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Nurix Therapeutics, Inc. (NRIX): A Bull Case Theory
Insider Monkey· 2026-02-03 03:02
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy landscape, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9][10] Market Trends - The article discusses the broader trends of onshoring driven by tariffs and the surge in U.S. LNG exports, indicating a favorable environment for the company's operations [14][5] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months for investors who act now [15][19]
Stifel Raised Nurix Therapeutics, Inc. (NRIX) Price Target to $35 and Maintains Buy Ahead of 2026 Catalysts
Yahoo Finance· 2026-02-02 14:29
We recently compiled a list of the 20 Best Biotech Stocks Under $20 to Buy Now. Nurix Therapeutics, Inc. is placed second on our list. TheFly reported on January 29 that Stifel raised the price target on NRIX to $35 from $33 and maintained a Buy rating. The firm noted that 2026 will be a key year for bexobrutideg as management progresses two registrational trials and provides additional Phase 1 updates. Stifel Raised Nurix Therapeutics, Inc. (NRIX) Price Target to $35 and Maintains Buy Ahead of 2026 Cata ...
H.C. Wainwright Remains a Buy on Nurix Therapeutics (NRIX)
Yahoo Finance· 2026-01-30 14:47
​Nurix Therapeutics, Inc. (NASDAQ:NRIX) is one of the Best Small Cap Stocks Ready to Explode in 2026. On January 21, Robert Burns from H.C. Wainwright reiterated a Buy rating on the stock with a $31 price target. Earlier, on January 14, BTIG reiterated a Buy rating on the stock with a $30 price target. Analysts at BTIG noted that the bullish sentiment follows the company’s recently highlighted key 2026 objectives. Management highlighted that their bexdeg, which is a BTK degrader for relapsed chronic lymp ...
Nurix Therapeutics, Inc. (NRIX) Reports Q4 Loss, Misses Revenue Estimates
ZACKS· 2026-01-28 23:35
分组1 - Nurix Therapeutics reported a quarterly loss of $0.82 per share, which was better than the Zacks Consensus Estimate of a loss of $0.84, but worse than a loss of $0.75 per share a year ago, indicating an earnings surprise of +2.88% [1] - The company posted revenues of $13.58 million for the quarter, missing the Zacks Consensus Estimate by 24.12%, compared to revenues of $13.28 million in the same quarter last year [2] - The stock has gained approximately 2.3% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.80 on revenues of $15.4 million, and for the current fiscal year, it is -$3.06 on revenues of $81.89 million [7] - The Medical - Biomedical and Genetics industry, to which Nurix Therapeutics belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]
Nurix Therapeutics(NRIX) - 2025 Q4 - Annual Report
2026-01-28 21:09
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________________________________ __________________FORM _____________________________10-K ____________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended November 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD ...
Nurix Therapeutics(NRIX) - 2025 Q4 - Annual Results
2026-01-28 21:03
[Nurix logo] Exhibit 99.1 Recent Business Highlights Nurix Therapeutics Reports Fourth Quarter and Fiscal Year 2025 Financial Results and Provides a Corporate Update First patients dosed in DAYBreak™ registrational program for bexobrutideg in relapsed/refractory CLL Presented Phase 1 results at ASH 2025 that support bexobrutideg's potential best-in-class profile in relapsed/refractory CLL 83% objective overall response rate and progression free survival of 22.1 months demonstrate durable therapeutic ef ects ...
Nurix Therapeutics Reports Fourth Quarter and Fiscal Year 2025 Financial Results and Provides a Corporate Update
Globenewswire· 2026-01-28 21:01
First patients dosed in DAYBreak™ registrational program for bexobrutideg in relapsed/refractory CLL Presented Phase 1 results at ASH 2025 that support bexobrutideg’s potential best-in-class profile in relapsed/refractory CLL 83% objective overall response rate and progression free survival of 22.1 months demonstrate durable therapeutic effects in a large portion of patients Presented differentiated preclinical data for IRAK4 degrader GS-6791 in collaboration with Gilead Well capitalized with cash and marke ...
Nurix Therapeutics: Why This Company Could Double In Value? (NASDAQ:NRIX)
Seeking Alpha· 2026-01-16 10:13
Core Insights - Nurix Therapeutics (NRIX) is positioned to make significant advancements in the treatment of Chronic Lymphocytic Leukemia (CLL) and immune diseases, indicating a potential shift in therapeutic approaches within this market [1] Industry Overview - The CLL treatment market has been predominantly controlled by BTK inhibitors, specifically Ibrutinib and Pirtobrutinib, highlighting the competitive landscape and the challenges faced by new entrants [1]
Nurix Therapeutics, Inc. (NRIX) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow (NASDAQ:NRIX) 2026-01-13
Seeking Alpha· 2026-01-13 16:31
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Nurix Therapeutics, Inc. (NRIX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 04:15
Core Viewpoint - Nurix Therapeutics is focused on establishing degrader-based mechanisms as a significant new class of therapeutics in patient care [3]. Company Overview - Nurix Therapeutics is dedicated to advancing targeted protein degraders, which represent an emerging category of small molecule drugs [3][4]. - The company positions these targeted protein degraders as potentially as impactful as antibodies and shares similarities with nucleic acid-based therapies [5]. Industry Context - The evolution of therapeutics has seen limited innovation in small molecule inhibitors until the introduction of targeted protein degraders, which are now viewed as a major advancement in the field [4].