NRIX at a glance
Nurix Therapeutics, Inc. (NRIX, SEC CIK 1549595) filed its latest 10-K annual report on January 28, 2026, a 10-Q quarterly report on July 9, 2026, an 8-K current report on July 9, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 30, 2025 (FY2025), Nurix Therapeutics, Inc. (NRIX) reported revenue of $84.0 million (up 54.0% from FY2024) and a net loss of $264.5 million. Diluted EPS was -$3.05.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Nurix Therapeutics, Inc. (NRIX) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ring Christine on October 2, 2026 of 5,786 shares at $23.19 per share.
- In the last 90 days, NRIX insiders reported 0 open-market purchases ($0) and 13 open-market sales ($1.3M) on Form 4, a net sale of $1.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $84.0M
- +54.0% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$1.3M
- 13F holders
- 28 funds
- $1.1B · +0 vs prior quarter
- Latest 8-K
- Jul 9, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 30, 2025
Business Overview
- Clinical stage biopharma focused on targeted protein degradation using AI-integrated DEL-AI platform for oncology, inflammation, and immunology treatments
- Advanced lead BTK degrader bexobrutideg in Phase 2 pivotal trial with FDA Fast Track and EMA PRIME designations for relapsed/refractory CLL and WM
- Resumed Phase 1 study of dual BTK/Ikaros/Aiolos degrader zelebrudomide after FDA partial clinical hold lifted in 2024
- $482M non-dilutive funding through collaborations with Gilead, Sanofi, Pfizer; potential $6.1B future milestones and royalties
- Introduced oral CBL-B inhibitor NX-1607 in Phase 1 trials for solid tumors and gained UK Innovation Passport in 2022 for accelerated market access
Risk Factors
- Regulatory risk: FDA partial clinical hold on zelebrudomide enrollment in 2023 due to manufacturing change, lifted in August 2024
- Macroeconomic risk: Uncertainty from inflation, interest rates, tariffs, debt ceiling risks, and global conflict impacts clinical trials, supply chain, personnel
- Operational risk: Dependency on third-party manufacturing for chirally controlled zelebrudomide form critical to ongoing Phase 1b dose escalation
- Market disruption risk: Competitive threat from established BTK inhibitors and non-covalent BTK inhibitors used in relapsed/refractory CLL patients
- Financial risk: Net losses of $264.5 million in FY 2025 with $592.9 million cash runway for only 12 months, needing substantial additional capital beyond that
Management Discussion & Analysis
- Forward-looking statements mention risks and uncertainties without specific guidance or outlook
AI summary of the NRIX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Risk Factors
- No material-change comparison disclosed; filing carries forward early-stage clinical-development risk for bexobrutideg, zelebrudomide and NX-1607
- Capital needs: $443.5 million cash, equivalents and marketable securities at May 31, 2026, funding operations through at least 12 months
- Regulatory risk: FDA, EMA or other authorities may require additional trials, increasing development costs and delaying approvals
- Operational risk: inadequate drug supply or quality may delay clinical trials, including from third-party manufacturing failures
- Financial risk: $176.7 million six-month net loss and $1.2 billion accumulated deficit underscore dependence on additional financing
AI summary of the NRIX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended May 31, 2026 financial results announced by Nurix Therapeutics
- Press release furnished as Exhibit 99.1 contains the results and investor-relevant financial details
Item 7.01: Regulation FD Disclosure
- Nurix disclosed updated Phase 1a/1b clinical data for BTK degrader bexobrutideg (NX-5948)
- Data covers patients with relapsed or refractory CLL and SLL
Item EX-99.1: Item EX-99.1
- Updated Phase 1 data supports bexobrutideg’s potential across CLL treatment lines, with durable activity in heavily pretreated patients
- Relapsed/refractory cohort: 83.0% ORR and 22.1-month median PFS after 22.4-month follow-up
Item 8.01: Other Events
- Phase 1a/1b safety population: 142 CLL/SLL patients, including 86 at 600 mg RP2D; no dose-limiting toxicities
- Phase 1a ORR 83.0% after 22.4-month median follow-up, with median progression-free survival of 22.1 months
Item 7.01: Regulation FD Disclosure
- Nurix announced a collaboration agreement with Roche, making the partnership the key market-relevant disclosure
- Conference call and webcast scheduled for June 8, 2026, at 8:00 a.m. Eastern Time
Item 1.01: Entry into a Material Definitive Agreement
- Roche collaboration grants exclusive worldwide bexobrutideg rights, materially validating Nurix’s lead BTK degrader
- $700M upfront payment plus up to $2.3B total potential payments, including upfront
AI summaries of NRIX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NRIX
Don't miss the next NRIX filing
- Alerts as it files. A push when NRIX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut NRIX, by share count.
- Ask anything. An AI agent that reads every NRIX filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ring Christine | Sell | Oct 2, 2026 | 5,786 | $23.19 |
| Ring Christine | M | Oct 2, 2026 | 5,786 | $8.72 |
| Ring Christine | M | Oct 2, 2026 | 5,786 | - |
| Ring Christine | Sell | Sep 2, 2026 | 400 | $26.64 |
| Ring Christine | M | Sep 2, 2026 | 5,787 | $8.72 |
| Ring Christine | Sell | Sep 2, 2026 | 5,387 | $25.69 |
| Ring Christine | M | Sep 2, 2026 | 5,787 | - |
| Hansen Gwenn | M | Sep 1, 2026 | 1,452 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $77.0M | $54.5M | $84.0M |
| Operating Income | - | -$213.0M | -$285.7M |
| Net Income | -$143.9M | -$193.6M | -$264.5M |
| Op. Margin | - | -390.5% | -340.2% |
| Net Margin | -187.0% | -354.9% | -314.9% |
| Balance Sheet | |||
| Total Assets | - | $669.3M | $688.1M |
| Equity | - | $527.0M | $538.7M |
| ROE | - | -36.7% | -49.1% |
| Per Share | |||
| EPS | $-2.65 | $-2.88 | $-3.05 |
| Cash Flow | |||
| Operating CF | - | -$172.6M | -$249.5M |
| CapEx | $8.4M | $9.3M | $14.0M |
Source: XBRL data in Nurix Therapeutics, Inc. (NRIX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NRIX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $1.08B |
| Q1 2026 | 28 | $662.3M |
| Q4 2025 | 21 | $718.2M |
| Q3 2025 | 24 | $306.3M |
| Q2 2025 | 25 | $414.5M |
| Q1 2025 | 23 | $308.4M |
| Q4 2024 | 19 | $425.9M |
| Q3 2024 | 17 | $194.0M |
- T. Rowe Price Group+2.15M (+65%)
- Dimensional Fund Advisors+650.6K (+83%)
- Vanguard Portfolio Management LLC+380.6K (+35%)
- Raymond James Financial+239.5K (+68%)
- AQR Capital Management+163.1K (+994%)
- Millennium Management−525.4K (-96%)
- Goldman Sachs Group−505.1K (-38%)
- State Street Corp−464.0K (-9%)
- Morgan Stanley−169.5K (-3%)
- D.E. Shaw & Co−159.7K (-46%)
- Marex Group plc+14.0K
- M&T Bank+9.3K
- Renaissance Technologies LLC−118.0K
- Ameriprise Financial−61.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 185 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NRIX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| SC 13G | Sep 23, 2026 | - | - | |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 10-Q | Jul 9, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - |
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NRIX SEC filings: frequently asked questions
Are NRIX insiders buying or selling?
In the last 90 days, Nurix Therapeutics, Inc. (NRIX) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $1.3 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NRIX stock?
As of June 30, 2026, the largest Nurix Therapeutics, Inc. (NRIX) holders among the 13F filers tracked by SignalX were BlackRock ($212.8 million), FMR LLC (Fidelity) ($133.1 million), T. Rowe Price Group ($131.9 million), Morgan Stanley ($115.5 million), State Street Corp ($113.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NRIX's revenue in fiscal year 2025?
For the fiscal year ended November 30, 2025 (FY2025), Nurix Therapeutics, Inc. (NRIX) reported revenue of $84.0 million (up 54.0% from FY2024) and a net loss of $264.5 million. Diluted EPS was -$3.05. The figures come from the XBRL data in the 10-K.
What are the main risks in NRIX's latest 10-K?
In the 10-K filed January 28, 2026, Nurix Therapeutics, Inc. (NRIX) flagged: Regulatory risk: FDA partial clinical hold on zelebrudomide enrollment in 2023 due to manufacturing change, lifted in August 2024. Macroeconomic risk: Uncertainty from inflation, interest rates, tariffs, debt ceiling risks, and global conflict impacts clinical trials, supply chain, personnel. (AI summary of the Risk Factors section.)
What did NRIX report in its latest 8-K?
Nurix Therapeutics, Inc. (NRIX) filed an 8-K on July 9, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended May 31, 2026 financial results announced by Nurix Therapeutics.
What are the latest NRIX SEC filings?
Nurix Therapeutics, Inc. (NRIX) filed its latest 10-K annual report on January 28, 2026, a 10-Q quarterly report on July 9, 2026, an 8-K current report on July 9, 2026 and a Form 4 insider filing on October 2, 2026.
What is NRIX's SEC CIK number?
Nurix Therapeutics, Inc. (NRIX)'s SEC Central Index Key (CIK) is 1549595. EDGAR lists every NRIX filing under that number.
Ask anything about NRIX
The research agent reads NRIX's filings, financials, insider trades and 13F holders, then answers with sources.