Q3 2025 Compugen Ltd Earnings Call Transcript

Nov 10, 2025 / 01:30 PM GMT

Release Date Price: $1.67 (+3.09%)

Transcript

Key Points

Positve

Compugen Ltd (CGEN) is pioneering in computational drug target discovery, with strong fundamentals and a clear strategy.
The company is focusing on FC reduced anti-TIGIT programs, which are believed to have advantages over FC active anti-TIGIT antibodies.
Compugen Ltd (CGEN) has a promising pipeline with five key value drivers, including the fully owned FC reduced anti-TIGIT monoclonal antibody, COM902.
Partnerships with AstraZeneca and Gilead provide potential for over $1 billion in milestone payments and royalties.
The company has a solid cash runway expected to fund operations into the third quarter of 2027, supporting ongoing trials and early-stage pipeline development.

Negative

Revenues for the third quarter of 2025 were significantly lower at $1.9 million compared to $17.1 million in the same period in 2024.
The company reported a net loss of approximately $6.98 million for the third quarter of 2025, compared to a net profit of $1.28 million in the third quarter of 2024.
There are concerns about the safety profile of FC active anti-TIGIT antibodies, which have led to high discontinuation rates in trials.
The interim analysis for the Maya ovarian trial has been delayed to Q1 2027, indicating potential challenges in enrollment and event accumulation.
The company faces uncertainties regarding the outcomes of upcoming trials, which could impact the confidence in their own TIGIT and bispecific programs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CGEN.OQ - Compugen Ltd
Q3 2025 Compugen Ltd Earnings Call
Nov 10, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for joining us today. Welcome to the CompuG 3rd quarter 2025 results conference call. At this time, all participants are in a listen-only mode. An audio webcast of this call is available in the investor section of CompuGen's website, www.cG.com. As a reminder, today's call is being recorded. I would now like to introduce Yvonne Norton, VP Head of Investor relations and corporate communications.

Yvonne, please go ahead.

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Unidentified_2 [2]
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Thank you operator, and thanks everyone for joining us today. Here with me from competent

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