CytomX - ein bahnbrechender Ansatz in der Tumortherapie (Seite 38)
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Antwort auf Beitrag Nr.: 61.248.582 von riverstar_de am 14.08.19 08:47:05Rachel W. Humphrey (CMO) hat nun auch rechtzeitig das Weite gesucht.
User wie Ville und Joschka Schröder hatten ja ursprünglich von einer Ver100-fachung des Kurses geträumt.
Positive Beiträge sind hier mittlerweile Mangelware. Möglicherweise gehen bald die Lichter aus.
User wie Ville und Joschka Schröder hatten ja ursprünglich von einer Ver100-fachung des Kurses geträumt.
Positive Beiträge sind hier mittlerweile Mangelware. Möglicherweise gehen bald die Lichter aus.
Antwort auf Beitrag Nr.: 61.247.658 von 007coolinvestor am 14.08.19 04:27:56
die 5 genannten Punkte sind nicht gerade ermutigend. Schade.
Zitat von 007coolinvestor: https://seekingalpha.com/article/4285361-take-cytomx-therape…
Our Take On CytomX Therapeutics
Aug. 13, 2019 10:01 PM ET|
1 comment |
About: CytomX Therapeutics, Inc. (CTMX)
Summary
Today, we take an in-depth look at a small developmental concern called CytomX Therapeutics.
Despite receiving over $400 million in upfront/milestone payments with two wholly owned assets in the clinic, the market is assigning a value of less than $200 million to its franchise.
With multiple shots on goal and some insider buying earlier in the year, CytomX merited a deeper dive.
Verdict
Factoring another quarter of cash burn and the $10 million from AbbVie, CytomX holds ~$8 a share in cash, meaning that the market values its pipeline and Probody platform at just over $100 million. Although the CX-072 mono data is not earth-shattering, its safety profile in combination with Yervoy adds validity to the Probody platform. And the early data on CX-2009 is encouraging. The $400+ million shelled out by four major drug companies - really five - to date for its Probody technology suggests that CytomX’s multiple shots on goal might be underappreciated and undervalued.
I was really hoping to like this name given it has so many traits I like to see before recommending a developmental concern for investment. However, even with the positives outlined above, I have several reservations, in no particular order.
1. Pfizer has already bailed on CTMX, and I get the sense that BMY (now that it is dealing with Celgene (CELG)) will bail if results from its Phase 1/2 trial fall short. ImmunoGen has already abandoned one target, and the other hasn't gotten out of the preclinic yet. Amgen's target isn't in the clinic. Only AbbVie seems committed, although I'm not confident that the CX-2029 Phase 1/2 trial will yield anything stellar anytime soon.
2. It's not that the platform isn't novel, it's just that it seems to be targeting functions that occur in healthy tissue, which means it is not attacking the triggering mechanism (root cause) to cells going rouge and becoming cancerous, but rather, completion functions post going rouge. Not that this method can't work, but it just doesn't seem like the right approach.
3. The data in the CX-072 trial is small, tepid, and confusing. It appears as if there is little focus: let's just have a trial and throw a lot of stuff at the wall, and even though none of it appears to be sticking, we can fall back on: a) heavily pretreated patients on death's doorstep; and b) the fact that it's just dose escalation. I know that's the nature of early-stage studies, but there just isn't anything to hang one's hat on here.
4. CX-2009 looks marginally encouraging based on the preliminary data, but the ocular toxicity could be an issue. Steroidal drops is management's explanation. We'll see if that proves to be the case.
5. The one insider buy is against dozens and dozens of insider sells since 2015.
Given these concerns, I am passing on making any Buy recommendation on this name at the moment. For those that are comfortable taking a flyer with a "watch item" position given the company does have positive attributes, I offer up this as a comprehensive starting point for your own due diligence.
It is forbidden to kill; therefore all murderers are punished unless they kill in large numbers and to the sound of trumpets.”
- Voltaire
die 5 genannten Punkte sind nicht gerade ermutigend. Schade.
https://seekingalpha.com/article/4285361-take-cytomx-therape…
Our Take On CytomX Therapeutics
Aug. 13, 2019 10:01 PM ET|
1 comment |
About: CytomX Therapeutics, Inc. (CTMX)
Summary
Today, we take an in-depth look at a small developmental concern called CytomX Therapeutics.
Despite receiving over $400 million in upfront/milestone payments with two wholly owned assets in the clinic, the market is assigning a value of less than $200 million to its franchise.
With multiple shots on goal and some insider buying earlier in the year, CytomX merited a deeper dive.
