NovaBridge Biosciences (NBP)
Healthcare · NGM
Fundamentals
Valuation and ratings
NovaBridge Biosciences trades at USD1.77, close to the USD2.00 our discounted cash flow model puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 10 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
NBP earnings and analyst estimates
Recommendation mix, 4 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About NovaBridge Biosciences
NovaBridge Biosciences, a biotechnology company, engages in the research and development of immuno-oncology agents for the treatment of cancer in the United States. The company operates through two segments, Oncology and Ophthalmology. Its product pipeline comprises givastomig, a potential CLDN18.2 bispecific antibody, which is in phase 2 clinical trial combination with nivolumab and chemotherapy for the treatment of gastric cancer and other CLDN18.2-positive gastrointestinal malignancies; Phase 1b clinical trial in combination with nivolumab and chemotherapy in first-line gastric cancer. The company also develops VIS-101, VEGF-A × ANG-2 bispecific biologics in Phase 2 clinical trial to treat wet age-related macular degeneration and other retinal diseases, including diabetic macular edema; ragistomag, which is in Phase 1clinical trial for multiple solid tumors. It has a licensing agreement with AskGene to develop and commercialize VIS-101; collaborations with Bristol Myers Squibb for the development of givastomig; and license and collaboration agreement with AbbVie Ireland Unlimited Company for the development and commercialization of lemzoparlimab. The company was formerly known as I-Mab and change its name to NovaBridge Biosciences in October 2025. NovaBridge Biosciences was founded in 2014 and is headquartered in Rockville, Maryland.
NBP passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
3 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Steve Cohen, Point72 Asset Management, L.P.$3.42M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$670.1K · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$409.9K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is NovaBridge Biosciences (NBP) undervalued?
Against our discounted cash flow estimate of USD2.00, NBP at USD1.77 is 13% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own NBP?
3 of the institutions we track reported a position in NBP in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
When does NBP report earnings next?
NovaBridge Biosciences is scheduled to report on 28 Jul 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for NBP, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.