Bexobrutideg Clinical Trial and Data - Bexobrutideg achieved an 83% objective response rate (ORR) in relapsed/refractory CLL patients in Phase 1a trials[8, 26, 32, 40] - The median progression-free survival (PFS) for Bexobrutideg was 22.1 months across all doses tested in the Phase 1a study[8, 26, 32, 40] - In a Phase 1b randomized cohort, the 600 mg dose of Bexobrutideg showed an 83.3% objective response rate[37, 38] - Nurix initiated the pivotal DAYBreak-201 Phase 2 study to support accelerated approval of bexobrutideg in relapsed/refractory CLL[8, 43] - A confirmatory Phase 3 trial is planned to start in 2026 to position Bexobrutideg for full approval[58] Pipeline and Partnerships - Nurix has a strengthened financial position with $663.8 million in pro forma cash/investments[8] - Nurix earned $47 million in non-dilutive capital through discovery partnerships[8] - The IRAK4 degrader is in an ongoing Phase 1 SAD/MAD study with partner Gilead[8, 9] - The STAT6 degrader advanced to IND-enabling studies with partner Sanofi[8, 9] Bexobrutideg Mechanism and Advantages - Bexobrutideg is a BTK degrader that removes both BTK enzymatic activity and scaffolding functions, unlike BTK inhibitors[10, 12] - Bexobrutideg demonstrates superior mutational coverage compared to BTK inhibitors[19, 20] - Bexobrutideg is the only BTK degrader to demonstrate clinical activity in patients with CNS disease, including complete responses[22] Market and Strategy - The current BTK inhibitor market is annualizing at $12.5 billion, with approximately $9.5 billion in CLL[55] - Nurix has a clinical development plan addressing large segments of the CLL market as both a mono- and combo- therapy[54]

Core Insights - Nurix Therapeutics is advancing its potentially best-in-class BTK degrader, bexobrutideg, into pivotal clinical trials for relapsed/refractory chronic lymphocytic leukemia (r/r CLL) and aims for global registration [1][2] - The company plans to expand bexobrutideg into autoimmune and inflammatory indications, targeting an IND submission in 2026 with a new tablet formulation [1][8] - Nurix is also advancing a portfolio of partnered inflammation and immunology programs, including IRAK4 and STAT6 degraders, leveraging its DEL-AI platform for drug discovery [1][6] 2025 Accomplishments and Highlights - In 2025, Nurix presented new clinical data showing an 83% objective response rate for bexobrutideg in CLL patients, with a median progression-free survival of 22.1 months [3][4] - The FDA's Project Optimus was successfully addressed with the selection of a 600 mg once-daily dose for pivotal development, which showed a trend toward improved efficacy without increased adverse events [3][4] - Nurix initiated the DAYBreak CLL-201 pivotal Phase 2 study in October 2025, evaluating bexobrutideg in patients with r/r CLL [4] Pipeline Advancements - The company introduced a new tablet formulation of bexobrutideg into Phase 1 testing to support an IND for inflammation and autoimmune indications [8] - Partner Gilead initiated Phase 1 testing of the IRAK4 degrader, GS-6791, while Sanofi advanced the STAT6 degrader program into IND enabling studies [8][9] - NX-1607, a first-in-class CBL-B inhibitor, demonstrated positive Phase 1a clinical data, indicating its potential as an immune-oncology agent [5][14] Financial Position and Leadership - Nurix strengthened its financial position by closing a registered offering of 24,485,799 shares, raising gross proceeds of $250 million, and earning $47 million in non-dilutive capital through collaborations [7][9] - The company appointed a new chief commercial officer and board members with extensive experience in drug development and commercialization [9] 2026 Outlook - Nurix aims to execute pivotal development pathways for bexobrutideg, including the initiation of a confirmatory Phase 3 study and further clinical studies in combination with other therapies [15] - The company plans to leverage its DEL-AI platform to fuel drug discovery programs and earn additional research milestones from collaborations [15]

Core Insights - Nurix Therapeutics is actively participating in the ASH conference, highlighting the potential for advancements in therapies for patients with Chronic Lymphocytic Leukemia (CLL) and other diseases [1][2] Company Overview - Arthur Sands serves as the President and CEO of Nurix Therapeutics, leading the company's initiatives and investor relations [1] - The company is showcasing its research and development efforts, particularly in collaboration with key experts in the field [2] Industry Context - The ASH conference is a significant event for the hematology community, providing a platform for sharing new data and insights relevant to improving patient therapies [1][2] - The presence of experts like Dr. Alencar from the University of Miami indicates the collaborative nature of research in this sector [2]

