Nanobiotix : Révolution en cours dans la prise en charge des cancers
Nanobiotix est une biotech late-stage spécialisée en oncologie. Son actif phare (NBTXR3) a fait l’objet d’un deal de licence avec Janssen crédibilisant les données cliniques déjà produites ainsi que son potentiel commercial (ODDO BHF : peak sales > 5.8 Md€ dans les trois premières indications). La société devrait bénéficier d’un newsflow porteur avec des résultats de phase 1 attendus en 2025 et des résultats intermédiaires de phase 3 mi-2026e. La société dispose d’une visibilité financière jusqu’au T4 2025e mais nécessitera, selon nous, 70 M€ supplémentaires d’ici là pour atteindre le seuil de profitabilité en 2027e. Nous initions le titre avec une recommandation Surperformance et un OC de 10 €.Nanobiotix SA is a France-based oncology focused nanomedicine company. It is engaged in developing nanoparticle technology. It develops new tools for cancer which utilize a physical mode of action at the cellular level of the cancer cell. This disruptive approach may reshape future treatment opportunities. The Company's NanoXray technology comprises three products having the potential to cause a paradigm shift in cancer therapy. Specifically, NanoXray products may overcome the current limitations of standard of care in local therapy. Local treatment (surgery and radiotherapy) plays a seminal role in the potential cure and gives systemic treatment a better chance to increase life expectancy. NanoXray products are developed to selectively increase the efficacy of radiotherapy in the tumor cell. Nanobiotix is a spin-off of the State University of New York (SUNY) at Buffalo.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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