[8-K] NNN REIT, Inc. Reports Material Event

Rhea-AI Filing Summary

Cocrystal Pharma (COCP) filed a Form 8-K dated August 5 2025 under Item 7.01 to furnish, not file, a press release and slide deck (Exhibits 99.1 & 99.2) announcing Phase 1 safety and tolerability data for its oral, direct-acting pan-viral inhibitor CDI-988. The data were presented at the 2025 Military Health System Research Symposium (Aug 4-7, Kissimmee, FL). No financial statements, earnings metrics, or transactional details are included, and the company expressly disclaims incorporation of this information into other SEC filings. The report contains no other items and therefore has no direct financial impact disclosure. Signature by CFO & Co-CEO James Martin concludes the filing.

Positive

• Continued advancement of CDI-988 demonstrated by presentation of Phase 1 safety data.
• Regulatory-compliant disclosure via 8-K keeps investors informed without triggering filing liabilities.

Negative

• No quantitative safety or efficacy results released, limiting investor ability to assess asset value.
• No financial or strategic guidance provided alongside the clinical update.

Insights

Biotechnology Analyst

TL;DR: Pipeline update; early-stage safety data furnished, immaterial near-term financial impact.

The 8-K signals continued progress of COCP’s pan-viral program. Furnishing rather than filing indicates management sees informational but not material regulatory significance. Because numerical safety results are absent, investors cannot judge magnitude of benefit or risk. Advancement to Phase 1, however, can shorten timelines toward Phase 2 if data are positive. Impact on valuation is modest until efficacy and larger safety datasets emerge.

Portfolio Manager

TL;DR: Neutral event; confirms development momentum yet lacks quantifiable catalysts.

The disclosure provides visibility into COCP’s R&D activity without adding earnings or partnership information. As the exhibits are only furnished, they do not alter existing SEC records, limiting compliance risk. Absence of efficacy or financial guidance tempers enthusiasm; nonetheless, a clean safety readout is generally prerequisite for future capital-raising or collaboration talks.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 5, 2025

NNN REIT, INC.

(exact name of registrant as specified in its charter)

Maryland		001-11290		56-1431377
(State or other jurisdiction of incorporation or organization)		(Commission File Number)		(I.R.S. Employment Identification No.)

450 South Orange Avenue, Suite 900, Orlando, Florida 32801

(Address of principal executive offices, including zip code)

(407) 265-7348

(Registrant’s telephone number, including area code)

Not applicable

(Former name or former address if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of exchange on which registered
Common Stock, $0.01 par value	NNN	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On August 5, 2025, NNN REIT, Inc. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter and six months ended June 30, 2025. The press release is attached hereto as Exhibit 99.1. The press release is available on the Company's website.

The information in this Form 8-K is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), as amended, or otherwise subject to the liabilities of such section, nor shall such information be deemed to be incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

99.1			Press Release, dated August 5, 2025, of NNN REIT, Inc.
104.1			Cover Page Interactive Data File (the Cover Page Interactive Data File is embedded within the Inline XBRL document)

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

		NNN REIT, Inc.
Dated: August 5, 2025		By:		/s/ Vincent H. Chao
				Vincent H. Chao
				Executive Vice President and Chief Financial Officer

FAQ

What did COCP report in its August 5 2025 Form 8-K?

The company furnished a press release and slides detailing Phase 1 safety and tolerability data for its pan-viral inhibitor CDI-988.

Where were the CDI-988 Phase 1 results presented?

At the 2025 Military Health System Research Symposium held August 4-7 2025 in Kissimmee, Florida.

Are the exhibits considered "filed" with the SEC?

No. Item 7.01 states Exhibits 99.1 and 99.2 are furnished, not filed, and are not incorporated into other filings.

Does the 8-K include any financial statements or earnings data?

No financial statements, earnings metrics, or guidance are included in this report.

What is CDI-988?

It is Cocrystal Pharma’s oral, direct-acting pan-viral inhibitor currently in Phase 1 clinical evaluation.