Research analysts who have asked questions during COMPUGEN earnings calls.
Asthika Goonewardene
Truist Securities
4 questions for CGEN
Also covers: ALLO, AUTL, BNTX +9 more
Daina Graybosch
Leerink Partners
4 questions for CGEN
Also covers: AFMD, BNTX, FATE +6 more
LG
Leland Gershell
Oppenheimer & Co. Inc.
4 questions for CGEN
Also covers: ARGX, ASND, CAPR +13 more
SW
Stephen Willey
Stifel Financial Corp.
2 questions for CGEN
Also covers: ABCL, CELC, CUE +10 more
SW
Stephen Willey
Stifel
2 questions for CGEN
Also covers: ABCL, ABEO, CMPX +7 more
SR
Swayampakula Ramakanth
H.C. Wainwright & Co.
2 questions for CGEN
Also covers: ABSI, BSEM, CLGN +24 more
Tony Butler
Rodman & Renshaw
2 questions for CGEN
Also covers: ADAP, GTBP, MRKR +1 more
CW
Charles Wallace
HCW
1 question for CGEN
Also covers: ECOR, EVAX
DG
Dana Gravesh
Leerink Partners
1 question for CGEN
Karina Rabayeva
Truist Securities
1 question for CGEN
Also covers: AUTL, MRSN, RCUS +1 more
KW
Keaton Wiley
Stifel
1 question for CGEN
Recent press releases and 8-K filings for CGEN.
Compugen Monetizes Rilvegostomig Royalties to AstraZeneca
CGEN
Guidance Update
New Projects/Investments
- Compugen Ltd. has entered into a strategic agreement with AstraZeneca to monetize a portion of Compugen's rilvegostomig future royalties.
- The transaction includes an upfront payment of $65 million and a potential additional $25 million upon the next milestone payment on BLA acceptance.
- This non-dilutive transaction is expected to extend Compugen's cash runway into 2029, enabling the company to advance its innovative immuno-oncology pipeline.
- Compugen will retain the majority of its future royalties and remains eligible for tiered royalties of up to mid-single digits on future sales and potential future regulatory and commercial milestones of up to $195 million.
- AstraZeneca is currently advancing rilvegostomig, a dual-checkpoint bispecific, in 11 ongoing Phase 3 trials across lung, gastrointestinal, and endometrial cancers.
Dec 17, 2025, 12:00 PM
Compugen Provides Update on Pipeline, Partnerships, and Financial Outlook
CGEN
New Projects/Investments
Guidance Update
- Compugen (CGEN) leverages a computational AI-based platform for immuno-oncology target discovery, with a pipeline that includes wholly-owned assets COM-902 (Fc-reduced TIGIT blocker) and COM-701 (PVRIG blocker antibody).
- The company has key partnerships, including a license to AstraZeneca for the TIGIT PD-1 bispecific volrustomig, which is in 11 phase three trials, and a license to Gilead for the IL-18BP antibody blocker GSO-321 (previously COM-503), currently in a phase one dose escalation trial.
- Compugen expects to have meaningful results for its COM-701 trial, which is evaluating the asset as a maintenance option in recurrent platinum-sensitive ovarian cancer, in Q1 2027.
- From its partnership with Gilead for GSO-321, Compugen has received $90 million in milestones and is eligible for an additional $758 million in milestones and up to low double digit tiered royalties. For the AstraZeneca partnership, Compugen has received $30 million and is eligible for an additional $170 million in milestones and mid-single digit tiered royalties.
- Compugen's current cash runway is projected to extend into Q3 2027, based on a conservative approach that assumes no additional milestone payments or income.
Nov 11, 2025, 8:20 PM
Compugen Reports Q3 2025 Results, Appoints New CEO, and Updates Trial Timelines
CGEN
Earnings
CEO Change
Guidance Update
- Compugen reported a net loss of $6.98 million or $0.07 per share for Q3 2025, compared to a net profit of $1.28 million or $0.01 per share in Q3 2024, with revenue declining to $1.9 million from $17.1 million in the comparable period.
- The company's cash position was approximately $86 million as of September 30, 2025, providing a cash runway expected to fund operating plans into Q3 2027.
- Eran Ophir has been appointed as the new President and CEO.
- The interim analysis for the Maya ovarian platform trial (COM701) is now estimated for Q1 2027, a delay from the previous H2 2026 estimate, attributed to enrollment timelines.
- Compugen's fully owned COM902 (FC-reduced anti-TIGIT) remains unpartnered, while its partnered Rilvegostomig (with AstraZeneca) has a non-risk-adjusted peak year revenue target of more than $5 billion.
