Compugen Ltd. Q4 FY2025 earnings call

During 2025, made progress across business including extending expected cash runway into 2029 via non-dilutive transaction with AstraZeneca, diversifying leadership team, advancing clinical programs with new clinical trials for GCOM701 and GS0321, and advancing clinical footprints. In 2026, strategic priorities include continued execution of Maya Ovarian Adaptive Trial with interim analysis expected in Q1 2027, executing on phase one trial with GS0321, and closely tracking AstraZeneca's progress on RILVE program

Not explicitly detailed with absolute terms and revenue contribution % for each product segment as no specific product-wise financial breakdown provided

Expected cash runway into 2029 assuming no further cash inflows. 2026 strategic priorities include continued execution of Maya Ovarian Adaptive Trial with interim analysis in Q1 2027, executing on phase one trial with GS0321

Actual results, performance, or achievements may differ materially from current beliefs, expectations, and assumptions due to known and unknown risks and uncertainties; refer to SEC filing for more details

Q: Can you help us level set on what to expect in the 1Q27 update with COM701 and the timeline and what is required for that path to registration?

A: The current trial is an adaptive trial line, anticipate data maturation in 1Q 2027; timeline and registration path depend on totality of data with considerations of subsequent plans or trials still in discussion Q: Could you just remind us the cadence of potential outlying milestones for Robogostomeg and the next trigger for milestone payment?

A: Next milestone is BLA acceptance for which entitled to additional $25 million, still entitled to $195 million in milestones from AstraZeneca on the River Gosling deal Q: Trying to think through the ovarian trial shift from second half of 26 to first quarter of 27.

A: Shift due to slower opening of major academic U.S. sites but now all 28 sites are open, mitigated by joining of groups with experience in the patient population, on track for Q1 2027 readout Q: Discussions of expanding the use of the con902-derived TGET in an additional multi-specific format within AstraZeneca portfolio?

A: AstraZeneca controlling Rilve, don't discuss their own plans, but AstraZeneca is expanding their RILVE program with new phase three trials Q: On the 0321, data expected and where to see it?

A: Data will be in alignment with Gilead, typically reported in scientific conference including activity plus safety but no commitments made yet Q: As we await the update on 701 in June 2027, what may plan to be presenting at various oncology meetings this year?

A: No specific disclosures yet, but AstraZeneca may report RILVE clinical readouts in scientific conferences this year