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Stock impact report

NovaBridge's Givastomig Could Drive A Major Re-Rating [Seeking Alpha]

NovaBridge Biosciences - American Depositary Shares (NBP) 
Company Research Source: Seeking Alpha
NBP's lead asset, Givastomig, has shown strong Phase 1b data—75% response rate, 16.9-month PFS, and manageable safety in gastric cancer. Upcoming 2026 Phase 1b data for Givastomig and a potential accelerated approval pathway are critical inflection points for re-rating. With $210.8M in cash, NBP has runway through 2028, supporting key clinical milestones for both Givastomig and VIS-101. FatCamera/E+ via Getty Images Thesis NovaBridge Biosciences ( NBP ) reported an FY25 GAAP EPS of about -$0.48. So, there have clearly been continued losses, with the company investing pretty heavily in clinical development. Now, even with the negative earnings, the company maintains a decent liquidity NBP's $210.8M in cash and short-term investments provides sufficient runway through 2028, materially reducing near-term financing risk even with elevated R&D spending. Updated Phase 1b data in 2026 and a potential FDA Type B meeting could enable accelerated approval and a Phase 3 registrati Show less Read more
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