CNTX Context Therapeutics Inc

$CNTX One more post before going back on break to take care of my newborn. The science of CT-202, which we acquired from BCAB/BioAtla, has been clinically validated by BioAtla, on 2 different occasions. - BA3182: BioAtla had another pH dependent TCE that targeted EpCAM. Because BioAtla was running out of cash, they forced a catalyst and released very early data, probably to boost stock price and to raise money. But the data was not as impressive as it could be because the dosing was well below the preclinical maximum effective dose. They showed data at 0.6 mg, but had dosing planned for 1.2 mg and then 1.2 mg -> 10 mg. Nonetheless, the data showed excellent safety, which is to be expected when binding strongly to acidic part of tumors and very very weakly outside of tumor. It had a 70%+ DCR (Disease Control Rate), and 1 partial response. Keep in mind this was for dosing well below preclinical maximum effective dose. As a comparison, for tarlatamab, an FDA approved solid tumor TCE, a partial response was seen at 0.3 mg, with maximal responses achieved between 3–100 mg. So ORR was likely going to be much higher if they showed data at higher dosing. - BA3021: It's an ADC but also pH dependent and showed 40% ORR for Q2W dosing and 38% ORR overall, 100% disease control rate, and overall survival of 9 months. So yeah...sucks for BCAB, but their technology clearly works. Next year, Im excited to see a great safety profile for CT-202 targeting Nectin-4 and a solid ORR with 2 week dosing where T cell exhaustion will be less of an issue. If they have solid safety and over 30% ORR, it should be sought after as a combo therapy and monotherapy by BP. Padcev the multibillion dollar nectin-4 approved for combotherapy with keytruda, has a 44% ORR but major toxicity issues. Combined with good CTIM-76 data, CNTX could fetch a very good BO premium or partnership. CNTX just needs one hit, but I say they have a good chance at hitting both next year. Share price is going to trade at a much higher multiple from these levels after re-rating and cash raise. Stay patient. Dead money for now, but a lot to look forward to soon.

$CNTX Just a quick note: when a stock is violently shorted to be extremely oversold( RSI: 21) and undervalued( net cash per share . 50), expect a very aggressive upward move. Mark it.

$CNTX There are 3 other competing TCE programs that CNTX has to deal with, but if they come out on top they are should be a 500M - 2B MC company. We should find out by end of 2027. Either way CNTX has first mover advantage on all fronts. CTIM-76: - BeOne (formerly Beigeine): BGB-B455 CLDN6 TCE (FPI March 2025) - It was only moederately tolerated in preclinical. - Third Arc Bio - ARC101 CLDN6 TCE (FPI March 2025) - low affinity CD3 but high CLDN selectivity. Xencor has moderate selectivity to CLDN6 and that yielded 14% ORR, so the high selectivity of CLDN6 could lead to decent ORR for Third Arc. Based on CTIM-76's high CLDN6 selectivity, how active the drug is, and how it has worked in late line patients, and because their trial is constructed to be for much higher % of prior ADC patients, with Q3W dosing I think 30% - 50% ORR possible. They have a unique value proposition with how active their drug works for lateline patients, that good efficacy and safety still makes ARC101 and BGB-B455 not best-in-class. CT-202: - RNDO-5643 - Rondo Therapeutics (FPI November 2025) RNDO-5643 is not conditionally active or avidity enhanced and is CD28 based instead of CD3. So I think off target toxicity could be an issue and probably weak efficacy too. Based on CT-202's specificity binding to acidic parts of tumors, safety should be stellar. See my previous posts how efficacy and safety are pretty well derisked. RNDO-5643 is at risk to on tumor off target toxicity that so many first generation TCEs face. Also efficacy, and disease control rate probably going to be great for CT-202 given how oeverexpressed Nectin-4 is and how the binding kinetics are conditional based on pH. I think ADC level ORR of high 30%/low 40% possible, and if not, tumor shrinkage and stable disease will still be very impressive.

