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Nurix Therapeutics, Inc.

Nurix Therapeutics, Inc.

NASDAQ•NRIX
CEO: Dr. Arthur T. Sands M.D., Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2020-07-24
Nurix Therapeutics, Inc., a clinical stage biopharmaceutical company, focuses on the discovery, development, and commercialization of small molecule and cell therapies for the treatment of cancer, inflammatory conditions, and other diseases. The company develops NX-2127, an orally bioavailable Bruton's tyrosine kinase (BTK) degrader for the treatment of relapsed or refractory B-cell malignancies; NX-5948, an orally bioavailable BTK degrader for the treatment of relapsed or refractory B-cell malignancies and autoimmune diseases; and NX-1607, an orally bioavailable Casitas B-lineage lymphoma proto-oncogene-B (CBL-B) inhibitor for immuno-oncology indications. It is also developing NX-0479/GS-6791, a IRAK4 degrader for the treatment of rheumatoid arthritis and other inflammatory diseases. The company has a strategic collaboration agreement with Gilead Sciences, Inc., Sanofi S.A., and Seagen Inc. co-development and co-commercialization for multiple drug candidates. The company was formerly known as Nurix Inc. and changed its name to Nurix Therapeutics, Inc. in October 2018. Nurix Therapeutics, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
連絡先情報
1700 Owens Street, Suite 205, San Francisco, CA, 94158, United States
415-660-5320
www.nurixtx.com
時価総額
$1.43B
PER (TTM)
-5.9
34.6
配当利回り
--
52週高値
$22.50
52週安値
$8.18
52週レンジ
58%
順位52Top 73.5%
2.9
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 2.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$13.58M+2.21%
直近4四半期の推移

EPS

-$0.82+9.33%
直近4四半期の推移

フリーCF

-$72.96M+43.47%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Driven By License Deal Total revenue reached $84.0M, up $29.4M, driven by $30.0M license revenue recognized from Sanofi extensions.
Increased R&D Investment Research and development expenses totaled $316.9M, reflecting a $95.3M increase year-over-year to accelerate clinical trials.
Strong Liquidity Position Cash, cash equivalents, and marketable securities totaled $592.9M as of November 30, 2025, funding operations for 12 months.
Lead Drug Advancement Bexobrutideg Phase 2 enrollment ongoing; planning suite of additional trials for 2026 registration support.

リスク要因

Continued Operating Losses Net loss was $(264.5M) for 2025; expects incurring losses for several future years, never achieving profitability.
Substantial Capital Needs Requires substantial additional funding to support operations; inability to raise capital may delay or terminate programs.
Early Stage Clinical Risk Lead candidates (bexobrutideg, zelebrudomide, NX-1607) are in early clinical stages; failure materially harms business.
Reliance on Third-Party Manufacturing Reliance on CMOs for supply increases risk of delays, cost overruns, or quality issues impacting development efforts.

見通し

Advance Bexobrutideg Registration Path Plan to leverage FDA Fast Track and EMA PRIME designations to accelerate registrational path for bexobrutideg in 2026.
Expand Therapeutic Applications Explore bexobrutideg utility in autoimmune and inflammatory diseases via separate clinical program requiring new IND filing.
Continue Pipeline Development Advance zelebrudomide dose escalation; define doses for NX-1607 Phase 1b cohort expansion in 2026.
Leverage DEL-AI Platform Continue investing in DEL-AI engine to support wholly owned pipeline and secure future strategic discovery partnerships.

同業比較

売上高 (TTM)

Iovance Biotherapeutics, Inc.IOVA
$250.43M
+175.6%
Xencor, Inc.XNCR
$167.36M
+64.5%
Phathom Pharmaceuticals, Inc.PHAT
$147.19M
+460.3%

粗利益率 (最新四半期)

Absci CorporationABSI
100.0%
+197.2pp
Xencor, Inc.XNCR
100.0%
+0.0pp
Tango Therapeutics, Inc.TNGX
99.0%
-1.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ERAS$3.70B-26.5-33.1%11.5%
TERN$3.44B-37.1-30.0%0.3%
OLMA$1.84B-13.4-41.5%1.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-9.7%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年4月6日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-K - FY 2025

    会計期末: 2025年11月30日|提出日: 2026年1月28日|
    売上高: $83.98M+54.0%
    |
    EPS: $-3.05-5.9%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2025年8月31日|提出日: 2025年10月9日|
    売上高: $7.89M-37.3%
    |
    EPS: $-1.03+53.7%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年5月31日|提出日: 2025年7月9日|
    売上高: $44.06M+264.3%
    |
    EPS: $-0.52-26.8%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年2月28日|提出日: 2025年4月8日|
    売上高: $18.45M+11.3%
    |
    EPS: $-0.67-11.8%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年11月30日|提出日: 2025年1月28日|
    売上高: $54.55M-29.1%
    |
    EPS: $-2.88-8.7%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年8月31日|提出日: 2024年10月11日|
    売上高: $12.59M-31.8%
    |
    EPS: $-0.67-1.5%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年5月31日|提出日: 2024年7月11日|
    売上高: $12.09M-60.6%
    |
    EPS: $-0.71+77.5%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年2月29日|提出日: 2024年4月10日|
    売上高: $16.59M+30.7%
    |
    EPS: $-0.76+16.9%
    予想通り