Verdict
Factoring another quarter of cash burn and the $10 million from AbbVie, CytomX holds ~$8 a share in cash, meaning that the market values its pipeline and Probody platform at just over $100 million. Although the CX-072 mono data is not earth-shattering, its safety profile in combination with Yervoy adds validity to the Probody platform. And the early data on CX-2009 is encouraging. The $400+ million shelled out by four major drug companies - really five - to date for its Probody technology suggests that CytomX’s multiple shots on goal might be underappreciated and undervalued.
I was really hoping to like this name given it has so many traits I like to see before recommending a developmental concern for investment. However, even with the positives outlined above, I have several reservations, in no particular order.
1. Pfizer has already bailed on CTMX, and I get the sense that BMY (now that it is dealing with Celgene (CELG)) will bail if results from its Phase 1/2 trial fall short. ImmunoGen has already abandoned one target, and the other hasn't gotten out of the preclinic yet. Amgen's target isn't in the clinic. Only AbbVie seems committed, although I'm not confident that the CX-2029 Phase 1/2 trial will yield anything stellar anytime soon.
2. It's not that the platform isn't novel, it's just that it seems to be targeting functions that occur in healthy tissue, which means it is not attacking the triggering mechanism (root cause) to cells going rouge and becoming cancerous, but rather, completion functions post going rouge. Not that this method can't work, but it just doesn't seem like the right approach.
3. The data in the CX-072 trial is small, tepid, and confusing. It appears as if there is little focus: let's just have a trial and throw a lot of stuff at the wall, and even though none of it appears to be sticking, we can fall back on: a) heavily pretreated patients on death's doorstep; and b) the fact that it's just dose escalation. I know that's the nature of early-stage studies, but there just isn't anything to hang one's hat on here.
4. CX-2009 looks marginally encouraging based on the preliminary data, but the ocular toxicity could be an issue. Steroidal drops is management's explanation. We'll see if that proves to be the case.
5. The one insider buy is against dozens and dozens of insider sells since 2015.
Given these concerns, I am passing on making any Buy recommendation on this name at the moment. For those that are comfortable taking a flyer with a "watch item" position given the company does have positive attributes, I offer up this as a comprehensive starting point for your own due diligence.
It is forbidden to kill; therefore all murderers are punished unless they kill in large numbers and to the sound of trumpets.”
- Voltaire
Our Take On CytomX Therapeutics
Aug. 13, 2019 10:01 PM ET|
1 comment |
About: CytomX Therapeutics, Inc. (CTMX)
Summary
Today, we take an in-depth look at a small developmental concern called CytomX Therapeutics.
Despite receiving over $400 million in upfront/milestone payments with two wholly owned assets in the clinic, the market is assigning a value of less than $200 million to its franchise.
With multiple shots on goal and some insider buying earlier in the year, CytomX merited a deeper dive.
Verdict
Factoring another quarter of cash burn and the $10 million from AbbVie, CytomX holds ~$8 a share in cash, meaning that the market values its pipeline and Probody platform at just over $100 million. Although the CX-072 mono data is not earth-shattering, its safety profile in combination with Yervoy adds validity to the Probody platform. And the early data on CX-2009 is encouraging. The $400+ million shelled out by four major drug companies - really five - to date for its Probody technology suggests that CytomX’s multiple shots on goal might be underappreciated and undervalued.
I was really hoping to like this name given it has so many traits I like to see before recommending a developmental concern for investment. However, even with the positives outlined above, I have several reservations, in no particular order.
1. Pfizer has already bailed on CTMX, and I get the sense that BMY (now that it is dealing with Celgene (CELG)) will bail if results from its Phase 1/2 trial fall short. ImmunoGen has already abandoned one target, and the other hasn't gotten out of the preclinic yet. Amgen's target isn't in the clinic. Only AbbVie seems committed, although I'm not confident that the CX-2029 Phase 1/2 trial will yield anything stellar anytime soon.
2. It's not that the platform isn't novel, it's just that it seems to be targeting functions that occur in healthy tissue, which means it is not attacking the triggering mechanism (root cause) to cells going rouge and becoming cancerous, but rather, completion functions post going rouge. Not that this method can't work, but it just doesn't seem like the right approach.
3. The data in the CX-072 trial is small, tepid, and confusing. It appears as if there is little focus: let's just have a trial and throw a lot of stuff at the wall, and even though none of it appears to be sticking, we can fall back on: a) heavily pretreated patients on death's doorstep; and b) the fact that it's just dose escalation. I know that's the nature of early-stage studies, but there just isn't anything to hang one's hat on here.
4. CX-2009 looks marginally encouraging based on the preliminary data, but the ocular toxicity could be an issue. Steroidal drops is management's explanation. We'll see if that proves to be the case.
5. The one insider buy is against dozens and dozens of insider sells since 2015.
Given these concerns, I am passing on making any Buy recommendation on this name at the moment. For those that are comfortable taking a flyer with a "watch item" position given the company does have positive attributes, I offer up this as a comprehensive starting point for your own due diligence.
