The earnings call presented strong clinical results for evorpacept and promising progress for ALX2004. The company is well-funded and advancing its pipeline with optimism. However, there are challenges related to market positioning and historical concerns with ADCs that need addressing.
Company Guidance
During the Q3 2025 call, the company highlighted key metrics and progress in their clinical programs, notably the ASPEN-06 trial which demonstrated CD47 expression as a predictive biomarker for evorpacept's efficacy in HER2-positive gastric cancer. The trial showed a 41% objective response rate (ORR) in the evorpacept arm versus 27% in the control arm, with CD47 high-expression patients exhibiting a 65% ORR compared to 26% in the control group, underscoring the potential of CD47 as a biomarker. The median progression-free survival (PFS) was 18.4 months in the treatment arm versus 7 months in the control, with an overall survival (OS) of 17 months compared to 10 months in the control arm, highlighting a hazard ratio of 0.39 for PFS and 0.63 for OS. The company's financials were strong, with a cash balance of $67 million, providing a runway into Q1 2027. They are advancing their Phase II breast cancer trial, targeting a 35-40% ORR, and progressing with the ALX2004 EGFR-targeted ADC in Phase I trials, with initial safety data expected in 2026.
Evorpacept's Positive Clinical Trial Results
Evorpacept showed a significant benefit in HER2-positive gastric cancer patients with high CD47 expression, achieving a 65% ORR in the treatment arm versus 26% in control, and a median PFS of 18.4 months compared to 7 months in control.
Strong Financial Position
The company reported a total cash balance of $67 million, expected to provide runway into the first quarter of 2027.
ALX2004 Clinical Progress
The EGFR-targeted ADC, ALX2004, is progressing well in clinical trials, with the first dose cohort completed without any DLT and currently dosing in the second cohort.
ALX Oncology Holdings (ALXO) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALXO Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 07, 2025
$1.18
$1.38
+16.95%
Aug 12, 2025
$0.62
$0.66
+6.45%
May 08, 2025
$0.48
$0.46
-4.17%
Mar 06, 2025
$1.31
$1.06
-19.08%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ALX Oncology Holdings (ALXO) report earnings?
ALX Oncology Holdings (ALXO) is schdueled to report earning on Mar 05, 2026, After Close (Confirmed).
What is ALX Oncology Holdings (ALXO) earnings time?
ALX Oncology Holdings (ALXO) earnings time is at Mar 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.