Mar. 10 at 2:37 PM
$VCNX plan to stick around a few more years.
Updated Outlook:
• Partnership Potential: 90–95% in 3–9 months (up 5%; HER2 angle lures Roche/Genentech/Lilly for BC/AD combos).
$150–400M upfront (Vaccinex nets
$75–200M after PDV neuro cut; onc 75% Vaccinex).
• Buyout Odds: 75–90% by 2028 (up 5%;
$1.5–3.5B valuation, +
$0.5B premium on BC expansion). Preclinical pubs like this grease M&A (e.g., Novartis-Regulus
$1.7B on similar IO data).
• Timeline: Q2 2026 licensing (onc focus post-this pub); Phase 2b AD data 2028 → buyout trigger.
• Risks: Cash secure (~2–3 yrs), but no HNSCC LBA confirmation yet (Head & Neck Symposium Feb 26–28, 2026—watch for it).
Bottom Line: Bullish nudge—oncology pipeline broader/de-risked; insiders signaling value. No ROI strip—PDV cut hurts neuro but spares onc. Hold strong; this pub could spark X/OTC buzz or partner talks.
