, 2025, featuring CEO Laurent Levy and CFO Bart van Rhijn [1] - Nanobiotix is headquartered in Paris, France, and is listed on Euronext Paris and Nasdaq, with subsidiaries in Cambridge, Massachusetts [3] Company Overview - Nanobiotix was incorporated in 2003 and has been listed on Euronext Paris since 2012 and on Nasdaq since December 2020 [3] - The company holds over 25 patent families related to three nanotechnology platforms, which have applications in oncology, bioavailability and biodistribution, and central nervous system disorders [3] Upcoming Events - The fireside chat will be held on November 17, 2025, at 3pm GMT / 10am ET / 4pm CET, and will be webcast live [1] - A replay of the webcast will be available after the event [1]

Group 1: Market Overview - U.S. stock futures were mostly lower, with S&P 500 futures down approximately 0.2% on Tuesday [1] - Several stocks experienced significant declines in pre-market trading [2][4] Group 2: Outset Medical Inc - Outset Medical reported a quarterly loss of 69 cents per share, missing the analyst consensus estimate of a 66 cents loss [2] - The company's quarterly sales were $29.431 million, below the analyst consensus estimate of $30.880 million [2] - Following the disappointing results, Outset Medical shares fell 25.8% to $8.95 in pre-market trading [2] Group 3: Other Companies - Gemini Space Station Inc shares dipped 9.7% to $15.20 after disclosing third-quarter results [4] - CoreWeave Inc saw a decline of 9.2% to $95.90 following its third-quarter results [4] - Life360 shares declined 7.3% to $86.45 after announcing an agreement to acquire Nativo [4] - Century Aluminum Co fell 6% to $30.37 after posting weak quarterly earnings [4] - Beyond Meat Inc declined 6% to $1.26 following a wider-than-expected quarterly loss [4] - Harrow Inc shares fell 5.3% to $32.30 after reporting worse-than-expected quarterly sales [4] - Nanobiotix SA – ADR dropped 5.3% to $20.99 after a previous jump of 12% on Monday [4] - CleanSpark Inc declined 5.3% to $14.24 as it announced the upsize and pricing of a $1.15 billion convertible notes offering [4]

Summary of Nanobiotix FY Conference Call Company Overview - **Company**: Nanobiotix (NasdaqGS:NBTX) - **Focus**: Development of innovative cancer therapies using physics-based approaches, particularly through the use of nanoparticles Key Technologies - **Platforms**: Nanobiotix has developed three different platforms aimed at treating cancer through physical mechanisms rather than traditional biological or chemical methods [3][4] - **NBTXR3**: A nanoparticle designed to enhance radiation therapy by being injected directly into tumors, allowing for higher doses of radiation to be delivered specifically to cancer cells while minimizing damage to surrounding healthy tissue [9][10] Market Opportunity - **Local Disease Focus**: Approximately 77% of cancer patients present with local disease at diagnosis, highlighting the importance of local treatment options [8] - **Radiation Therapy**: About 60% of all cancer patients receive radiation therapy, which has limitations due to damage to healthy tissue surrounding tumors [8][9] - **Head and Neck Cancer**: Initial focus on head and neck cancers due to 90% of patients having local disease at diagnosis, making it a critical area for intervention [14][15] - **Potential Patient Population**: Estimated 30,000 patients in the EU-5 and North America for head and neck cancer, with a total of 160,000 patients when including lung stage III and cisplatin-eligible populations [16][17] Strategic Partnerships - **Johnson & Johnson (J&J)**: Partnered for the commercial development of NBTXR3, aligning with J&J's interventional oncology strategy [12][13] - **Phase III Study**: J&J is conducting a Phase III study for head and neck cancers and a Phase II study for lung stage III cancer [15][28] Financial Aspects - **Royalty Financing**: Recently secured $71 million in royalty financing, extending the company's financial runway into 2028 [32][33] - **Reimbursement Terms**: The financing will be reimbursed at 1.75 to 2.5 times the amount, depending on the timing of reimbursement [35] Clinical Development - **PFS Interim Analysis**: The interim analysis for the Phase III study has been pushed to 2027 due to the complexity of transferring the trial to J&J [26][27] - **Response Rates**: Previous trials showed an 81% overall response rate and a 63% complete response rate in frail populations, indicating strong potential for improving patient outcomes [27] Future Milestones - **Upcoming Data Releases**: Anticipated updates on the second platform, interim readout of the Phase III study, and results from various trials including lung stage III and pancreatic cancer [38] Additional Insights - **Material Choice**: Hafnium oxide was selected for NBTXR3 due to its stability and effectiveness as a super X-ray absorber, minimizing systemic toxicity [11] - **Universal Application**: Data from trials in various cancers (e.g., esophageal, melanoma) support the hypothesis that NBTXR3 could be applicable across many solid tumors [37] This summary encapsulates the key points discussed during the Nanobiotix FY Conference Call, highlighting the company's innovative approach to cancer treatment, strategic partnerships, market opportunities, and future clinical developments.