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Compugen (CGEN) investor relations material
Compugen Stifel 2025 Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and platform
Focuses on computational AI-based target discovery for immuno-oncology, with a validated platform that has produced multiple first-in-class assets and drug candidates.
Pipeline includes wholly owned assets such as COM902 and an Fc-reduced TIGIT blocker, as well as a PVRIG blocker antibody (COM701).
Assets have been licensed to major pharma partners, including AstraZeneca and Gilead, with ongoing clinical trials and collaborations.
COM701 clinical development and trial design
COM701, an anti-PVRIG antibody, is being evaluated as a maintenance therapy in platinum-sensitive ovarian cancer, targeting patients with unmet needs.
Demonstrated durable responses and safety in PD-1 negative, platinum-resistant ovarian cancer patients, with plans to move into earlier, platinum-sensitive settings.
Adaptive trial design: 40 patients receive COM701, 20 receive placebo; primary endpoint is progression-free survival (PFS), with results expected in Q1 2027.
Interim analysis will provide quantitative PFS data, with a three-month improvement over control considered clinically meaningful.
Flexibility to expand the trial, pursue accelerated approval, or initiate pivotal studies based on interim results.
Competitive landscape and differentiation
COM701 is differentiated from discontinued competitors by its Fc-reduced design, aiming to avoid depletion of key immune cells and enhance T cell activity.
Only a few competitors remain in the PVRIG space, with BioNTech as a notable example.
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Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
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