Summary of Compugen's Conference Call Company Overview - **Company**: Compugen (Ticker: CGEN) - **Industry**: Biotechnology, specifically focused on oncology and immunotherapy Key Points Discussed Pipeline and Development Focus - Compugen is focusing on its pipeline assets, particularly **COM701**, which targets the **PVRIG** pathway, a novel checkpoint with distinct biology compared to PD-1 and TIGIT [4][5] - The rationale for targeting PVRIG is its dominance in ovarian cancer, which is a less inflamed tumor type, making it a challenging indication [4] - Clinical studies have shown that **COM701** can elicit responses in patients with platinum-resistant ovarian cancer, particularly those who are PD-1 negative [5][6] Clinical Trial Insights - The company is conducting a randomized study (MAIA) with **60 patients** who are platinum-sensitive, comparing **COM701** monotherapy to placebo [10] - Historical control data suggests a progression-free survival (PFS) of **5.5 months**, with Compugen aiming to extend this by **3 months** with COM701 [11] - In the last line of treatment, **40%** of patients showed clinical benefit with a durable PFS of **10.5 months** [10] Market Opportunity and Unmet Need - There is a significant unmet need in earlier lines of treatment for platinum-sensitive ovarian cancer patients, which COM701 aims to address [7] - The potential market opportunity for COM701 is substantial, given the lack of standard care in this patient population [7] Competitive Landscape - Compugen is the first to move PVRIG into clinical trials, with some early programs from other companies also exploring this target [21] - The discussion highlighted the differentiation of Compugen's approach from other candidates in the TIGIT space, particularly focusing on the safety profile of their Fc-reduced format compared to Fc-active formats that have faced challenges [23][24] Financial Aspects - Compugen has a partnership with **AstraZeneca** for **rilvegostomig**, with potential milestones totaling **$195 million** and mid-single-digit tiered royalties [36][38] - The company has also monetized a portion of future royalties, receiving **$65 million** upfront, which supports ongoing development [38] Other Assets and Collaborations - Compugen is also developing **GS-0321**, an antibody against the IL-18 binding protein in collaboration with **Gilead**, which is currently in phase one trials [39][40] - The structure of the deal with Gilead includes **$60 million** upfront and potential milestones of **$758 million** along with low double-digit royalties [48] Future Outlook - Compugen is exploring new biological targets and plans to continue leveraging its AI-based computational engine for future developments [49][50] - The company is cautious about providing timelines for new announcements, emphasizing the need for validation before committing to guidelines [50] Industry Context - The call addressed the recent disappointments in the TIGIT space, particularly referencing **Arcus** and their failed trials, while highlighting how Compugen's strategies differ [52][53] - AstraZeneca's ongoing studies and their approach to combining rilvegostomig with other therapies were discussed as a promising avenue for success [30][31] Conclusion - Compugen is positioned to address significant unmet needs in oncology, particularly in ovarian cancer, with a strong pipeline and strategic partnerships that could lead to substantial market opportunities in the future.

Core Viewpoint - Gilead Sciences' experimental single-tablet HIV treatment demonstrates low discontinuation rates and high patient satisfaction, indicating its potential as a viable option for patients after viral suppression [1] Group 1: Treatment Efficacy - The experimental treatment showed discontinuation rates due to adverse events of 1.6% and 0.5% in the two treatment arms, which are considered low [1] - After 48 weeks, 0.8% of patients on the combination pill had detectable virus levels, compared to 1.1% of those on multi-tablet regimens, suggesting better viral suppression [1] Group 2: Patient Satisfaction - Participants reported higher treatment satisfaction after switching to the experimental single-tablet regimen, as noted in a paper published in The Lancet [1] Group 3: Regulatory Plans - Gilead plans to submit data from the trials to regulatory authorities, although the combination treatment has not yet received approval [1]

FOSTER CITY, Calif.--(BUSINESS WIRE)-- #CROI2026--Gilead Sciences, Inc. (Nasdaq: GILD) today announced the presentation of new Phase 3 ARTISTRY-1 and ARTISTRY-2 trial data at CROI 2026 showing a treatment switch to an investigational, single-tablet combination regimen of bictegravir 75 mg/lenacapavir 50 mg (BIC/LEN) was effective in people living with HIV with virological suppression, including those switching from complex multi-tablet regimens or a global guideline-recommended single-tablet regimen. The n. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-19731 GILEAD SCIENCES, INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Orga ...

Key Takeaways GILD will acquire Arcellx for $115 per share plus a $5 CVR, valuing the deal at $7.8 billion.The deal centers on anito-cel, a BCMA CAR-T therapy under FDA review with a December 2026 decision date.GILD expects the acquisition to be accretive from 2028 and strengthen its oncology and cell therapy portfolio.Gilead Sciences, Inc. (GILD) announced that it will acquire a clinical-stage biotechnology company, Arcellx (ACLX) , for $115 per share in cash plus a $5 contingent value right, implying an e ...

Gosebruch provided an update on Galapagos’s legacy R&D asset, the TYK2 inhibitor GLPG3667. He noted that the company announced top-line Phase 2 results in December for studies in dermatomyositis and systemic lupus erythematosus (SLE). According to management, GLPG3667 met the primary endpoint in dermatomyositis, showing a statistically significant clinical benefit and improvements on secondary measures versus placebo.Gosebruch said Galapagos is “aggressively evaluating opportunities” across its focus areas ...

Galapagos (NasdaqGS:GLPG) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsAaron Cox - CFOBrian Abrahams - Managing Director and Co-Head of Biotechnology ResearchHenry Gosebruch - CEOSean McCutcheon - Director, BiotechnologySofie Van Gijsel - Head of Investor RelationsConference Call ParticipantsDelphine Laoui - Senior Research AnalystMatthias Danne - AnalystPhilip Nadeau - AnalystOperatorGood day. Thank you for standing by. Welcome to the Galapagos Year-End 2025 Financial Results Con ...

Galapagos (NasdaqGS:GLPG) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Speaker5Good day. Thank you for standing by. Welcome to the Galapagos Year-End 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one and one on your telephone. You will hear an automated message advising your hand is raised. To withdraw your ...

JPMorgan maintains 2026 expense outlook; ROTCE target at 17% February 23, 20269:25 PM UTCUpdated ago By Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Business Hims & Hers forecasts 2026 revenue above estimates February 23, 2026 · 9:15 PM UTCHealthcare & Pharmaceuticalscategory · · ago JPMorgan Chase logo is seen in this illustration taken January 22, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab NE ...

Company Overview - Proactive is a financial news and online broadcast organization that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates across key finance and investing hubs with offices in London, New York, Toronto, Vancouver, Sydney, and Perth [2] Content Production - Proactive's editorial team produces approximately 50,000 pieces of real-time news, feature articles, and filmed interviews annually [1] - The content covers a wide range of topics, including medium and small-cap markets, blue-chip companies, commodities, biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is committed to adopting technology to enhance workflows, utilizing automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [4][5]