Nurix Therapeutics, Inc. — Form 8-K
Filed October 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
Nurix received $700M upfront from Roche for global co-development and co-commercialization of bexobrutideg across hematologic malignancies, immunology, and neurology; development costs split 40/60 (Nurix/Roche), U.S. profits/losses shared equally, with tiered ex-U.S. royalties. First patient dosed in Phase 3 DAYBreak CLL-306 trial (620 patients, bexobrutideg vs. pirtobrutinib). Q3 2026 revenue jumped to $673.1M (prior year $7.9M) driven primarily by $653.2M license revenue from Roche; net income $549.8M vs. prior loss of $86.4M. Cash position now $1.1B with runway to H2 2029.
Why this rating
Major transformational deal ($700M upfront = 87% of market cap). Validates lead program, funds runway through 2029, derisks development via Roche partnership. Highly positive.
Tradability signal
NO TRADE
No trade: positive news with only -0.5% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: -0.51% over 4 hrs, n=187). (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
at our read · unknown $21.75 | +10 min · unknown $22.18 ▲ 1.98% | +30 min · unknown $22.02 ▲ 1.26% | +1 hr · unknown $22.11 ▲ 1.63% | +4 hrs · unknown $22.80 ▲ 4.85% |
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
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