Loading...
NBP logo

NovaBridge BiosciencesNasdaqGM:NBP 株式レポート

時価総額 US$205.9m
株価
US$1.77
US$8
77.9% 割安 内在価値ディスカウント
1Y78.8%
7D-2.7%
1D
ポートフォリオ価値
表示

NovaBridge Biosciences

NasdaqGM:NBP 株式レポート

時価総額:US$205.9m

NovaBridge Biosciences(NBP)株式概要

ノバブリッジ・バイオサイエンシズ社はバイオテクノロジー企業であり、米国においてがん治療用免疫腫瘍薬の研究開発に従事している。 詳細

NBP ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長0/6
過去の実績0/6
財務の健全性6/6
配当金0/6

NBP Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

NovaBridge Biosciences 競合他社

価格と性能

株価の高値、安値、推移の概要NovaBridge Biosciences
過去の株価
現在の株価US$1.77
52週高値US$6.79
52週安値US$0.98
ベータ1.56
1ヶ月の変化-31.40%
3ヶ月変化-46.20%
1年変化78.79%
3年間の変化-43.09%
5年間の変化-97.82%
IPOからの変化-85.84%

最新ニュース

Recent updates

分析記事 Dec 31

NovaBridge Biosciences (NASDAQ:NBP) Shares Could Be 41% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, NovaBridge Biosciences fair value estimate is US$6.72...
Seeking Alpha Oct 14

I-Mab Biopharma Stock: Caution Warranted After Huge Surge

Summary I-Mab stock has surged in 2025 on strong early data for lead asset givastomig in gastric cancer, showing an 83% ORR. Givastomig's results outperformed approved therapies and competitors, fueling optimism amid a large metastatic gastric cancer market and high unmet need. IMAB raised $61.2 million in an August 2025 secondary, securing a cash runway through 2028, with positive analyst sentiment but modest long-term sales projections. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

I-Mab: Trading Below Net Cash With Multiple Upside Options

Summary I-Mab Biopharma has signed an agreement to divest its assets and business operations in China, becoming a US-based biotech company. The divesting will provide I-Mab with a healthy balance sheet, over $400 million in cash, and the potential to receive up to $80 million in cash consideration from its divested China operation. I-Mab's core assets will consist of three global Immuno-Oncology programs, including uliledlimab, which has shown promising Phase 2 NSCLC clinical trial data. Read the full article on Seeking Alpha
分析記事 Feb 08

