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Compugen Expands its Intellectual Property Portfolio with New U.S. Patent Covering Triple Combination Use of COM902 (reduced Fc anti-TIGIT) with anti-PD-1 and anti-PVRIG Antibodies
Prnewswire· 2024-11-27 20:00
Broad method of use patent protection for COM902, a potential best-in-class reduced Fc, clinical stage, anti-TIGIT antibody, in triple combination with any anti-PD-1 antibody and any anti-PVRIG antibody for the treatment of cancer Further strengthens Compugen's IP portfolio across DNAM-1 axis checkpoint inhibitorsHOLON, Israel, Nov. 27, 2024 /PRNewswire/ -- Compugen Ltd. (Nasdaq: CGEN) (TASE: CGEN) a clinical-stage cancer immunotherapy company and a pioneer in computational target discovery, today announce ...
Compugen(CGEN) - 2024 Q3 - Earnings Call Transcript
2024-11-13 04:35
财务数据和关键指标变化 - 2024年9月30日公司拥有现金、现金等价物和投资约1.132亿美元,相比2023年12月31日的约5110万美元有所增加[23] - 2024年第三季度营收约1710万美元,2023年同期无营收,主要源于与吉利德的许可协议中部分预付款的确认以及收到吉利德3000万美元的里程碑付款[24] - 2024年第三季度研发费用为630万美元,低于2023年第三季度的830万美元,主要是由于COMP503研发活动归类到营收成本以及COMP503与CMC相关的费用降低[25] - 2024年第三季度DNA费用为260万美元,与2023年第三季度的230万美元相近[26] - 2024年第三季度录得净利润130万美元(基本和稀释每股0.01美元),2023年第三季度净亏损990万美元(基本和稀释每股0.11美元)[26] 各条业务线数据和关键指标变化 - 在COMP503业务方面,2024年第三季度收到吉利德3000万美元的最大付款,且本季度有望启动I期研究[19] - 合作伙伴阿斯利康的Rilvegostomig(PD - 1/TIGIT双特异性药物,其中TG成分源于公司的FC - reduced COM902)在肺癌和胃癌方面呈现出有前景的疗效和可控的安全性,阿斯利康还宣布了其第四和第五个Rilvegostomig的III期试验,这对公司来说是潜在的重要收入来源[19][20] 各个市场数据和关键指标变化 - 文档未涉及,无相关内容 公司战略和发展方向和行业竞争 - 公司计划在2025年第二季度启动一项针对复发铂敏感卵巢癌患者的适应性平台试验,这些患者至少接受过两种铂类化疗方案且不适合接受标准护理维持治疗[13] - 试验将从随机双盲子研究开始,最初招募60名患者,按2:1随机分配接受COM701单药治疗或安慰剂,主要终点是中位无进展生存期,预计安慰剂基准约为6个月[13] - 平台设计允许评估COM701作为单药维持治疗,并在未来开展更多子研究,提供监管和商业机会,例如评估COM701与其他药物(如抗 - PD - 1、TIGIT检查点抑制剂等)的联合治疗,探索更多组合选项(如贝伐珠单抗、FR[ph]、ADCs等)[14] - 公司将继续采用探索性评估各种潜在的生物标志物富集策略,该试验设计得到了卵巢癌专家的支持[15] - 公司现金跑道(假设无进一步现金流入)预计可支撑到2027年,包括预计的COM701单药研究中期分析以及支持COM503在临床上的推进和对早期管线的持续投资[17] 管理层对经营环境和未来前景的评论 - 公司在卵巢癌治疗领域的研究有积极进展,如COM701在铂耐药卵巢癌患者中的数据显示出其活性和安全性,尤其是持久的反应和良好的耐受性,尽管总体反应率在20%左右,但考虑到患者群体临床结果差且通常对免疫疗法无反应,这一数据仍令人鼓舞,公司认为在铂敏感卵巢癌的早期阶段COM701有更大的发展潜力[7][8] - 