NovaBridge Biosciences
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NovaBridge Biosciences (NBP) investor relations material

NovaBridge Biosciences Leerink Global Healthcare Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Leerink Global Healthcare Conference 2026 summary11 Mar, 2026

Corporate strategy and business transformation

  • Transitioned from an asset-based biotech to a platform company focused on bringing Chinese innovations to global markets, leveraging strong capabilities in translational clinical development and a robust China-U.S. operational presence.

  • Differentiates itself through deep access to the China biotech ecosystem and established U.S. operations, enabling efficient cross-border innovation and partnerships.

  • Adjusted Hong Kong IPO plans due to new regulatory requirements and is waiting for stock price to better reflect pipeline value before proceeding.

Givastomig clinical development and competitive positioning

  • Givastomig, a claudin 18.2/4-1BB T-cell engager, showed consistent and robust efficacy in combination with nivolumab and chemotherapy for frontline gastroesophageal adenocarcinoma, with a progression-free survival of 17 months and manageable toxicity.

  • Maintains strong activity across claudin 18.2 expression levels, with a 1% cutoff for patient inclusion, and plans for a registrational study with a representative patient distribution.

  • Differentiates from competitors by combining strong efficacy, favorable safety, and the ability to combine with IO chemo without modifying standard regimens, supported by positive FDA interactions.

  • Platform approach enables exploration of additional tumor-associated antigens and next-generation bispecifics or trispecifics.

VIS-101 (AMD asset) clinical update

  • VIS-101, a bispecific targeting VEGF-A and Ang2, demonstrated favorable safety, rapid and durable responses, and superior durability compared to Vabysmo, with half of patients retreatment-free at six months.

  • Molecular advantages include higher binding affinity and potency over Vabysmo, with ongoing dose optimization in phase IIb.

  • Future studies will use a non-inferiority design with active reference arms, aiming for a strong label and potential frontline use.

  • Mild, asymptomatic intraocular inflammation was observed, consistent with other VEGF trials.

NovaBridge US clinical execution edge
Givastomig 1% claudin 18.2 cutoff strategy
VIS-101 durability compared to Vabysmo
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