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Compugen (CGEN) investor relations material
Compugen Leerink Global Healthcare Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Rilvegostomig (TIGIT bispecific) clinical program
AstraZeneca is conducting 11 phase III trials with rilvegostomig, using it both as a novel IO backbone and in direct comparison to PD-1/PD-L1 inhibitors, with about half not directly comparing to pembrolizumab.
The bispecific antibody format, high-affinity TIGIT component, and Fc-reduced design are believed to offer improved efficacy and safety over previous TIGIT approaches.
Novel combinations, such as with TROP-2 ADC and claudin 18.2 ADC, are being tested, with patient stratification based on biomarkers like PD-L1 and TROP-2 QCS.
The TROPION-Lung10 trial is the only one focusing on the TROP-2 QCS biomarker population, using AI-based digital pathology for patient selection.
Phase III readouts are expected after 2027, with non-phase III data anticipated in 2026 and 2027.
Scientific rationale and industry context
The bispecific format enables cooperative binding and enhanced activity in ex vivo patient-derived systems compared to separate PD-1 and TIGIT blockade.
Failures of previous TIGIT antagonists are attributed to drug format, patient selection, and trial design rather than inherent redundancy with PD-1 or ligand biology.
Success is expected to depend on selecting the right patient populations (e.g., PD-L1 high), using Fc-reduced formats, and powering trials appropriately.
COM701 (PVRIG antagonist) and MAIA ovarian trial
The MAIA trial targets platinum-sensitive ovarian cancer patients in second or third line, excluding those with liver metastasis, to test COM701 monotherapy versus placebo.
PVRIG is highly expressed in ovarian cancer, particularly on stem-like memory T cells, and COM701 has shown the ability to drive T cell infiltration in less inflamed tumors.
Prior phase I data in platinum-resistant patients showed clinical benefit, especially when excluding those with liver metastasis.
The trial is designed to set a high bar for monotherapy activity, with potential for accelerated approval or expansion into combinations or broader populations if successful.
- Leadership changes, strong cash runway, and expanded Phase 3 trials highlight Q1 2025.CGEN
Q1 202517 Mar 2026 - Profitability and a cash runway into 2029 achieved through AstraZeneca deal and clinical progress.CGEN
Q4 20252 Mar 2026 - COM701 and novel assets advance in key trials, with strong partnerships fueling future innovation.CGEN
Oppenheimer 36th Annual Healthcare Life Sciences Conference26 Feb 2026 - FDA IND clearance, $30M milestone, and strong cash position highlight Q2 2024 results.CGEN
Q2 20242 Feb 2026 - Promising immunotherapy advances, strong partnerships, and key clinical milestones ahead.CGEN
H.C. Wainwright 26th Annual Global Investment Conference 202421 Jan 2026 - Q3 2024 saw net profit, strong cash, and clinical advances, supporting growth into 2027.CGEN
Q3 202415 Jan 2026 - Durable responses in ovarian cancer and new trials highlight strong pipeline and partnerships.CGEN
Stifel 2024 Healthcare Conference13 Jan 2026 - Immuno-oncology pipeline advances with COM701 and TIGIT assets, backed by major pharma partnerships.CGEN
24th Annual Needham Virtual Healthcare Conference27 Dec 2025 - AI-powered immuno-oncology pipeline advances with strong partnerships and solid financial runway.CGEN
H.C. Wainwright 2nd Annual Artificial Intelligence Based Drug Discovery & Development Conference26 Dec 2025
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