Nuvation Bio to Present Pivotal IBTROZI® (Taletrectinib) Data in TKI-Naïve and TKI-Pretreated Patients with Advanced ROS1-Positive Non-Small Cell Lung Cancer at AACR 2026
Rhea-AI Summary
Nuvation Bio (NYSE: NUVB) will present updated pivotal data for IBTROZI® (taletrectinib) at AACR Annual Meeting 2026 on April 21, 2026.
Updated TRUST-I and TRUST-II results show a median duration of response (DOR) of 50 months in TKI-naïve ROS1+ NSCLC as of the August 2025 cutoff, and new data in TKI-pretreated patients will be reported.
Positive
- DOR 50 months in TKI-naïve ROS1+ NSCLC (August 2025 cutoff)
- Line-agnostic FDA approval for IBTROZI in June 2025
- Updated data for TKI-pretreated ROS1+ patients to be presented at AACR
Negative
- None.
News Market Reaction – NUVB
On the day this news was published, NUVB declined 2.73%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
NUVB gained 1.35% with mixed moves among biotech peers: ELVN and ZYME were up, ORIC was down, and only RCUS showed momentum scanner activity. This pattern points to a stock-specific reaction to the IBTROZI AACR update rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 02 | Earnings and update | Positive | -25.3% | Reported Q4/FY25 results, IBTROZI launch metrics, cash position and business update. |
| Feb 25 | Investor conferences | Neutral | -1.4% | Announced participation in four March 2026 investor conferences with fireside chats. |
| Feb 17 | Earnings date set | Neutral | -1.9% | Scheduled Q4/FY25 earnings release and webcast for March 2, 2026. |
| Feb 09 | Phase 3 trial upgrade | Positive | -1.1% | Converted safusidenib SIGMA study to pivotal Phase 3 with expanded enrollment to 300. |
| Jan 12 | Prelim earnings/outlook | Positive | -19.6% | Released preliminary 4Q25 metrics, IBTROZI revenues, $25M milestone and Eisai license. |
Recent history shows several positive clinical/commercial updates followed by negative price reactions, indicating a tendency for the stock to sell off or underperform after ostensibly favorable news.
Over the last few months, Nuvation Bio reported multiple milestones, including pivotal Phase 3 initiation for safusidenib, preliminary and final 4Q25/full‑year 2025 results, and strong IBTROZI launch metrics with 216 new patient starts in Q4 and $24.7M net product revenue since launch. Despite these updates and a sizeable cash position of $529.2M, prior earnings and clinical announcements were followed by share price declines. Against this backdrop, the AACR 2026 IBTROZI durability data extend the clinical story after the June 2025 FDA approval.
Market Pulse Summary
This announcement highlights long-term IBTROZI performance, with a median duration of response of 50 months in TKI‑naïve ROS1+ NSCLC and nearly an extra year of follow‑up beyond the June 2025 approval dataset. Investors can relate this to prior milestones, including strong launch metrics and pivotal Phase 3 advancement for safusidenib. Key factors to watch include future clinical updates, commercialization metrics, and how upcoming AACR presentations are received.
Key Terms
duration of response medical
dOR medical
tyrosine kinase inhibitor medical
TKI medical
non-small cell lung cancer medical
NSCLC medical
ROS1-positive medical
Phase II Clinical Trials medical
AI-generated analysis. Not financial advice.
Clinical data demonstrate IBTROZI's unprecedented durability in TKI-naïve advanced ROS1-positive (ROS1+) non-small cell lung cancer (NSCLC), with median Duration of Response (DOR) now increased to 50 months as of August 2025 data cutoff
Presentations will also highlight new data on the efficacy and safety of taletrectinib in TKI-pretreated patients with ROS1+ NSCLC
"We're excited to present even longer-term follow-up data from our pivotal trials for IBTROZI, which further reinforce the depth and durability of responses in patients with advanced ROS1+ NSCLC across lines of therapy," said David Hung, M.D., Founder, President and Chief Executive Officer of Nuvation Bio. "In particular, with a median duration of response (DOR) now exceeding four years in TKI-naïve patients, these data continue to highlight IBTROZI's sustained and clinically meaningful benefit for patients with a manageable safety profile."
Oral Presentation Overview:
Title: Taletrectinib in tyrosine kinase inhibitor (TKI)-naïve patients with ROS1+ non-small cell lung cancer (NSCLC): Updated data from TRUST-I and TRUST-II
Presenter: Lyudmila Bazhenova, M.D., Moores Cancer Center, University of California San Diego
Session Category: Advances in Precision Oncology
Date: Tuesday, April 21, 2026
Session Time: 2:30-4:30 p.m. PST
Abstract Number: #CT300
Poster Presentations Overview:
Title: Taletrectinib in tyrosine kinase inhibitor (TKI)-pretreated patients with ROS1+ non-small cell lung cancer (NSCLC): Updated data from TRUST-I and TRUST-II
Presenter: Geoffrey Liu, M.Sc., M.D., Professor, Princess Margaret Cancer Centre, Temerty School of Medicine, University of
Session Title: Phase II Clinical Trials
Date: Tuesday, April 21, 2026
Session Time: 2:00-5:00 p.m. PST
Poster Board Number: 9
Abstract Number: #CT244
Title: Taletrectinib, a next-generation selective ROS1 inhibitor, demonstrates a differentiated profile in ROS1 fusion models
Presenter: Hitisha Patel, Ph.D., Senior Director of Research, Nuvation Bio
Session Category: Experimental and Molecular Therapeutics
Session Title: Tyrosine Kinase, Phosphatase, and Other Inhibitors
Date: Tuesday, April 21, 2026
Session Time: 2:00-5:00 p.m. PST
Poster Board Number: 2
Abstract Number: #5864
The materials will be made available in the Publications section of Nuvation Bio's website after the sessions. To learn more about Nuvation Bio, visit Booth #4459 at the AACR Annual Meeting.
About ROS1+ NSCLC
Each year, more than one million people globally are diagnosed with non-small cell lung cancer (NSCLC), the most common form of lung cancer. It is estimated that approximately
About IBTROZI
IBTROZI is an oral, potent, CNS-active, selective, next-generation ROS1 inhibitor therapy. On June 11, 2025, following Priority Review and Breakthrough Therapy designations for both TKI-naive and TKI-pretreated disease, the
About the TRUST Clinical Program
The TRUST clinical program comprises three registrational studies evaluating the safety and efficacy of IBTROZI. TRUST-I (NCT04395677) and TRUST-II (NCT04919811) are Phase 2 single-arm studies evaluating IBTROZI for the treatment of adults with advanced ROS1+ NSCLC in
IBTROZI is indicated for the treatment of adult patients with locally advanced or metastatic ROS1+ non-small cell lung cancer (NSCLC).
IMPORTANT SAFETY INFORMATION FOR IBTROZI® (taletrectinib)
WARNINGS AND PRECAUTIONS
Hepatotoxicity: Hepatotoxicity, including drug-induced liver injury and fatal adverse reactions, can occur.
Increased AST or ALT each led to dose interruption in
Concurrent elevations in AST or ALT ≥3 times the ULN and total bilirubin ≥2 times the ULN, with normal alkaline phosphatase, occurred in
Interstitial Lung Disease (ILD)/Pneumonitis: Severe, life-threatening, or fatal ILD or pneumonitis can occur. ILD/pneumonitis occurred in
ILD/pneumonitis led to dose interruption in
QTc Interval Prolongation: QTc interval prolongation can occur, which can increase the risk for ventricular tachyarrhythmias (e.g., torsades de pointes) or sudden death. IBTROZI prolongs the QTc interval in a concentration-dependent manner.
In patients who received IBTROZI and underwent at least one post baseline ECG, QTcF increase of >60 msec compared to baseline and QTcF >500 msec occurred in
Significant QTc interval prolongation may occur when IBTROZI is taken with food, strong and moderate CYP3A inhibitors, and/or drugs with a known potential to prolong QTc. Administer IBTROZI on an empty stomach. Avoid concomitant use with strong and moderate CYP3A inhibitors and/or drugs with a known potential to prolong QTc.
Hyperuricemia: Hyperuricemia can occur and was reported in
Myalgia with Creatine Phosphokinase (CPK) Elevation: Myalgia with or without CPK elevation can occur. Myalgia occurred in
Concurrent myalgia with increased CPK within a 7-day time period occurred in
Skeletal Fractures: IBTROZI can increase the risk of fractures. ROS1 inhibitors as a class have been associated with skeletal fractures.
