Clément Bassat's questions to Nanobiotix (NBTX) leadership • Q3 2023
Question
Asked for details on the comparability of patient baselines in the pancreatic cancer study, specifics on the CA19-9 biomarker reduction, clarification on the EIB loan repayment terms, and the reason for a slight delay in the lung cancer study's RP2D readout.
Answer
The pancreatic cancer patient populations are comparable (locally advanced), with the NBTXR3 arm showing a much higher rate of CA19-9 normalization (42% vs 17%) and better median OS. The EIB payment is part of a new mechanism for accelerated access to a previously restructured milestone. The lung cancer RP2D delay is minor and procedural, related to the safety follow-up period, not enrollment issues.