Briacell Therapeutics Corp BCTX

$3.51 -0.08 (-2.23%)

Valuation

Market cap
31,349,000
Revenue TTM
$0
Net income TTM
$-34,900,000
P/E (trailing)
0.00
P/E (forward)
—
Profit margin
0.00%
Debt to equity
0.00

Trading

Volume
44,700
Avg volume
98,358
Day's range
$3.39 – $3.65
Shares out
8,732,000
Stochastic %K
48%
Beta
1.26
Analysts
—
Price target
$40.00

Price

Company profile

BriaCell Therapeutics Corp., a pre-clinical stage immuno-oncology company, engages in developing targeted immunotherapies to transform cancer care. Its lead candidate is Bria-IMT, a targeted immunotherapy program against end-stage breast cancer that is in Phase 3 clinical trials. The company develops Bria-OTS, a personalized off-the-shelf immunotherapy; and a soluble CD80 protein therapeutic that acts as a stimulator...

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BriaCell Therapeutics Corp., a pre-clinical stage immuno-oncology company, engages in developing targeted immunotherapies to transform cancer care. Its lead candidate is Bria-IMT, a targeted immunotherapy program against end-stage breast cancer that is in Phase 3 clinical trials. The company develops Bria-OTS, a personalized off-the-shelf immunotherapy; and a soluble CD80 protein therapeutic that acts as a stimulator of the immune system and an immune checkpoint inhibitor. It has a license agreement with the University of Maryland, Baltimore County to develop and commercialize soluble CD80 as a biologic agent for the treatment of cancer. The company is headquartered in West Vancouver, Canada.

Industry
Biotechnology
Sector
Healthcare
Phone
604-921-1810
Website
https://briacell.com
Address
Bellevue Centre, Suite 300 235 -15th Street, West Vancouver, Canada

Latest news

Stocktwits

Biotechlineup Nov 13, 12:16 AM
$BCTX valuation based on an independent study.
0 replies
Biotechlineup Nov 13, 12:14 AM
$BCTX bottom line Bull Case, Clean DSMB safety/futility reviews, a strong hint that slower event accrual reflects patients living longer than expected, cash runway through the interim readout, and active behind-the-scenes discussions with potential partners.
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Biotechlineup Nov 13, 12:10 AM
$BCTX Key Takeaways from the Closing Questions •Primate Safety Cleared: Dr. Williams confirmed that preclinical primate safety studies for their next-generation therapy support advancing into human clinical trials. Commercial Differentiation: Against crowded metastatic breast cancer treatments (like ADCs and chemotherapies), Dr. Williams stated Bria-IMT's commercial edge comes down to prolonged overall survival combined with a benign safety profile essentially just local skin irritation compared to harsh chemo. plus physician appetite for novel mechanisms. • 5-Year Vision When asked where BriaCell will be in five years, Dr. Williams gave two clear scenarios 1. Acquisition: BriaCell no longer exists as an independent company because a larger pharmaceutical company bought them out for their assets. 2. Licensing / Self-Commercialization Engine, His preferred personal hope is that BriaCell licenses out Bria-IMT (or markets it with a partner) to generate non-dilutive revenue.
0 replies
Biotechlineup Nov 13, 12:03 AM
$BCTX When an investor asked whether BriaCell's post-readout valuation would land closer to $400 million or $4 billion, Jameson pointed directly to the $2.5 billion peak sales figure and said investors could "do the math on an appropriate multiple." In biotech M&A and licensing, commercial-stage or Phase 3-validated oncology assets are typically valued at 2x to 4x peak annual sales (after factoring in risk, manufacturing costs, and time to peak) At a conservative 1x–2x peak sales multiple: A $2.5B peak sales drug implies a potential long-term asset value of $2.5 billion to $5.0 billion. Why BriaCell trades around a 30M–$50M market cap today: The market is applying a steep "probability of success" discount (often 90%+) due to binary Phase 3 risk, small-cap biotech financing overhang, and past share dilution. If the 144-event interim readout hits statistical significance, that discount collapses overnight which is why Jameson called it an "explosive and binary" inflection point.
0 replies
smallpower17 Nov 12, 9:59 PM
$BCTX After having a little time to think about it, I think that the purpose and timing of the Renmark presentation today was for BriaCell to give their investors (all of us on here) a clear heads up that they are headed for a blockbuster interim readout. Very seriously, I think that several of us are going to be able to retire early based upon this event.
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Fvalstounge Nov 12, 8:31 PM
$BCTX While it's fair and expected that people are focused on the overall survival and hazard ratio of the P3 trial, I think there are other key aspects to the data that will matter more. Primarily, can they answer why it works when it does, and why it fails when it does? Remember that the entire platform was developed on the idea of HLA matching, but P2 wasn't sufficiently powered to prove the theory. There have been some mixed results.Hopefully, they come with robust data to shed more light on the relationship. They have spent considerable time and money investigating various biomarkers (DTH responses, circulating tumor-like cells, etc.) that may predict better patient outcomes. So does it only work on certain patients, or do HLA-types play the role they expected? Also wonder if certain HLA types respond better due to higher binding affinity to the post-translational modifications they've studied. Many other questions to be answered, besides OS before this is a platform therapy.
2 replies
Biotechlineup Nov 12, 8:08 PM
$BCTX another hidden clue. When asked directly if patients living longer caused the delay from july to possible q1, Williams said he couldn't answer directly, but clearly told investors to look at their previously presented pooled overall survival data and compare it to historical postADC survival rates to "draw your own conclusions." In an event driven survival trial, slower event accrual happens for 2 reasons,slower patient enrollment, OR patients living longer than projected (which pushes back the 144th death). Management is strongly hinting that extended survival is contributing to the timeline shift. Extended survival means a lower HR.
0 replies
letsdodiz Nov 12, 6:22 PM
$BCTX their impulse reaction to where do you see bctx in 5 years is we maybe won’t be a company anymore just screams they maybe have something lined up pending results. They also seem very relaxed about additional funding/ future capital raise questions. The non answer on whether OS is the main driver in pushing the date from 1H 26 to Q1 27 is confirmation that the OS is good. Enrollment has not been a problem.
4 replies