Nurix Therapeutics, Inc. · Drugmakers

NRIX

Elevated riskNext report: Around Jan 27, 2027 (est.)

View price ↗

The short version

A company still losing money with growing sales, with elevated risk.

Going well

Sales up 54% last year
No debt reported

Watch out for

About 12 months of cash left at its current burn
Share count growing 21.3% a year (dilution)
Losing money, losses are large next to sales

Money moves

Insiders sold $699K in the last 30 days
Institutions added 0% to their holdings in the quarter ending June 2026 (111 bought, 90 sold)
Held by Cathie Wood (ARK Invest)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$25.55+0.9% that day

Company value: $2.8B; Share price times all shares
Price vs profit (P/E): 11.1x; You pay about $11 for each $1 of yearly profit
Price vs sales: 4.0x; Company value is 4.0 times a year of sales
Cash vs value: 26%; Cash as a share of company value

From NRIX's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$673.1M

Nov '23Tap a barAug '26

Last 12 months: $701.9M. Over 5 years, sales grew about 36% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of NRIX. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +36% a yearProfit margin42%Last 12 months: 42.0%P/E at the end11xToday: 11.1x. Many steady companies trade at 12x to 25xShare count change+10% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$2.6B

Profit in 5 years$1.1B

Price these guesses point to$68.43+168% vs $25.55 todayAbout +22% a year, before dividends

What today's price needs: with a 42% margin and a 11x P/E, sales would have to grow about 6.7% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.-49.6%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-314.9%
MissProfitable every yearSteady profits, not one good year.0 of 7 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$263.5M
MissShare count not growingNot diluting owners. Falling means buybacks.+78.3% in 3 years

Revenue: $84.0M; +54.0% vs prior year
5-year growth: +36.3%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 7.02x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 31, 2026

Reported Oct 13

Revenue: $673.1M; +8426.3% YoY
EPS: $4.73; vs -$1.03
Op. margin: 83.1%; +1240.8 pts
Free cash flow: $614.2M
Share count: +38.0%; vs a year ago

Insider rating

Last 90 days

31Selling

1 insider sold $529K (not pre-planned)
Pre-planned sales of $170K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 2.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady0.0%

Institutions added 0.0% to their holdings. 111 bought, 90 sold. 3 quarters of net buying in a row.

Shares held by institutions117.3M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+31.1%

Cash runwayAt last year's cash burn

35 months

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

109M

Why elevated risk

Losing money, losses are large next to sales
Share count growing 31.1% a year (dilution)

Earnings reports

Last 12

Next reportAround Jan 27, 2027 (est.)Estimated from the same quarter last year

Results filedOct 13
Results filedJul 9
Results filedApr 8
Results filedJan 28
Results filedOct 9, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Sep 23 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder New 5%+ holder (passive)Aug 14 · View filing ↗Big holder New 5%+ holder (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder New 5%+ holder (passive)Jul 31 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$699K3 insiders, 2 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Gwenn HansenChief Scientific Officer	Sell	1K	$25.00	$36K	117K	Oct 15Filing ↗
-1.2% of their holdings Pre-planned sale (10b5-1) Filed same day
Julia P GregoryDirector	Sell	23K	$23.40	$529K	11K	Oct 14Filing ↗
-67.7% of their holdings Not a pre-planned sale Filed same day
Christine RingChief Legal Officer	Sell	6K	$23.19	$134K	9K	Oct 2Filing ↗
-38.8% of their holdings Pre-planned sale (10b5-1) Filed same day