View ValuationNextCure 将来の成長Future 基準チェック /06NextCureは、3.9%と57.4%でそれぞれ年率3.9%で利益と収益が成長すると予測される一方、EPSはgrowで51.7%年率。主要情報3.9%収益成長率51.66%EPS成長率Biotechs 収益成長25.2%収益成長率57.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日11 May 2026今後の成長に関する最新情報Price Target Changed • Aug 06Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 2 analysts. New target price is 155% above last closing price of US$1.70. Stock is down 64% over the past year. The company is forecast to post a net loss per share of US$2.53 next year compared to a net loss per share of US$2.69 last year.Price Target Changed • May 18Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 3 analysts. New target price is 144% above last closing price of US$1.78. Stock is down 51% over the past year. The company is forecast to post a net loss per share of US$2.43 next year compared to a net loss per share of US$2.69 last year.Price Target Changed • Dec 07Price target increased to US$6.67Up from US$5.80, the current price target is an average from 3 analysts. New target price is 369% above last closing price of US$1.42. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.65 next year compared to a net loss per share of US$2.51 last year.Price Target Changed • Nov 16Price target decreased to US$5.80Down from US$13.57, the current price target is an average from 5 analysts. New target price is 249% above last closing price of US$1.66. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$2.51 last year.Price Target Changed • Nov 06Price target decreased to US$6.25Down from US$13.57, the current price target is an average from 5 analysts. New target price is 216% above last closing price of US$1.98. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.60 next year compared to a net loss per share of US$2.51 last year.Price Target Changed • Aug 08Price target increased to US$14.14Up from US$13.08, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$4.85. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$2.61 next year compared to a net loss per share of US$2.51 last year.すべての更新を表示Recent updatesNew Risk • May 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$50m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$50m free cash flow). Shareholders have been substantially diluted in the past year (54% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$49m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$35.2m market cap).お知らせ • May 05Nextcure, Inc. and Simcere Zaiming Pharmaceutical Co., Ltd. Initiate Dose Optimization for SIM0505 (CDH6 ADC) in Gynecologic CancersNextCure, Inc. and Simcere Zaiming Pharmaceutical Co., Ltd. announced initiation of the dose optimization portion of the Phase 1 study of SIM0505, focusing on patients with platinum-resistant ovarian cancer. SIM0505 is an investigational antibody drug conjugate (ADC) comprised of an antibody that targets Cadherin-6 (CDH6) and a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The dose optimization study is intended to help finalize dose selection and further de-risk advancement toward registrational studies. The number of U.S. and China trial sites is being increased and the clinical site footprint is expanding into Canada and Europe. Phase 1 data will be presented at the 2026 American Society of Clinical Oncology (ASCO) conference. SIM0505 is a novel antibody drug conjugate (ADC) directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ADC is designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. SIM0505 is being evaluated in an open-label, Phase 1 study (NCT06792552) for the potential treatment of advanced solid tumors, including ovarian cancer with an emphasis on platinum resistant ovarian cancer. The Food and Drug Administration granted Fast Track to SIM0505 for platinum-resistant ovarian cancer. NextCure holds exclusive global rights for SIM0505, excluding China, Hong Kong, Macau, and Taiwan which are retained by Simcere Zaiming Pharmaceutical Co., Ltd.お知らせ • Apr 27NextCure, Inc., Annual General Meeting, Jun 18, 2026NextCure, Inc., Annual General Meeting, Jun 18, 2026.New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$50m). Currently unprofitable and not forecast to become profitable over next 3 years (US$50m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$39.1m market cap).お知らせ • Apr 08NextCure Inc Receives Fast Track Designation For SIM0505 In Ovarian CancerNextCure, Inc. announced that the U.S. Food And Drug Administration (FDA) has granted Fast Track Designation for SIM0505 for the treatment of platinum-resistant ovarian cancer. SIM0505 is an investigational antibody drug conjugate (ADC) comprised of an antibody that targets Cadherin-6 (CDH6) and a proprietary topoisomerase 1 inhibitor (TOPOi) payload. Phase 1 data for SIM0505 to be presented at ASCO 2026; dose optimization in ovarian cancer expected to begin in the Second Quarter 2026. Fast Track Designation is an FDA process designed to facilitate the development of new therapies to treat serious conditions and fulfill an unmet medical need. Drug candidates that receive Fast Track Designation are eligible for more frequent meetings and written interactions with the FDA, rolling review and priority review. SIM0505 is a novel antibody drug conjugate (ADC) directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ADC is designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. SIM0505 is being evaluated in an open-label, Phase 1 study (NCT06792552) for the potential treatment of advanced solid tumors, including ovarian cancer, with an emphasis on platinum resistant ovarian cancer. NextCure holds exclusive global rights for SIM0505, excluding China, Hong Kong, Macau, and Taiwan which are retained by Simcere Zaiming Pharmaceutical Co. Ltd.お知らせ • Apr 01NextCure Inc and Simcere Zaiming Pharmaceutical Co Ltd Abstract for SIM0505 is Accepted for ASCO 2026NextCure, Inc. and Simcere Zaiming Pharmaceutical Co., Ltd., (Simcere) announced that an abstract for SIM0505 has been accepted for the American Society for Clinical Oncology (ASCO 2026) meeting being held May 29 – June 2 in Chicago, Illinois. SIM0505 is an investigational antibody drug conjugate (ADC) targeting Cadherin-6 (CDH6) with a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ongoing open-label, Phase 1 study (NCT06792552) is evaluating SIM0505 in advanced solid tumors, including ovarian cancer, with an emphasis on platinum resistant ovarian cancer. SIM0505 is a novel antibody drug conjugate (ADC) directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ADC is designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. SIM0505 is being evaluated in an open-label, Phase 1 study (NCT06792552) for the potential treatment of advanced solid tumors, including ovarian cancer, with an emphasis on platinum resistant ovarian cancer. NextCure holds exclusive global rights for SIM0505, excluding China, Hong Kong, Macau, and Taiwan which are retained by Simcere Zaiming Pharmaceutical Co., Ltd.New Risk • Mar 08New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$50m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (50% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$50m). Currently unprofitable and not forecast to become profitable over next 3 years (US$50m net loss in 3 years). Market cap is less than US$100m (US$43.4m market cap).お知らせ • Jan 23Nextcure, Inc. Provides Updates for Its Two Antibody Drug Conjugate ProgramsNextCure, Inc. provided updates for its two antibody drug conjugate (ADC) programs and reported a preliminary year-end 2025 cash position. SIM0505 (CDH6 ADC): Phase 1 dose escalation data expected in second quarter of 2026. SIM0505 is a novel ADC directed to cadherin-6 (CDH6 ADC), which is overexpressed in several cancers with limited expression in healthy tissues. SIM0505 features a proprietary topoisomerase 1 inhibitor (TOPOi) payload, designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. Data from the Phase 1 open-label dose escalation study are anticipated to be presented in the second quarter of 2026, including results from patients in the U.S. and China. The study (NCT06792552) is evaluating SIM0505 in patients with advanced solid tumors with a focus on gynecological cancers and an emphasis on platinum resistant ovarian cancer. The Company is adding clinical sites and increasing SIM0505 clinical drug supply in anticipation of initiating dose optimization in the first half of 2026. LNCB74 (B7-H4 ADC): Ongoing Phase 1 dose escalation: LNCB74 is a novel ADC directed to B7-H4, overexpressed in several cancers With limited expression in healthy tissues. LNCB74 is being evaluated in an open-label, Phase 1 study for the potential treatment of advanced solid tumors. NextCure shares global co-development rights with LigaChem Biosciences Inc. through a 50-50 cost share arrangement.お知らせ • Dec 20NextCure, Inc. has filed a Follow-on Equity Offering in the amount of $14.5 million.NextCure, Inc. has filed a Follow-on Equity Offering in the amount of $14.5 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingNew Risk • Nov 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$51m net loss in 3 years). Market cap is less than US$100m (US$31.7m market cap).お知らせ • Nov 18NextCure, Inc. announced that it has received $21.498209 million in funding from Ikarian Capital, LLC, Squadron Capital Management Llc, Affinity Asset Advisors, LLC, Exome Asset Management LLCOn November 17, 2025. NextCure, Inc. announced that it has closed the transaction.お知らせ • Nov 13NextCure, Inc. announced that it expects to receive $21.500024 million in funding from Ikarian Capital, LLC, Squadron Capital Management Llc, Affinity Asset Advisors, LLC, Exome Asset Management LLC and other investors.NextCure, Inc has entered into definitive agreements for the private placement to issue 2,523,477 shares or pre funded warrant at an issue price of $8.52 for the proceeds of $21,500,024.04 on November 12, 2025. Transaction involves participation of Ikarian Capital, LLC, Squadron Capital Management LLC, Affinity Healthcare Fund, LP., Exome Asset Management LLC as well as other healthcare focused funds. The private placement is expected to close on or about November 13, 2025, subject to the satisfaction of customary closing conditions. The securities described above are being offered in a private placement under Section 4(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”), and/or Regulation D promulgated thereunder and have not been registered under the Securities Act, or applicable state securities laws.分析記事 • Oct 18Here's Why NextCure (NASDAQ:NXTC) Must Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$62m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$18.2m market cap).お知らせ • Oct 16Nextcure and Simcere Zaiming Announce Expansion of Ongoing Phase 1 Trial of Sim0505 (Cdh6 Adc) into the United StatesNextCure, Inc. and Simcere Zaiming announced that the first patient in the U.S. has been dosed with SIM0505 in the ongoing Phase 1 trial (NCT06792552), which is evaluating safety, tolerability, pharmacokinetics and efficacy in patients with advanced solid tumors. SIM0505 is a novel antibody drug conjugate directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload, designed for broad anti-tumor activity, high systemic clearance and an improved potential therapeutic window. NextCure has now expanded the ongoing Phase 1 dose escalation study, which was initiated in China, by enrolling patient(s) in the U.S. into a mid-tier dose level while dose escalation is currently advancing in China. NextCure acquired an exclusive global license, excluding Greater China, for SIM0505 from Simcere Zaiming.New Risk • Aug 10New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$54m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$58m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$13.0m market cap).お知らせ • Jul 25NextCure, Inc. Announces the Presentation of New Preclinical Data in A Well-Established Model of Osteogenesis ImperfectaNextCure, Inc. announced the presentation of new preclinical data in a well-established model of osteogenesis imperfecta (OI) demonstrating that treatment with NC605, a novel anti-Siglec-15 antibody, achieved improved bone microarchitecture and reduced fracture incidence compared to anti-sclerostin treatment. The data were presented at the Brittle Bone Society Meeting on July 24th, 2025. These results demonstrate that NC605 could be a highly effective treatment for OI, also known as brittle bone disease. Fracture incidence and bone architecture were assessed in male and female OI mice treated with weekly 20 mg/kg of surrogate antibody NP159 (murine mAb parent to NC605) and compared to control groups treated with twice weekly 50 mg/kg anti-sclerostin or saline. NP159 increased cortical and trabecular bone mineral density, tissue mineral density, cortical thickness and decreased trabecular separation compared to saline-treated mice. The data were generated in collaboration with Dr. Cathleen Raggio, Hospital for Special Surgery, New York. NextCure is seeking financial support from partners or third parties to advance NC605 to a possible Investigational New Drug submission within 12 to 18 months.