Nuvectis Pharma: Buy Rating Backed by NXP900’s Potential to Overcome EGFR/ALK Inhibitor Resistance in NSCLC

Analyst Naz Rahman from Maxim Group maintained a Buy rating on Nuvectis Pharma and keeping the price target at $17.00.

Naz Rahman has given his Buy rating due to a combination of factors related to Nuvectis Pharma’s lead asset, NXP900, and its clinical strategy. He highlights that NXP900 is a highly selective Src family kinase inhibitor designed to target mechanisms of resistance in EGFR- and ALK-driven tumors, which is a major unmet need in oncology. The recent initiation of the Phase 1b combination arm with osimertinib in EGFR-mutant NSCLC patients who have previously responded to Tagrisso but later progressed supports the view that NXP900 could resensitize tumors to existing targeted therapies. He also notes that prior attempts by other companies to combine Src inhibitors with anti-cancer agents were hampered by inadequate Src inhibition, whereas NXP900’s pharmacology and early clinical data suggest more robust target engagement and a manageable safety profile within a therapeutic dosing range.

Rahman further points out that the Phase 1b program is thoughtfully structured, including both monotherapy and multiple combination cohorts across several tumor types characterized by specific mutations and pathway alterations, which broadens the potential addressable market. The focus on EGFR and ALK inhibitor–resistant NSCLC is particularly important given the large patient population and limited effective options once resistance emerges. Interim data readouts from these cohorts, expected as enrollment progresses, could act as catalysts for the stock if they confirm resensitization and antitumor activity. Taken together, the mechanism of action, initial clinical observations, large commercial opportunity in resistant NSCLC, and a favorable risk-benefit outlook underpin his positive stance and justify the Buy rating on Nuvectis Pharma shares.

Rahman covers the Healthcare sector, focusing on stocks such as Silexion Therapeutics, Kazia Therapeutics, and Vertex Pharmaceuticals. According to TipRanks, Rahman has an average return of -10.5% and a 33.43% success rate on recommended stocks.

In another report released yesterday, H.C. Wainwright also reiterated a Buy rating on the stock with a $10.00 price target.