Nanobiotix Announces Presentation of Part 1 Data From a Randomized Phase 2 Clinical Trial Evaluating JNJ-1900 (NBTXR3) in Stage 3 Inoperable Lung Cancer

Rhea-AI Summary

Nanobiotix (NASDAQ:NBTX) reported Part 1 data from the Johnson & Johnson-sponsored randomized Phase 2 CONVERGE trial of nanoradioenhancer JNJ-1900 (NBTXR3) in stage 3 inoperable NSCLC, presented at ESTRO 2026.

Early results in 7 patients showed ORR 85.7%, CRR 57.1%, and DCR 100% with concurrent chemoradiotherapy and durvalumab.

AI-generated analysis. Not financial advice.

Positive

• Overall response rate 85.7% (6 of 7 patients) after full regimen
• Complete response rate 57.1% (4 of 7 patients) reported
• Disease control rate 100% (7 of 7 patients) observed
• Intratumoral/intranodal JNJ-1900 administration reported as feasible and safely performed
• Responses described as deepening over time, suggesting potential durability

Negative

• Efficacy data currently based on only 7 treated patients
• Results are early Part 1 findings from an ongoing Phase 2 trial
• Long-term survival and durability outcomes have not yet been reported

Key Figures

Sample size: 7 patients Overall response rate: 85.7% (6/7) Complete response rate: 57.1% (4/7) +3 more

6 metrics

Sample size 7 patients Part 1 CONVERGE efficacy-evaluable population

Overall response rate 85.7% (6/7) JNJ-1900 combo in stage III unresectable NSCLC

Complete response rate 57.1% (4/7) JNJ-1900 combo in stage III unresectable NSCLC

Disease control rate 100.0% (7/7) JNJ-1900 combo in stage III unresectable NSCLC

Standard-of-care CR rate <5% Reported complete response rate with current cCRT ± durvalumab

Presentation number #116 ESTRO 2026 CONVERGE trial presentation ID

Market Reality Check

Price: $51.50 Vol: Volume 88,592 is slightly...

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$51.50 Last Close

Volume Volume 88,592 is slightly below the 20-day average of 100,033, suggesting no outsized trading response. normal

Technical Shares at $51.50 are trading above the 200-day MA of $23.01 and sit 9.87% below the 52-week high.

Peers on Argus

NBTX fell 6.48% while biotech peers showed mixed moves (e.g., REPL up 6.53%, BCY...

1 Up

NBTX fell 6.48% while biotech peers showed mixed moves (e.g., REPL up 6.53%, BCYC down 3.47%, ARCT down 3.11%), pointing to stock-specific trading rather than a sector-wide move.

Previous Clinical trial Reports

5 past events · Latest: May 04 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
May 04	Phase 3 protocol change	Positive	+11.6%	FDA accepted Phase 3 NANORAY-312 protocol amendment potentially accelerating final analysis.
Mar 30	First CONVERGE data	Positive	+2.1%	Initial Phase 2 lung cancer data showed high ORR and DCR with acceptable safety.
Oct 24	Trial sponsorship transfer	Positive	-0.4%	JNJ took control of Phase 3 NANORAY-312 with updated interim data timing.
Oct 01	Esophageal Phase 1 data	Positive	+6.1%	Phase 1 esophageal study showed high disease control and objective response rates.
Sep 29	HNSCC combo results	Positive	+4.8%	Updated Phase 1 data showed strong local control and survival signals in HNSCC.

Pattern Detected

Clinical trial updates for JNJ-1900 (NBTXR3) have typically coincided with positive price reactions, with only one mild negative move in the supplied history.

Recent Company History

Over the past year, Nanobiotix has repeatedly highlighted progress for JNJ-1900 (NBTXR3) across multiple tumor types. Key clinical updates included protocol changes to the Phase 3 NANORAY-312 head and neck trial on May 4, 2026 and first CONVERGE lung cancer data on March 30, 2026, both followed by positive price moves. Earlier Phase 1 esophageal and head-and-neck combination data in late 2025 also showed encouraging response and disease control rates. Against that backdrop, the new lung cancer Part 1 data extend an ongoing pattern of promising efficacy signals.

Historical Comparison

+4.8% avg move · Clinical-trial headlines for JNJ-1900 (NBTXR3) have averaged a 4.84% move. Today’s -6.48% reaction r...

clinical trial

+4.8%

Average Historical Move clinical trial

Clinical-trial headlines for JNJ-1900 (NBTXR3) have averaged a 4.84% move. Today’s -6.48% reaction runs counter to that generally supportive pattern.

The clinical program shows stepwise expansion of JNJ-1900 (NBTXR3) from Phase 1 studies in esophageal and head-and-neck cancers into a Phase 3 head-and-neck trial and randomized Phase 2 lung cancer (CONVERGE).