We're Keeping An Eye On I-Mab's (NASDAQ:IMAB) Cash Burn Rate

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha Sep 27

I-Mab: Another CD47 Inhibitor Biotech With Great Potential

Summary Clearance from China was received to initiate a phase 3 registrational study using Lemzoparlimab for high-risk MDS patients; trial initiation is expected in Q4 of 2022. Results from phase 2 studies using uliledlimab for the treatment of patients with non-small cell lung cancer are expected in Q4 of 2022. Two other products in the pipeline nearing BLAs in China are felzartamab for multiple myeloma and eftansomatropin alfa for growth hormone deficiency. The global Myelodysplastic Syndrome market is expected to reach $3.26 billion in 2022. I-Mab (IMAB) is a great speculative biotech play to look into. The reason why I state that is because it has a drug known as Lemzoparlimab. The goal is to initiate a phase 3 study using this drug in combination with azacitidine for the treatment of 1st-line myelodysplastic syndrome ((MDS)). The biotech had a great end of phase 2 meeting with Chinese authorities and received the go ahead to initiate a phase 3 study for this program. This late-stage study is expected to be initiated in Q4 of 2022. In addition, the company is also exploring a few other indications with the use of Lemzoparlimab. It has developed a partnership with AbbVie (ABBV) to develop new CD47 antibodies. If such a partnership makes it all the way through all the milestones, then I-Mab would be entitled to receive up to $1.295 billion in milestone payments. The biotech is also in the process of initiating another phase 3 registrational trial as well. This involves the use of its differentiated CD73 antibody uliledlimab being developed to treat patients with non-small cell lung cancer ((NSCLC)). It also has plans to initiate a phase 3 study in the United States targeting other cancer types, however, it hopes to do so through other drugs besides PD-1 inhibitors within the next 12 months. It will also make available results from the ongoing phase 2 study of uliledlimab for the treatment of patients with NSCLC by the end of 2022. The main thing you probably want to know is, what is its intended goal? It believes it could have 5 clinical-stage assets with at least three Biologic Licensing Applications (BLAs) within the next 3 years. Then, it has a bispecific antibody known as TJ-CD4B, which is being developed to treat patients with various types of solid tumors. This drug is currently being explored in a phase 1 study. One key thing to note is that I-Mab is exploring partnership opportunities for uliledlimab and TJ-CD4B, which could also create shareholder value as well. CD47 Inhibitor With Proof Of Concept Already Established The first program to go over involves the use of Lemzoparlimab for the treatment of patients with Myelodysplastic Syndrome. Myelodysplastic Syndrome ((MDS)) involves a group of cancers that keep your blood stem cells from maturing into healthy blood cells. However, MDS can also cause other problems as well, ranging from developing Acute Myeloid Leukemia ((AML)) or anemia (lack of healthy red blood cells to carry oxygen), frequent infections, and bleeding episodes which may not stop. Healthy red blood cells are made in the soft spongy area known as the bone marrow. If such production doesn't work, then red blood cells die in the bone marrow, or if they reach out to parts of your body they die off. When red blood cells die in the bone marrow, there is no room for the healthy red blood cells to exist. This effect leads to serious problems, which is why MDS needs to be taken care of. The global Myelodysplastic Syndrome market is expected to reach $3.26 billion in 2022 and grow at about 9.3% CAGR thereafter until 2030. There are several symptoms that these patients experience as well, which are as follows: You are tired/weak Skin becomes pale Bleed more often Frequent infections Frequent fevers. The goal for I-Mab is to advance Lemzoparlimab to a phase 3 study in treating newly diagnosed higher-risk MDS patients in Q4 of 2022. Of course, it already received authorization from the CDE and NMPA (Chinese authority agencies) to begin such a study. It expects to initiate this phase 3 registrational study before the end of this year, likely Q4 of 2022. The main reason why I'm talking about this program is because it is the furthest along. If a phase 3 study starts by the end of this year for Lemzoparlimab for newly diagnosed MDS patients, then results should be out within a few years. If the trial meets the primary endpoint at completion, then I-Mab holds the potential to have the first CD47 approved in China. That's because, according to talks with Chinese Authorities, this is a registrational trial, which is capable of having a BLA filed should the primary endpoint be met. Thus far, it is a pretty good product in terms of treating patients with hematological malignancies (blood cancers). That is evident by the clinical data achieved to date. About 90 patients with newly diagnosed MDS or acute myeloid leukemia (AML) have received 30 mg/kg Lemzoparlimab in combination with azacitidine (chemotherapy). It was revealed that even without any type of priming dose given to about 50 MDS patients, combination treatment of Lemzoparlimab was very safe/tolerable. It was shown that in terms of MDS patients, there was a >80% objective response rate ((ORR)). With magrolimab and Azacitidine, the combination is comparable to being slightly below this 80% ORR number. Gilead Sciences (GILD) owns magrolimab (CD47 inhibitor) now after buying Forty Seven Inc awhile back. However, I-Mab released updated results at the European Society for Medical Oncology ((ESMO)) Congress 2022 on September 10, 2022 with an oral presentation. For MDS patients receiving a dose of Lemzoparlimab at 3 months, the ORR was 80.6%, and then over 6 months of dosing the ORR rose to 86.7%. The complete response rate in the most recent update was said to be 40%. With this data on hand, it can now push forward to going after high risk MDS patients in the phase 3 study it just received authorization for. Financials According to the 6-K SEC Filing, I-Mab has a cash position of $586 million on hand. It believes that with the current cash on hand, that it could fund its operations for more than 3 years. One thing to keep in mind for this speculative biotech name is that, while its financials are in good order, there is an overhang of an HFCAA delisting. This is not guaranteed, but a possibility because of legislation act holding foreign companies accountable. I believe this is huge risk - as such, I thought it was important to mention this. It should be good on cash for the time being, therefore, I don't see it needing to raise cash in the near-term. I believe what could be possible is if it chooses to raise cash after receiving regulatory approvals in China for one of the BLAs expected in the coming years. Risks To Business There are several risk factors to consider before investing in this biotech. The biggest risk factor would be the overhang of the HFCAA delisting noted above. However, I-Mab states that it has the situation under control by providing shareholders a road map and value to what it intends to do so that it won't be delisted. It believes it can mitigate delisting risks under the HFCAA based on specific steps it has taken in the last 6 months. Despite taking this action, there is still no assurance that it won't face this risk of delisting. It hopes that its current plan of the Statement of Protocol, or a possible contingency plan of changing its auditor should it need to, will accomplish this. The second risk would be with respect to the initiation of the phase 3 registration study, which is using Lemzoparlimab for the treatment of high risk MDS patients. It will take a few years to run this study, and if the primary endpoint is not met, then I-Mab will not be able to file a BLA for approval of this drug in China.
Seeking Alpha Sep 13

