NovaBridge Biosciences (NBP) Leerink Global Healthcare Conference 2026 summary

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.