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Earnings Data
Report Date
Sep 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.13Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Positive overall. The company reported meaningful financial and operational improvements driven by (a) removal of large development obligations via the Janssen amendment, (b) nondilutive royalty financing that materially strengthens near-term liquidity, and (c) clinical progress across multiple programs including encouraging early CONVERGE lead-in data and continued Curadigm platform advancement (patents, MTAs, CMC/GMP start). Key risks remain: the FY2025 revenue uplift is largely a one‑time accounting effect, clinical readouts (notably CONVERGE and the Phase III head & neck study) are controlled by J&J and many pivotal data points are not expected until 2027, and the stated runway depends on receipt of remaining financing and potential milestone receipts. On balance, the positives (stronger cash runway, lower burn, decreased net loss, strategic financing, multiple clinical catalysts and platform progress) outweigh the listed risks and uncertainties.Company Guidance
Strengthened balance sheet and extended cash runway
Cash and cash equivalents of EUR 52.8M as of 31-Dec-2025 (up from EUR 49.7M), nondilutive royalty financing agreement for up to $71M with Healthcare Royalty Partners, and management guidance that current cash plus expected financing should fund operations into early 2028 (contingent on receipt of remaining $21M expected in Q4 2026).
Positive revenue recognition and year-over-year swing
Reported positive revenue of EUR 32.6M in FY2025 versus negative EUR 7.2M in FY2024 — driven by a nonrecurring EUR 21.8M accounting gain from the March 2025 amendment to the Janssen licensing agreement which removed most development cost obligations for NANORAY-312.
Material reduction in R&D spend and narrower net loss
R&D expenses declined to EUR 23.1M in FY2025 from EUR 40.5M in FY2024 (approximately a 43% decrease) primarily due to transfer of NANORAY-312 costs to Janssen. Net loss attributable to shareholders improved to EUR 24.0M (EUR 0.50 per share) versus EUR 68.1M (EUR 1.44 per share) in FY2024 — a ~65% year-over-year reduction.
Progressed strategic collaboration with Johnson & Johnson
Phase III NANORAY-312 (head & neck) sponsorship and operations transferred to J&J; J&J running a separate Phase Ib in head & neck. CONVERGE randomized Phase II in unresectable Stage III NSCLC is underway (1:1:1, ~120 patients) with randomized readout expected beginning of 2027. Transfer of Phase III reduces Nanobiotix funding obligations and aligns future upside via milestones.
Encouraging early CONVERGE safety lead-in data
CONVERGE safety lead-in (small n) showed feasibility of injection with no serious adverse events attributed to procedure, an early objective response signal (5 of 7 patients responding) and 100% disease control in the safety cohort — described by management as an encouraging initial readout (caveated as small sample size).
Curadigm platform advancement and external engagement
Curadigm (nanoprimer) progress: four new patent applications filed, GMP manufacturing and CMC activities started to support IND-enabling work, positive in vivo preclinical combination data presented, and 20+ MTAs signed with pharma/biotech across oncology, rare disease and CNS — internal Curadigm spend low single-digit millions in 2025.
Broader clinical data set and increased market visibility
Published 2025 clinical data across multiple tumor types (soft tissue sarcoma, head & neck, pancreatic, esophageal, melanoma, lung) showing consistent safety and signs of efficacy; listing added to the Euronext SBF 120 index in 2025, improving institutional visibility.
NBTX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NBTX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | $46.20 | $43.16 | -6.58% |
Mar 31, 2026 | $30.87 | $34.07 | +10.37% |
Nov 18, 2025 | $21.89 | $21.80 | -0.41% |
Sep 30, 2025 | $18.89 | $18.74 | -0.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nanobiotix Sa ADR (NBTX) report earnings?
Nanobiotix Sa ADR (NBTX) is schdueled to report earning on Sep 30, 2026, TBA (Confirmed).
What is Nanobiotix Sa ADR (NBTX) earnings time?
Nanobiotix Sa ADR (NBTX) earnings time is at Sep 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NBTX EPS forecast?
NBTX EPS forecast for the fiscal quarter 2026 (Q2) is -0.29.