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CytomX Therapeutics, Inc. Stock Price

NasdaqGS:CTMX Community·US$738.7m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 44 Fair Values set on narratives written by author

CTMX Share Price Performance

US$3.57
1.60 (81.22%)
US$12.44
Fair Value
US$3.57
1.60 (81.22%)
71.3% undervalued intrinsic discount
US$12.44
Fair Value
Price US$3.57
AnalystConsensusTarget US$12.44
AnalystHighTarget US$16.00
AnalystLowTarget US$6.38

CTMX Community Narratives

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Fair Value US$12.44 71.3% undervalued intrinsic discount

CTMX: Clinical Momentum Will Drive Shares Higher Despite Recent Safety Concerns

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19users have followed this narrative
·
Fair Value US$16 77.7% undervalued intrinsic discount

KEYTRUDA And CX-2051 Trials Will Expand Immuno-Oncology Reach Despite Risks

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4users have followed this narrative
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Fair Value US$6.38 44.0% undervalued intrinsic discount

Late-Stage Oncology Setbacks Will Test This ADC Pipeline Before Longer-Term Promise Emerges

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US$12.44
71.3% undervalued intrinsic discount
Profit Margin
19.04%
Future PE
495.57x
Price in 2029
US$8.5

Trending Discussion

No trending discussion available.

Updated Narratives

CTMX logo

Late-Stage Oncology Setbacks Will Test This ADC Pipeline Before Longer-Term Promise Emerges

Fair Value: US$6.38 44.0% undervalued intrinsic discount
0 users have set this as their fair value
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0 users have liked this narrative
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CTMX: De Risked Epithelial Program And Pullback Will Support Future Repricing

Fair Value: US$16 77.7% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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CTMX: Late-Line Colorectal Cancer Data Will Drive Upward Repricing Expectations

Fair Value: US$12.44 71.3% undervalued intrinsic discount
19 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet and slightly overvalued.

2 Risks
2 Rewards

CytomX Therapeutics, Inc. Key Details

US$18.3m

Revenue

US$0

Cost of Revenue

US$18.3m

Gross Profit

US$101.0m

Other Expenses

-US$82.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.38
100.00%
-451.59%
0%
View Full Analysis

About CTMX

Founded
2008
Employees
69
CEO
Sean McCarthy
WebsiteView website
www.cytomx.com

CytomX Therapeutics, Inc. operates as an oncology-focused biopharmaceutical company that focuses on developing potent biologics designed to treat tumor microenvironment. The company utilizes conditional activation platform technology for oncology biologics research and development comprising the validation of targets for antibody-drug conjugates (ADCs), opening therapeutic window for novel T-cell engagers (TCEs) targeting solid tumors, and increasing the therapeutic index for immune modulators, such as cytokines; and PROBODY platform in preclinical research in areas outside of oncology. It also develops CX-904, a T-cell engaging bispecific antibody targeting the epidermal growth factor receptor (EGFR) on tumor cells and the CD3 receptor on T cells; CX-2051, a conditionally activated ADC for optimizing the therapeutic index for EpCAM-expressing epithelial cancers, including colorectal cancer; and CX-801, an interferon alpha-2b PROBODY cytokine. In addition, the company’s development pipeline comprises CX-2029, a conditional activated ADC targeting CD71; and BMS-986288, a PROBODY version of non-fucosylated ipilimumab. It has strategic collaborations with Amgen, Astellas, Bristol Myers Squibb, Regeneron, and Moderna; and clinical trial collaboration and supply agreement with Merck for the evaluation of CX-801 in combination with anti-PD-1 therapy, KEYTRUDA (pembrolizumab). The company was founded in 2008 and is based in South San Francisco, California.

Recent CTMX News & Updates

Seeking Alpha Aug 12

CytomX Therapeutics: Promising Varseta-M With Comfortable Runway

Summary CTMX has the PROBODY platform, which I think potentially unlocks difficult oncology targets by limiting drug activity in healthy tissue. Their lead asset is Varseta-M, which has interesting early colorectal cancer activity. Yet, it still requires larger and more mature datasets. CTMX’s pipeline has lined up a Varseta-M monotherapy update, combination-study data, and new gastrointestinal cohorts. These are several catalysts through 1H2027. Regeneron has also expanded its collaboration with CTMX, which bodes well for the PROBODY platform and gives some additional nondilutive funding as well. Thus, I believe CTMX is now a much more compelling play in this sector, which is why I upgrade the stock to a speculative “Buy” at these levels. Read the full article on Seeking Alpha
New Narrative Aug 08

Late-Stage Oncology Setbacks Will Test This ADC Pipeline Before Longer-Term Promise Emerges

Catalysts About CytomX Therapeutics CytomX Therapeutics develops antibody drug conjugates and masked biologics that aim to target solid tumors while limiting systemic toxicity. What are the underlying business or industry changes driving this perspective?

Recent updates

No updates