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.
週三，CytomX Therapeutics Inc（納斯達克股票代碼：CTMX）公佈了正在進行的 CX-904 1a期劑量遞增臨床研究的初步數據，顯示出良好的安全性和證實的抗癌活性。
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，數據截止，1期研究招收了35名經過大量預治療的晚期轉移性實體瘤患者。
CX-904 demonstrated a favorable safety profile, supporting administration and monitoring enrolled patients in an outpatient setting.
CX-904 表現出良好的安全性，在門診環境中支持給藥和監測入院患者。
Eight patients had measurable tumor reduction at data cutoff, including 2 of 6 efficacy-evaluable patients (33%) with pancreatic cancer with confirmed partial responses.
八名患者在數據截止時出現了可測量的腫瘤減少情況，包括6名療效可評估的胰腺癌患者中的2名（33％），且已證實有部分反應。
All six efficacy-evaluable patients with pancreatic cancer achieved disease control (objective response or stable disease).
所有六名療效可評估的胰腺癌患者均實現了疾病控制（客觀反應或病情穩定）。
One patient (6 mg target dose) achieved an 83% tumor reduction for the two patients with a confirmed partial response.
在兩名確診部分反應的患者中，一名患者（目標劑量爲6 mg）的腫瘤減少了83％。
The second patient (5 mg target dose) with a confirmed response achieved a 51% tumor reduction and remained on study treatment.
第二名確診緩解的患者（目標劑量爲5 mg）的腫瘤減少了51％，並仍在接受研究治療。
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個月的研究治療中保持了穩定的病情，沒有腫瘤生長的跡象，並且截至數據截止時仍在接受治療。
The company expects to provide an additional Phase 1a dose escalation update by the end of 2024.
該公司預計將在2024年底之前提供額外的1a階段劑量遞增最新情況。
Wednesday, CytomX Therapeutics reported first-quarter EPS of $0.17 compared to $(0.05) a year ago, beating the consensus of $(0.06)
週三，CytomX Therapeutics公佈的第一季度每股收益爲0.17美元，而去年同期爲0.05美元（0.05美元），超過了市場普遍預期的0.06美元（0.06美元）
Sales increased from $23.5 million to $41.46 million.
銷售額從2350萬美元增加到4146萬美元。
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將CytomX Therapeutics從中性上調至跑贏大盤，同時指出，T細胞接觸器（TCE）的掩蔽技術獲得了更多有希望的驗證（>10個合作研究項目側重於TCE），以及臨床管道項目的進展。
The analyst increased the price target from $3 to $8 with added potential CX-904 revenues for pancreatic cancer.
該分析師將目標股價從3美元上調至8美元，並增加了胰腺癌潛在的 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，存量負面反應可能是由於觀察到腫瘤回歸時出現了相應的腫瘤類型和劑量水平。
"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補充說：“雖然我們認爲胰腺癌的數據集看起來最令人鼓舞，但這種亞型歷來面臨許多臨床挑戰，這給其他生物技術公司帶來了挫折——因此，我們希望看到更廣泛的胰腺癌數據集，以便對這一適應症更加滿意。”
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.
在其他亞型中，分析師正在等待進一步的數據，以查看按腫瘤類型和劑量水平劃分的趨勢證據。它重申了沒有目標股價的中性評級。
Price Action: CTMX shares are down 46.1% at $2.259 at last check Thursday.
價格走勢：週四最後一次檢查時，CTMX股價下跌46.1％，至2.259美元。
Image by PDPics from Pixabay
圖片由來自 Pixabay 的 PDPics
譯文內容由第三人軟體翻譯。