CytomX (CTMX) Q2 FY26 earnings call

CytomX Therapeutics reported Q2 FY26 results highlighting significant expansion of its lead asset, Varseta-M, into new GI cancer indications and combination studies, alongside continued progress for CX-801. The company maintains a strong cash position, extending its runway to H2 2028, bolstered by an expanded Regeneron collaboration, despite a decline in collaboration revenue due to prior deal conclusions. Management is focused on advancing Varseta-M towards a registrational study and exploring its broader therapeutic potential.