It is forbidden to kill; therefore all murderers are punished unless they kill in large numbers and to the sound of trumpets.”
- Voltaire
Noch mal ein paar Worte zu den Quartalszahlen und dem Call.
Sehr interessant ist, dass BMS mit BMS-986249 demnächst eine Phase 2 Studie startet. Cytomx bekommt dafür 10 Mio. Dollar. Die Studie hat 5 Arme und rekurtiert 375 Patienten.
https://clinicaltrials.gov/ct2/show/NCT03369223
BMS scheint also sehr zufrieden zu sein mit dem was sie in der Phase 1 gesehen haben.
Allerdings sind es nur noch Kombinationsstudien. BMS-986249 wird nicht mehr alleine weiterverfolgt.
Die Arme sind die folgenden:
2A: BMS-986249 in combination with nivolumab followed by nivolumab monotherapy
2B: BMS-986249 in combination with nivolumab followed by nivolumab monotherapy (hier muss entweder die Dosis und/oder die Frequenz der Gabe eine andere sein)
2C: BMS-986249 in combination with nivolumab (diese Kombi gab es auch in Phase 1)
2D: Ipilimumab (Yeroy) in combination with nivolumab followed by nivolumab monotherapy
2E: Nivolumab (Opdivo) monotherapy
Die Börse nimmt diese positive Entwicklung irgendwie nicht wahr. Auch das 2. Programm was AbbVie starten will, ist ja eine positive Entwicklung.
In naher Zukunft werden weitere Schritte für CX-072 bekannt gegeben. Es bleibt spannend. Vielleicht springt die Aktie ja auch irgendwann mal wieder an. Verdient hätte sie es.
Sehr interessant ist, dass BMS mit BMS-986249 demnächst eine Phase 2 Studie startet. Cytomx bekommt dafür 10 Mio. Dollar. Die Studie hat 5 Arme und rekurtiert 375 Patienten.
https://clinicaltrials.gov/ct2/show/NCT03369223
BMS scheint also sehr zufrieden zu sein mit dem was sie in der Phase 1 gesehen haben.
Allerdings sind es nur noch Kombinationsstudien. BMS-986249 wird nicht mehr alleine weiterverfolgt.
Die Arme sind die folgenden:
2A: BMS-986249 in combination with nivolumab followed by nivolumab monotherapy
2B: BMS-986249 in combination with nivolumab followed by nivolumab monotherapy (hier muss entweder die Dosis und/oder die Frequenz der Gabe eine andere sein)
2C: BMS-986249 in combination with nivolumab (diese Kombi gab es auch in Phase 1)
2D: Ipilimumab (Yeroy) in combination with nivolumab followed by nivolumab monotherapy
2E: Nivolumab (Opdivo) monotherapy
Die Börse nimmt diese positive Entwicklung irgendwie nicht wahr. Auch das 2. Programm was AbbVie starten will, ist ja eine positive Entwicklung.
In naher Zukunft werden weitere Schritte für CX-072 bekannt gegeben. Es bleibt spannend. Vielleicht springt die Aktie ja auch irgendwann mal wieder an. Verdient hätte sie es.
Antwort auf Beitrag Nr.: 60.986.030 von StefanR am 09.07.19 15:48:27Verhalten positive Reaktion des Aktienkurs, Cytomx präsentiert Q2 Balance sheet und ein Business update. Guter Stand bei Cash und Cash Equivalents in Relation zur MCap.
http://ir.cytomx.com/news-releases/news-release-details/cyto…
Gruß
JM
http://ir.cytomx.com/news-releases/news-release-details/cyto…
Gruß
JM
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Antwort auf Beitrag Nr.: 60.986.642 von werthaltig am 09.07.19 16:38:22@ werthaltig
Wäre ja zu schade nicht dabei zu sein, wenn diese Technologie doch an irgendeiner Stelle durchschlägt und sich ein wenigstens ein Teil der früheren Euphorie von JoschkaSchröder materialisieren würde.
Die Hoffnung stirbt nicht, diese lebt weiter!
Na dann sehe Dir einfach einmal ZYME an, auch von Joschka.
https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aZYME-277…
Gruss RS
Wäre ja zu schade nicht dabei zu sein, wenn diese Technologie doch an irgendeiner Stelle durchschlägt und sich ein wenigstens ein Teil der früheren Euphorie von JoschkaSchröder materialisieren würde.
Die Hoffnung stirbt nicht, diese lebt weiter!
