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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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- 7 FebPGIL
Strong 9MFY26 growth with 13.2% higher revenue, margin gains, and upgraded credit ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
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