72% pCR in 18-Patient dMMR Colon Cancer Cohort for BOT+BAL
AGEN has more than doubled off its 52-week low of $2.71.
Summary
Early Phase 2 NEOASIS data show 72% pathologic complete response and 83% major pathologic response after six weeks of neoadjuvant botensilimab plus balstilimab in 18 patients with locally advanced dMMR colon cancer. That is a strong efficacy read in a high-risk setting and supports the BOT+BAL combination story that already produced the first marketing authorizations for the pair, reported October 8. The caveats are real: 18 patients, single-center, investigator-led, so the numbers need multi-center confirmation before anyone treats them as pivotal. The company still carries going concern risk from the Q2 10-Q, which is why a clinical win of this size matters — it is the kind of data that can support partnership or regulatory discussions. A rectal cancer cohort is enrolling and the larger MSS colon program is advancing; multi-center data and any pivotal trial or regulatory path are the next things that would move this beyond an early signal.
At the time of this announcement, AGEN was trading at $6.30 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $285.9M. The 52-week trading range was $2.71 to $10.31. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.