Analysts' Varied Perspectives On CytomX's CX-904 Cancer Study: Safety Profile But Caution in Pancreatic Cancer
Analysts' Varied Perspectives On CytomX's CX-904 Cancer Study: Safety Profile But Caution in Pancreatic Cancer
Wednesday, CytomX Therapeutics Inc (NASDAQ:CTMX) released initial data from the ongoing CX-904 Phase 1a dose escalation clinical study, demonstrating a favorable safety profile and confirmed anti-cancer activity.
周三，CytomX Therapeutics Inc（纳斯达克股票代码：CTMX）公布了正在进行的 CX-904 1a期剂量递增临床研究的初步数据，显示出良好的安全性和证实的抗癌活性。
As of April 16, 2024, data cutoff, the Phase 1 study enrolled 35 heavily pretreated patients with advanced metastatic solid tumor types.
截至2024年4月16日，数据截止，1期研究招收了35名经过大量预治疗的晚期转移性实体瘤患者。
CX-904 demonstrated a favorable safety profile, supporting administration and monitoring enrolled patients in an outpatient setting.
CX-904 表现出良好的安全性，在门诊环境中支持给药和监测入院患者。
Eight patients had measurable tumor reduction at data cutoff, including 2 of 6 efficacy-evaluable patients (33%) with pancreatic cancer with confirmed partial responses.
八名患者在数据截止时出现了可测量的肿瘤减少情况，包括6名疗效可评估的胰腺癌患者中的2名（33％），且已证实有部分反应。
All six efficacy-evaluable patients with pancreatic cancer achieved disease control (objective response or stable disease).
所有六名疗效可评估的胰腺癌患者均实现了疾病控制（客观反应或病情稳定）。
One patient (6 mg target dose) achieved an 83% tumor reduction for the two patients with a confirmed partial response.
在两名确诊部分反应的患者中，一名患者（目标剂量为6 mg）的肿瘤减少了83％。
The second patient (5 mg target dose) with a confirmed response achieved a 51% tumor reduction and remained on study treatment.
第二名确诊缓解的患者（目标剂量为5 mg）的肿瘤减少了51％，并仍在接受研究治疗。
Third pancreatic cancer patient maintained stable disease with no evidence of tumor growth through 3.5 months of study treatment and remained on treatment as of the data cutoff.
第三位胰腺癌患者在3.5个月的研究治疗中保持了稳定的病情，没有肿瘤生长的迹象，并且截至数据截止时仍在接受治疗。
The company expects to provide an additional Phase 1a dose escalation update by the end of 2024.
该公司预计将在2024年底之前提供额外的1a阶段剂量递增最新情况。
Wednesday, CytomX Therapeutics reported first-quarter EPS of $0.17 compared to $(0.05) a year ago, beating the consensus of $(0.06)
周三，CytomX Therapeutics公布的第一季度每股收益为0.17美元，而去年同期为0.05美元（0.05美元），超过了市场普遍预期的0.06美元（0.06美元）
Sales increased from $23.5 million to $41.46 million.
销售额从2350万美元增加到4146万美元。
Wedbush upgraded CytomX Therapeutics to Outperform from Neutral, noting additional promising validation of the masking technology for T-cell engager (TCEs) (>10 partnered research programs are focused in TCEs) and progression of the clinical pipeline programs.
Wedbush将CytomX Therapeutics从中性上调至跑赢大盘，同时指出，T细胞接触器（TCE）的掩蔽技术获得了更多有希望的验证（>10个合作研究项目侧重于TCE），以及临床管道项目的进展。
The analyst increased the price target from $3 to $8 with added potential CX-904 revenues for pancreatic cancer.
该分析师将目标股价从3美元上调至8美元，并增加了胰腺癌潜在的 CX-904 收入。
H.C. Wainwright notes that the negative stock reaction is likely due to the presentation of the respective tumor types and dose levels where tumor regressions were observed.
H.C. Wainwright指出，存量负面反应可能是由于观察到肿瘤回归时出现了相应的肿瘤类型和剂量水平。
"While we believe the dataset in pancreatic cancer looks most encouraging, this is a subtype that has historically faced numerous clinical challenges, leading to setbacks for other biotech firms—as such, we would like to see a broader pancreatic cancer dataset to become more comfortable in this indication," H.C. Wainwright adds.
H.C. Wainwright补充说：“虽然我们认为胰腺癌的数据集看起来最令人鼓舞，但这种亚型历来面临许多临床挑战，这给其他生物技术公司带来了挫折——因此，我们希望看到更广泛的胰腺癌数据集，以便对这一适应症更加满意。”
In other subtypes, the analyst awaits further data to see evidence of trends by tumor type and dose level. It reiterates a Neutral rating without a price target.
在其他亚型中，分析师正在等待进一步的数据，以查看按肿瘤类型和剂量水平划分的趋势证据。它重申了没有目标股价的中性评级。
Price Action: CTMX shares are down 46.1% at $2.259 at last check Thursday.
价格走势：周四最后一次检查时，CTMX股价下跌46.1％，至2.259美元。
Image by PDPics from Pixabay
图片由来自 Pixabay 的 PDPics