I-Mab gets Chinese nod to start phase 3 combo treatment trial for myelodysplastic syndrome

Chinese biotech I-Mab (NASDAQ:IMAB) on Tuesday said it got local regulatory approval to start a phase 3 trial evaluating its antibody lemzoparlimab in combination with cancer drug azacitidine for the treatment of myelodysplastic syndrome (MDS). MDS is a group of cancers caused due to blood cells that are poorly formed or don't work properly. The approval to start the trial follows a successful completion of an end-of-phase 2 meeting with the Center for Drug Evaluation of China's National Medical Products Administration, IMAB said in a statement. The meeting was supported by results from a phase 2 trial assessing lemzoparlimab in combination with azacitidine for the treatment of patients with newly diagnosed higher-risk MS, IMAB said. The company said it is on track to initiate the late-stage study as planned. U.S.-listed shares of IMAB -4.8% at $5.31 in morning trading.
Seeking Alpha Aug 30

I-Mab Biopharma Non-GAAP EPADS of -$1.54, revenue of $7.74M

I-Mab Biopharma press release (NASDAQ:IMAB): 1H Non-GAAP EPADS of -$1.54. Revenue of $7.74M (+181.5% Y/Y).
Seeking Alpha Aug 23

I-Mab and senior executives may buy $40M worth of shares; stock up 10%

I-Mab (NASDAQ:IMAB) and senior management using their own personal funds may purchase up to $40M worth of the company's American Depository Shares on the open market. The buys are part of a share repurchase program previously authorized by the company's board. Shares are up 10% in Tuesday morning trading. See why Seeking Alpha contributor Chris Lacoursiere is bullish on I-Mab (IMAB).
分析記事 Aug 20

Newsflash: I-Mab (NASDAQ:IMAB) Analysts Have Been Trimming Their Revenue Forecasts

Today is shaping up negative for I-Mab ( NASDAQ:IMAB ) shareholders, with the analysts delivering a substantial...
Seeking Alpha Jul 22

I-Mab doses first patient in phase 1 trial of TJ-CD4B in solid tumors in China

I-Mab (NASDAQ:IMAB) said the first patient in China had been treated with its TJ-CD4B in a Phase 1 international multi-center clinical trial for patients with solid tumors, including gastric cancer, gastroesophageal junction carcinoma. TJ-CD4B binds to Claudin 18.2-expressing cancer cells and co-stimulatory molecule 4-1BB on T cells to exert a tumor-killing effect. In March, the U.S. Food and Drug Administration granted Orphan Drug Designation to TJ-CD4B for the treatment of gastric cancer including cancer of gastroesophageal junction.
Seeking Alpha Jun 23

I-Mab Valuation Offers A Biotech Investment Opportunity

The biotech indices have fallen considerably. Many biotechs are trading with negative enterprise values despite unprecedented innovation in the biotech industry. I-Mab is headed for commercialization with enough cash to carry then into 2025 with multiple products hitting the market. I-Mab shares appear significantly undervalued.
分析記事 May 24

Companies Like I-Mab (NASDAQ:IMAB) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha May 06