お知らせ • May 30NextCure and LigaChemBio to Present Trial in Progress Poster for LNCB74, a B7-H4 Targeted Antibody-Drug Conjugate, as Monotherapy in Participants with Advanced Solid Tumors at ASCO 2025NextCure, Inc. together with LigaChem Biosciences, Inc. (LigaChemBio) announced that a trial in progress poster from the Phase 1 study evaluating LNCB74, a B7-H4 targeted antibody-drug conjugate (ADC), will be presented at the American Society of Clinical Oncology (ASCO) Annual Meeting in Chicago. The Phase 1 study is evaluating LNCB74 as monotherapy in participants with advanced solid tumors, including platinum-resistant ovarian cancer, treatment-refractory breast cancer, endometrial cancer, biliary tract cancer, and squamous non-small cell lung cancer. The trial includes dose escalation and dose expansion and optimization phases. The study is currently enrolling in dose escalation.New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Revenue is less than US$1m. Market cap is less than US$10m (US$9.38m market cap). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$66m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Apr 17NextCure, Inc., Annual General Meeting, Jun 20, 2025NextCure, Inc., Annual General Meeting, Jun 20, 2025.New Risk • Apr 09New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.23m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Revenue is less than US$1m. Market cap is less than US$10m (US$9.23m market cap). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$66m net loss in 3 years).New Risk • Mar 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$66m net loss in 3 years). Market cap is less than US$100m (US$20.0m market cap).お知らせ • Feb 04NextCure Receives Nasdaq Non-Compliance Letter Regarding Minimum Bid RequirementOn January 31, 2025, NextCure, Inc. (the Company", we", us", or our") received written notice (the Notice") from the Listing Qualifications Department of The Nasdaq Stock Market, LLC (Nasdaq") notifying us that the closing price of our common stock over the prior 30 consecutive business days had fallen below $1.00 per share, which is the minimum average closing price required to maintain listing on the Nasdaq Global Select Market under Nasdaq Listing Rule 5450(a)(1) (the Minimum Bid Requirement"). In accordance with Nasdaq Listing Rule 5810(c)(3)(A), we have 180 calendar days, or until July 30, 2025, to regain compliance with the Minimum Bid Requirement (the Grace Period"), subject to a potential 180 calendar day extension, as described below. To regain compliance, the closing bid price of our common stock must be at least $1.00 per share for a minimum of ten consecutive business days within the Grace Period. If we do not achieve compliance with the Minimum Bid Requirement by the end of the Grace Period, we may be eligible for an additional 180 calendar day period to regain compliance. To qualify, we would be required to meet the continued listing requirement for the market value of our publicly held shares and all other Nasdaq initial listing standards, with the exception of the bid price requirement, and would need to provide written notice of our intention to cure the deficiency during the second compliance period by effecting a reverse stock split if necessary. However, if it appears to Nasdaq staff that we will not be able to cure the deficiency, or if we do not meet other Nasdaq listing standards, Nasdaq could provide notice that our common stock will be subject to delisting. In the event we receive notice that our common stock is being delisted, we would be entitled to appeal the determination to a Nasdaq Listing Qualifications Panel and request a hearing. We intend to actively monitor the closing bid price of our common stock and will evaluate available options to regain compliance with the Minimum Bid Requirement, which may include a reverse stock split. There can be no assurance that we will be able to regain compliance with the Minimum Bid Requirement or maintain compliance with other Nasdaq listing requirements. The Notice has no immediate effect on the listing or trading of our common stock, which will continue to be listed and traded on the Nasdaq Global Select Market, subject to our compliance with other Nasdaq listing requirements.お知らせ • Jan 10NextCure Announces First Patient Dosed in the Phase 1 Study of LNCB74 as Therapeutic for Treating Multiple CancersNextCure, Inc. announced the first patient has been dosed in its Phase 1 study of LNCB74, a B7-H4-targeting antibody-drug conjugate (ADC) as a therapeutic for treating multiple cancers. In December 2024, NextCure announced that the U.S. Food and Drug Administration had cleared its Investigational New Drug application for LNCB74. LNCB74 is being developed in partnership with LigaChem Biosciences Inc. as part of a collaboration and co-development agreement.お知らせ • Dec 11NextCure, Inc. Announces Acceptance of IND Application for LNCB74NextCure, Inc. announced that the U.S. Food and Drug Administration accepted an Investigational New Drug application for initiation of a Phase 1 clinical trial to evaluate LNCB74, a B7-H4-targeting antibody-drug conjugate as a therapeutic for treating multiple cancers. An IND is a request submitted to the regulatory authorities seeking permission to test a new drug or therapeutic substance in humans. The IND includes detailed information about the drug, its composition, pharmacology, toxicology, data from preclinical studies, proposed clinical trial protocols, and information on manufacturing and quality control. With the IND application acceptance now complete, NextCure can proceed with the Phase I trial. LNCB74 is being developed in partnership with LigaChem Biosciences, Inc. as part of a collaboration and co-development agreement.お知らせ • Nov 20NextCure, Inc. Announces the Presentation of Preclinical Data Demonstrating That Treatment with Nc605, A Novel Anti-Siglec-15 (S15) AntibodyNextCure, Inc. announced the presentation of preclinical data demonstrating that treatment with NC605, a novel anti-Siglec-15 (S15) antibody, resulted in enhanced generation of quality bone with better mechanical properties, in an oral presentation at the Osteogenesis Imperfecta Federation Europe virtual Investigator Meeting on November 15, 2024. These results demonstrate that NC605 is a highly effective treatment for Osteogenesis Imperfecta (OI), also known as brittle bone disease in a well-established model of disease.OI is a rare disorder that results in high bone turnover, abnormal bone formation, bone fragility and recurrent fractures. There is no cure for OI. Current anti-resorptive treatments inhibit both bone loss and bone formation leading to an increase in bone density, but overall poor bone quality. In contrast, NC605 inhibits bone loss and enhances osteoblast recruitment, to produce new bone, resulting in the generation of quality bone with increased density.Fracture incidence and bone quality were assessed in male and female OI mice (oim) treated with 20 mg/kg of surrogate antibody NP159 (murine mAb parent to NC605) and compared to control groups. Key findings include: In the treated mice, 90% of male oim and 80% of female oim, had no fractures post-sacrifice, compared to 85% and 55% in the control groups, respectively. For the treated oim population, both sexes showed: Increased trabecular and cortical tissue mineral density. Increased cortical bone mineral density. Collectively, all changes resulted in overall enhanced bone quality with better mechanical properties. In contrast, only the treated male oim population showed: Increased trabecular bone volume fraction, including an increase in the number of trabeculae and a decreased separation between trabeculae. Increased cortical thickness. Collectively, the changes resulted in an increase of max load and stiffness, measures of mechanical bone strength. The data were generated in collaboration with Dr. Cathleen Raggio, Hospital for Special Surgery, New York.分析記事 • Nov 13Here's Why We're Watching NextCure's (NASDAQ:NXTC) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • Nov 06NextCure, Inc. Reports Preclinical Data for LNCB74 and Additional Clinical Biomarker Data for NC410 Combo At Society for Immunotherapy of Cancer Annual MeetingNextCure, Inc. reported pre-clinical data from LNCB74, a B7-H4-targeting antibody-drug conjugate (ADC) being developed in partnership with LigaChem Biosciences (LCB), and biomarker data from the NC410 combination study with pembrolizumab in patients with immune checkpoint inhibitor (ICI) naïve and refractory microsatellite stable (MSS)/microsatellite instability-low (MSI-L) colorectal cancer (CRC). The data will be presented during poster sessions at the Society for Immunotherapy of Cancer (SITC) annual meeting. Preclinical Data on LNCB74 B7-H4 Antibody Drug Conjugate (ADC) - LNCB74 is a B7-H4 antibody conjugated to the microtubule disrupting payload monomethyl auristatin E (MMAE) with a drug-to-antibody ratio of 4 (DAR4). The ADC employs a glucuronidase-cleavable, site-specific linkage conjugated to an engineered cysteine in the antibody light chain via LigaChem Biosciences’ ConjuAllTM technology to increase stability in circulation, improve selective release of payload in tumor cells, and reduce payload release in non-tumor cells. LNCB74 incorporates an Fc mitigating mutation to minimize binding and uptake of LNCB74 by Fc receptor expressing immune cells. The ConjuAll technology, with its selective cleavage and release within tumor cells, combined with mitigation of off-target uptake via disabled Fc interactions, is engineered to improve the safety profile and therapeutic index of LNCB74 compared to other B7-H4 targeted ADCs. Key findings: B7-H4 protein is highly expressed in multiple tumor indications. B7-H4 expression limited in normal healthy human tissues, providing a potential broad therapeutic index for a B7-H4 targeting ADC; LNCB74 shows specific binding to B7-H4 expressing tumor cells and is rapidly internalized in a target-dependent manner by cancer cells; LNCB74 mediates potent cytotoxicity, with sub-nanomolar to low nanomolar EC50 values on multiple B7-H4-positive cancer cell lines; LNCB74 demonstrates strong anti-tumor activity in multiple CDX and PDX tumor models. A single dose of 3 mg/kg resulted in durable tumor regression in multiple tumor models, suggesting activity comparable or superior to published B7-H4 targeting ADCs; LNCB74 demonstrates favorable PK and stability in rodents; LNCB74 was well tolerated in cynomolgus monkeys up to 10 mg/kg. and Phase 1b Study of NC410 in Combination with Pembrolizumab - The presentation includes additional clinical data for CRC patients from the Phase 1b portion of a Phase 1b/2 study evaluating NC410, a LAIR-2 fusion protein, in combination with pembrolizumab. The trial is evaluating the combination in ovarian cancer and ICI-naïve MSS/MSI-L CRC. Overall, the combination of NC410 and pembrolizumab continues to demonstrate clinical activity against MSS/MSI-L CRC, which is generally unresponsive to immunotherapy. Subjects who achieved clinical benefit of partial response or stable disease demonstrated durability of their responses that was clinically meaningful in this patient population. Key findings: Of the 43 evaluable ICI-naïve MSS/MSI-L CRC patients without liver metastasis, there were 3 PRs as of the data cut-off of October 14, 2024; Disease control rates were 86% and 47% for the 200 mg and 100 mg NC410 doses, respectively; Biomarker data support proposed mechanism of action of NC410, showing remodeling of the tumor microenvironment, promotion of immune infiltration and anti-tumor activity; and Treatment was well tolerated.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Ellen Feigal was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Jul 17We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...