Cash/Burn From SEC Filing For Period: 

Q1 '20

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

$113.7M

Burn Rate

-$19.4M

Amp Analysis

Pipeline Information

Click drug data to see upcoming trial info and prior data

Drug | Disease

Stage | Exp Date

Prior Data

Tirbanibulin ointment

Actinic keratosis

PDUFA

December 30, 2020

Oraxol

Metastatic Breast Cancer

NDA Filing

H2 2020

Oraxol

Angiosarcoma

Phase 2

TBD

Oratecan

Solid Tumors

Phase 1

TBD

Pegtomarginase (PT01)

Multiple Tumors

Phase 1

TBD

Oraxol with pembrolizumab

Solid Tumors

Phase 1 Expansion Enrollment

TBD

Oratopo

Solid Tumors

Phase 1

TBD

Tirbanibulin ointment

Psoriasis

Phase 1

TBD

Eribulin ORA

Solid Tumors

Phase 1

TBD

KX2-361

Giloblastoma

Phase 1

TBD

Oradoxel

Solid Tumors

Phase 1

TBD

Oraxol with ramucirumab

Gastric cancer

Phase 1b

TBD

TAEST16001

Mutiple Tumors

Pre-Clinical

TBD

ATNX-04

Multiple Tumors

Pre-Clinical

TBD

Tirbanibulin oral

Ovarian Cancer

Pre-Clinical

TBD

Tirbanibulin oral

Liquid Tumors

Pre-Clinical

TBD

Tirbanibulin ointment

Skin Cancers

Pre-Clinical

TBD

Recent Posts

See What The Community Is Saying - Click To See Full Post

Will ATNX stock price pop if O...

ATNX's oraxol has shown some pretty good data in metastatic breast cancer. And oral paclitaxel vs. IV paclitaxel seems to have some patient convenience advantage. However, the stock has not responded ...

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