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CGEN: Future Revenue Trajectory Will Be Driven By Ongoing COM701 Program

Precision Medicine And AI Discovery Will Fuel Global Immuno-Oncology Demand

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CGEN
AnalystHighTarget
Not Invested
Published 08 Jul 2025

Update shared on 14 Dec 2025

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Analysts have raised their price target on Compugen to 13.00 dollars from 13.00 dollars, citing sharply higher projected revenue growth, improved long term profit margins and a more favorable future earnings multiple, even after incorporating a slightly higher discount rate.

What's in the News

  • Pooled analysis of COM701 Phase 1 trials in 60 evaluable patients with platinum resistant ovarian cancer published as an abstract by the European Society of Medical Oncology, highlighting anti tumor activity and safety in heavily pre treated patients (ESMO abstract)
  • Analysis details outcomes for patients deriving clinical benefit, including progression free survival data, and is based on data from prior COM701 studies in platinum resistant ovarian cancer (Company announcement)
  • Additional year of follow up data on COM701 in platinum resistant ovarian cancer will be featured in an upcoming ESMO poster, expanding on the initial pooled findings (ESMO poster)
  • Compugen estimates interim analysis results for the ongoing COM701 program to be available by year end 2026, guided by the anticipated enrollment rate (Company guidance)

Valuation Changes

  • Fair Value: Unchanged at 13.00 dollars per share, reflecting no revision to the base case price target.
  • Discount Rate: Increased slightly from 8.34 percent to approximately 8.68 percent, signaling a modestly higher required return.
  • Revenue Growth: Raised significantly from about 51.0 percent to approximately 114.4 percent, indicating sharply more optimistic top line expectations.
  • Net Profit Margin: Increased moderately from roughly 11.3 percent to about 14.8 percent, implying improved long term profitability assumptions.
  • Future P/E: Reduced meaningfully from about 204.0 times to roughly 154.2 times, reflecting a lower multiple applied to forward earnings.

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