Analyst Ratings February 6, 2026

H.C. Wainwright Reinstates Coverage on NovaBridge, Lifts Target to $9 After Strong Givastomig Data

Analyst resumes coverage with Buy as Phase 1b combination data show high response rates; company advances toward a randomized Phase 2 in 2026

By Derek Hwang NBP
H.C. Wainwright Reinstates Coverage on NovaBridge, Lifts Target to $9 After Strong Givastomig Data
NBP

H.C. Wainwright resumed coverage of NovaBridge Biosciences with a Buy rating and raised its price target to $9 from $7 following encouraging Phase 1b topline results for givastomig in combination with nivolumab and chemotherapy in first-line HER2-negative metastatic gastric cancer. The data show high objective response rates across dosing cohorts with a manageable safety profile, and NovaBridge plans a global randomized Phase 2 study in the first quarter of 2026.

Key Points

  • H.C. Wainwright resumed coverage of NovaBridge with a Buy rating and raised its price target to $9 from $7, citing Phase 1b givastomig data.
  • Phase 1b combination results in 54 patients showed a 77% objective response rate at 8 mg/kg and 73% at 12 mg/kg; median PFS at 8 mg/kg was 16.9 months and 6-month PFS rates were 73% (8 mg/kg) and 91% (12 mg/kg).
  • Brookline Capital Markets reiterated a Buy rating with an $8 price target, Executive Chairman Fu Wei began up to $5 million of open market purchases, and NovaBridge will present ragistomig data at an upcoming oncology congress.

H.C. Wainwright has returned to coverage of NovaBridge Biosciences (NASDAQ: NBP) and assigned a Buy rating, increasing its price target to $9.00 from $7.00, the firm said in a research note released on Friday. The upgrade follows the company’s release of topline Phase 1b data for its lead asset, givastomig.

Givastomig is a bispecific antibody that targets CLDN18.2 and 4-1BB. In the Phase 1b combination study, givastomig was administered alongside nivolumab (Opdivo) and chemotherapy in patients with first-line HER2-negative metastatic gastric cancer. The analysis reported outcomes from a 54-patient cohort across two dosage levels.

At the 8 mg/kg dose, the objective response rate was 77%. At 12 mg/kg, the objective response rate was 73%. These response rates were observed across a range of PD-L1 and CLDN18.2 expression levels, according to the topline results. Median progression-free survival for the 8 mg/kg cohort was reported at 16.9 months. Six-month progression-free survival rates were 73% for patients receiving 8 mg/kg and 91% for those receiving 12 mg/kg.

Safety data from the Phase 1b combination regimen indicated no Grade 5 treatment-related adverse events. The most frequently reported lower-grade adverse events were nausea, vomiting, and fatigue. Immune-related gastritis was observed in 33% of patients overall, with Grade 3 gastritis occurring in 4% of patients at the 8 mg/kg dose and 15% of patients at the 12 mg/kg dose.

NovaBridge, previously known as I-Mab, said it plans to begin enrollment in a global, randomized Phase 2 trial that will evaluate both dosing levels versus the current standard of care in the first quarter of 2026. The Phase 2 will compare the two tested doses of givastomig as part of combination therapy to determine comparative efficacy and safety versus established treatment.

In related developments, Brookline Capital Markets has reiterated a Buy rating on NovaBridge stock and maintained an $8.00 price target following the company’s Phase 1b update. Separately, Executive Chairman Fu Wei disclosed plans to acquire up to $5 million of NovaBridge shares through open market purchases. Those purchases began on January 15 and remain ongoing; the final number of shares to be acquired was not guaranteed in the disclosure.

NovaBridge also plans to present new data for ragistomig at the European Society for Medical Oncology Immuno-Oncology Congress. That study reportedly established a revised dosing schedule that demonstrated anti-tumor activity and an improved safety profile in patients who had not responded to PD-L1 therapy.


These announcements - the analyst coverage reinstatement and target increase, the Phase 1b topline metrics, the planned Phase 2, the insider purchase plan, and the pending ragistomig data presentation - together form the basis for the recent market attention on NovaBridge and its investigational oncology portfolio.

Risks

  • Immune-related gastritis occurred in 33% of patients, with higher Grade 3 incidence at the 12 mg/kg dose (15%) - a safety concern that could affect dosing choices and market adoption; this impacts the biotech and pharmaceutical sectors.
  • The planned global randomized Phase 2 study is scheduled to begin enrollment in the first quarter of 2026 - timing and enrollment execution introduce development risk that affects clinical-stage biotech valuations and capital markets exposure.
  • Executive Chairman share purchases are ongoing but the final number of shares to be acquired is not guaranteed, introducing uncertainty around insider buying impact on the equity market and investor sentiment.

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