CytomX Therapeutics (CTMX) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Platform and pipeline overview

• Pioneered antibody and biologics masking to improve therapeutic window, with two lead clinical programs demonstrating technology versatility.

• Lead asset Varseta-M, an EpCAM-targeting ADC, is being developed for colorectal cancer with a pivotal study planned for the first half of next year.

• CX-801, a masked interferon alfa-2b, is in phase I for late-line melanoma, with initial data expected in the first half of next year.

• Expanded collaboration with Regeneron, securing a $37 million upfront payment to strengthen financial position.

Clinical progress and data highlights

• Varseta-M showed a 20%+ response rate and encouraging safety in late-line colorectal cancer, with efficacy confirmed across expansion cohorts.

• Low rates of hematologic toxicity and no classic EpCAM toxicities observed; grade 3 diarrhea is the main safety focus.

• Prophylactic strategies, including budesonide and AIBW dosing, reduced grade 3 diarrhea to 10% in early optimization data.

• Next update will include response rate, PFS, and OS from a 113-patient phase I study, with pivotal dose selection guided by FDA discussions.

Regulatory and development strategy

• Fast Track designation received for relapsed refractory metastatic CRC.

• Registrational study likely to use OS as the primary endpoint, with a randomized design in late-line CRC.

• Decision between third- and fourth-line registration will depend on OS data; fourth line seen as fastest to market due to high unmet need.

• Combination studies with bevacizumab and 5-FU are underway or planned, aiming to move into earlier lines of therapy.