I-Mab Shaken By Management Moves, Merger Talk And Delisting Threat

There’s no shortage of market-moving news these days about up-and-coming cancer drug maker I-Mab, whose stock is getting pulled every which way as a result. The U.S.-China dispute element was in the headlines this week, when I-Mab’s name was added to a U.S. Securities and Exchange Commission list of 88 Chinese firms that could face potential delisting. According to its 2021 annual report, the company has enough capital to fund its operations through 2025, with $671 million in cash combined with expected milestone payments.
分析記事 Apr 01

Bearish: Analysts Just Cut Their I-Mab (NASDAQ:IMAB) Revenue and EPS estimates

The analysts covering I-Mab ( NASDAQ:IMAB ) delivered a dose of negativity to shareholders today, by making a...
Seeking Alpha Jan 03

I-Mab Founder Retakes Reins In Latest Shakeup Ahead Of Commercialization Phase

Four-year company veteran and CEO Joan Shen to depart I-Mab as chairman and founder Zang Jingwu gets set to resume the role. Analysts upbeat as company earmarks 2023 for regulatory approval of key drugs and launch of production facility. Despite that positive outlook, the company’s shares have gone on a rollercoaster ride since listing at $14 in January 2020.
Seeking Alpha Oct 14

I-Mab Gets Boost From Latest Industry Signals On New Cancer Treatment

I-Mab's shares surged up to 15% on positive results from a peer developing a similar new type of cancer treatment, though they later gave back most of those gains. Company has plenty of cash on hand and could soon get more as it seeks a deal to commercialize the drug, uliledlimab, with a U.S. or European partner. Despite I-Mab's recent stock price volatility, many are still quite bullish on the company.

株主還元

NBPUS BiotechsUS 市場
7D-2.7%1.2%1.0%
1Y78.8%34.9%28.7%

業界別リターン: NBP過去 1 年間で34.9 % の収益を上げたUS Biotechs業界を上回りました。

リターン対市場: NBP過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。

価格変動

Is NBP's price volatile compared to industry and market?
NBP volatility
NBP Average Weekly Movement9.7%
Biotechs Industry Average Movement11.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: NBP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: NBPの 週次ボラティリティ は、過去 1 年間で17%から10%に減少しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
201430Sean Funovabridge.com

ノバブリッジ・バイオサイエンシズ社はバイオテクノロジー企業であり、米国において癌治療のための免疫癌治療薬の研究開発に従事している。同社はオンコロジーと眼科の2つのセグメントで事業を展開している。同社の製品パイプラインには、胃がんおよびその他のCLDN18.2陽性消化器悪性腫瘍の治療薬として、ニボルマブおよび化学療法と併用する第2相臨床試験中であるCLDN18.2二重特異性抗体ジバストミグ、胃がんの一次治療薬としてニボルマブおよび化学療法と併用する第1b相臨床試験がある。また、湿性加齢黄斑変性症や糖尿病黄斑浮腫を含む他の網膜疾患の治療薬として第2相臨床試験中のVEGF-A×ANG-2二重特異性生物製剤VIS-101、複数の固形がんを対象とした第1相臨床試験中のragistomagも開発している。アスクジーン社とはVIS-101の開発・商品化に関するライセンス契約、ブリストル・マイヤーズ スクイブ社とはジバストミグの開発に関する共同研究、アッヴィ・アイルランド・アンリミテッド社とはレムゾパルリマブの開発・商品化に関するライセンスおよび共同研究契約を結んでいる。同社は以前I-Mabとして知られていたが、2025年10月にノバブリッジ・バイオサイエンシズに社名を変更した。ノバブリッジ・バイオサイエンシズは2014年に設立され、メリーランド州ロックビルに本社を置いている。

NovaBridge Biosciences 基礎のまとめ

NovaBridge Biosciences の収益と売上を時価総額と比較するとどうか。
NBP 基礎統計学
時価総額US$205.85m
収益(TTM)-US$88.34m
売上高(TTM)n/a
0.0x
P/Sレシオ
-2.3x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NBP 損益計算書(TTM)
収益US$0
売上原価US$0
売上総利益US$0
その他の費用US$88.34m
収益-US$88.34m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)-0.76
グロス・マージン0.00%
純利益率0.00%
有利子負債/自己資本比率0%

NBP の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 12:58
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NovaBridge Biosciences 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Bo LiBofA Global Research
Kumaraguru RajaBrookline Capital Markets
Ziyu HeChina International Capital Corporation Limited