お知らせ • May 31NextCure, Inc. Presents Phase 1b Data on NC410 and Pembrolizumab Combination at ASCO 2024NextCure, Inc. announced that clinical data from the Phase 1b portion of a Phase 1b/2 study evaluating NC410, a LAIR-2 fusion protein, in combination with pembrolizumab will be presented at the American Society of Clinical Oncology (ASCO) Annual Meeting in Chicago. The trial evaluated the combination in immune checkpoint inhibitor (ICI) naïve and refractory microsatellite stable (MSS)/microsatellite instability-low (MSI-L) colorectal cancer (CRC) and ovarian cancer and demonstrated clinical activity in these hard-to-treat cancers. The data will be presented in a poster session by clinical trial investigator Eric S. Christenson, M.D., Assistant Professor of Oncology at Johns Hopkins Sidney Kimmel Comprehensive Cancer Center. The poster presentation highlights the safety and tolerability of doses between 30-200 mg of NC410 in combination with 400 mg of pembrolizumab. The combination resulted in partial responses (PR) and stable disease in both CRC and ovarian cancer. Most adverse events were limited to Grades 1 and 2. Key findings: Of the 37 evaluable ICI-naïve MSS/MSI-L CRC patients without liver metastasis treated with 100 mg of NC410, there were 2 confirmed ongoing PRs (12.5 months and 7.4 months) and 17 with stable disease. For this cohort, the median duration of disease control was 5.5 months, the disease control rate (DCR) was 51.3% [CI: 34.4, 68.1] and the overall response rate (ORR) was 5.4% [CI: 0.7, 18.2]. Of the 7 evaluable ovarian cancer patients in the 100 mg and 200 mg cohorts, there were 3 PRs {1 continued for 7.9 months (200 mg), 1 for 4.1 months (100 mg), and 1 ongoing at 5.1 months (100 mg)}. For this cohort, the DCR was 43% and ORR was 43%. Diarrhea and fatigue were the most commonly reported adverse events (AEs). Amongst the 81 patients treated at all dose levels of NC410 in the Phase 1b portion of the trial, 39.5% had Grade =3 Treatment Emergent (TEAE) and 4.9% had Grade =3 Treatment-Related (TRAE); 1 participant discontinued study due to Grade 3 myocarditis.New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$61m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (US$42.8m market cap).お知らせ • Apr 28NextCure, Inc., Annual General Meeting, Jun 20, 2024NextCure, Inc., Annual General Meeting, Jun 20, 2024, at 10:00 Eastern Standard Time. Agenda: To elect as directors the two nominees named in the accompanying Proxy Statement to a term of three years each, or until their successors have been elected and qualified; To ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve an amendment to Amended and Restated Certificate of Incorporation to provide for the exculpation of Company officers.お知らせ • Apr 10NextCure, Inc. and LigaChem Biosciences, Inc. Present Preclinical Data on B7-H4 Antibody Drug Conjugate At AACR 2024NextCure, Inc. announced the presentation of new preclinical data on LNCB74, a B7-H4-targeting antibody drug conjugate (ADC) developed in partnership with LigaChem Biosciences, Inc. (LCB), formerly LegoChem Biosciences, Inc., at the 2024 American Association for Cancer Research (AACR) Annual Meeting in San Diego, CA. The poster presentation highlights LNBC74’s promising preclinical safety and anti-tumor activity. LNCB74 is an ADC utilizing LigaChem Biosciences’ proprietary site-specific conjugation and plasma-stable, cancer selectively activating linker technology to link monomethyl auristatin E (MMAE) to a B7-H4 targeting antibody in a drug-to-antibody ratio of 4 (DAR4). The presentation includes data demonstrating LNCB74’s high affinity and specificity for human B7-H4, a protein highly expressed on a range of solid tumors including breast, ovarian and endometrial cancers. LNCB74 was shown to specifically bind to B7-H4 expressing tumor cells and was rapidly internalized in a target-dependent manner. In addition, data showed that LNCB74 mediated potent cytotoxicity in B7-H4-positive cancer cells in vitro and demonstrated serum stability with a favorable pharmacokinetic (PK) activity in rodents. LNCB74 demonstrated significant tolerability in cynomolgus monkeys and showed strong anti-tumor activity in multiple cell-line derived (CDX) and patient-derived xenograft (PDX) tumor models in vivo. The increase in tolerability and strong efficacy is expected to translate into clinical activity of LNCB74. Key Findings: LNCB74 was engineered for an improved safety profile and therapeutic index with increased stability in circulation, tumor selective payload release, and a reduction in off-target release of active payload, mitigating toxicity compared to traditional vedotin ADCs. A single 3 mg/kg dose of LNCB74 resulted in durable tumor regression in multiple CDX and PDX tumor models, suggesting activity comparable or superior to competitor B7-H4 targeting ADCs. LNCB74 was well tolerated in cynomolgus monkeys following 2 doses of up to 10 mg/kg, showing a superior safety profile compared to traditional MMAE bearing ADCs. LNCB74 demonstrates favorable pharmacokinetics and stability in rodents, consistent with the molecule’s preclinical safety profile. LNCB74 mediates potent cytotoxicity, with sub-nanomolar to low nanomolar EC50 values on multiple B7-H4-positive cancer cell lines.お知らせ • Apr 04NextCure, Inc. Appoints Rakesh Dixit to Scientific Advisory BoardNextCure, Inc. announced the appointment of Rakesh Dixit, PhD, to its Scientific Advisory Board. As an accomplished product developer whose expertise is focused on antibody-drug conjugates (ADCs), Dr. Dixit will support NextCure in its efforts to build and develop its proprietary ADCs, including LNCB74 directed to B7-H4. Dr. Dixit currently serves as President and CEO of Bionavigen, a biopharmaceutical company specializing in consulting and drug hunting for biologic, cell and gene therapy and small molecule drug development. He is also President and CSO of Regio Biosciences, an AstraZeneca spinoff company. Dr. Dixit is an accomplished executive, inventor, and scientist with over 30 years of success with top biotechnology and pharmaceutical companies, including Merck, Johnson & Johnson, Medimmune, and AstraZeneca. He was a key contributor to successful approval of biotherapeutics, including five biologics (including antibodies and immunotoxins) and four small molecule pharmaceuticals. He was honored in 2020 by the World ADC Forum with its most prestigious award of Long-Standing Contributor to ADCs.New Risk • Mar 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.1% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$58m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$53.0m market cap).分析記事 • Mar 23We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...お知らせ • Jan 20NextCure Presents Preclinical Data on a Novel Therapeutic Candidate Targeting VSTM-1 for the Treatment of Progressive Inflammatory Airway DisordersNextCure, Inc. announced the presentation of preclinical data relating to a novel humanized monoclonal antibody targeting VSTM-1, for the treatment of progressive inflammatory airway disorders, including chronic obstructive pulmonary disease (COPD), at the Keystone Symposium for Inhibitory Receptors in Immune Homeostasis, Disease and Therapy. VSTM-1 is a cell-surface inhibitory receptor highly expressed on granulocytes, including neutrophils, and pulmonary monocytes that functions as a regulator of myeloid cell-driven inflammatory cascades. Inhibitory signaling is induced when VSTM-1 binds to ligands such as cathelicidin and S100 proteins. This immunosuppressive function, combined with the strong expression profile of VSTM-1 on pulmonary myeloid cells and the prominent role of neutrophils as inflammatory mediators of lung immunopathology, makes VSTM-1 a promising novel therapeutic target for COPD. NextCure developed an agonist monoclonal antibody (mAb) against VSTM-1 to modulate hyperinflammatory conditions, restore homeostasis and prevent disease. The agonist antibody has demonstrated activity in vitro, ex vivo and in highly relevant in vivo models. Key findings from the study include: The agonist antibody blocks neutrophil-mediated inflammation and cytokine production associated with tissue damage in vitro and ex vivo. Treatment with the agonist antibody reduces pulmonary pathology and prevents disease in animal models, including a highly relevant syngeneic mouse model engineered to express the human VSTM-1 protein. Additional preclinical chronic models of inflammatory disease and relevant, mechanistically based combination studies in COPD and other indications are being planned.お知らせ • Dec 22Nextcure, Inc. Publishes Non-Clinical Data Demonstrating Anti-Siglec-15 Treatment Prevented Bone Loss Due to Immobilization from Acute Spinal Cord InjuryNextCure, Inc. announced the publication of a manuscript titled "Anti-Siglec-15 Antibody Prevents Marked Bone Loss after Acute Spinal Cord Injury-Induced Immobilization in rats" in JMBR Plus, a journal of the American Society for Bone and Mineral Research (ASBMR). The data demonstrated that NC605, a novel anti-Siglec- 15 (S15) antibody, prevented bone loss, but more importantly preserved bone strength in animal models of severe immobilization resulting from acute spinal cord injury. Following spinal cord injury, patients typically suffer rapid and extensive bone loss. While anti-resorptive therapies have shown some efficacy in inhibiting bone loss, these agents also inhibit bone formation. In preclinical testing, NC605 has been shown to prevent bone loss by inhibiting osteoclast maturation and bone resorption by binding S15, which is expressed on the cell surface of immature osteoclasts and upregulated in differentiated osteoclasts. Unlike anti-resorptive therapies, NC605 enhances osteoblast recruitment, resulting in overall enhanced bone quality. In the animal model of spinal cord injury, bone mineral density (BMD) was assessed and compared to control animals. Key findings from the study include: Treatmentnt with anti-S15 antibody completely prevented loss of BMD in the mur and tibia. High-resesolution imaging analysis revealed almost complete prevention of trabecular bone volume loss. Blood and bone structure analyses revealed that the anti-S15 antibody was able to greatly inhibit bone resorption while maintaining bone formation and quality. The focus is to bring hope and new treatments to patients who do not respond to current therapies, patients whose disease progresses despite treatment and patients with diseases not adequately addressed by available therapies.お知らせ • Dec 15Nextcure, Inc. Provides Year-End Clinical Pipeline UpdatesNextCure, Inc. provided an update on its clinical pipeline. NC410 (LAIR-2 fusion): The Phase 1b combination trial of NC410 with pembrolizumab is ongoing. Given evidence of clinical activity to date, additional patients are being added to the 100 mg cohort of patients with microsatellite stable /microsatellite instable-low immune checkpoint inhibitor naïve colorectal cancer without active liver metastasis. The combination has been safe and well tolerated to date. Clinical data, including results from additional patients, are expected in the first half of 2024. LNCB74 (B7-H4 ADC) and NC762 (B7-H4 mAb): Due to the competitive environment and the limited activity to date, they do not plan to further develop NC762. They are prioritizing the development of LNCB74 (B7-H4 ADC), the first antibody drug conjugate (ADC) candidate from their collaboration with LegoChem Biosciences, Inc., and shifting resources from NC762 to the ADC program. Based on a comprehensive preclinical data package, they plan to initiate a dose range-finding toxicology study and GMP manufacturing for LNCB74 in early 2024. NC525 (LAIR-1 mAb): The Phase 1a dose escalation study in subjects with acute myeloid leukemia remains ongoing with the fourth cohort now enrolled. Safe and well tolerated to date. Clinical data are expected in the first half of 2024. Data defining the mechanism of action were published in Journal of Clinical Investigation in November. Business Development: Actively seeking strategic partners to accelerate global development of programs.分析記事 • Dec 09We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • Nov 17NextCure, Inc. Publishes Non-Clinical Data Defining the Mechanism of Action for NC525, a Novel LAIR-1 Antibody for AMLNextCure, Inc. announced the publication of a manuscript titled “LAIR-1 Agonism as a Therapy for Acute Myeloid Leukemia” in the Journal of Clinical Investigation. The data demonstrate that NC525 induces cell death in acute myeloid leukemia (AML) blast cells and leukemic stem cells (LSCs) through leukocyte-associated immunoglobin-like receptor-1 (LAIR-1) agonism by driving a unique apoptotic signaling pathway. NC525 is a humanized monoclonal antibody (mAb) that specifically binds to LAIR-1 and kills LSCs, while sparing healthy hematopoietic stem cells (HSCs). The publication details a novel mechanism for the potential treatment of AML, as the expression level of the LAIR-1 receptor on leukemic cells acts as a key regulator. High expression of LAIR-1 is commonly seen on LSCs and blast cells and plays a role in survival of these cancer cells. In contrast, LAIR-1 expression is relatively lower on healthy HSCs and does not play a role in survival of normal immune cells. This makes LAIR-1 a promising anti-leukemic target. In addition to its potential therapeutic effects as a monotherapy, the publication highlights that NC525 synergizes with, and improves the activity of, ventoclax and azacytidine (VEN-AZ), the current SoC therapy in AML. The combination kills leukemic cells from patients refractory to VEN-AZ. Thus, NC525 holds great promise as an important and novel treatment for patients with resistant and refractory AML (R/R AML). A Phase 1 study with NC525 is underway as an open-label, non-randomized, dose escalation trial to determine safety and tolerability of NC525 in adult patients with relapsed or refractory AML.