The data are encouraging but from a small open-label trial; the key catalyst is the TeLuRide-008 interim analysis in 2H 2027. Monitor for any safety signals in the larger registrational cohort and for potential partnership or financing events given the company's need for additional funding.
Price Chart
Executive Summary
Eikon Therapeutics announced updated Phase 2 data from its TeLuRide-005 trial of EIK1001 (TLR7/8 dual-agonist) in first-line stage 4 NSCLC at the ESMO Congress. The squamous cohort showed a 72.4% ORR and 100% DCR with a median DOR of 12.9 months; the non-squamous cohort showed a 55.6% ORR and 80.6% DCR. The safety profile supported outpatient administration. The company is also enrolling the Phase 2/3 registrational TeLuRide-008 trial with a dose-selection interim analysis expected in 2H 2027.
Key Facts
- TeLuRide-005: 72 participants with previously untreated stage 4 NSCLC received IV EIK1001 QW + pembrolizumab + chemotherapy Q3W.
- Safety evaluable n=72: Grade 3+ TRAEs in 48.6%; TRAEs led to discontinuation in 6.9%; no Grade 3+ CRS; no TRAE deaths.
- Efficacy evaluable n=65: pooled ORR 63.1%, DCR 89.2% at median follow-up of 17.2 months (cutoff Oct 1, 2026).
- Squamous cohort (n=29): ORR 72.4%, DCR 100%, median DOR 12.9 months at median follow-up 12.7 months.
- Non-squamous cohort (n=36): ORR 55.6%, DCR 80.6%, median DOR 11.2 months at median follow-up 17.9 months.
- Phase 2/3 registrational trial TeLuRide-008 (NCT07365319) is actively enrolling; first interim analysis for dose selection expected in 2H 2027.
- Market cap $446M; top institutional holders: Fidelity $65M, BlackRock $56M, Capital World Investors $15M.
Financial Impact
No financial data or guidance provided in the filing. The company is pre-revenue with significant net losses and needs substantial additional funding, as noted in risk factors.
Risk Factors
- Small sample size (n=65 efficacy evaluable) and open-label design limit the strength of conclusions.
- Grade 3+ TRAEs in 48.6% of patients, though consistent with standard-of-care chemotherapy backbone.
- Company has significant net losses and requires substantial additional funding to complete development.
- TeLuRide-008 interim analysis is not expected until 2H 2027, leaving a long period without a major catalyst.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-430860 |
| Document: eikn-ex99_1.htm | 0001193125-26-430860 |
| Document: 0001193125-26-430860-index-headers.html | 0001193125-26-430860 |
| Document: 0001193125-26-430860-index.html | 0001193125-26-430860 |
| Document: 0001193125-26-430860.txt | 0001193125-26-430860 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $7.48 | awaiting T+20 | — | $5.72 (−23.53%) |
Oct 26, 2026 1d ago | Press Release | $7.48 | awaiting T+20 | — | $5.72 (−23.53%) |
Oct 23, 2026 4d ago | 8-K | $7.26 | awaiting T+20 | — | $5.72 (−21.21%) |
Oct 7, 2026 20d ago | SC 13G/A | $7.54 | awaiting T+20 | — | $5.72 (−24.14%) |
Oct 2, 2026 25d ago | SC 13G/A | $7.33 | awaiting T+20 | — | $5.72 (−21.96%) |
Sep 22, 2026 4w ago | Institutional Cluster | $8.98 $8.18 | ▼ −8.91% | ▼ −8.35% | $5.72 (−36.30%) |
Sep 8, 2026 6w ago | Insider Buy | $10.73 $7.54 | ▼ −29.73% | ▼ −31.67% | $5.72 (−46.69%) |
Sep 3, 2026 7w ago | Press Release | $10.96 $8.04 | ▼ −26.64% | ▼ −25.52% | $5.72 (−47.81%) |
Aug 13, 2026 10w ago | 8-K | $11.05 $9.36 | ▼ −15.29% | ▼ −13.30% | $5.72 (−48.24%) |
Jul 20, 2026 14w ago | Press Release | $9.65 $10.47 | ▲ +8.50% | ▲ +4.38% | $5.72 (−40.73%) |
US Market Status
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