Jul. 3 at 4:43 AM
$CNTX CTMX going into their data readout for ADC therapy in pretreated colorectal cancer last year had 79M cash, and stock was around
$0.70 a few weeks before. They had 28% response rate These patients that CTMX and CNTX are treating are very terminally ill and their response rate with chemo is horrible. So I think price recovers soon, and we get a decent runup going into CT-95 readout, for an even larger TAM. I think market sometimes does not do a good job of viewing both ADC and TCE as valid therapy options. Other Claudin 6 therapies exist, for ADC, but I think TCE still a valid target. Excited to see more data for CITM-95 hopefully by EOY. Perhaps when full CITM-76 data and initial CITM-95 data is out, in this could be a BP BO target.