Market Pulse Summary

This announcement highlights early Part 1 data from the randomized Phase 2 CONVERGE trial, showing a...

Analysis

This announcement highlights early Part 1 data from the randomized Phase 2 CONVERGE trial, showing an 85.7% overall response rate, 57.1% complete response rate, and 100% disease control in 7 stage III unresectable NSCLC patients treated with JNJ-1900 plus chemoradiotherapy and durvalumab. Compared with reported <5% complete responses under current standards, the signal is notable but based on a very small cohort. Investors may watch for larger datasets, durability of response, and alignment with ongoing Phase 3 programs.

Key Terms

non-small cell lung cancer, intratumoral, chemoradiotherapy, overall response rate, +2 more

6 terms

non-small cell lung cancer medical

"inoperable non-small cell lung cancer (“NSCLC”), at the 2026 European Society"

A broad category of lung tumors that grow from the cells lining the airways and make up the majority of lung cancer cases; it includes several subtypes that behave and respond to treatment differently, like different models of the same car family. It matters to investors because its large patient population and variety of treatment options — surgery, traditional chemo, targeted drugs and immunotherapies — create major markets where clinical trial results, drug approvals or changing treatment guidelines can quickly affect a company’s revenue and stock value.

intratumoral medical

"Early results suggest that intratumoral/intranodal injection of JNJ-1900 (NBTXR3)"

"Intratumoral" describes something that occurs or exists within a tumor, which is an abnormal growth of tissue. For investors, understanding intratumoral is important because it relates to medical treatments or research aimed at targeting the tumor directly, potentially leading to more effective therapies. Think of it as focusing treatment straight into the problem area, much like fixing a leak by working directly on the pipe itself.

chemoradiotherapy medical

"full treatment regimen of concurrent chemoradiotherapy, JNJ-1900 (NBTXR3), and"

A cancer treatment that combines chemotherapy (drugs that travel through the body to kill or weaken cancer cells) with radiotherapy (high-energy beams aimed directly at a tumor). Using both at once is like attacking a problem with a spray and a spotlight — the drug treats hidden or spreading disease while radiation targets the visible tumor — and it matters to investors because combined regimens can change drug demand, treatment costs, regulatory pathways, and reimbursement decisions.

overall response rate medical

"Overall response rate (“ORR”) = 85.7% (6/7 patients)"

Overall response rate is the percentage of patients in a clinical study whose measurable disease shrinks or disappears after receiving a treatment. Investors watch it like a product’s “hit rate” because higher response rates can signal a drug’s effectiveness, boost chances of regulatory approval and market demand, and affect a company’s future revenue prospects, similar to how a higher batting average suggests a more reliable player.

complete response rate medical

"Complete response rate (“CRR”) = 57.1% (4/7 patients)"

Complete response rate is the percentage of patients in a clinical trial whose measurable signs of disease disappear after treatment, as judged by predefined medical tests. For investors, a higher complete response rate is a strong signal that a drug works well in the trial setting, improving chances of regulatory approval and commercial success — like seeing most lightbulbs in a new batch actually turn on before deciding to buy the factory.

disease control rate medical

"Disease control rate (“DCR”) = 100.0% (7/7 patients)"

The disease control rate is the share of patients in a clinical trial whose cancer or condition either shrinks or stops getting worse for a specified period after treatment. Think of it like the percentage of people for whom a treatment hits pause or nudges back the problem rather than letting it progress; higher rates suggest the therapy can meaningfully limit disease, which matters to investors assessing a drug’s potential efficacy and commercial value.

AI-generated analysis. Not financial advice.

Data presented by Johnson & Johnson at the 2026 European Society for Radiotherapy and Oncology (ESTRO) Annual Meeting

PARIS and CAMBRIDGE, Mass., May 17, 2026 (GLOBE NEWSWIRE) --  NANOBIOTIX (Euronext: NANO - NASDAQ: NBTX - the “Company”), a late-clinical stage biotechnology company pioneering nanotherapeutic approaches to expand treatment possibilities for patients with cancer and other major diseases, today announced the presentation of Part 1 data from the CONVERGE study, a Johnson & Johnson-sponsored randomized Phase 2 clinical trial evaluating potential first-in-class Nanoradioenhancer JNJ-1900 (NBTXR3) for patients with stage 3 inoperable non-small cell lung cancer (“NSCLC”), at the 2026 European Society for Radiotherapy and Oncology Annual Meeting (ESTRO 2026).

PRESENTATION #116: Radiographic Response in Patients with Stage III Unresectable Non-Small Cell Lung Cancer Treated with an Intratumoral Radioenhancer (JNJ-90301900)

Jeffrey Bradley,¹ Benjamin T. Cooper,² Sushma Patel,³ David DiBardino,⁴ Michael Pritchett,⁵ Kevin C. Ma,⁴   Isaac Laniado,⁶ Melina E. Marmarelis,⁷ Matthew Scarlotta,⁸ Joshua K. Sabari,⁹ Yi -Wen Ma,¹⁰ Tori Stromp,¹⁰ Yina Kuang,¹⁰ Balaji Laxmanan,¹⁰ Kiran Devisetty,¹⁰ Steven Feigenberg¹

Study Conclusions

• Early results suggest that intratumoral/intranodal injection of JNJ-1900 (NBTXR3) is feasible and can be performed safely in patients with stage III unresectable NSCLC
• Initial efficacy responses observed in 7 patients following the full treatment regimen of concurrent chemoradiotherapy, JNJ-1900 (NBTXR3), and consolidation with durvalumab are promising:
  • Overall response rate (“ORR”) = 85.7% (6/7 patients)
  • Complete response rate (“CRR”) = 57.1% (4/7 patients)
    • With the current standard of care, concurrent chemoradiation therapy (cCRT) ± durvalumab, depth of response remains limited in Stage 3 Inoperable NSCLC with very low rates of complete response (<5%) * 
  • Disease control rate (“DCR”) = 100.0% (7/7 patients)
• Absence of progressive disease and deepening response over time suggests potential for long-term durability

¹Radiation Oncology, University of Pennsylvania, Philadelphia, USA; ²Radiation Oncology, NYU Langone Health, New York, USA; ³Radiation Oncology, FirstHealth of the Carolinas, Pinehurst, USA; ⁴University of Pennsylvania, Philadelphia, USA; ⁵Interventional Pulmonology, FirstHealth of the Carolinas, Pinehurst, USA; ⁶Interventional Pulmonology, NYU Langone Health, New York, USA; ⁷Medical Oncology, University of Pennsylvania, Philadelphia, USA; ⁸Medical Oncology, FirstHealth of the Carolinas, Pinehurst, USA; ⁹Medical Oncology, NYU Langone Health, New York, USA; ¹⁰Johnson & Johnson, New Brunswick, NJ, USA

* Antonia SJ, et al. N Engl J Med. 2017.

About JNJ-1900 (NBTXR3)

JNJ-1900 (NBTXR3) is a novel, potentially first-in-class oncology product composed of functionalized hafnium oxide nanoparticles that is administered via one-time intratumoral injection and activated by radiotherapy. Its proof-of-concept was achieved in soft tissue sarcomas through a successful randomized Phase 2/3 study in 2018. The product candidate’s mechanism of action (MoA) is designed to induce significant tumor cell death in the injected tumor when activated by radiotherapy, subsequently triggering adaptive immune response and long-term anti-cancer memory. Given the physical MoA, Nanobiotix believes that JNJ-1900 (NBTXR3) could be scalable across any solid tumor that can be treated with radiotherapy and across any therapeutic combination, particularly immune checkpoint inhibitors.

Radiotherapy-activated JNJ-1900 (NBTXR3) is being evaluated across multiple solid tumor indications as a single agent or combination therapy. The program is led by NANORAY-312—a global, randomized Phase 3 study in locally advanced head and neck squamous cell cancers. In February 2020, the United States Food and Drug Administration granted regulatory Fast Track designation for the investigation of JNJ-1900 (NBTXR3) activated by radiation therapy, with or without cetuximab, for the treatment of patients with locally advanced HNSCC who are not eligible for platinum-based chemotherapy—the same population being evaluated in the Phase 3 study.

Given the Company’s focus areas, and balanced against the scalable potential of NBTXR3, Nanobiotix has engaged in a collaboration strategy to expand development of the product candidate in parallel with its priority development pathways. Pursuant to this strategy, in 2019 Nanobiotix entered into a broad, comprehensive clinical research collaboration with The University of Texas MD Anderson Cancer Center to sponsor several Phase 1 and Phase 2 studies evaluating JNJ-1900 (NBTXR3) across tumor types and therapeutic combinations. In 2023, Nanobiotix announced a license agreement for the global co-development and commercialization of JNJ-1900 (NBTXR3) with Janssen Pharmaceutica NV, a Johnson & Johnson company.

About NANOBIOTIX

Nanobiotix is a late-stage clinical biotechnology company pioneering disruptive, physics-based therapeutic approaches to revolutionize treatment outcomes for millions of patients; supported by people committed to making a difference for humanity. The Company’s philosophy is rooted in the concept of pushing past the boundaries of what is known to expand possibilities for human life.

Incorporated in 2003, Nanobiotix is headquartered in Paris, France and is listed on Euronext Paris since 2012 and on the Nasdaq Global Select Market in New York City since December 2020. The Company has subsidiaries in Cambridge, Massachusetts (United States) amongst other locations.