Embryo-Fetal Toxicity: Based on literature, animal studies, and its mechanism of action, IBTROZI can cause fetal harm when administered to a pregnant woman.
ADVERSE REACTIONS
Among patients who received IBTROZI, the most frequently reported adverse reactions (≥
The most frequently reported Grade 3/4 laboratory abnormalities (≥
DRUG INTERACTIONS
- Strong and Moderate CYP3A Inhibitors/CYP3A Inducers and Drugs that Prolong the QTc Interval: Avoid concomitant use.
- Gastric Acid Reducing Agents: Avoid concomitant use with PPIs and H2 receptor antagonists. If an acid-reducing agent cannot be avoided, administer locally acting antacids at least 2 hours before or 2 hours after taking IBTROZI.
OTHER CONSIDERATIONS
- Pregnancy: Please see important information in Warnings and Precautions under Embryo-Fetal Toxicity.
- Lactation: Advise women not to breastfeed during treatment and for 3 weeks after the last dose.
- Effect on Fertility: Based on findings in animals, IBTROZI may impair fertility in males and females. The effects on animal fertility were reversible.
- Pediatric Use: The safety and effectiveness of IBTROZI in pediatric patients has not been established.
- Photosensitivity: IBTROZI can cause photosensitivity. Advise patients to minimize sun exposure and to use sun protection, including broad-spectrum sunscreen, during treatment and for at least 5 days after discontinuation.
Please see accompanying full Prescribing Information.
About Nuvation Bio
Nuvation Bio is a global oncology company focused on tackling some of the toughest challenges in cancer treatment with the goal of developing therapies that create a profound, positive impact on patients' lives. Our diverse pipeline includes taletrectinib (IBTROZI ®), a next-generation ROS1 inhibitor; safusidenib, a brain-penetrant IDH1 inhibitor; and an innovative drug-drug conjugate (DDC) program.
Nuvation Bio was founded in 2018 by biopharma industry veteran David Hung, M.D., who previously founded Medivation, Inc., which brought to patients one of the world's leading prostate cancer medicines. Nuvation Bio has offices in
Forward-Looking Statements
Certain statements included in this press release that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are sometimes accompanied by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "predict," "potential," "seem," "seek," "future," "outlook" and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding IBTROZI'S therapeutic potential and new data to be presented. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of the management team of Nuvation Bio and are not predictions of actual performance. These forward-looking statements are subject to a number of risks and uncertainties that may cause actual results to differ from those anticipated by the forward-looking statements, including but not limited to the challenges associated with conducting drug discovery and commercialization, and initiating or conducting clinical studies due to, among other things, difficulties or delays in the regulatory process, enrolling subjects or manufacturing or acquiring necessary products; the emergence or worsening of adverse events or other undesirable side effects; risks associated with preliminary and interim data, which may not be representative of more mature data; physician and patient behavior; and competitive developments. Risks and uncertainties facing Nuvation Bio are described more fully in its Form 10-K filed with the SEC on March 2, 2026 under the heading "Risk Factors," and other documents that Nuvation Bio has filed or will file with the SEC. You are cautioned not to place undue reliance on the forward-looking statements, which speak only as of the date of this press release. Nuvation Bio disclaims any obligation or undertaking to update, supplement or revise any forward-looking statements contained in this press release.
Media and Investor Contacts
Nuvation Bio Investor Contact
JR DeVita
ir@nuvationbio.com
Nuvation Bio Media Contact
Kaitlyn Nealy
media@nuvationbio.com
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SOURCE Nuvation Bio Inc.
FAQ
What updated IBTROZI data will NUVB present at AACR 2026 on April 21, 2026?
How long is the median duration of response reported for IBTROZI in TKI-naïve ROS1+ NSCLC?
Does NUVB report data for TKI-pretreated ROS1+ NSCLC patients at AACR 2026?
When and where will the NUVB oral presentation on taletrectinib occur at AACR 2026?
What regulatory status does IBTROZI have as referenced in the AACR announcement for NUVB?
Where can investors access NUVB's AACR presentation materials after the sessions?