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Live Company Data
NMS
Updated
4m ago
· Data: FMP
Current Price
$11.00
+27.91%
+$2.40 today
Day: $10.97 – $11.34
Market Cap
N/A
Shares out: 63.96M
Float: 55.35M
52-Week Range
Current price is at 59% of 52-week range
Sector
Healthcare
Biotechnology
⚠️ Financial data is for informational purposes only. Not investment advice. Prices may be delayed.
Indication
ESR1-mutated ER+/HER2- advanced or metastatic breast cancer (2L+)
Key Notes
NDA accepted August 2025. PDUFA June 5, 2026. First-in-class PROTAC (PROteolysis TArgeting Chimera) ER degrader — the first PROTAC to reach NDA filing stage. Phase 3 VERITAC-2 trial showed 43% reduction in risk of disease progression or death vs fulvestrant in ESR1-mutated patients (HR 0.57; p<0.001). Developed jointly with Pfizer (50/50 cost/profit share). Targets a crowded oral SERD space alongside Lilly's approved Inluriyo, but PROTAC mechanism may differentiate. Market-moving binary event.
⚠️ Not Investment Advice: This information is provided for educational purposes only.
PDUFA dates are FDA target action dates, not guaranteed approval dates. The FDA may extend the review period,
issue Complete Response Letters, or take unexpected actions. Probability of approval scores are based on
historical base rates and do not account for drug-specific factors. Always consult a financial advisor
before making investment decisions.
Discussion
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