Nuvectis Pharma (NASDAQ: NVCT) has begun a Phase 1b clinical trial of its SRC/YES1 kinase inhibitor NXP900 in combination with the EGFR inhibitor osimertinib for patients with EGFR‑mutant non‑small cell lung cancer (NSCLC) who have developed resistance to osimertinib. The study will enroll patients who previously responded to osimertinib but whose disease progressed, a population that currently has limited therapeutic options.
NXP900 is a selective inhibitor that locks SRC and YES1 kinases in an inactive conformation, shutting down a pathway that has been implicated in acquired resistance to EGFR inhibitors. The Phase 1a dose‑escalation study, completed earlier this year, demonstrated robust pharmacodynamic activity and an acceptable safety profile, with no dose‑limiting toxicity observed up to 250 mg/day. By combining NXP900 with osimertinib, Nuvectis aims to block the resistance mechanism and extend the clinical benefit of the approved drug.
Nuvectis is a purely clinical‑stage company with no revenue and a negative earnings‑per‑share figure, but it maintains strong liquidity, no debt, and a healthy current ratio. Insider buying activity has been steady, indicating confidence from management and key stakeholders. The initiation of the Phase 1b trial is therefore a critical milestone that could accelerate the company’s path to regulatory approval and broaden the therapeutic indications for NXP900.
CEO Ron Bentsur said the launch “represents a major step forward in our effort to extend the benefits of osimertinib for patients who have acquired resistance.” He added that the company expects multiple data readouts in 2026 from both the single‑agent and combination studies, underscoring a focused roadmap toward later‑stage development.
Analysts at H.C. Wainwright reiterated a “Buy” rating with a $10.00 price target, citing the company’s clinical progress and the potential of NXP900 to address a high‑need area in NSCLC. Investors have noted a 50.5% return on NVCT shares over the past year, reflecting confidence in the company’s pipeline and the strategic importance of the new trial.
The company faces the inherent attrition risk of early‑stage drug development, but the scientific rationale for the combination is strong and supported by preclinical data. Competition exists from other companies pursuing strategies to overcome osimertinib resistance, yet NXP900’s unique mechanism and the all‑oral combination format position Nuvectis favorably. The trial’s outcomes will be closely watched as they could open a new therapeutic niche and potentially accelerate the company’s future revenue prospects.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.