)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
ALX Oncology Holdings (ALXO) investor relations material
ALX Oncology Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
CD47 expression identified as a key predictive biomarker for evorpacept response, driving a biomarker-focused strategy in HER2-positive cancers and leading to revised clinical trial designs in both breast and gastric cancer.
Evorpacept demonstrated strong efficacy in HER2-positive gastric and breast cancers, with 65% ORR in CD47-high subgroups and 55.6% ORR in confirmed HER2-positive breast cancer patients.
ALX-2004, a novel EGFR-targeted ADC, is set to enter Phase 1 with first patient dosing in August 2025 and initial safety data expected in 1H 2026.
Cash runway extended into Q1 2027 through pipeline prioritization, cost management, and pausing non-core programs such as colorectal cancer.
Leadership changes include the appointment of Daniel Curran, M.D., to the Board and Allison Dillon, Ph.D., as COO.
Financial highlights
Cash, cash equivalents, and investments totaled $83.5–$84M as of June 30, 2025, with cash runway projected into Q1 2027.
Q2 2025 net loss was $25.9M, down from $39.4M in Q2 2024, driven by reduced R&D and G&A expenses.
Operating expenses for Q2 2025 decreased 36% year-over-year to $26.6M.
No product revenue generated; all funding from equity, debt, and ATM offerings.
$3.2M impairment charge recorded in Q2 2025 related to subleasing lab space.
Outlook and guidance
Cash position expected to fund operations into Q1 2027, supporting key clinical milestones.
ASPEN-Breast patient dosing to begin in Q4 2025; interim data readout anticipated in Q3 2026.
ALX-2004 Phase 1 trial to begin enrollment in August 2025, with initial safety data expected in 1H 2026.
Full ASPEN-6 biomarker data to be presented at a medical conference in Q4 2025.
Additional capital will be needed for full business plan execution.
How does CD47 expression impact Evo's efficacy?
What's the rationale for ALX2004's development approach?
What ORR is needed in breast cancer study?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ALX Oncology Holdings earnings date
Q3 20256 Nov, 2025
Next ALX Oncology Holdings earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
ALX Oncology Holdings Inc. is a clinical-stage immuno-oncology company focused on developing therapies that target the CD47 checkpoint pathway, which plays a critical role in cancer cells' ability to evade the immune system. The company's lead product candidate, evorpacept, is designed to block CD47 and is being developed in combination with other anti-cancer agents. The company is headquartered in South San Francisco, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage