8-K filings, October 13-19, 2026: Nurix says Roche deal lifted revenue to $673.1 million

Nurix Therapeutics said a Roche collaboration drove its third-quarter 2026 revenue

Nurix Therapeutics said Roche collaboration license revenue of $653.2 million and a $10.0 million Sanofi development milestone drove its revenue. Nurix said it received a $700 million upfront payment from Roche. It reported $1.1 billion in cash, cash equivalents and marketable securities. Nurix said this provides runway into the second half of 2029. It said general and administrative expenses increased to $34.4 million from $13.2 million. Nurix said this was primarily due to one-time Roche transaction consulting and business development costs.

Regional banks reported different moves in net interest margin in the third quarter of 2026

Net interest margin (NIM) is the gap between what a bank earns on loans and investments and what it pays on deposits and other funding.

• Independent Bank Corp said its NIM increased 4 basis points to 3.89%. A basis point is one hundredth of a percentage point.
• FB Financial said its NIM declined from 3.95% in the prior quarter to 3.83%, as funding costs rose relative to earning asset yields.
• Simmons First National said expense and balance-sheet optimization, together with disciplined loan and deposit pricing, expanded its NIM.
• WaFd, reporting the fourth quarter of fiscal year 2026, cited a flat NIM. WaFd said it expects assets to reprice faster than liabilities as interest rates rise.

AZZ and Cohen & Steers reported higher sales and revenue

AZZ said it had record sales of $486.9 million in the second quarter of fiscal year 2027, up 16.7%. AZZ expects capital expenditures of approximately $80 to $100 million. Cohen & Steers said its third-quarter 2026 total revenues increased approximately 11% from the third quarter of 2025. It said its assets under management (AUM), the client money it manages, declined 4.2% to $95.9 billion. Cohen & Steers said it had $1.6 billion of net inflows.

Other companies reported deals and cost pressures

ChronoScale, reporting the first quarter of fiscal year 2027, said it secured a 50 MW (megawatt) North American AI (artificial intelligence) compute deployment with Microsoft. Werner Enterprises said its third-quarter 2026 results were negatively affected by approximately $0.18 per share in cumulative cost headwinds. Werner said these came primarily from rising fuel prices, driver investments and an insurance reserve adjustment.