NovaBridge Biosciences (NBP) Oppenheimer 35th Annual Healthcare Life Sciences Conference 2025 summary

Corporate transformation and leadership

• Completed a divestiture separating China and U.S. businesses, now fully U.S.-based with all assets and employees in the U.S., EU, or Japan.

• Upgraded executive leadership team, including recognized experts in science and business.

Pipeline overview and lead asset focus

• Pipeline includes three clinical-stage assets: Giva (Claudin 18.2 4-1BB bispecific), uliledlimab (CD73 antibody), and a PD-L1 4-1BB bispecific.

• Giva elevated as lead asset due to strong recent phase I data, especially in combination with standard of care for frontline gastric cancer.

• Uliledlimab remains promising, with further development contingent on positive data from ongoing studies.

Giva clinical data and market opportunity

• Giva demonstrated a 16% ORR as monotherapy in heavily pretreated gastric cancer, with strong safety and tolerability.

• Combination with IO and chemo showed marked improvement in ORR over current standards, with favorable safety profile.

• Giva’s efficacy and safety profile compare favorably to zolbetuximab and ADCs, with potential to address a much larger patient population.

• Market opportunity is significant, with potential to serve up to 92% of Claudin 18.2-positive frontline gastric cancer patients.

• Expansion data expected in 1H 2026; escalation data to be presented later this year.