Nurix Therapeutics, Inc. (NRIX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · NRIX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -75.4% |
| Our one-year growth estimate | diamond | -83.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 65 industry peers · Company calendar date is not available
NRIX — earnings miss
Dated 2026-10-13
Results of Operations and Financial Condition. On October 12, 2026, Nurix Therapeutics, Inc., a Delaware corporation (the “Company”), issued a press release announcing the Company’s financial results for the fiscal quarter ended August 31, 2026. The press rele ase is furnished as Exhibit 99.1 and is incorporated herein by reference. The information furnished with this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 19…
Why it matters: NX-1607 is testing four solid tumor groups. Early response data can show whether the drug merits further study.
Watch forNurix reports objective responses in one or more NX-1607 groups: MSS CRC, NSCLC, CRPC, or melanoma.
Also watch forNurix reports no objective responses across the groups or stops their expansion.
Why it matters: Nurix says this Phase 2 trial may support an accelerated approval filing. Clear progress could bring bexobrutideg closer to review.
Supportive ifNurix says enrollment in DAYBreak CLL-201 is complete. It shares data that support an approval filing.
Worry ifEnrollment slows or trial data fail to support an approval filing in the stated patient group.
Why it matters: Nurix reported $1.1 billion in cash and runway into the second half of 2029. New partner payments could extend that runway.
Supportive ifNurix reports new collaboration milestone payments. It keeps its stated runway into the second half of 2029.
Worry ifNurix cuts its runway estimate or reports cash use that puts runway before the second half of 2029.
Why it matters: This Phase 3 trial compares bexobrutideg with pirtobrutinib in about 620 patients. Its results are a key test of the drug in CLL.
Watch forThe trial keeps enrolling near its planned 620 patients, with no major safety pause or delay.
Also watch forNurix reports a major safety pause, a slow enrollment pace, or a delay to the trial plan.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$145 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $490 loss on $10,000 · 4.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,261 loss on $10,000 · 42.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.