公司认为在复发铂敏感卵巢癌患者的维持治疗方面存在空白,COM701的持久性和耐受性可能满足这一需求,在该领域面临的竞争可能较少,且有很强的临床和生物学依据[10][12] - 对于合作伙伴阿斯利康的Rilvegostomig的广泛开发策略,公司有望获得未来的里程碑付款和中低个位数的分层销售版税,这是公司的一个重要潜在收入来源[21] 其他重要信息 - 在卵巢癌治疗领域,目前的治疗手段存在诸多问题,如贝伐珠单抗有副作用,PARP抑制剂的适用范围受限且有不良反应,而公司的研究药物在安全性和耐受性方面具有优势[39][41][42] 问答环节所有的提问和回答 问题: 拟议的2期试验要求患者之前接受过多少铂类化疗方案(Stephen Willey - Stifel) - 回答: 将针对接受过两种含铂化疗方案的患者,这些患者必须接受过贝伐珠单抗或PARP抑制剂的维持治疗且不适合接受额外的贝伐珠单抗或PARP维持治疗,主要针对三线患者,但二线也可能有例外情况[76] 问题: 在达到三线治疗的患者中,仍为铂敏感且在维持治疗中已用尽贝伐珠单抗和/或PARP抑制剂的患者比例是多少(Stephen Willey - Stifel) - 回答: 大多数患者最初会有铂敏感复发,然后随着治疗耗尽逐渐变为铂耐药,大多数患者在一线维持治疗中会使用PARP抑制剂,许多4期患者在诊断时会接受贝伐珠单抗,大多数患者会接触到PARP或贝伐珠单抗,但也有少数患者因各种原因未使用,总体而言大多数患者会经历铂敏感阶段[79] 问题: 追求单药开发路径是否是为了更好地理解COM701在这种情况下的单药活性,然后再考虑联合治疗(Stephen Willey - Stifel) - 回答: 是的,这是一个很好的机会,从临床和潜在的监管角度来看,这个患者群体有助于尝试单药治疗,为单药治疗开辟道路,也为联合治疗打开大门[80][81] 问题: 从PD - 1或PD - L1拮抗剂试验中学到了什么(Daina Graybosch - Leerink Partners) - 回答: 单药治疗效果不佳,联合治疗反应率总体较低(10% - 14%左右)但部分患者反应持久,治疗线数很重要,早期使用免疫疗法效果更好,与其他药物联合可提高反应率但要考虑毒性,不同组合的效果参差不齐[83] 问题: 上述试验是否有在相同的二线和三线铂敏感维持治疗环境下进行的(Daina Graybosch - Leerink Partners) - 回答: 否,在铂类治疗后的维持治疗领域药物开发较为缺乏,之前的试验与此次不完全相同[84] 问题: 为什么认为COM701在这种情况下应该有效(Daina Graybosch - Leerink Partners) - 回答: COM701具有独特的作用机制,可驱动干细胞样记忆T细胞的活性,在PD - 1阴性患者中也有潜力改变疾病状况,尤其是在早期阶段[85] 问题: 在铂敏感情况下,如果中位无进展生存期为6个月,那么表明药物具有临床相关性的最理想无进展生存期是多少,在招募60名患者时是否有必要与GOG合作以加快招募速度(Tony Butler - Rodman and Renshaw) - 回答: 通常希望比对照臂提高至少3个月,目前还不知道效果大小,已与关键意见领袖(其中一些参与GOG)进行交流,但他们倾向于支持后期开发,对于临床相关性而言,8 - 9个月是比较理想的无进展生存期[88][89] 问题: 能否谈谈在2期研究中生物标志物理解方面的发展,是否有分析或临界值要实施,为什么数字生物学在2期研究中没有意义,是否有机构反馈(Asthika Goonewardene - Truist Securities) - 回答: 在铂耐药环境下目前数据不足以进行基于生物标志物PVRL2富集的研究,在即将进行的研究中将继续关注包括PVRL2在内的生物标志物潜力,目前还未与FDA交流,设计的临床试验符合更新后的指导框架,若有积极数据再与FDA讨论下一步[94][95]
Compugen (CGEN) Q3 Earnings and Revenues Lag Estimates
ZACKS· 2024-11-13 01:05
Compugen (CGEN) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to loss of $0.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -83.33%. A quarter ago, it was expected that this drug developer would post a loss of $0.08 per share when it actually produced a loss of $0.02, delivering a surprise of 75%.Over the last four quarters, the company has surpas ...
