CytomX Therapeutics (CTMX) 44th Annual J.P. Morgan Healthcare Conference summary

Strategic Focus and Platform Overview

• Emphasis on advances in oncology using the Probody/PROBODY® therapeutic platform, aiming for improved safety and efficacy in cancer treatment.

• Integrated R&D capabilities, focused product development, and broad applicability across multiple tumor types and modalities.

• Strong business development partnerships with major pharmaceutical companies, including Bristol Myers Squibb, Amgen, Astellas, Regeneron, and Moderna.

• Robust cash position with a runway funded into Q2 2027, not including potential milestone payments or new business development.

Vaseta M / Varsetatug masetecan (EpCAM-targeting ADC) Clinical Progress

• Phase I study expanded to over 100 patients, with a data update expected by end of Q1 2026.

• Interim results in late-line metastatic colorectal cancer showed a 28% confirmed overall response rate, 94% disease control, and 5.8 months progression-free survival.

• Favorable safety profile with no classic EpCAM toxicities, no dose-limiting toxicities, and manageable adverse events; main concern is grade 3 diarrhea, addressed with prophylaxis.

• Combination study with bevacizumab to start in Q1 2026, targeting earlier lines of therapy and additional tumor types.

• Positioned as a first-in-class ADC for a broad EpCAM+ patient population, with potential expansion beyond CRC and a large market opportunity.

CX801 (Probody/PROBODY® IFNα-2b) Development

• Designed to localize interferon activity to tumors, reducing systemic toxicity and enhancing immune response.

• Early clinical data show strong induction of interferon-regulated genes and T-cell recruitment in melanoma.

• No dose-limiting toxicities observed in initial dose escalation; combination with Keytruda/KEYTRUDA® underway.

• Initial biomarker data in 2025 and combination data with Keytruda expected by end of 2026.

• Aims to address high unmet need in PD-1 refractory melanoma and has potential for broad application in post-immunotherapy solid tumors.