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Avg position size
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1
institution
Market cap
$760.5M
218M shares
52-week range
$1.72 – $8.21
25% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
CytomX Therapeutics Inc a clinical-stage, oncology-focused biopharmaceutical company developing novel, masked, conditionally activated biologics designed to be localized to the tumor microenvironment. It is engaged in developing antibody therapeutics based on probody technology platforms. The company's probody technology platform creates proprietary cancer immunotherapies against clinically-validated targets and develops cancer therapeutics. Probody therapeutics are designed to take advantage of conditions in the tumor microenvironment to enhance the tumor-targeting features of an antibody and reduce drug activity in healthy tissues.
www.cytomx.comNo one on the platform currently holds CTMX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 2,545,260 | $8.1M |
No one on the platform has traded CTMX yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CTMX "Bank of America increased its CytomX Therapeutics stake by 1,064.3% in the first quarter, owning 10.2 million shares worth approximately $47.95 million, or 5.99% of the company. Institutional investors collectively hold 67.77% of CTMX. Analyst sentiment is generally positive, with an average “Buy” rating and a consensus price target of $12.00, although individual ratings range from “Strong Buy” to “Sell.”"
View on StockTwits ↗$CTMX no sir… not buying one more share until further notice
View on StockTwits ↗$RNXT just removed a major execution uncertainty: TIGeR-PaC is fully enrolled, with 78 of 86 required death events already observed. Trial completion is expected in H1’27 and initial topline in H2’27. $CTMX investors know the therapeutic-index thesis: concentrate treatment activity at the tumor while limiting systemic exposure. RNXT attacks that problem physically through TAMP—dual-balloon arterial isolation + pressure-mediated chemo delivery. $CNSY investors may recognize the logic of targeted regional cancer treatment, while $CGEM investors know how late-stage oncology catalysts can reprice a company as execution risk falls. RNXT now has 2 engines: commercial RenovoCath adoption + an enrolled Phase III trial nearing final events. If repeat orders and productive centers scale while the market begins discounting TIGeR-PaC, $5 is only ~$225M basic equity value. Bullish, but falsifiable: commercialization, event timing and Phase III efficacy must confirm it.
View on StockTwits ↗$CTMX they need to do slight correction to corporate presentation. Tudriqev is now part of the melanoma treatment. But seriously, this will surely be one the the best ADC stories eventually. Right there with seagen. Will take time though.
View on StockTwits ↗$CTMX i have a feeling we own a Monster in the making here! GLTA
View on StockTwits ↗$CTMX DCR of 90%, ORR of 20-32% and PFS of up to 7.1 months MUST translate into pretty longer mOS for sure! Mono therapy for 4th line mCRC is derisked!
View on StockTwits ↗$CTMX The development strategy for Varseta M late line mCRC 4th line: mono therapy Varseta M vs fruquintinib or regorafenib, or perhaps Physician's Choice. Benchmarks vs Varseta M (de-risked) ORR: 1-2% vs 20--32% PFS(mons): 2.1- 2.7 vs 6.8-7.1 OS(mons): 6.4-7.2 vs pending 3th line: mono or combo Varseta M vs Bev+lonsurf Or Varseta M+Bev vs Bev+lonsurf in the third line: Bev plus Lonsurf vs Varseta M ORR: 6% vs 20-32% PFS(mons): 5.6 vs 6.8-7.1 OS(mons): 10.8 vs pending The upcoming mOS data will speak!I am expecting a mOS of >14 months for both dose levels! I think Varseta M mono therapy in 4th line mCRC is almost derisked! I will come back until next earnings and business update! Good luck for all!
View on StockTwits ↗$CTMX Sounded like they are achieving their on pace targets.
View on StockTwits ↗$CTMX · $REGN 🤝 CytomX Therapeutics Inc. announced the expansion of its alliance with Regeneron Pharmaceuticals, Inc. in masked bispecific immunotherapies to additional targets.
View on StockTwits ↗$CTMX Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.09 • Reported revenue of $1.42M down -92.40% YoY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $32M | -61.3% | $-0.42 | $-0.46–$-0.38 | — | 5 |
| 2027 | $34M | +6.7% | $-0.50 | $-0.53–$-0.45 | — | 6 |
| 2028 | $36M | +4.1% | $-0.58 | $-0.96–$-0.34 | — | 4 |
| 2029 | $56M | +57.3% | $-0.58 | $-1.29–$-0.10 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.08 | $-0.09 | -16.8% |
| 2026-05-07 | $-0.14 | $-0.10 | +28.6% |
| 2026-03-16 | $-0.08 | $-0.22 | -175.0% |
| 2025-11-06 | $-0.05 | $-0.09 | -82.5% |
| 2025-08-07 | $-0.06 | $-0.00 | +98.1% |
| 2025-05-12 | $0.12 | $0.27 | +116.3% |
| 2025-03-06 | $-0.23 | $0.22 | +195.7% |
| 2024-11-07 | $-0.17 |
| $0.07 |
| +141.2% |
| $473M |
| — |
| ERASErasca, Inc. | $17.86 | -3.88% | $6.2B | — |
| IOVAIovance Biotherapeutics, Inc. | $6.52 | -3.26% | $2.9B | — |
Source: Financial Modeling Prep · peers by sector/industry