CTMX
CytomX Therapeutics, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeCytomX reported Q2 2026 results with significant misses: adjusted EPS of -$0.09 vs. -$0.08 expected and revenue of $1.4M vs. $11.33M forecast, driven by declining collaboration income from Bristol Myers Squibb and Astellas. However, the company secured a $37M payment and up to $4B in milestones from an expanded Regeneron collaboration, while its lead asset Varseta-M received FDA Fast Track Designation with Phase 1 monotherapy data expected by year-end 2026 and a registrational study planned for H1 2027.
Red flags
- •Revenue missed consensus by 87.6% ($1.4M vs. $11.33M forecast), primarily due to fading collaboration income
- •Steep revenue decline quarter-over-quarter from loss of BMS and Astellas collaboration payments
- •Multiple insider selling activities in late July 2026 by CEO and senior executives
- •Analyst price targets lowered post-Q2 (JPMorgan: $12→$11, Guggenheim: $15→$14), indicating reduced confidence
- •Divided analyst sentiment with at least one 'Strong Sell' rating despite some 'Buy' ratings
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).