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NextCure (NXTC) investor relations material
NextCure Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pipeline overview
Advancing two differentiated antibody-drug conjugates (ADCs): SIM0505 (CDH6, TOPO1 inhibitor) and LNCB74 (B7-H4, tubulin inhibitor), both in Phase 1 trials targeting multiple solid tumors.
SIM0505 is being developed globally (ex-China) via a strategic partnership and is in clinical trials for ovarian, lung, and renal cancers, with initial data expected in 2Q 2026.
LNCB74 is co-developed with LigaChem Biosciences, targeting breast, ovarian, and endometrial cancers, with a unique glucuronidase linker for improved safety and efficacy.
Both ADCs are designed for multi-pronged approaches to overcome resistance and improve durability, with options for concurrent or sequenced administration.
Additional programs in discovery and preclinical stages target leukemia, osteogenesis imperfecta, and Alzheimer's disease.
SIM0505 clinical and preclinical data
SIM0505 demonstrates strong binding affinity, high internalization, and favorable pharmacokinetics, with a hydrophilic payload for reduced toxicity.
Preclinical models show potent anti-tumor activity in ovarian and renal cancer models, outperforming comparators.
Initial Phase 1 data (April 2025): 5 patients enrolled, no dose-limiting toxicities, and a partial response at the lowest dose in serous endometrial carcinoma.
Differentiated from competitors by unique epitope binding, high systemic clearance, and anticipated safety improvements.
Ongoing global Phase 1 trial with joint data from China and US; readout expected 2Q 2026.
LNCB74 clinical and preclinical data
LNCB74 features a glucuronidase-cleavable linker for targeted payload release, higher potency, and reduced toxicity compared to traditional linkers.
Demonstrated potent anti-tumor activity in breast, ovarian, and triple-negative breast cancer models, achieving complete responses in preclinical studies.
Phase 1 dose escalation study initiated in January 2025, with expansion cohorts planned for breast and ovarian cancers.
Differentiated from competitors by site-specific conjugation, improved therapeutic index, and lower toxicity profile.
Addresses unmet needs in breast and gynecological cancers with a patient selection strategy.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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