NextCure, Inc. (NXTC) Earnings Call Transcripts

NextCure, Inc.'s Latest Earnings Call - June 2, 2026

In the June 2, 2026 earnings call, NextCure, Inc. (NXTC:US) highlighted promising preliminary Phase I trial results for SIM0505, an antibody-drug conjugate targeting CDH6, presented at ASCO 2026. The drug achieved a 55% overall response rate in gynecologic cancers, including 52.9% in ovarian cancer and 66.7% in uterine serous carcinoma. Management emphasized the favorable safety profile in heavily pretreated patients, with plans for a dose optimization study to identify the optimal dose for future pivotal trials, expected to commence in the second half of 2027. No financial metrics were disclosed during the call, and guidance remains unchanged.

Reported metrics

Guidance from management

Management did not provide specific financial guidance but indicated ongoing plans for clinical trials and dose optimization for SIM0505, signaling a commitment to advancing the drug's development.

What management said

Thank you, Dr. Matulonis, and good morning, Dr. Manning-Geist. Thank you for participating in today's webcast. Before we get started, it would be helpful to share your background and areas of expertise with our audience.

All right. That's a great over review of demographic. So being that SIM0505 is a total [indiscernible] ADC, which inherently has side effects, can you provide some insights into your experience with SIM0505, managing safety and tolerability. Also, ILD, as we all know, is [ the class ] effect of [ DXD ] and several TOPO payload ADCs so it might be helpful to have your share of your experience and perspectives on ILD.

What analysts pressed on

Analysts expressed concerns regarding the long-term durability of responses and the potential for resistance in heavily pretreated patients. There were questions about the correlation between CDH6 expression levels and treatment efficacy, particularly in patients previously treated with other ADCs.

Main topics on the call

• Initial Clinical Data for SIM0505 — SIM0505 demonstrated a 55% overall response rate in gynecologic cancers, with a 52.9% response rate in ovarian cancer and 66.7% in uterine serous carcinoma. Management stated, "We believe SIM0505 has the potential to be ...
• Safety and Tolerability Profile — The safety profile of SIM0505 is described as favorable, with 54% of patients experiencing Grade 3 or greater treatment-emergent adverse events. Dr. Matulonis noted, "This is very acceptable for an antibody for a conjuga...
• Dose Optimization Study — NextCure announced the initiation of a dose optimization study for SIM0505, focusing on three dose levels: 5.6, 6.4, and 7.2 mg/kg. The goal is to identify the optimal dose for a pivotal registrational trial expected to ...
• Patient Demographics and Treatment History — The trial enrolled heavily pretreated patients, with a median of 5 prior treatment regimens. Dr. Manning-Geist emphasized, "These patients are often told that they don't really have other options necessarily," highlighti...

Read the full NextCure, Inc. transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 NextCure, Inc. earnings call transcripts on record, spanning January 16, 2020 to June 2, 2026. Based on this history, NextCure, Inc. reports annually. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NXTC

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Biotechnology

Calls on record

11

First call

January 16, 2020

Most recent

June 2, 2026

Reporting cadence

annually