NXP900
“10-K Item 1A: 'We are early in our development efforts and are substantially dependent on our ability to advance NXP900 or any of our other future product candidates through preclinical and clinical development'”
Updated
The most significant concentration Nuvectis Pharma discloses is NXP900, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Nuvectis Pharma’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'We are early in our development efforts and are substantially dependent on our ability to advance NXP900 or any of our other future product candidates through preclinical and clinical development'”
“10-K Item 1: 'In August 2021, we entered into a worldwide, exclusive license agreement (the “License Agreement”) with the University of Edinburgh (“UoE”) for NXP900 and any of its derivatives'”
“10-K Item 1A: 'including a single, sole source manufacturer to make the NXP900 drug substance and another single, sole source manufacturer to make the NXP900 finished drug product.'”
Nuvectis Pharma's concentration risk stacks three high exposures around a single asset. The company is early in its development efforts and is substantially dependent on its ability to advance NXP900 through preclinical and clinical development, a high, mixed exposure typical of a clinical-stage biotech with one lead program. That program itself is licensed rather than owned outright: NXP900 and its derivatives are held under a 2021 worldwide, exclusive license agreement with the University of Edinburgh, a high dependency on a single academic licensor. Manufacturing compounds the picture further — NXP900's drug substance and finished drug product each rely on a single, sole-source manufacturer, another high dependency, this time on the supply side. None of these three exposures diversifies against the others; all three converge on the same underlying asset, so a disruption at any point — clinical setback, a change in licensing terms, or a manufacturing interruption — would affect the company's entire pipeline value at once. With no second program or alternate manufacturer disclosed, this is a maximally concentrated single-asset profile across development, ownership, and supply simultaneously.
For the engine’s reasoning on NVCT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| NVCT● | Nuvectis Pharma, Inc. | 3 | 0 | 0 | 3 |
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.