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C4 Therapeutics (CCCC) investor relations material
C4 Therapeutics Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Clinical program updates
Two active clinical programs: cemsidomide (IKZF1/3 degrader) and CFT8919 (EGFR L858R degrader) are progressing, with cemsidomide moving to the next phase early next year and CFT8919 in a phase one study in China.
Cemsidomide phase one showed a 36% ORR overall, with 40% and 53% ORR at the two highest doses; two complete responses observed at 100 mcg.
Safety profile for cemsidomide is favorable, with no discontinuations due to safety and only 6% dose reductions; most adverse events were not drug-related.
100% of patients were triple-class exposed, and 75% had prior CAR T or T-cell engager therapy; response rates were consistent across these subgroups.
Cemsidomide's efficacy and safety profile compare favorably to mezigdomide, with a more refractory patient population and fewer neutropenic complications.
Regulatory and development plans
No further phase one updates planned for cemsidomide; focus is on advancing to phase two, with an FDA meeting on dose alignment scheduled for later this month.
A prior Type C meeting with the FDA provided feedback shaping current development plans.
The upcoming global 4L+ study will enroll triple-class refractory patients, with a target ORR of around 40% to demonstrate significant improvement over the 20% background rate.
Confidence in single-arm study approval is based on precedent, but regulatory risk remains due to evolving standards and agency personnel.
Commercial and financial outlook
Pricing for cemsidomide is expected to be competitive with current market analogs, but specifics are not disclosed.
Duration of response in late-line settings is currently 9.3 months, exceeding the typical six-month benchmark.
Cash runway extends through the end of 2028, not including up to $40 million in potential milestone payments from partners over 2026–2027.
Key data readouts from the phase two MOMENTUM study are expected by late 2027 (investigator assessment) and later in 2028 (central assessment).
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- DANSKE
Record core income and strong credit quality drove DKK 23.0bn net profit; 2026 outlook positive. - DANSKE
Record core income, strong credit quality, and 100% profit distribution define 2025 results. - 7211
Net sales and profits fell year-over-year, but recent earnings show gradual recovery. - 524742
Strong revenue and profit growth with robust margins and expanding global presence in Q3 FY26. - ANTHEM
Q3 FY26 saw robust revenue, profit growth, and capital increase post-IPO and ESOP allotments. - AFRY
Margin and utilization gains in Q4 offset lower sales and profit amid market challenges. - 8111
Sales and operating profit rose, but net profit fell on lower affiliate gains; outlook steady. - 7731
Large impairment in Digital Manufacturing and weak sales led to sharp losses and a weaker outlook. - 6370
Profits and sales rose, led by General Industry, with robust capital actions and a positive outlook. - 9312
Profits and dividends rose on strong domestic logistics, with improved financial stability.
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