お知らせ • Oct 19NextCure, Inc. Announces Presentation of New Preclinical Data Demonstrate Treatment with NC605NextCure, Inc. announced the presentation of new preclinical data demonstrating that treatment with NC605, a novel anti-Siglec-15 (S15) antibody, reduced bone loss and enhanced bone quality in mice with osteogenesis imperfecta (OI), at the 2023 American Society for Bone and Mineral Research (ASBMR) annual meeting. These results support development of NC605 as a potential highly effective treatment for osteogenesis imperfecta, a rare disease in which bones easily fracture. Osteogenesis imperfecta is a rare disorder that results in high bone turnover, abnormal bone formation, bone fragility and recurrent fractures. There is no cure for OI and current anti-resorptive treatments increase bone mineral density (BMD) primarily by inhibiting bone loss; however, these agents also inhibit bone formation. Unlike anti-resorptive therapies, NC605 enhances osteoblast recruitment, resulting in overall enhanced bone quality. In preclinical testing, NC605 has been shown to prevent bone loss by inhibiting osteoclast maturation and bone resorption by binding S15, which is expressed on the cell surface of immature osteoclasts and upregulated in differentiated osteoclasts. The company identified NC605 while screening S15 antibodies for anticancer properties. Further characterization revealed that the S15 antibodies without anticancer properties had the ability to inhibit osteoclast maturation and thus may have use in treating bone disease. The number of new bone fractures and bone quality were assessed and compared to control animals and to female OI mice (oim) from a prior study. Key findings include: reatmentnt with the surrogate antibody, NP159 prevented new bone fractures in 90% of male oim compared to 85% of female oim seen earlier. All control mice had one or more new bone fractures; High resolution microCT showed decreased trabecular bone separation with NP159 treatment in both oim males and females (p=0.05); Cortical bone porosity, a measure of mechanical strength of bone, was normal in the treated male mice, in contrast with females who showed increased porosity; There were no changes in the overall bone mineral density for male or female mice; Bone stiffness increased in both male and female oim; Fourier Transform Infrared (FTIR-I) readouts, a measure of bone quality, in treated females showed a normalization of mineral: matrix ratio, increased acid phosphate and decreased collagen maturity. Interestingly and in contrast, the males showed no similar changes.お知らせ • Sep 27NextCure, Inc. Presents Preclinical Data on Nc181, A Novel Therapeutic Candidate Targeting Apoe4, for the Treatment of Alzheimer's DiseaseNextCure, Inc. announced the presentation of preclinical data relating to NC181, a novel humanized antibody targeting ApoE4, for the treatment of Alzheimer’s disease (AD), at the 2nd Annual Neurodegeneration Targets, Drug Discovery for Progressive Central Nervous System Disorders conference. Published research has shown that different forms of the apolipoprotein E (APOE) gene affect the risk of developing AD in distinct ways, with the APOE4 allele most highly associated with and linked to increased risk. The ApoE4 isoform increases ab amyloid plaque formation, promotes Tau spreading, disrupts the blood brain barrier (BBB), promotes neurovasculature leakage, and increases microglia-mediated inflammation, which has been shown to lead to cognitive decline. Deletion of APOE has been demonstrated to limit disease in multiple AD models. In preclinical AD animal models, NC181 has demonstrated differentiation from amyloid targeted therapies. Key findings from the study include: NC181 binds to amyloid associated ApoE4, resulting in amyloid clearance and prevention of amyloid deposition in mice. Clearance of the ApoE plaques: Normalizes neuroinflammation and restores neuroimmune homeostasis. Improves vasodilation in amyloid laden blood vessels, which results in less vascular toxicity and lower vascular leakage. In addition to its role in amyloid deposition, ApoE is also a major mediator of a condition known as Cerebral Amyloid Angiopathy (CAA), where deposition of amyloid-b occurs in leptomeningeal and cortical blood vessels. This results in BBB dysfunction, ischemia, and a risk for microhemorrhages leading to cognitive dysfunction.分析記事 • Aug 23Will NextCure (NASDAQ:NXTC) Spend Its Cash Wisely?Just because a business does not make any money, does not mean that the stock will go down. For example, although...Price Target Changed • Aug 06Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 2 analysts. New target price is 155% above last closing price of US$1.70. Stock is down 64% over the past year. The company is forecast to post a net loss per share of US$2.53 next year compared to a net loss per share of US$2.69 last year.お知らせ • Jul 22NextCure, Inc. Announces Resignation of Garry A. Nicholson as from the Board of DirectorsOn July 15, 2023, Garry A. Nicholson resigned from the board of directors of NextCure, Inc., effective August 15, 2023. Mr. Nicholson’s decision to resign was not the result of any disagreement with the Company or any matter relating to the operations, policies or practices of the Company.Price Target Changed • May 18Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 3 analysts. New target price is 144% above last closing price of US$1.78. Stock is down 51% over the past year. The company is forecast to post a net loss per share of US$2.43 next year compared to a net loss per share of US$2.69 last year.分析記事 • May 10Is NextCure (NASDAQ:NXTC) In A Good Position To Deliver On Growth Plans?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Price Target Changed • Dec 07Price target increased to US$6.67Up from US$5.80, the current price target is an average from 3 analysts. New target price is 369% above last closing price of US$1.42. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.65 next year compared to a net loss per share of US$2.51 last year.分析記事 • Nov 22We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Price Target Changed • Nov 16Price target decreased to US$5.80Down from US$13.57, the current price target is an average from 5 analysts. New target price is 249% above last closing price of US$1.66. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$2.51 last year.Price Target Changed • Nov 06Price target decreased to US$6.25Down from US$13.57, the current price target is an average from 5 analysts. New target price is 216% above last closing price of US$1.98. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.60 next year compared to a net loss per share of US$2.51 last year.分析記事 • Aug 09Estimating The Intrinsic Value Of NextCure, Inc. (NASDAQ:NXTC)How far off is NextCure, Inc. ( NASDAQ:NXTC ) from its intrinsic value? Using the most recent financial data, we'll...Price Target Changed • Aug 08Price target increased to US$14.14Up from US$13.08, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$4.85. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$2.61 next year compared to a net loss per share of US$2.51 last year.Seeking Alpha • Aug 04NextCure GAAP EPS of -$0.59NextCure press release (NASDAQ:NXTC): Q2 GAAP EPS of -$0.59. $292.4 million in cash, cash equivalents and investments as of June 30, 2022, providing expected cash runway into Q4 2024Board Change • May 31High number of new directorsIndependent Director Ellen Feigal was the last director to join the board, commencing their role in 2021.Buying Opportunity • May 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be US$4.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Earnings per share has grown by 66%.分析記事 • May 02We're Not Very Worried About NextCure's (NASDAQ:NXTC) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Board Change • Apr 27High number of new directorsDirector Ellen Feigal was the last director to join the board, commencing their role in 2021.Price Target Changed • Nov 06Price target decreased to US$16.75Down from US$18.29, the current price target is an average from 7 analysts. New target price is 95% above last closing price of US$8.61. Stock is down 13% over the past year. The company is forecast to post a net loss per share of US$2.59 next year compared to a net loss per share of US$1.33 last year.Board Change • Nov 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Ellen Feigal was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Oct 07Independent Director Xiaoxing Xu has left the companyOn the 30th of September, Xiaoxing Xu's tenure as Independent Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Xiaoxing's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years.Seeking Alpha • Sep 29NextCure: Large Upside With Downside Protected By Cash PileThe stock is left for dead, trading significantly below cash which creates a margin of safety. Significant data on all 3 drugs is due in the next 9 months. If one of the 3 readouts is positive, this could become an instant multibagger.Executive Departure • Apr 07Independent Director has left the companyOn the 1st of April, Briggs Morrison's tenure as Independent Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Briggs' name. A total of 2 executives have left over the last 12 months.Reported Earnings • Mar 06Full year 2020 earnings released: US$1.33 loss per share (vs US$2.15 loss in FY 2019)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: US$22.4m (up 253% from FY 2019). Net loss: US$36.6m (loss widened 8.5% from FY 2019).Analyst Estimate Surprise Post Earnings • Mar 06Revenue behind estimatesRevenue missed analyst estimates by 0.02%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 47% compared to a 1,454% growth forecast for the Biotechs industry in the US.分析記事 • Feb 12Here's What NextCure, Inc.'s (NASDAQ:NXTC) Shareholder Ownership Structure Looks LikeEvery investor in NextCure, Inc. ( NASDAQ:NXTC ) should be aware of the most powerful shareholder groups. Generally...Is New 90 Day High Low • Feb 10New 90-day high: US$13.64The company is up 26% from its price of US$10.85 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 23% over the same period.Is New 90 Day High Low • Jan 15New 90-day high: US$13.07The company is up 15% from its price of US$11.39 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Biotechs industry, which is up 17% over the same period.分析記事 • Jan 08NextCure's (NASDAQ:NXTC) Shareholders Are Down 80% On Their SharesAs every investor would know, you don't hit a homerun every time you swing. But serious investors should think long and...Analyst Estimate Surprise Post Earnings • Nov 07Earnings beat expectationsRevenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Over the next year, revenue is forecast to stay flat compared to a 309% growth forecast for the Biotechs industry in the US.Is New 90 Day High Low • Oct 15New 90-day high: US$11.65The company is up 26% from its price of US$9.24 on 17 July 2020. The American market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.業績と収益の成長予測NasdaqGS:NXTC - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202810-62-66N/A112/31/2027N/A-55-48N/A412/31/2026N/A-40-35N/A43/31/2026N/A-55-50-50N/A12/31/2025N/A-56-50-50N/A9/30/2025N/A-58-49-49N/A6/30/2025N/A-61-54-54N/A3/31/2025N/A-50-42-41N/A12/31/2024N/A-56-41-41N/A9/30/2024N/A-59-45-45N/A6/30/2024N/A-61-46-46N/A3/31/2024N/A-64-51-51N/A12/31/2023N/A-63-54-53N/A9/30/2023N/A-66-53-51N/A6/30/2023N/A-70-55-53N/A3/31/2023N/A-70-55-53N/A12/31/2022N/A-75-56-54N/A9/30/2022N/A-74-61-58N/A6/30/2022N/A-73-58-56N/A3/31/2022N/A-73-61-59N/A12/31/2021N/A-69-60-57N/A9/30/2021N/A-68-53-50N/A6/30/2021N/A-66-57-53N/A3/31/2021N/A-63-55-48N/A12/31/202022-37-52-45N/A9/30/202024-32-56-49N/A6/30/202026-24-47-41N/A3/31/202027-18-43-39N/A12/31/20196-34N/A-36N/A9/30/20194-30N/A-3N/A6/30/20193-27N/A0N/A3/31/20191-24N/A6N/A12/31/2018N/A-23N/A8N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NXTC今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: NXTC今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: NXTC今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: NXTC来年は収益がないと予測されています。高い収益成長: NXTC来年は収益がないと予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NXTCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2026/05/17 17:06終値2026/05/15 00:00収益2026/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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NextCure, Inc. 4 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。10 アナリスト機関Aydin HuseynovBenchmark CompanyAlec StranahanBofA Global ResearchReni BenjaminCitizens JMP Securities, LLC7 その他のアナリストを表示
Price Target Changed • Aug 06Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 2 analysts. New target price is 155% above last closing price of US$1.70. Stock is down 64% over the past year. The company is forecast to post a net loss per share of US$2.53 next year compared to a net loss per share of US$2.69 last year.
Price Target Changed • May 18Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 3 analysts. New target price is 144% above last closing price of US$1.78. Stock is down 51% over the past year. The company is forecast to post a net loss per share of US$2.43 next year compared to a net loss per share of US$2.69 last year.
Price Target Changed • Dec 07Price target increased to US$6.67Up from US$5.80, the current price target is an average from 3 analysts. New target price is 369% above last closing price of US$1.42. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.65 next year compared to a net loss per share of US$2.51 last year.
Price Target Changed • Nov 16Price target decreased to US$5.80Down from US$13.57, the current price target is an average from 5 analysts. New target price is 249% above last closing price of US$1.66. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$2.51 last year.
Price Target Changed • Nov 06Price target decreased to US$6.25Down from US$13.57, the current price target is an average from 5 analysts. New target price is 216% above last closing price of US$1.98. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.60 next year compared to a net loss per share of US$2.51 last year.
Price Target Changed • Aug 08Price target increased to US$14.14Up from US$13.08, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$4.85. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$2.61 next year compared to a net loss per share of US$2.51 last year.
New Risk • May 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$50m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$50m free cash flow). Shareholders have been substantially diluted in the past year (54% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$49m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$35.2m market cap).
お知らせ • May 05Nextcure, Inc. and Simcere Zaiming Pharmaceutical Co., Ltd. Initiate Dose Optimization for SIM0505 (CDH6 ADC) in Gynecologic CancersNextCure, Inc. and Simcere Zaiming Pharmaceutical Co., Ltd. announced initiation of the dose optimization portion of the Phase 1 study of SIM0505, focusing on patients with platinum-resistant ovarian cancer. SIM0505 is an investigational antibody drug conjugate (ADC) comprised of an antibody that targets Cadherin-6 (CDH6) and a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The dose optimization study is intended to help finalize dose selection and further de-risk advancement toward registrational studies. The number of U.S. and China trial sites is being increased and the clinical site footprint is expanding into Canada and Europe. Phase 1 data will be presented at the 2026 American Society of Clinical Oncology (ASCO) conference. SIM0505 is a novel antibody drug conjugate (ADC) directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ADC is designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. SIM0505 is being evaluated in an open-label, Phase 1 study (NCT06792552) for the potential treatment of advanced solid tumors, including ovarian cancer with an emphasis on platinum resistant ovarian cancer. The Food and Drug Administration granted Fast Track to SIM0505 for platinum-resistant ovarian cancer. NextCure holds exclusive global rights for SIM0505, excluding China, Hong Kong, Macau, and Taiwan which are retained by Simcere Zaiming Pharmaceutical Co., Ltd.
お知らせ • Apr 27NextCure, Inc., Annual General Meeting, Jun 18, 2026NextCure, Inc., Annual General Meeting, Jun 18, 2026.
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$50m). Currently unprofitable and not forecast to become profitable over next 3 years (US$50m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$39.1m market cap).
お知らせ • Apr 08NextCure Inc Receives Fast Track Designation For SIM0505 In Ovarian CancerNextCure, Inc. announced that the U.S. Food And Drug Administration (FDA) has granted Fast Track Designation for SIM0505 for the treatment of platinum-resistant ovarian cancer. SIM0505 is an investigational antibody drug conjugate (ADC) comprised of an antibody that targets Cadherin-6 (CDH6) and a proprietary topoisomerase 1 inhibitor (TOPOi) payload. Phase 1 data for SIM0505 to be presented at ASCO 2026; dose optimization in ovarian cancer expected to begin in the Second Quarter 2026. Fast Track Designation is an FDA process designed to facilitate the development of new therapies to treat serious conditions and fulfill an unmet medical need. Drug candidates that receive Fast Track Designation are eligible for more frequent meetings and written interactions with the FDA, rolling review and priority review. SIM0505 is a novel antibody drug conjugate (ADC) directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ADC is designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. SIM0505 is being evaluated in an open-label, Phase 1 study (NCT06792552) for the potential treatment of advanced solid tumors, including ovarian cancer, with an emphasis on platinum resistant ovarian cancer. NextCure holds exclusive global rights for SIM0505, excluding China, Hong Kong, Macau, and Taiwan which are retained by Simcere Zaiming Pharmaceutical Co. Ltd.
お知らせ • Apr 01NextCure Inc and Simcere Zaiming Pharmaceutical Co Ltd Abstract for SIM0505 is Accepted for ASCO 2026NextCure, Inc. and Simcere Zaiming Pharmaceutical Co., Ltd., (Simcere) announced that an abstract for SIM0505 has been accepted for the American Society for Clinical Oncology (ASCO 2026) meeting being held May 29 – June 2 in Chicago, Illinois. SIM0505 is an investigational antibody drug conjugate (ADC) targeting Cadherin-6 (CDH6) with a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ongoing open-label, Phase 1 study (NCT06792552) is evaluating SIM0505 in advanced solid tumors, including ovarian cancer, with an emphasis on platinum resistant ovarian cancer. SIM0505 is a novel antibody drug conjugate (ADC) directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload. The ADC is designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. SIM0505 is being evaluated in an open-label, Phase 1 study (NCT06792552) for the potential treatment of advanced solid tumors, including ovarian cancer, with an emphasis on platinum resistant ovarian cancer. NextCure holds exclusive global rights for SIM0505, excluding China, Hong Kong, Macau, and Taiwan which are retained by Simcere Zaiming Pharmaceutical Co., Ltd.
New Risk • Mar 08New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$50m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (50% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$50m). Currently unprofitable and not forecast to become profitable over next 3 years (US$50m net loss in 3 years). Market cap is less than US$100m (US$43.4m market cap).
お知らせ • Jan 23Nextcure, Inc. Provides Updates for Its Two Antibody Drug Conjugate ProgramsNextCure, Inc. provided updates for its two antibody drug conjugate (ADC) programs and reported a preliminary year-end 2025 cash position. SIM0505 (CDH6 ADC): Phase 1 dose escalation data expected in second quarter of 2026. SIM0505 is a novel ADC directed to cadherin-6 (CDH6 ADC), which is overexpressed in several cancers with limited expression in healthy tissues. SIM0505 features a proprietary topoisomerase 1 inhibitor (TOPOi) payload, designed for broad anti-tumor activity, fast systemic clearance and an improved potential therapeutic window. Data from the Phase 1 open-label dose escalation study are anticipated to be presented in the second quarter of 2026, including results from patients in the U.S. and China. The study (NCT06792552) is evaluating SIM0505 in patients with advanced solid tumors with a focus on gynecological cancers and an emphasis on platinum resistant ovarian cancer. The Company is adding clinical sites and increasing SIM0505 clinical drug supply in anticipation of initiating dose optimization in the first half of 2026. LNCB74 (B7-H4 ADC): Ongoing Phase 1 dose escalation: LNCB74 is a novel ADC directed to B7-H4, overexpressed in several cancers With limited expression in healthy tissues. LNCB74 is being evaluated in an open-label, Phase 1 study for the potential treatment of advanced solid tumors. NextCure shares global co-development rights with LigaChem Biosciences Inc. through a 50-50 cost share arrangement.
お知らせ • Dec 20NextCure, Inc. has filed a Follow-on Equity Offering in the amount of $14.5 million.NextCure, Inc. has filed a Follow-on Equity Offering in the amount of $14.5 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
New Risk • Nov 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$51m net loss in 3 years). Market cap is less than US$100m (US$31.7m market cap).
お知らせ • Nov 18NextCure, Inc. announced that it has received $21.498209 million in funding from Ikarian Capital, LLC, Squadron Capital Management Llc, Affinity Asset Advisors, LLC, Exome Asset Management LLCOn November 17, 2025. NextCure, Inc. announced that it has closed the transaction.
お知らせ • Nov 13NextCure, Inc. announced that it expects to receive $21.500024 million in funding from Ikarian Capital, LLC, Squadron Capital Management Llc, Affinity Asset Advisors, LLC, Exome Asset Management LLC and other investors.NextCure, Inc has entered into definitive agreements for the private placement to issue 2,523,477 shares or pre funded warrant at an issue price of $8.52 for the proceeds of $21,500,024.04 on November 12, 2025. Transaction involves participation of Ikarian Capital, LLC, Squadron Capital Management LLC, Affinity Healthcare Fund, LP., Exome Asset Management LLC as well as other healthcare focused funds. The private placement is expected to close on or about November 13, 2025, subject to the satisfaction of customary closing conditions. The securities described above are being offered in a private placement under Section 4(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”), and/or Regulation D promulgated thereunder and have not been registered under the Securities Act, or applicable state securities laws.
分析記事 • Oct 18Here's Why NextCure (NASDAQ:NXTC) Must Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$62m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$18.2m market cap).
お知らせ • Oct 16Nextcure and Simcere Zaiming Announce Expansion of Ongoing Phase 1 Trial of Sim0505 (Cdh6 Adc) into the United StatesNextCure, Inc. and Simcere Zaiming announced that the first patient in the U.S. has been dosed with SIM0505 in the ongoing Phase 1 trial (NCT06792552), which is evaluating safety, tolerability, pharmacokinetics and efficacy in patients with advanced solid tumors. SIM0505 is a novel antibody drug conjugate directed to cadherin-6 (CDH6 ADC), featuring a proprietary topoisomerase 1 inhibitor (TOPOi) payload, designed for broad anti-tumor activity, high systemic clearance and an improved potential therapeutic window. NextCure has now expanded the ongoing Phase 1 dose escalation study, which was initiated in China, by enrolling patient(s) in the U.S. into a mid-tier dose level while dose escalation is currently advancing in China. NextCure acquired an exclusive global license, excluding Greater China, for SIM0505 from Simcere Zaiming.
New Risk • Aug 10New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$54m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$58m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$13.0m market cap).
