Weekly Recap: H1 2026 finances and NSCLC Phase 1 79% 1‑yr control, 33% GTV

Nanobiotix (Euronext: NANO, NASDAQ: NBTX) presented Phase 1 study results showing 41.7% ORR and 17.8-month median survival in 24 advanced melanoma patients treated with JNJ-1900 (NBTXR3) and immunotherapy. The treatment demonstrated an acceptable safety profile and potential immune activation, warranting further trials. Data were shared at the 2026 ESMO Congress.

Nanobiotix S.A. (NBTX) furnished an SEC Form 6-K — earnings release. EXHIBIT 99.1 NANOBIOTIX Provides First Half 2026 Operational and Financial Update Promising early results reported from full cohort analysis of the completed dose-escalation and expansion phases of a Phase 1 study evaluating JNJ-1900 (NBTXR3) for patients with inoperable, locoreg

Nanobiotix said it has closed its global offering, including the underwriters’ option for additional shares/ADSs. After full option exercise, it issued 2,218,467 ordinary shares (225,373 ADSs plus 33,805 additional ADSs) and 345,099 pre-funded warrants, raising about $100 million (€86.1 million) gross. Net proceeds will fund JNJ-1900 (<10%), Nanoprimer (50–60%), and general purposes (30–40%).

Johnson & Johnson (JNJ) reported that a new study of its ERLEADA® (apalutamide) treatment, combined with androgen deprivation therapy (ADT), reduced the risk of recurrence or death by 62% in high-risk prostate cancer patients compared to surgery alone. The study also showed a 51% lower risk of metastasis or death. Results were presented at the ESMO Congress 2026.

Apple's iPhone Duo, priced at $2,000, launched globally with strong demand but limited supply. Apple rationed sales, avoiding long lines. Early reviews praise its design but note drawbacks like missing features. Apple aims to compete in the foldable phone market, dominated by Samsung and Huawei. Analysts expect Apple to capture a significant market share by 2027. The iPhone Duo is Apple's first major product under new CEO John Ternus.

Nvidia's CEO Jensen Huang is proposing to use the company's GPUs as collateral for loans to unlock $500B in financing for AI infrastructure, according to The Motley Fool. Nvidia shares fell 4.5% on Thursday, while the Philadelphia Semiconductor Index dropped nearly 7%. Huang argues that Nvidia's chips retain value longer than typical hardware, citing rising rental prices for older H100 chips.