$CNTX The competitive landscape for Nectin-4 couldn't be better for CT-202. Pfizer's padcev is a top 3 revenue generating ADC, and it happens to target Nectin-4. There are a few other ADCs in development, but they will not beat CT-202 safety. In the slide from CNTX's investor slide-deck highlighting Nectin-4 TCEs there a few other competitors: - Bicycle Therepeutics's Nectin-4 TCE for n=40 had a 5% ORR, 33% stable disease, 50% persistent disease, which are pretty weak results. They quietly discontinued it. They don't include it in their slide-decks anymore. And also Bicycle has a non-TCE molecule targeting Nectin-4 that got the industry talking, but they got rejected by FDA for accelerated approval, and they laid off 30% of their workforce and theyre burning A LOT of cash. They prioritized a non- Nectin-4 target in their pipeline in the mean time. - Rondo therepeutics is a private company with not a lot of funding. They initiated a phase 1 trial November 2025. They do have a partnership with Lily, but not for this nectin-4 drug. Their drug, since it isn't conditionally active like CT-202, likely will encounter off tumor toxicity issues with Nectin-4 like ADCs have. - Mango therepeutics presented preclinical for their Nectin-4 TCE, and again their drug since it isn't conditionally active like CT-202, likely will encounter off tumor toxicity issues with Nectin-4 like ADCs have. - Henlius has had their drug in preclinical for a few years. Unclear if they'll pursue clinical trials. Even if they did they probably would run into off-tumor toxicity. So yeah for TCEs and non-ADC molecules there isn't much competition. Since CT-202 to some extent has been derisked in terms of safety and efficacy by two of BioAtla's other assets, one of them being a TCE (BA3182), and since Nectin-4 is a highly over-expressed target, AND because we are doing 2 week dosing for CT-202, CNTX next year could be on their way to a 30% - 50% ORR for CT-202 with unmatched safety compared to any competitors. 2 week dosing should prevent T Cell exhaustion, and selectively binding to the tumor microenvironment based on pH should boost efficacy and safety. That should lead to conservatively, at least, a several hundred million dollar rerating on that asset alone. I won't be surprised to see a 500M - 1B+ rerating by end of next year. We can trade at a similar valuation ~1B MC like several other solid tumor TCE peers. Get this mispriced asset while you can!!

$CNTX Looks extremely cheap on a pure cash plus option value. CTIM-76 dosing data isn’t expected until Q2 2027, so there’s a wait ahead and cash isn’t an issue. At this point, we’ll know when we know.

$CNTX a few people need serious help!! Please stop posting nonsense and move on to another board instead of shorting.40 cents company

$CNTX funny that big instution and hedge can see real time short interests but retail only gets it twice per month ya fair market right

$CNTX extremely oversold condition since June, lost 94% from $3.65 just a three months ago , on a positive news in July,

$CNTX is $BCAB season2. bcab is now delisted. bcab tech from china. Chinese scam stock`s sad ending.

$CNTX $BCRX $CODX i love buying trash so much! Can’t wait for everything to zero out for good. Come on big boys! Up your game! Turn the fucking naked short throttle all the way up and get it done!

$CNTX looks like borrowing cost is only 1.8% with 4 million share available thats crazy now i see

$CNTX had a feeling the big boys would want to really crank the price levers down to kill morale for the holiday weekend. Wonder if they’ll do a big handle throw to 25 cents and back to 32 cents end of day just to remind us that it’s up to them.

$CNTX not much fun watching this the bulls need to take control back soon i would think

$CNTX if they do this , I will triple my position. It’s now oversold and extremely undervalued 🔥🔥🔥

$CNTX only a piece of shit stock cause the big boys want it to be. Shame they make all decisions on what makes it or not

$CNTX only donated a huge amount of cash to $BCAB , which was delisted due to failed technology. It was a pipeline that could be obtained for free if you waited just a little longer. Of course, the chance of failure is high, though.

$CNTX $BCAB ’s cab technology failed to maintain its listing. What is the future of $CNTX , which bought failed technology with huge funds?

$CNTX relative low volume takedown compared to 8/6. RSI bottoming on the lower timeframes. Should bounce this week IMO. Looking for +10-20% then out.

$CNTX $0.25 - $0.30 coming soon!! This is a losing battle!! There is NO stop on how low this will go!! Going up is ABSOLUTELY OUT OF QUESTION!!

$CNTX sellers might be drying up, but i see no buy signal. lets see if it manages to close above 0.4 in a week or two