お知らせ • Jul 25NextCure, Inc. Announces the Presentation of New Preclinical Data in A Well-Established Model of Osteogenesis ImperfectaNextCure, Inc. announced the presentation of new preclinical data in a well-established model of osteogenesis imperfecta (OI) demonstrating that treatment with NC605, a novel anti-Siglec-15 antibody, achieved improved bone microarchitecture and reduced fracture incidence compared to anti-sclerostin treatment. The data were presented at the Brittle Bone Society Meeting on July 24th, 2025. These results demonstrate that NC605 could be a highly effective treatment for OI, also known as brittle bone disease. Fracture incidence and bone architecture were assessed in male and female OI mice treated with weekly 20 mg/kg of surrogate antibody NP159 (murine mAb parent to NC605) and compared to control groups treated with twice weekly 50 mg/kg anti-sclerostin or saline. NP159 increased cortical and trabecular bone mineral density, tissue mineral density, cortical thickness and decreased trabecular separation compared to saline-treated mice. The data were generated in collaboration with Dr. Cathleen Raggio, Hospital for Special Surgery, New York. NextCure is seeking financial support from partners or third parties to advance NC605 to a possible Investigational New Drug submission within 12 to 18 months.
お知らせ • May 30NextCure and LigaChemBio to Present Trial in Progress Poster for LNCB74, a B7-H4 Targeted Antibody-Drug Conjugate, as Monotherapy in Participants with Advanced Solid Tumors at ASCO 2025NextCure, Inc. together with LigaChem Biosciences, Inc. (LigaChemBio) announced that a trial in progress poster from the Phase 1 study evaluating LNCB74, a B7-H4 targeted antibody-drug conjugate (ADC), will be presented at the American Society of Clinical Oncology (ASCO) Annual Meeting in Chicago. The Phase 1 study is evaluating LNCB74 as monotherapy in participants with advanced solid tumors, including platinum-resistant ovarian cancer, treatment-refractory breast cancer, endometrial cancer, biliary tract cancer, and squamous non-small cell lung cancer. The trial includes dose escalation and dose expansion and optimization phases. The study is currently enrolling in dose escalation.
New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Revenue is less than US$1m. Market cap is less than US$10m (US$9.38m market cap). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$66m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Apr 17NextCure, Inc., Annual General Meeting, Jun 20, 2025NextCure, Inc., Annual General Meeting, Jun 20, 2025.
New Risk • Apr 09New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.23m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Revenue is less than US$1m. Market cap is less than US$10m (US$9.23m market cap). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$66m net loss in 3 years).
New Risk • Mar 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$66m net loss in 3 years). Market cap is less than US$100m (US$20.0m market cap).
お知らせ • Feb 04NextCure Receives Nasdaq Non-Compliance Letter Regarding Minimum Bid RequirementOn January 31, 2025, NextCure, Inc. (the Company", we", us", or our") received written notice (the Notice") from the Listing Qualifications Department of The Nasdaq Stock Market, LLC (Nasdaq") notifying us that the closing price of our common stock over the prior 30 consecutive business days had fallen below $1.00 per share, which is the minimum average closing price required to maintain listing on the Nasdaq Global Select Market under Nasdaq Listing Rule 5450(a)(1) (the Minimum Bid Requirement"). In accordance with Nasdaq Listing Rule 5810(c)(3)(A), we have 180 calendar days, or until July 30, 2025, to regain compliance with the Minimum Bid Requirement (the Grace Period"), subject to a potential 180 calendar day extension, as described below. To regain compliance, the closing bid price of our common stock must be at least $1.00 per share for a minimum of ten consecutive business days within the Grace Period. If we do not achieve compliance with the Minimum Bid Requirement by the end of the Grace Period, we may be eligible for an additional 180 calendar day period to regain compliance. To qualify, we would be required to meet the continued listing requirement for the market value of our publicly held shares and all other Nasdaq initial listing standards, with the exception of the bid price requirement, and would need to provide written notice of our intention to cure the deficiency during the second compliance period by effecting a reverse stock split if necessary. However, if it appears to Nasdaq staff that we will not be able to cure the deficiency, or if we do not meet other Nasdaq listing standards, Nasdaq could provide notice that our common stock will be subject to delisting. In the event we receive notice that our common stock is being delisted, we would be entitled to appeal the determination to a Nasdaq Listing Qualifications Panel and request a hearing. We intend to actively monitor the closing bid price of our common stock and will evaluate available options to regain compliance with the Minimum Bid Requirement, which may include a reverse stock split. There can be no assurance that we will be able to regain compliance with the Minimum Bid Requirement or maintain compliance with other Nasdaq listing requirements. The Notice has no immediate effect on the listing or trading of our common stock, which will continue to be listed and traded on the Nasdaq Global Select Market, subject to our compliance with other Nasdaq listing requirements.
お知らせ • Jan 10NextCure Announces First Patient Dosed in the Phase 1 Study of LNCB74 as Therapeutic for Treating Multiple CancersNextCure, Inc. announced the first patient has been dosed in its Phase 1 study of LNCB74, a B7-H4-targeting antibody-drug conjugate (ADC) as a therapeutic for treating multiple cancers. In December 2024, NextCure announced that the U.S. Food and Drug Administration had cleared its Investigational New Drug application for LNCB74. LNCB74 is being developed in partnership with LigaChem Biosciences Inc. as part of a collaboration and co-development agreement.
お知らせ • Dec 11NextCure, Inc. Announces Acceptance of IND Application for LNCB74NextCure, Inc. announced that the U.S. Food and Drug Administration accepted an Investigational New Drug application for initiation of a Phase 1 clinical trial to evaluate LNCB74, a B7-H4-targeting antibody-drug conjugate as a therapeutic for treating multiple cancers. An IND is a request submitted to the regulatory authorities seeking permission to test a new drug or therapeutic substance in humans. The IND includes detailed information about the drug, its composition, pharmacology, toxicology, data from preclinical studies, proposed clinical trial protocols, and information on manufacturing and quality control. With the IND application acceptance now complete, NextCure can proceed with the Phase I trial. LNCB74 is being developed in partnership with LigaChem Biosciences, Inc. as part of a collaboration and co-development agreement.
お知らせ • Nov 20NextCure, Inc. Announces the Presentation of Preclinical Data Demonstrating That Treatment with Nc605, A Novel Anti-Siglec-15 (S15) AntibodyNextCure, Inc. announced the presentation of preclinical data demonstrating that treatment with NC605, a novel anti-Siglec-15 (S15) antibody, resulted in enhanced generation of quality bone with better mechanical properties, in an oral presentation at the Osteogenesis Imperfecta Federation Europe virtual Investigator Meeting on November 15, 2024. These results demonstrate that NC605 is a highly effective treatment for Osteogenesis Imperfecta (OI), also known as brittle bone disease in a well-established model of disease.OI is a rare disorder that results in high bone turnover, abnormal bone formation, bone fragility and recurrent fractures. There is no cure for OI. Current anti-resorptive treatments inhibit both bone loss and bone formation leading to an increase in bone density, but overall poor bone quality. In contrast, NC605 inhibits bone loss and enhances osteoblast recruitment, to produce new bone, resulting in the generation of quality bone with increased density.Fracture incidence and bone quality were assessed in male and female OI mice (oim) treated with 20 mg/kg of surrogate antibody NP159 (murine mAb parent to NC605) and compared to control groups. Key findings include: In the treated mice, 90% of male oim and 80% of female oim, had no fractures post-sacrifice, compared to 85% and 55% in the control groups, respectively. For the treated oim population, both sexes showed: Increased trabecular and cortical tissue mineral density. Increased cortical bone mineral density. Collectively, all changes resulted in overall enhanced bone quality with better mechanical properties. In contrast, only the treated male oim population showed: Increased trabecular bone volume fraction, including an increase in the number of trabeculae and a decreased separation between trabeculae. Increased cortical thickness. Collectively, the changes resulted in an increase of max load and stiffness, measures of mechanical bone strength. The data were generated in collaboration with Dr. Cathleen Raggio, Hospital for Special Surgery, New York.
分析記事 • Nov 13Here's Why We're Watching NextCure's (NASDAQ:NXTC) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • Nov 06NextCure, Inc. Reports Preclinical Data for LNCB74 and Additional Clinical Biomarker Data for NC410 Combo At Society for Immunotherapy of Cancer Annual MeetingNextCure, Inc. reported pre-clinical data from LNCB74, a B7-H4-targeting antibody-drug conjugate (ADC) being developed in partnership with LigaChem Biosciences (LCB), and biomarker data from the NC410 combination study with pembrolizumab in patients with immune checkpoint inhibitor (ICI) naïve and refractory microsatellite stable (MSS)/microsatellite instability-low (MSI-L) colorectal cancer (CRC). The data will be presented during poster sessions at the Society for Immunotherapy of Cancer (SITC) annual meeting. Preclinical Data on LNCB74 B7-H4 Antibody Drug Conjugate (ADC) - LNCB74 is a B7-H4 antibody conjugated to the microtubule disrupting payload monomethyl auristatin E (MMAE) with a drug-to-antibody ratio of 4 (DAR4). The ADC employs a glucuronidase-cleavable, site-specific linkage conjugated to an engineered cysteine in the antibody light chain via LigaChem Biosciences’ ConjuAllTM technology to increase stability in circulation, improve selective release of payload in tumor cells, and reduce payload release in non-tumor cells. LNCB74 incorporates an Fc mitigating mutation to minimize binding and uptake of LNCB74 by Fc receptor expressing immune cells. The ConjuAll technology, with its selective cleavage and release within tumor cells, combined with mitigation of off-target uptake via disabled Fc interactions, is engineered to improve the safety profile and therapeutic index of LNCB74 compared to other B7-H4 targeted ADCs. Key findings: B7-H4 protein is highly expressed in multiple tumor indications. B7-H4 expression limited in normal healthy human tissues, providing a potential broad therapeutic index for a B7-H4 targeting ADC; LNCB74 shows specific binding to B7-H4 expressing tumor cells and is rapidly internalized in a target-dependent manner by cancer cells; LNCB74 mediates potent cytotoxicity, with sub-nanomolar to low nanomolar EC50 values on multiple B7-H4-positive cancer cell lines; LNCB74 demonstrates strong anti-tumor activity in multiple CDX and PDX tumor models. A single dose of 3 mg/kg resulted in durable tumor regression in multiple tumor models, suggesting activity comparable or superior to published B7-H4 targeting ADCs; LNCB74 demonstrates favorable PK and stability in rodents; LNCB74 was well tolerated in cynomolgus monkeys up to 10 mg/kg. and Phase 1b Study of NC410 in Combination with Pembrolizumab - The presentation includes additional clinical data for CRC patients from the Phase 1b portion of a Phase 1b/2 study evaluating NC410, a LAIR-2 fusion protein, in combination with pembrolizumab. The trial is evaluating the combination in ovarian cancer and ICI-naïve MSS/MSI-L CRC. Overall, the combination of NC410 and pembrolizumab continues to demonstrate clinical activity against MSS/MSI-L CRC, which is generally unresponsive to immunotherapy. Subjects who achieved clinical benefit of partial response or stable disease demonstrated durability of their responses that was clinically meaningful in this patient population. Key findings: Of the 43 evaluable ICI-naïve MSS/MSI-L CRC patients without liver metastasis, there were 3 PRs as of the data cut-off of October 14, 2024; Disease control rates were 86% and 47% for the 200 mg and 100 mg NC410 doses, respectively; Biomarker data support proposed mechanism of action of NC410, showing remodeling of the tumor microenvironment, promotion of immune infiltration and anti-tumor activity; and Treatment was well tolerated.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Ellen Feigal was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Jul 17We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
お知らせ • May 31NextCure, Inc. Presents Phase 1b Data on NC410 and Pembrolizumab Combination at ASCO 2024NextCure, Inc. announced that clinical data from the Phase 1b portion of a Phase 1b/2 study evaluating NC410, a LAIR-2 fusion protein, in combination with pembrolizumab will be presented at the American Society of Clinical Oncology (ASCO) Annual Meeting in Chicago. The trial evaluated the combination in immune checkpoint inhibitor (ICI) naïve and refractory microsatellite stable (MSS)/microsatellite instability-low (MSI-L) colorectal cancer (CRC) and ovarian cancer and demonstrated clinical activity in these hard-to-treat cancers. The data will be presented in a poster session by clinical trial investigator Eric S. Christenson, M.D., Assistant Professor of Oncology at Johns Hopkins Sidney Kimmel Comprehensive Cancer Center. The poster presentation highlights the safety and tolerability of doses between 30-200 mg of NC410 in combination with 400 mg of pembrolizumab. The combination resulted in partial responses (PR) and stable disease in both CRC and ovarian cancer. Most adverse events were limited to Grades 1 and 2. Key findings: Of the 37 evaluable ICI-naïve MSS/MSI-L CRC patients without liver metastasis treated with 100 mg of NC410, there were 2 confirmed ongoing PRs (12.5 months and 7.4 months) and 17 with stable disease. For this cohort, the median duration of disease control was 5.5 months, the disease control rate (DCR) was 51.3% [CI: 34.4, 68.1] and the overall response rate (ORR) was 5.4% [CI: 0.7, 18.2]. Of the 7 evaluable ovarian cancer patients in the 100 mg and 200 mg cohorts, there were 3 PRs {1 continued for 7.9 months (200 mg), 1 for 4.1 months (100 mg), and 1 ongoing at 5.1 months (100 mg)}. For this cohort, the DCR was 43% and ORR was 43%. Diarrhea and fatigue were the most commonly reported adverse events (AEs). Amongst the 81 patients treated at all dose levels of NC410 in the Phase 1b portion of the trial, 39.5% had Grade =3 Treatment Emergent (TEAE) and 4.9% had Grade =3 Treatment-Related (TRAE); 1 participant discontinued study due to Grade 3 myocarditis.
