Janux Therapeutics暴跌近50%，前列腺癌研究数据存在缺口引发投资者担忧

Core Viewpoint - Janux Therapeutics experienced a nearly 50% drop in stock price following the release of limited data on its prostate cancer treatment drug, JANX007, leading to negative investor sentiment [1][4]. Group 1: Company Overview - Janux Therapeutics is developing JANX007 for metastatic castration-resistant prostate cancer (mCRPC), a type of prostate cancer that continues to progress despite standard treatment aimed at maintaining very low testosterone levels [1][4]. - As of October 15, the company has treated 109 patients in two early studies, including many who had undergone multiple prior treatments [5]. Group 2: Clinical Data - The latest interim data revealed that patients treated with JANX007 had a maximum progression-free survival of up to 9 months, with 8 out of 27 evaluable patients showing tumor reduction [1][4]. - Among all patients receiving a target dose of 2 mg or more, 73% experienced at least a 50% reduction in prostate-specific antigen (PSA) levels [5]. Group 3: Market Reaction and Analyst Commentary - The stock price of Janux Therapeutics fell by 49.9%, closing at $17.04, marking the potential largest single-day drop in the company's history [1][4]. - Analysts, including Cantor's Josh Schimmer, noted that while the announcement addressed some key questions, there remain multiple variables and information gaps, with unclear timelines for the next clinical or regulatory updates [2][5].