Cash/Burn From SEC Filing For Period: 

Q3 '19

ATNX

Athenex Inc

2/26/20 Concise thesis: Fairly complex, early public cancer biopharma company with oradiscovery platform with derisked human breast cancer data, currently with $1B market cap that looks pretty attractive with 2 post-phase 3 assets. However, complex balance sheet, and China and upstate NY locations and go-alone US commercialization likely without clearly commercially differentiated data, hold back stock. Long term bullish though because derisked oradiscovery program provides interesting opportunity to improve widely used cancer chemo agents.

Cash

$103.8M

Burn Rate

$35M

Amp Analysis

Pipeline Information

Click drug data to see upcoming trial info and prior data

Drug | Disease

Stage | Exp Date

Prior Data

Oraxol

Metastatic Breast Cancer

NDA Filing

2Q 2020

Tirbanibulin ointment

Actinic keratosis

PDUFA

12/30/20

Oraxol

Angiosarcoma

Phase 2

KX2-361

Giloblastoma

Phase 1

Pegtomarginase

Multiple Tumors

Phase 1

Oratopo

Solid Tumors

Phase 1

Oradoxel

Solid Tumors

Phase 1

Oratecan

Solid Tumors

Phase 2

Eribulin ORA

Solid Tumors

Phase 1

Oraxol with ramucirumab

Gastric cancer

Phase 1b

Tirbanibulin ointment

Psoriasis

Phase 1

Oraxol with pembrolizumab

Solid Tumors

Pre-Clinical

H2'20

Tirbanibulin ointment

Skin Cancers

Preclinical

ATNX-04

Multiple Tumors

Pre-Clinical

TAEST16001

Mutiple Tumors

Pre-Clinical

Tirbanibulin oral

Ovarian Cancer

Phase 1

Tirbanibulin oral

Liquid Tumors

Preclinical

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