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Biotech / Medical : Immunomedics (IMMU) - moderated

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From: forgetme	5/13/2025 5:52:10 PM
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ctmx acquired price abbv imgn approved product 1 indication only plus 3+ ovarian cancer 10 billions gild immu " multiple indication TNBC 20 billions jnj ambrix clinical and preclinical 2 billions Pfe SeaGEN multiple products multiple indications 43 billions ctmx first indication colon cancer market size The global colorectal cancer therapeutics market size was estimated at USD 11.5 billion in 2022 and is expected to grow at a CAGR of 4.7% from 2023 to 2030 2. The third-line therapy includes STIVARGA and FRUZAQLA as specific options 3. The market size of colorectal cancer therapeutics reached USD 12.4 billion in 2023 and is set to witness 4.6% CAGR through 2032 5. Beyond CRC: CX-2051 is a “Pipeline in a Product” Opportunity Broad development potential in EpCAM+ indications 1680-83% CytomX Internal prevalence study, =50% cells with IHC 2+/3+ EpCAM Intensity 2029 Drug-treatable patient by tumor type from DRG Potential Future Development AreasTNBC 21,000 Patients NSCLC 206,000 Patients Gastric 31,000 Patients Ovarian 45,000 Patients Endometrial 26,000 Patients 79%83%83%73%80%% of Patients with EpCAM High Tumors (>50% IHC = 2+/3+)>350,000 EpCAM+ Patients

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