$JANX resurrects a TROP2 asset, and continues tinkering with CD28. Meanwhile, JANX007 & JANX008 data are a waiting game. Via @ApexOnco -> https://t.co/kqO2x7AYOv $CTMX
BofA $JANX clinical validation is likely necessary for investor buy-in, early data looks compelling and adds another leg to Janux's story. maintain Buy and $64 PTwith Janux having sufficient cash (>$1B) to support JANX007 interim pivotal data, JANX008 phase 1b data, and human https://t.co/D9c7CqavHh
1/ Thoughts on $JANX R&D day First off - there is a ALOT of eyes on masks today. $JANX is one of the first, if not the first TCE to show strong activity in solid tumors. $JANX sitting on $1B in cash!?!?!?! You know what that means.... https://t.co/DkBvrK7uI5
Janux Therapeutics ($JANX) has reintroduced a TROP2-targeting asset into its pipeline and continues to develop its CD28 program, while data from its JANX007 and JANX008 clinical trials remain pending. The company’s novel TROP2 masked-T cell engager (TCE), previously listed but subsequently removed from its website, is gaining attention as one of the first TCEs to demonstrate strong activity in solid tumors. Investors have inquired about the durability and efficacy of JANX007 and JANX008, but the company has yet to provide detailed updates. Additionally, Janux is working on reducing immune-related side effects such as immune response syndrome (IRS) and T cell exhaustion in its CD19-ARM program. The company holds over $1 billion in cash, providing financial support for ongoing and upcoming clinical milestones, including interim pivotal data for JANX007 and phase 1b data for JANX008. Bank of America has maintained a Buy rating on Janux with a price target of $64, citing the need for clinical validation to bolster investor confidence. Meanwhile, other biotech stocks like Exelixis ($EXEL) are showing promising breakout patterns in the high-growth momentum sector.