Compugen Reports Third Quarter 2024 Results
Prnewswire· 2024-11-12 20:00
Clinical data presented at SITC 2024 demonstrated COM701 (anti-PVRIG) mediated anti-tumor activity with durable responses and good tolerability profile in tumors typically not responding to immunotherapy, aligned with previous data presented by the Company Plans to initiate, in Q2 2025, an adaptive platform trial in patients with relapsed platinum sensitive ovarian cancer in the maintenance setting, to evaluate single agent COM701 and future combinations representing an unmet need and regulatory and commer ...
Compugen to Participate in Stifel 2024 Healthcare Conference
Prnewswire· 2024-11-11 20:00
HOLON, Israel, Nov. 11, 2024 /PRNewswire/ -- Compugen Ltd. (Nasdaq: CGEN) (TASE: CGEN) a clinical-stage cancer immunotherapy company and a pioneer in computational target discovery, today announced that Compugen management will participate in a fireside chat at the upcoming Stifel 2024 Healthcare Conference in New York City. The fireside chat will take place on Monday, November 18, 2024 at 8:35 am ET.A live webcast will be accessible on the Investor Relations section of the Compugen website at www.cgen.com. ...
Compugen to Present Anti-Tumor Activity and Safety Data of COM701, COM902 and Pembrolizumab Combination in Patients with Platinum Resistant Ovarian Cancer at SITC 2024
Prnewswire· 2024-11-05 22:00
HOLON, ISRAEL, Nov. 5, 2024 /PRNewswire/ -- Compugen Ltd. (Nasdaq: CGEN) (TASE: CGEN) a clinical-stage cancer immunotherapy company and a pioneer in computational target discovery, today announced that data supporting the anti-tumor activity and safety profile of the triple combination COM701, COM902 and pembrolizumab in advanced heavily pre-treated patients with platinum resistant ovarian cancer (PROC) has been published as an abstract released by the Society for Immunotherapy of Cancer (SITC).This data an ...
Compugen Gears Up to Report Q3 Earnings: Here's What to Expect
ZACKS· 2024-10-25 01:15
We expect investors to focus on Compugen Ltd.’s (CGEN) progress with the development of its portfolio of pipeline candidates for various oncology indications, when it reports third-quarter 2024 earnings.Let’s see how things have shaped up for the quarter to be reported.Factors to NoteCompugen’s top line currently comprises revenues recognized from its license agreement with Gilead Sciences (GILD) and AstraZeneca. The company reported $6.7 million in revenues in the last reported quarter, comprising an upfro ...
Compugen (CGEN) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2024-09-12 01:00
Compugen (CGEN) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Since a changing e ...
Compugen to Present at the H.C. Wainwright 26th Annual Global Investment Conference
Prnewswire· 2024-08-29 19:00
HOLON, Israel, Aug. 29, 2024 /PRNewswire/ -- Compugen Ltd. (Nasdaq: CGEN) (TASE: CGEN), a clinicalstage cancer immunotherapy company and a pioneer in computational target discovery, today announced that management will present virtually at the H.C. Wainwright 26th Annual Global Investment Conference. The presentation will be available on demand on the Investor Relations section of Compugen's website at www.cgen.com from Monday, September 9, 2024, 7:00 AM ET for 30 days. About Compugen Compugen is a clinical ...
Can Compugen (CGEN) Run Higher on Rising Earnings Estimates?
ZACKS· 2024-08-27 01:20
Investors might want to bet on Compugen (CGEN) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. Analysts' growing optimism on the earnings prospects of this drug developer is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate ...