Nurix Therapeutics(NRIX) - 2025 FY - Earnings Call Presentation

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]