Nuvectis’ June licensing deal gives it ex-China rights to NXP100 and NXP200, shifting the company from a single mid-stage oncology story to a late-stage rare-disease player.
Phase 3 data underpinning NXP100 showed a 59.5% transfusion-free normal hemoglobin response versus 8.3% for eculizumab in a head-to-head PNH trial, supporting its positioning as a once-daily oral alternative.
Two NXP100 applications are already under review in China, with approval decisions expected in late 2026 or early 2027, creating a near-term regulatory catalyst for the asset.
The Haisco agreement costs $40 million upfront and up to $1.42 billion in milestones, while adding NXP200 and leaving Nuvectis with further NXP900 oncology data due this summer.
The move targets a PNH market projected to grow from $5.75 billion in 2024 to about $9.8 billion by 2030, as oral therapies gain traction—Novartis’ Fabhalta posted $169 million in Q1 2026 sales.