New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$61m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (US$42.8m market cap).
お知らせ • Apr 28NextCure, Inc., Annual General Meeting, Jun 20, 2024NextCure, Inc., Annual General Meeting, Jun 20, 2024, at 10:00 Eastern Standard Time. Agenda: To elect as directors the two nominees named in the accompanying Proxy Statement to a term of three years each, or until their successors have been elected and qualified; To ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve an amendment to Amended and Restated Certificate of Incorporation to provide for the exculpation of Company officers.
お知らせ • Apr 10NextCure, Inc. and LigaChem Biosciences, Inc. Present Preclinical Data on B7-H4 Antibody Drug Conjugate At AACR 2024NextCure, Inc. announced the presentation of new preclinical data on LNCB74, a B7-H4-targeting antibody drug conjugate (ADC) developed in partnership with LigaChem Biosciences, Inc. (LCB), formerly LegoChem Biosciences, Inc., at the 2024 American Association for Cancer Research (AACR) Annual Meeting in San Diego, CA. The poster presentation highlights LNBC74’s promising preclinical safety and anti-tumor activity. LNCB74 is an ADC utilizing LigaChem Biosciences’ proprietary site-specific conjugation and plasma-stable, cancer selectively activating linker technology to link monomethyl auristatin E (MMAE) to a B7-H4 targeting antibody in a drug-to-antibody ratio of 4 (DAR4). The presentation includes data demonstrating LNCB74’s high affinity and specificity for human B7-H4, a protein highly expressed on a range of solid tumors including breast, ovarian and endometrial cancers. LNCB74 was shown to specifically bind to B7-H4 expressing tumor cells and was rapidly internalized in a target-dependent manner. In addition, data showed that LNCB74 mediated potent cytotoxicity in B7-H4-positive cancer cells in vitro and demonstrated serum stability with a favorable pharmacokinetic (PK) activity in rodents. LNCB74 demonstrated significant tolerability in cynomolgus monkeys and showed strong anti-tumor activity in multiple cell-line derived (CDX) and patient-derived xenograft (PDX) tumor models in vivo. The increase in tolerability and strong efficacy is expected to translate into clinical activity of LNCB74. Key Findings: LNCB74 was engineered for an improved safety profile and therapeutic index with increased stability in circulation, tumor selective payload release, and a reduction in off-target release of active payload, mitigating toxicity compared to traditional vedotin ADCs. A single 3 mg/kg dose of LNCB74 resulted in durable tumor regression in multiple CDX and PDX tumor models, suggesting activity comparable or superior to competitor B7-H4 targeting ADCs. LNCB74 was well tolerated in cynomolgus monkeys following 2 doses of up to 10 mg/kg, showing a superior safety profile compared to traditional MMAE bearing ADCs. LNCB74 demonstrates favorable pharmacokinetics and stability in rodents, consistent with the molecule’s preclinical safety profile. LNCB74 mediates potent cytotoxicity, with sub-nanomolar to low nanomolar EC50 values on multiple B7-H4-positive cancer cell lines.
お知らせ • Apr 04NextCure, Inc. Appoints Rakesh Dixit to Scientific Advisory BoardNextCure, Inc. announced the appointment of Rakesh Dixit, PhD, to its Scientific Advisory Board. As an accomplished product developer whose expertise is focused on antibody-drug conjugates (ADCs), Dr. Dixit will support NextCure in its efforts to build and develop its proprietary ADCs, including LNCB74 directed to B7-H4. Dr. Dixit currently serves as President and CEO of Bionavigen, a biopharmaceutical company specializing in consulting and drug hunting for biologic, cell and gene therapy and small molecule drug development. He is also President and CSO of Regio Biosciences, an AstraZeneca spinoff company. Dr. Dixit is an accomplished executive, inventor, and scientist with over 30 years of success with top biotechnology and pharmaceutical companies, including Merck, Johnson & Johnson, Medimmune, and AstraZeneca. He was a key contributor to successful approval of biotherapeutics, including five biologics (including antibodies and immunotoxins) and four small molecule pharmaceuticals. He was honored in 2020 by the World ADC Forum with its most prestigious award of Long-Standing Contributor to ADCs.
New Risk • Mar 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.1% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$58m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$53.0m market cap).
分析記事 • Mar 23We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
お知らせ • Jan 20NextCure Presents Preclinical Data on a Novel Therapeutic Candidate Targeting VSTM-1 for the Treatment of Progressive Inflammatory Airway DisordersNextCure, Inc. announced the presentation of preclinical data relating to a novel humanized monoclonal antibody targeting VSTM-1, for the treatment of progressive inflammatory airway disorders, including chronic obstructive pulmonary disease (COPD), at the Keystone Symposium for Inhibitory Receptors in Immune Homeostasis, Disease and Therapy. VSTM-1 is a cell-surface inhibitory receptor highly expressed on granulocytes, including neutrophils, and pulmonary monocytes that functions as a regulator of myeloid cell-driven inflammatory cascades. Inhibitory signaling is induced when VSTM-1 binds to ligands such as cathelicidin and S100 proteins. This immunosuppressive function, combined with the strong expression profile of VSTM-1 on pulmonary myeloid cells and the prominent role of neutrophils as inflammatory mediators of lung immunopathology, makes VSTM-1 a promising novel therapeutic target for COPD. NextCure developed an agonist monoclonal antibody (mAb) against VSTM-1 to modulate hyperinflammatory conditions, restore homeostasis and prevent disease. The agonist antibody has demonstrated activity in vitro, ex vivo and in highly relevant in vivo models. Key findings from the study include: The agonist antibody blocks neutrophil-mediated inflammation and cytokine production associated with tissue damage in vitro and ex vivo. Treatment with the agonist antibody reduces pulmonary pathology and prevents disease in animal models, including a highly relevant syngeneic mouse model engineered to express the human VSTM-1 protein. Additional preclinical chronic models of inflammatory disease and relevant, mechanistically based combination studies in COPD and other indications are being planned.
お知らせ • Dec 22Nextcure, Inc. Publishes Non-Clinical Data Demonstrating Anti-Siglec-15 Treatment Prevented Bone Loss Due to Immobilization from Acute Spinal Cord InjuryNextCure, Inc. announced the publication of a manuscript titled "Anti-Siglec-15 Antibody Prevents Marked Bone Loss after Acute Spinal Cord Injury-Induced Immobilization in rats" in JMBR Plus, a journal of the American Society for Bone and Mineral Research (ASBMR). The data demonstrated that NC605, a novel anti-Siglec- 15 (S15) antibody, prevented bone loss, but more importantly preserved bone strength in animal models of severe immobilization resulting from acute spinal cord injury. Following spinal cord injury, patients typically suffer rapid and extensive bone loss. While anti-resorptive therapies have shown some efficacy in inhibiting bone loss, these agents also inhibit bone formation. In preclinical testing, NC605 has been shown to prevent bone loss by inhibiting osteoclast maturation and bone resorption by binding S15, which is expressed on the cell surface of immature osteoclasts and upregulated in differentiated osteoclasts. Unlike anti-resorptive therapies, NC605 enhances osteoblast recruitment, resulting in overall enhanced bone quality. In the animal model of spinal cord injury, bone mineral density (BMD) was assessed and compared to control animals. Key findings from the study include: Treatmentnt with anti-S15 antibody completely prevented loss of BMD in the mur and tibia. High-resesolution imaging analysis revealed almost complete prevention of trabecular bone volume loss. Blood and bone structure analyses revealed that the anti-S15 antibody was able to greatly inhibit bone resorption while maintaining bone formation and quality. The focus is to bring hope and new treatments to patients who do not respond to current therapies, patients whose disease progresses despite treatment and patients with diseases not adequately addressed by available therapies.
お知らせ • Dec 15Nextcure, Inc. Provides Year-End Clinical Pipeline UpdatesNextCure, Inc. provided an update on its clinical pipeline. NC410 (LAIR-2 fusion): The Phase 1b combination trial of NC410 with pembrolizumab is ongoing. Given evidence of clinical activity to date, additional patients are being added to the 100 mg cohort of patients with microsatellite stable /microsatellite instable-low immune checkpoint inhibitor naïve colorectal cancer without active liver metastasis. The combination has been safe and well tolerated to date. Clinical data, including results from additional patients, are expected in the first half of 2024. LNCB74 (B7-H4 ADC) and NC762 (B7-H4 mAb): Due to the competitive environment and the limited activity to date, they do not plan to further develop NC762. They are prioritizing the development of LNCB74 (B7-H4 ADC), the first antibody drug conjugate (ADC) candidate from their collaboration with LegoChem Biosciences, Inc., and shifting resources from NC762 to the ADC program. Based on a comprehensive preclinical data package, they plan to initiate a dose range-finding toxicology study and GMP manufacturing for LNCB74 in early 2024. NC525 (LAIR-1 mAb): The Phase 1a dose escalation study in subjects with acute myeloid leukemia remains ongoing with the fourth cohort now enrolled. Safe and well tolerated to date. Clinical data are expected in the first half of 2024. Data defining the mechanism of action were published in Journal of Clinical Investigation in November. Business Development: Actively seeking strategic partners to accelerate global development of programs.