Nov 10, 2025, 1:30 PM
Compugen Reports Q3 2025 Results, Announces CEO Change, and Updates Trial Timeline
CGEN
Earnings
CEO Change
Guidance Update
- Compugen reported a net loss of approximately $6.98 million (or $0.07 per basic and diluted share) for Q3 2025, a decrease from a net profit of $1.28 million (or $0.01 per basic and diluted share) in Q3 2024. Revenues for Q3 2025 were $1.9 million, down from $17.1 million in the comparable period of 2024.
- As of September 30, 2025, the company held approximately $86 million in cash, cash equivalents, short-term bank deposits, and investment in marketable securities, with a cash runway expected to fund operations into Q3 2027.
- The interim analysis for the COM701 Maya ovarian platform trial is now estimated for Q1 2027, a delay from the previously anticipated H2 2026.
- Eran Ophir has been appointed as the new President and CEO.
Nov 10, 2025, 1:30 PM
Compugen Reports Q3 2025 Results and Updates Clinical Program Timelines
CGEN
Earnings
Guidance Update
New Projects/Investments
- Compugen reported a net loss of $6.98 million or $0.07 per basic and diluted share on revenues of $1.9 million for Q3 2025. The company's cash position of approximately $86 million as of September 30, 2025, is expected to provide a cash runway into Q3 2027.
- Eran Ophir was appointed as the new President and CEO.
- The interim analysis for the Maya ovarian platform trial (COM701) is now estimated for Q1 2027, a shift from the previous H2 2026 estimate, primarily due to site activation and enrollment kinetics.
- The company highlighted its fully owned COM902 (FC-reduced anti-TIGIT) and its partnered programs, including Rilvegostomig with AstraZeneca, which has 11 Phase III trials and a potential non-risk-adjusted peak year revenue target of more than $5 billion, and GS0321 with Gilead, offering potential milestones of $758 million.
Nov 10, 2025, 1:30 PM
Compugen Reports Third Quarter 2025 Financial Results and Corporate Updates
CGEN
Earnings
Guidance Update
New Projects/Investments
- Compugen reported a net loss of $6.98 million, or $0.07 per basic and diluted share, on $1.9 million in revenues for the third quarter ended September 30, 2025, compared to a net profit of $1.28 million and $17.1 million in revenues for the comparable period in 2024.
- As of September 30, 2025, the company held approximately $86.1 million in cash, cash equivalents, short-term bank deposits, and marketable securities, with a refined cash runway expected to fund operations into Q3 2027.
- Key clinical updates include the MAIA-ovarian platform trial for COM701, with interim analysis now estimated in Q1 2027, and partner AstraZeneca presenting promising rilvegostomig results from two Phase 2 trials at ESMO 2025.
- Subsequent to the quarter, in October 2025, the company sold approximately 0.8 million shares through its ATM facility, contributing net proceeds of approximately $1.6 million.
Nov 10, 2025, 12:00 PM
Compugen Announces COM701 Pooled Analysis Publication and MAIA-Ovarian Trial Update
CGEN
New Projects/Investments
Guidance Update
- Compugen announced the publication of a pooled analysis of data from prior Phase 1 clinical trials of COM701 in 60 evaluable patients with platinum-resistant ovarian cancer (PROC), demonstrating the drug was well tolerated and showed consistent, durable responses.
- The results of this analysis support the rationale for evaluating COM701 as maintenance therapy in earlier lines of treatment, leading to the ongoing MAIA-ovarian trial for relapsed platinum-sensitive ovarian cancer.
- Compugen anticipates interim analysis results for the MAIA-ovarian trial by year-end 2026 and projects its cash will support operating plans well into 2027.
- The pooled analysis poster will be presented at ESMO on October 18, 2025, which will also feature presentations from Compugen's partner AstraZeneca regarding rilvegostomig, derived from Compugen's COM902.
Oct 13, 2025, 11:00 AM
Compugen Announces CEO Transition, Financial Position, and Pipeline Updates
CGEN
CEO Change
Guidance Update
New Projects/Investments
- Compugen announced a management transition, with Eran Ophir stepping up as President and CEO, and Anat Cohen-Dayag moving to Executive Chairperson.
- The company reported a stable cash balance of $94 million as of June 30, with an expected cash runway into 2027.
- Compugen is eligible for over $1 billion in future milestones from its collaborations, including mid-single-digit tiered royalties on AstraZeneca's rifleucostamid (predicted >$5 billion in sales) and up to $758 million in additional milestones plus single-digit to low double-digit tiered royalties from Gilead's GS0321.
- The company initiated the MYO variant study for its lead asset, COM701, in platinum-sensitive ovarian cancer, with a readout expected in the second half of 2026.
Sep 16, 2025, 3:30 PM
Quarterly earnings call transcripts for COMPUGEN.
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