NBTX Nanobiotix S.A.

NEUTRAL Impact: 5/10 PRESS-RELEASE
Horizon weeks Filed May 26, 2026 Processed 14d 12h ago Wire GlobeNewswire
Press release: activist
Latest settled — T+5d
NBTX ▼ -13.09% at T+5d
NEUTRAL call ✗ call lost -13.09% · α vs SPY -13.56% · entry $40.50 → $35.20
Next anchor: T+20d in 14d
Last close $35.88 (close Jun 8) · -11.41% from $40.50 entry
Entry anchored
May 26, 2026
via day open
T+1d
-0.22%
call -0.22% · α -0.77%
$40.41
settled 14d ago
T+5d
-13.09%
call -13.09% · α -13.56%
$35.20
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

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Executive Summary

Nanobiotix closed a global offering of 2,218,467 ordinary shares (including ADSs) and 345,099 pre-funded warrants, raising ~$100M in gross proceeds. The offering was priced at a 14.92% discount to the VWAP, and proceeds will primarily fund the Nanoprimer platform and general corporate purposes, extending the cash runway into 2029.

Key Financial Metrics

Deal Value
$100.0M

Actionable Insight

The offering provides a substantial cash runway into 2029, reducing near-term financing risk. However, the 14.92% discount and full exercise of the over-allotment option signal aggressive capital raising. Monitor for any updates on the Nanoprimer platform pipeline and potential clinical catalysts that could offset dilution overhang.

Key Facts

  • Total gross proceeds of ~$100M (€86.1M) from the global offering.
  • 2,218,467 ordinary shares and 345,099 pre-funded warrants issued.
  • Offering price of $38.98 per ADS (€33.60 per ordinary share), a 14.92% discount to the 3-day VWAP.
  • Proceeds allocated: <10% for JNJ-1900 (NBTXR3), 50-60% for Nanoprimer and other platforms, 30-40% for general corporate purposes.
  • Cash runway extended into 2029 based on current burn rate.
  • Underwriters' option to purchase additional ADSs was fully exercised.
  • Jefferies, TD Cowen, and Stifel acted as global coordinators and joint bookrunners.

Financial Impact

Gross proceeds of ~$100M from the offering, with a 14.92% discount to the 3-day VWAP. Dilution from 2,218,467 shares and 345,099 pre-funded warrants.

dilutioncashshare count

Risk Factors

  • Dilution from the issuance of 2,218,467 shares and 345,099 pre-funded warrants.
  • 14.92% discount to VWAP may pressure the stock in the near term.
  • Proceeds allocated broadly, with management retaining discretion; execution risk on platform development.
  • No specific clinical catalysts or revenue disclosed in this filing.

Market Snapshot

Exchange
OTC
Sector
Pharmaceutical Preparations
Analyst Consensus
92% bullish (12 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3301496
15 reports for NBTX
Performance horizon
25% Hit rate 2 of 8 directional calls best @ T+20▲ +55.06%Apr 20, 2026
Filters
Rows
Reports for NBTX — sortable, filterable
Type Now
May 26, 2026
14d ago
Press Release
NEUTRAL ★ 5/10
$40.50 $35.20▼ −13.09%▼ −13.56%$35.88 (−11.41%)
May 22, 2026
18d ago
Press Release
MIXED ★ 6/10
$40.80 $36.76▼ −9.90%▼ −11.11%$35.88 (−12.06%)
May 21, 2026
19d ago
Press Release
BEARISH ★ 6/10
$40.18 $40.41▼ −0.57%▲ +1.03%$35.88 (+10.70%)
May 21, 2026
19d ago
Press Release
BEARISH ★ 6/10
$40.18 $40.41▼ −0.57%▲ +1.03%$35.88 (+10.70%)
May 21, 2026
20d ago
Press Release
BEARISH ★ 6/10
$40.18 $40.40▼ −0.55%▲ +1.30%$35.88 (+10.70%)
May 20, 2026
20d ago
Press Release
BEARISH ★ 5/10
$40.18 $40.40▼ −0.55%▲ +1.30%$35.88 (+10.70%)
May 18, 2026
22d ago
6-K
BULLISH ★ 7/10
$49.48 $40.80▼ −17.54%▼ −19.16%$35.88 (−27.49%)
May 17, 2026
23d ago
Press Release
BULLISH ★ 7/10
$49.48 $40.80▼ −17.54%▼ −19.16%$35.88 (−27.49%)
May 4, 2026
5w ago
Press Release
NEUTRAL ★ 5/10
$34.77 $48.24▲ +38.74%▲ +36.76%$35.88 (+3.19%)
Apr 20, 2026
7w ago
6-K
BULLISH ★ 6/10
$31.91 $33.11▲ +3.76%▲ +2.85%$35.88 (+12.44%)
Showing 10 of 15

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