分析記事 • Dec 09We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • Nov 17NextCure, Inc. Publishes Non-Clinical Data Defining the Mechanism of Action for NC525, a Novel LAIR-1 Antibody for AMLNextCure, Inc. announced the publication of a manuscript titled “LAIR-1 Agonism as a Therapy for Acute Myeloid Leukemia” in the Journal of Clinical Investigation. The data demonstrate that NC525 induces cell death in acute myeloid leukemia (AML) blast cells and leukemic stem cells (LSCs) through leukocyte-associated immunoglobin-like receptor-1 (LAIR-1) agonism by driving a unique apoptotic signaling pathway. NC525 is a humanized monoclonal antibody (mAb) that specifically binds to LAIR-1 and kills LSCs, while sparing healthy hematopoietic stem cells (HSCs). The publication details a novel mechanism for the potential treatment of AML, as the expression level of the LAIR-1 receptor on leukemic cells acts as a key regulator. High expression of LAIR-1 is commonly seen on LSCs and blast cells and plays a role in survival of these cancer cells. In contrast, LAIR-1 expression is relatively lower on healthy HSCs and does not play a role in survival of normal immune cells. This makes LAIR-1 a promising anti-leukemic target. In addition to its potential therapeutic effects as a monotherapy, the publication highlights that NC525 synergizes with, and improves the activity of, ventoclax and azacytidine (VEN-AZ), the current SoC therapy in AML. The combination kills leukemic cells from patients refractory to VEN-AZ. Thus, NC525 holds great promise as an important and novel treatment for patients with resistant and refractory AML (R/R AML). A Phase 1 study with NC525 is underway as an open-label, non-randomized, dose escalation trial to determine safety and tolerability of NC525 in adult patients with relapsed or refractory AML.
お知らせ • Oct 19NextCure, Inc. Announces Presentation of New Preclinical Data Demonstrate Treatment with NC605NextCure, Inc. announced the presentation of new preclinical data demonstrating that treatment with NC605, a novel anti-Siglec-15 (S15) antibody, reduced bone loss and enhanced bone quality in mice with osteogenesis imperfecta (OI), at the 2023 American Society for Bone and Mineral Research (ASBMR) annual meeting. These results support development of NC605 as a potential highly effective treatment for osteogenesis imperfecta, a rare disease in which bones easily fracture. Osteogenesis imperfecta is a rare disorder that results in high bone turnover, abnormal bone formation, bone fragility and recurrent fractures. There is no cure for OI and current anti-resorptive treatments increase bone mineral density (BMD) primarily by inhibiting bone loss; however, these agents also inhibit bone formation. Unlike anti-resorptive therapies, NC605 enhances osteoblast recruitment, resulting in overall enhanced bone quality. In preclinical testing, NC605 has been shown to prevent bone loss by inhibiting osteoclast maturation and bone resorption by binding S15, which is expressed on the cell surface of immature osteoclasts and upregulated in differentiated osteoclasts. The company identified NC605 while screening S15 antibodies for anticancer properties. Further characterization revealed that the S15 antibodies without anticancer properties had the ability to inhibit osteoclast maturation and thus may have use in treating bone disease. The number of new bone fractures and bone quality were assessed and compared to control animals and to female OI mice (oim) from a prior study. Key findings include: reatmentnt with the surrogate antibody, NP159 prevented new bone fractures in 90% of male oim compared to 85% of female oim seen earlier. All control mice had one or more new bone fractures; High resolution microCT showed decreased trabecular bone separation with NP159 treatment in both oim males and females (p=0.05); Cortical bone porosity, a measure of mechanical strength of bone, was normal in the treated male mice, in contrast with females who showed increased porosity; There were no changes in the overall bone mineral density for male or female mice; Bone stiffness increased in both male and female oim; Fourier Transform Infrared (FTIR-I) readouts, a measure of bone quality, in treated females showed a normalization of mineral: matrix ratio, increased acid phosphate and decreased collagen maturity. Interestingly and in contrast, the males showed no similar changes.
お知らせ • Sep 27NextCure, Inc. Presents Preclinical Data on Nc181, A Novel Therapeutic Candidate Targeting Apoe4, for the Treatment of Alzheimer's DiseaseNextCure, Inc. announced the presentation of preclinical data relating to NC181, a novel humanized antibody targeting ApoE4, for the treatment of Alzheimer’s disease (AD), at the 2nd Annual Neurodegeneration Targets, Drug Discovery for Progressive Central Nervous System Disorders conference. Published research has shown that different forms of the apolipoprotein E (APOE) gene affect the risk of developing AD in distinct ways, with the APOE4 allele most highly associated with and linked to increased risk. The ApoE4 isoform increases ab amyloid plaque formation, promotes Tau spreading, disrupts the blood brain barrier (BBB), promotes neurovasculature leakage, and increases microglia-mediated inflammation, which has been shown to lead to cognitive decline. Deletion of APOE has been demonstrated to limit disease in multiple AD models. In preclinical AD animal models, NC181 has demonstrated differentiation from amyloid targeted therapies. Key findings from the study include: NC181 binds to amyloid associated ApoE4, resulting in amyloid clearance and prevention of amyloid deposition in mice. Clearance of the ApoE plaques: Normalizes neuroinflammation and restores neuroimmune homeostasis. Improves vasodilation in amyloid laden blood vessels, which results in less vascular toxicity and lower vascular leakage. In addition to its role in amyloid deposition, ApoE is also a major mediator of a condition known as Cerebral Amyloid Angiopathy (CAA), where deposition of amyloid-b occurs in leptomeningeal and cortical blood vessels. This results in BBB dysfunction, ischemia, and a risk for microhemorrhages leading to cognitive dysfunction.
分析記事 • Aug 23Will NextCure (NASDAQ:NXTC) Spend Its Cash Wisely?Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Price Target Changed • Aug 06Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 2 analysts. New target price is 155% above last closing price of US$1.70. Stock is down 64% over the past year. The company is forecast to post a net loss per share of US$2.53 next year compared to a net loss per share of US$2.69 last year.
お知らせ • Jul 22NextCure, Inc. Announces Resignation of Garry A. Nicholson as from the Board of DirectorsOn July 15, 2023, Garry A. Nicholson resigned from the board of directors of NextCure, Inc., effective August 15, 2023. Mr. Nicholson’s decision to resign was not the result of any disagreement with the Company or any matter relating to the operations, policies or practices of the Company.
Price Target Changed • May 18Price target decreased by 25% to US$4.33Down from US$5.80, the current price target is an average from 3 analysts. New target price is 144% above last closing price of US$1.78. Stock is down 51% over the past year. The company is forecast to post a net loss per share of US$2.43 next year compared to a net loss per share of US$2.69 last year.
分析記事 • May 10Is NextCure (NASDAQ:NXTC) In A Good Position To Deliver On Growth Plans?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Price Target Changed • Dec 07Price target increased to US$6.67Up from US$5.80, the current price target is an average from 3 analysts. New target price is 369% above last closing price of US$1.42. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.65 next year compared to a net loss per share of US$2.51 last year.
分析記事 • Nov 22We're Keeping An Eye On NextCure's (NASDAQ:NXTC) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Price Target Changed • Nov 16Price target decreased to US$5.80Down from US$13.57, the current price target is an average from 5 analysts. New target price is 249% above last closing price of US$1.66. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$2.51 last year.
Price Target Changed • Nov 06Price target decreased to US$6.25Down from US$13.57, the current price target is an average from 5 analysts. New target price is 216% above last closing price of US$1.98. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$2.60 next year compared to a net loss per share of US$2.51 last year.
分析記事 • Aug 09Estimating The Intrinsic Value Of NextCure, Inc. (NASDAQ:NXTC)How far off is NextCure, Inc. ( NASDAQ:NXTC ) from its intrinsic value? Using the most recent financial data, we'll...
Price Target Changed • Aug 08Price target increased to US$14.14Up from US$13.08, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$4.85. Stock is down 34% over the past year. The company is forecast to post a net loss per share of US$2.61 next year compared to a net loss per share of US$2.51 last year.
Seeking Alpha • Aug 04NextCure GAAP EPS of -$0.59NextCure press release (NASDAQ:NXTC): Q2 GAAP EPS of -$0.59. $292.4 million in cash, cash equivalents and investments as of June 30, 2022, providing expected cash runway into Q4 2024
Board Change • May 31High number of new directorsIndependent Director Ellen Feigal was the last director to join the board, commencing their role in 2021.
Buying Opportunity • May 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be US$4.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Earnings per share has grown by 66%.
分析記事 • May 02We're Not Very Worried About NextCure's (NASDAQ:NXTC) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Board Change • Apr 27High number of new directorsDirector Ellen Feigal was the last director to join the board, commencing their role in 2021.
Price Target Changed • Nov 06Price target decreased to US$16.75Down from US$18.29, the current price target is an average from 7 analysts. New target price is 95% above last closing price of US$8.61. Stock is down 13% over the past year. The company is forecast to post a net loss per share of US$2.59 next year compared to a net loss per share of US$1.33 last year.
Board Change • Nov 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Ellen Feigal was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Oct 07Independent Director Xiaoxing Xu has left the companyOn the 30th of September, Xiaoxing Xu's tenure as Independent Director ended after 2.9 years in the role. We don't have any record of a personal shareholding under Xiaoxing's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years.
Seeking Alpha • Sep 29NextCure: Large Upside With Downside Protected By Cash PileThe stock is left for dead, trading significantly below cash which creates a margin of safety. Significant data on all 3 drugs is due in the next 9 months. If one of the 3 readouts is positive, this could become an instant multibagger.
Executive Departure • Apr 07Independent Director has left the companyOn the 1st of April, Briggs Morrison's tenure as Independent Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Briggs' name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Mar 06Full year 2020 earnings released: US$1.33 loss per share (vs US$2.15 loss in FY 2019)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: US$22.4m (up 253% from FY 2019). Net loss: US$36.6m (loss widened 8.5% from FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 06Revenue behind estimatesRevenue missed analyst estimates by 0.02%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 47% compared to a 1,454% growth forecast for the Biotechs industry in the US.
分析記事 • Feb 12Here's What NextCure, Inc.'s (NASDAQ:NXTC) Shareholder Ownership Structure Looks LikeEvery investor in NextCure, Inc. ( NASDAQ:NXTC ) should be aware of the most powerful shareholder groups. Generally...
Is New 90 Day High Low • Feb 10New 90-day high: US$13.64The company is up 26% from its price of US$10.85 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 23% over the same period.
Is New 90 Day High Low • Jan 15New 90-day high: US$13.07The company is up 15% from its price of US$11.39 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Biotechs industry, which is up 17% over the same period.
分析記事 • Jan 08NextCure's (NASDAQ:NXTC) Shareholders Are Down 80% On Their SharesAs every investor would know, you don't hit a homerun every time you swing. But serious investors should think long and...
Analyst Estimate Surprise Post Earnings • Nov 07Earnings beat expectationsRevenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Over the next year, revenue is forecast to stay flat compared to a 309% growth forecast for the Biotechs industry in the US.
Is New 90 Day High Low • Oct 15New 90-day high: US$11.65The company is up 26% from its price of US$9.24 on 17 July 2020. The American market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.