Nanobiotix is the owner of more than 30 umbrella patents associated with three (3) nanotechnology platforms with applications in 1) oncology; 2) bioavailability and biodistribution; and 3) disorders of the central nervous system.

For more information about Nanobiotix, visit us at www.nanobiotix.com or follow us on LinkedIn and Twitter.

Disclaimer

This press release contains “forward-looking” statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding the use of proceed therefrom, and the period of time through which the Company’s anticipates its financial resources will be adequate to support operations. Words such as “expects”, “intends”, “can”, “could”, “may”, “might”, “plan”, “potential”, “should” and “will” or the negative of these and similar expressions are intended to identify forward-looking statements. These forward-looking statements which are based on the Company’ management’s current expectations and assumptions and on information currently available to management. These forward-looking statements involve known and unknown risks, uncertainties and other factors that could cause actual results to differ materially from those implied by the forward-looking statements, including risks related to Nanobiotix’s business and financial performance, which include the risk that assumptions underlying the Company’s cash runway projections are not realized. Further information on the risk factors that may affect company business and financial performance is included in Nanobiotix’s Annual Report on Form 20-F filed with the SEC on March 31, 2026 under “Item 3.D. Risk Factors”, in Nanobiotix’s 2025 universal registration document filed with the AMF on March 31, 2026 under “chapter 1.5 Risk Factors”, and subsequent filings Nanobiotix makes with the SEC and AMF from time to time, which are available on the SEC’s website at www.sec.gov and on the AMF's website at www.amf.org, The forward-looking statements included in this press release speak only as of the date of this press release, and except as required by law, Nanobiotix assumes no obligation to update these forward-looking statements publicly.

Nanobiotix
Communications Department Brandon Owens VP, Communications +1 (617) 852-4835 contact@nanobiotix.com	Investor Relations Department Joanne Choi VP, Investor Relations (US) +1 (713) 609-3150 joanne.choi@nanobiotix.com Ricky Bhajun Director, Investor Relations (EU) +33 (0) 79 97 29 99 investors@nanobiotix.com
Media Relations
France – HARDY Caroline Hardy +33 06 70 33 49 50 carolinehardy@outlook.fr	Global – uncapped Becky Lauer +1 (646) 286-0057 uncappednanobiotix@uncappedcommunications.com

 

 

Attachment

• 2026-05-17 -- NBTX -- Part 1 Ph2 NBTXR3 In Stage 3 Lung Cancer -- FINAL

FAQ

What Phase 2 CONVERGE trial results did Nanobiotix (NASDAQ:NBTX) announce for JNJ-1900 in May 2026?

Nanobiotix announced early Part 1 results from the randomized Phase 2 CONVERGE trial of JNJ-1900 in stage 3 inoperable NSCLC. According to Nanobiotix, 7 patients showed an overall response rate of 85.7% and complete response rate of 57.1% after the full treatment regimen.

What were the overall and complete response rates for JNJ-1900 (NBTXR3) in the CONVERGE lung cancer trial?

According to Nanobiotix, JNJ-1900 achieved an overall response rate of 85.7% (6 of 7 patients) and a complete response rate of 57.1% (4 of 7 patients). These responses followed concurrent chemoradiotherapy, intratumoral JNJ-1900, and consolidation with durvalumab in stage 3 inoperable NSCLC.

How does JNJ-1900 performance in stage 3 inoperable NSCLC compare with current standard of care?

The reported complete response rate of 57.1% with JNJ-1900 contrasts with very low complete response rates below 5% for standard concurrent chemoradiation ± durvalumab. According to Nanobiotix, this suggests deeper tumor responses than typically seen with current standard therapy in this setting.

What safety and feasibility data were reported for JNJ-1900 (NBTXR3) in the CONVERGE Phase 2 trial?

According to Nanobiotix, early results suggest intratumoral or intranodal injection of JNJ-1900 is feasible and can be performed safely in patients with stage 3 unresectable NSCLC. These findings come from Part 1 of the randomized Phase 2 CONVERGE study presented at ESTRO 2026.

What disease control rate was observed with JNJ-1900 in the Nanobiotix CONVERGE lung cancer study?

Nanobiotix reported a disease control rate of 100% (7 of 7 patients) after the full regimen including JNJ-1900. According to Nanobiotix, the absence of progressive disease and deepening responses over time suggest potential for long-term durability in stage 3 inoperable NSCLC.

Where were the Nanobiotix JNJ-1900 CONVERGE trial data in NSCLC presented?

The Part 1 CONVERGE data for JNJ-1900 in stage 3 inoperable NSCLC were presented at the 2026 European Society for Radiotherapy and Oncology (ESTRO) Annual Meeting. According to Nanobiotix, Johnson & Johnson delivered the presentation, listed as Presentation #116 at ESTRO 2026.