Farzin Haque Jefferies LLC, Research Division Hi, everyone. My name is Farzin Haque. I’m one of the biotech analysts at Jefferies. It’s my pleasure to introduce David Hung, CEO; and Philippe Sauvage, CFO of Nuvation Bio. So this is a fireside chat format. Thank you for — both for joining us today. So for those that are new to the story, maybe start off with a 1-minute overview of your program. David Hung Founder, President, CEO & Chairman So Nuvation Bio is late-stage commercial-stage company. We have 2 late-stage assets. One is IBTROZI. It’s a ROS1 inhibitor that received FDA approval in June of this year, and it completed its first quarter of sales in the third quarter. Our second asset, safusidenib is a mutant IDH1 inhibitor for the high and low-grade gliomas. And we just announced new data Monday night on the latest Daiichi study for low-grade glioma showing very robust response rates and durability. Farzin Haque Jefferies LLC, Research Division Great. So let’s start with IBTROZI. The first full quarter on the market, we saw like 204 patient starts. This far exceeds our expectations. So what factors drove the strong uptake? And how do you expect the patient demand to trend in the fourth quarter? David Hung Founder, President, CEO & Chairman Yes. So we are very pleased with the first full quarter. If you just look as a comparator, it’s been criticized that perhaps the ROS1 market is not that large. We would argue that they just haven’t had the right drugs for it. The market is.
https://seekingalpha.com/article/4846791-nuvation-bio-inc-nuvb-presents-at-jefferies-london-healthcare-conference-2025-transcript?source=feed_all_articles
Nuvation Bio Inc. (NUVB) Presents at Jefferies London Healthcare Conference 2025 Transcript