Summary of Nurix Therapeutics Conference Call Company Overview - **Company**: Nurix Therapeutics (NasdaqGM:NRIX) - **Event**: Jefferies London Healthcare Conference 2025 - **Date**: November 19, 2025 Key Points Industry and Product Focus - Nurix Therapeutics is focused on developing therapies for Chronic Lymphocytic Leukemia (CLL) and other indications using their BTK degrader platform, specifically Bexobrutideg and NX-5948 [3][4][5] Upcoming Events and Data Releases - The company will present data at the upcoming ASH conference, including follow-up data from Phase 1A and Phase 1B trials for Bexobrutideg and NX-5948 [3][4] - Key metrics to be reported include duration of therapy and duration of response, with patients having been on therapy for over two years [3][4] Pivotal Trial Design - The pivotal trial for Bexobrutideg will focus on a triple-exposed patient population in CLL, with a selected dose of 600 mg once daily based on Phase 1B data [4][6] - The trial aims for accelerated approval, allowing early market access, while full approval will follow a randomized control study [10][11] Competitive Landscape - The company anticipates competition from pirtobrutinib, a non-covalent BTK inhibitor from Eli Lilly, which is expected to gain full approval [8][10] - Nurix is positioning Bexobrutideg as a potential standard of care in the U.S. market for CLL [10] Combination Therapies - Nurix is planning combination studies with Bexobrutideg and other therapies, including venetoclax and anti-CD20 antibodies [22][23] - The company is also exploring the potential of combining with T-cell engagers [23] Autoimmune Indications - The company is developing Bexobrutideg for autoimmune diseases, leveraging its ability to degrade BTK, which may provide advantages over traditional inhibitors [26][27] - A new formulation for Bexobrutideg is in development, with plans for IND submission in 2026 [27] Partnerships and Pipeline - Nurix has partnerships with Gilead for an IRAK4 degrader and with Sanofi for a STAT6 degrader, both of which are in various stages of development [35][36] - The IRAK4 program is in Phase 1, while the STAT6 program is in IND enabling studies [35][36] Financial Position - Nurix recently raised $250 million, bringing total cash reserves to over $650 million, providing a strong financial runway through early 2028 [41][42] Future Considerations - The company is preparing for multiple decisions regarding its partnerships and potential opt-ins based on upcoming clinical data [38][41] Conclusion - Nurix Therapeutics is strategically positioned in the biotech space with a focus on innovative therapies for CLL and autoimmune diseases, backed by a strong financial position and promising clinical data on the horizon [41][42]

Bexobrutideg Investor Update Investor Presentation October 2025 Certain information contained in this presentation relates to or is based on studies, publications, surveys and other data obtained from third-party sources and the Company's own internal estimates and research. While the Company believes these third-party sources to be reliable as of the date of this presentation, it has not independently verified, and makes no representation as to the adequacy, fairness, accuracy or completeness of, any infor ...

Bexobrutideg Clinical Development and Market Opportunity - Bexobrutideg demonstrated an objective response rate (ORR) of 80.9% (95% CI: 66.7–90.9) in CLL response-evaluable patients in Phase 1a[18] - The median follow-up for these patients was 9.0 months (range: 1.6–26.1)[18] - The company is planning a Phase 3 monotherapy trial post-cBTKi versus standard of care, targeting 400-500 patients[21, 27] - The global market for BTK inhibitors is estimated to be over $15 billion[29] - Estimated annual BTKi sales in 2024 are ~$6B, growing to >$9B by 2028[30] - Estimated annual BTKi sales in 2024 are ~$1B, growing to >$2.5B by 2028[30] - Estimated annual BTKi sales in 2024 are ~$2B, growing to >$5B by 2028[30] Bexobrutideg's Potential and Strategy - Bexobrutideg is designed to expand and replace BTK inhibitors in the CLL market[29] - The company is pursuing an accelerated approval strategy and confirmatory study for Bexobrutideg[22] - The confirmatory Phase 3 trial will stratify by 17p del/TP53 mutation, prior BCL2i therapy, and choice of control[27] - The trial includes an investigator's choice control arm to ensure clinical relevance and maximize enrollment opportunities[28]