Back of the Napkin Bios

Back of the Napkin Bios

NRIX Update: Bexdeg Stays on Track

I&I Starting to Matter

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Back of the Napkin Bios
Apr 09, 2026
∙ Paid

I covered NRIX in depth last fall, so this is a quick catch-up rather than a full re-introduction. The short version: the thesis is largely intact, execution is proceeding on the timelines we had, and the more interesting incremental development is that the inflammation/autoimmune angle is becoming harder to ignore.

What’s New on the Clinical Side

The registrational Phase II in CLL continues enrolling, with the goal of completing enrollment by year-end 2026 and data in 2027. Patient finding remains a known friction point (this is a heavily pre-treated population) so that’s worth watching. The confirmatory Phase III in 2L+ CLL is expected to initiate by mid-2026, which is on track with prior guidance.

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