Compugen Ltd. — Cyborg Score 6/10

Solid
Biotechnology - Oncology Immunotherapy

Strategic Profile

With a market capitalization of approximately $197.94 million, Compugen is actively working on several clinical-stage programs, including COM701, which targets immune checkpoints discovered through computational methods. The company has a solid financial position with a cash runway expected to last into 2029, supported by a non-dilutive transaction in December 2025 providing $65 million upfront and a potential $25 million milestone payment from AstraZeneca royalties.

Cyborg Score Rationale

The company's AI/ML-powered computational discovery platform addresses a critical need in oncology drug development. However, revenue of $2.2 million in Q1 2026 declined 4.7% year-over-year, continuing anemic top-line performance, while clinical trial progress and non-dilutive funding provide visibility.

Top Insights

  • On June 11, 2026, Compugen announced plans to present its latest progress on the MAIA-ovarian trial at the European Oncology Congress
  • The company has initiated the MAIA-ovarian adaptive platform trial to test COM701 as a maintenance therapy, with active patient enrollment across the United States, Israel, and France
  • Compugen has a collaboration agreement with Bristol-Myers Squibb to evaluate the safety and tolerability of COM701 in combination with Opdivo in patients with advanced solid tumors
  • Michele Holcomb joined as an independent director in February 2026, bringing 30+ years in biotech, pharmaceuticals and healthcare services, with experience in strategy, business development, and partnerships

Named Competitors

  • Opdivo — PD-1 immune checkpoint inhibitor
  • Keytruda — PD-1 checkpoint inhibitor for oncology
  • Jemperli — PARD1 checkpoint inhibitor

Recent Developments

  • (June 2026) Presented MAIA-ovarian trial progress at European Oncology Congress
  • (May 2026) Q1 2026 revenue of $2.18M slightly beat analyst estimates despite EPS miss
  • (February 2026) Appointed Michele Holcomb as independent director with biotech and pharma leadership experience
  • (December 2025) Secured $65M upfront from AstraZeneca royalty monetization with additional $25M milestone payment potential

Open the full interactive Compugen Ltd. report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →