Roche Holding AG And Nurix Therapeutics, Inc. Announce Global Collaboration To Co-Develop And Co-Commercialise Potential Best-In-Class BTK Degrader Bexobrutideg Across Malignant Haematology, Immunology And Neurology
Roche Holding AG announced that it has entered into an exclusive licensing and collaboration agreement with Nurix Therapeutics, Inc. Under the terms of this agreement, the two companies will collaborate to co-develop and co-commercialise bexobrutideg (NX-5948), Nurix?s investigational Bruton?s Tyrosine Kinase (BTK) degrader. The collaboration encompasses a clinical development plan spanning B-cell malignancies, immunology and neurology. The addition of bexobrutideg complements Roche?s existing strengths in haematology and provides a cross-therapeutic opportunity to extend the pipeline's reach in immunology and neurology.
Under the terms of the agreement, Nurix will receive an upfront cash payment of USD 700 million and is eligible to receive development, regulatory and sales milestones for a potential total deal value of up to USD 2.3 billion. Development costs will be shared 40% by Nurix and 60% by Roche. The parties will equally split the profits and losses from U.S. commercialisation.
Nurix and Roche will co-commercialise bexobrutideg in the United States across all indications. Outside of the United States, Roche will be responsible for commercialisation, with Nurix receiving royalties ranging from the low- to high-teens. The transaction is subject to customary closing conditions, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.
The parties currently expect the transaction to close in the third quarter of 2026.
Roche Holding AG (Roche) is a research-based healthcare company. The Company's operating businesses are organized into two divisions: Pharmaceuticals and Diagnostics. The Pharmaceuticals Division consists of two business segments: Roche Pharmaceuticals and Chugai. The Diagnostics Division consists of four business areas: Diabetes Care, Molecular Diagnostics, Professional Diagnostics and Tissue Diagnostics. The Company develops medicines for various disease areas, including oncology, immunology, infectious diseases, ophthalmology and neuroscience. Its pharmaceutical products include Anaprox, Avastin, Bactrim, Bondronat, CellCept, Cotellic, Dilatrend, Dormicum, Invirase, Kadcyla, Kytril (Kevatril), Lariam, MabThera, Madopar, Neupogen, Pegasys, Perjeta, Pulmozyme, Rocaltrol, Rocephin and Roferon-A. The Company offers products for researchers, including cell analysis, gene expression, genome sequencing and nucleic acid purification.
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
Roche Holding AG And Nurix Therapeutics, Inc. Announce Global Collaboration To Co-Develop And Co-Commercialise Potential Best-In-Class BTK Degrader Bexobrutideg Across Malignant Haematology, Immunology And Neurology