The next significant catalyst is MAIA-ovarian interim PFS data in Q1 2027. With ample cash runway, no near-term dilution expected despite $100M ATM remaining. Monitor enrollment updates and any pipeline expansion announcements. The stock may drift with broader biotech sentiment until data readout.
Price Chart
Executive Summary
Compugen reported Q2 2026 results broadly in line with expectations. Revenue rose 35% YoY to $4.8M (H1) driven by Gilead license recognition, while net loss remained flat at ~$14.7M. Pipeline milestones unchanged: MAIA-ovarian PFS data expected Q1 2027, rilvegostomig OS data presented at ASCO, and GS-0321 Phase 1 on track. Cash position of $125.3M with no debt provides runway into 2029, reducing near-term financing risk.
Key Facts
- Cash and marketable securities of $125.3M as of June 30, 2026, with no debt and runway into 2029
- MAIA-ovarian interim PFS analysis for COM701 expected by Q1 2027
- Rilvegostomig (AZ-partnered) showed first OS readout: median 16.8 months in 1L biliary tract cancer
- GS-0321 (Gilead-partnered) Phase 1 dose-escalation continuing as planned
- H1 2026 revenue $4.8M (+35% YoY), net loss $14.7M (flat YoY), cash used in ops $21.9M
Financial Impact
Revenue growth to $4.8M from $3.5M driven by Gilead license revenue; net loss stable at $14.7M; cash position $125.3M down from $145.6M at year-end 2025
Risk Factors
- MAIA-ovarian trial failure or delayed data readout
- Potential dilution from $100M ATM facility if cash burn accelerates
- Reliance on partnered programs (AstraZeneca, Gilead) for future milestones
- Israel geopolitical risk to operations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-003754 |
| Exhibit: exhibit_99-1.htm | 0001178913-26-003754 |
| Exhibit: exhibit_99-3.htm | 0001178913-26-003754 |
| Document: zk2635762.htm | 0001178913-26-003754 |
| Document: 0001178913-26-003754-index-headers.html | 0001178913-26-003754 |
| Document: 0001178913-26-003754-index.html | 0001178913-26-003754 |
| Document: 0001178913-26-003754.txt | 0001178913-26-003754 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 3, 2026 8w ago | 6-K | $2.38 $2.56 | ▲ +7.56% | ▲ +6.33% | $2.31 (−2.94%) |
Aug 3, 2026 8w ago | 6-K | $2.38 $2.56 | ▲ +7.56% | ▲ +6.33% | $2.31 (−2.94%) |
Jun 9, 2026 16w ago | EFFECT | $2.02 $2.39 | ▲ +18.32% | ▲ +16.87% | $2.31 (+14.36%) |
May 18, 2026 19w ago | 6-K | $2.86 $2.03 | ▼ −29.02% | ▼ −30.60% | $2.31 (−19.23%) |
Apr 24, 2026 23w ago | Insider Cluster | $3.10 $2.61 | ▼ −15.81% | ▼ −19.83% | $2.31 (−25.48%) |
Apr 14, 2026 24w ago | Insider Cluster | $2.88 $2.87 | ▼ −0.35% | ▼ −6.64% | $2.31 (−19.79%) |
Apr 13, 2026 24w ago | 144 | $2.76 $2.87 | ▲ +3.99% | ▼ −3.74% | $2.31 (−16.30%) |
Mar 26, 2026 27w ago | Insider Cluster | $2.06 $3.10 | ▲ +50.49% | ▲ +39.82% | $2.31 (+12.14%) |
US Market Status
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