Na dann sehe Dir einfach einmal ZYME an, auch von Joschka.
https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aZYME-277…
Gruss RS
Antwort auf Beitrag Nr.: 60.986.030 von StefanR am 09.07.19 15:48:27@Stefan
und hier der Link dazu:
https://seekingalpha.com/news/3476436-abbvie-selects-second-…
Vielleicht der weg zur Treppe - nach Norden ?
Gruss RS
und hier der Link dazu:
https://seekingalpha.com/news/3476436-abbvie-selects-second-…
Vielleicht der weg zur Treppe - nach Norden ?
Gruss RS
Antwort auf Beitrag Nr.: 60.986.030 von StefanR am 09.07.19 15:48:27Nach langer Abstinenz bin ich mal wieder mit einer kleinen Position mit dabei. Die heutige Meldung zeigt zumindest, dass in der Technologie doch mehr steckt als ich vom Bauch her (Ich bin allerdings totaler medizinischer Laie!) in letzter Zeit erwartet hätte. Allerdings hätte ich mir einen anderen neuen Lizenznehmer gewünscht. Bei Abbvie denke ich immer die sind so verzweifelt auf der Suche nach gutem Ersatz für Humira, dass die alles probieren, auch Minimalchancen. Ist sicher Quatsch, drum habe ich auch wieder eine CTMX-Position im Depot in der Glückslos-Ecke. Wäre ja zu schade nicht dabei zu sein, wenn diese Technologie doch an irgendeiner Stelle durchschlägt und sich ein wenigstens ein Teil der früheren Euphorie von JoschkaSchröder materialisieren würde.
Ein sehr wichtiger Schritt für cytomx,
der zweite pdc mit abbvie
CytomX Therapeutics Announces Second Target Selection and Program Initiation with AbbVie Under Ongoing, Multi-Program Strategic Oncology Collaboration
July 9, 2019 at 8:00 AM EDT
-Triggers $10 Million Milestone Payment to CytomX-
SOUTH SAN FRANCISCO, Calif., July 09, 2019 (GLOBE NEWSWIRE) -- CytomX Therapeutics, Inc. (Nasdaq: CTMX), a clinical-stage oncology-focused biopharmaceutical company pioneering a novel class of investigational antibody therapeutics based on its Probody™ therapeutic technology platform, today announced the second target selection by its partner AbbVie under the companies’ 2016 Discovery Collaboration and Licensing Agreement to discover and develop Probody drug conjugates (“PDC”). The target selection triggers a $10 million payment to CytomX from AbbVie. This is the second of two research targets available to AbbVie under the agreement. The companies are also advancing a clinical-stage asset, CX-2029, under a global co-development and licensing agreement.
“The initiation of this additional program with AbbVie and the associated milestone payment reflects the growing strength of clinical proof of concept CytomX has achieved in support of the Probody platform. It also further underscores the potential of our unique technology to make meaningful differences for cancer patients. We are excited to start this new program with our AbbVie colleagues,” said Sean McCarthy D.Phil., president, chief executive officer and chairman of CytomX Therapeutics.
der zweite pdc mit abbvie
CytomX Therapeutics Announces Second Target Selection and Program Initiation with AbbVie Under Ongoing, Multi-Program Strategic Oncology Collaboration
July 9, 2019 at 8:00 AM EDT
-Triggers $10 Million Milestone Payment to CytomX-
SOUTH SAN FRANCISCO, Calif., July 09, 2019 (GLOBE NEWSWIRE) -- CytomX Therapeutics, Inc. (Nasdaq: CTMX), a clinical-stage oncology-focused biopharmaceutical company pioneering a novel class of investigational antibody therapeutics based on its Probody™ therapeutic technology platform, today announced the second target selection by its partner AbbVie under the companies’ 2016 Discovery Collaboration and Licensing Agreement to discover and develop Probody drug conjugates (“PDC”). The target selection triggers a $10 million payment to CytomX from AbbVie. This is the second of two research targets available to AbbVie under the agreement. The companies are also advancing a clinical-stage asset, CX-2029, under a global co-development and licensing agreement.
“The initiation of this additional program with AbbVie and the associated milestone payment reflects the growing strength of clinical proof of concept CytomX has achieved in support of the Probody platform. It also further underscores the potential of our unique technology to make meaningful differences for cancer patients. We are excited to start this new program with our AbbVie colleagues,” said Sean McCarthy D.Phil., president, chief executive officer and chairman of CytomX Therapeutics.
Antwort auf Beitrag Nr.: 60.928.210 von BReal am 01.07.19 14:05:19Das Kombi-Präparat der P2 scheint doch -wie eigentlich zu erwarten - Ipilimumab zu sein, zumindest wird sein Name unter Key Words erwähnt. Von daher doch keine Überraschung.
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CytomX - ein bahnbrechender Ansatz in der Tumortherapie
