CNTX Context Therapeutics Inc

$CNTX If you go back and watch the june data readout conference call youll see how exciting this is. CTIM-76 ORR couldve been 33% but a patient 8 weeks in got a new lesion. Having 3 weeks should prevent T cell exhaustion especially in healthier patients and we should see even more partial responses. The tumor shrinkage profile should be very impressive. Just have to get through this catalyst desert. I believe in the selectivity and safety of their CLDN6 TCE. No approved CLDN6 therapies where 75% of PROC patients express CLDN6. That’s a HUGE market. 1B rerating for that alone. There are CLDN6 ADC in clinical trials, but safety profile likely wont be good. There will likely be reversible hearing impairment issues with a CLDN6 ADC because CLDN6 is expressed on cochlear heair cells. Yes, ear issues. Even if reversible thats not a good safety profile. Plus CTIM-76 might even beat the ORR for some of these ADCs CTIM-76 in addition to the somewhat derisked CT-202 will cause a massive re-rating. My prediction is 1B market cap by end of 2027.

$CNTX Last thoughts before I step away and wait for catalysts to materialize or any other external factors affecting CNTX to develop. JnJ’s Pasritamig (KLK2) has the oncology community ridiculously excited. Despite having a low ORR, it has excellent safety and durability. CTIM-76 has Pasritamig-like safety and durability, but unlike Pasritamig, CTIM-76 has potential for significant and durable tumor shrinkage and ORR. So people should get super excited about CTIM-76 like they are with KLK2, which should lead to massive rerating. Why? Both KLK2 and CLDN6 are tumor restricted, which is rare. These targets are only found on tumor. However, off tumor, there are CLDNs that only vary by a couple amino acids (CLDN3, CLDN4, and CLDN9). These other CLDNs carry toxicity risks when activating external T cells. Because CTIM-76 is very selective, it avoids these other CLDNs. Other CLDN6 targeting therapies probably have fallen into this trap. So, with low cytokine release syndrome and little to no off target T Cell activation/toxicity, CTIM-76 safety profile will be insanely good. As far as efficacy, Martin says 40% ORR on table with earlier patients but could change value proposition. I think there will be a healthy balance between late stage and earlier stage where ORR still strong, and CTIM-76 will be a sought after for late line patients and combination therapies. So, 30% - 40% ORR seems very likely whether early or late line patients, and that will be more than enough for approval if repeated in later trials and/or acquisition. It is just a matter of CNTX getting the right funding, and the share price should follow. Happens all the time with these bio pennies like for OVID, CTMX, etc, which both were in the $0.30s and $0.40s in 2025 before getting rerated and securing funding. Rerating will prevent any equity and compliance issues moving forward. And with the somewhat derisked CTIM-76 and CT-202, CNTX has as solid of a chance as OVID and CTMX to avoid becoming a company BCAB that couldn’t present meaningful enough data in time to get reerated to have sufficient cash. Stay patient. Average down if needed. At these levels as long as data is good, r/s wont matter. CTIM/76 should give a 2-3 month buffer to avoid a r/s anyway since they almost guaranteed will have until July 28th to regain compliance with extension in January. Something tells me r/s wont be voted for until June annual meeting or maybe not even at all. LFG

$CNTX The company has various responses. There is also rapid clinical trials, early disclosure, and insider buying. The company knows this, but I hope it acts in a way that earns the shareholders’ trust.

$CNTX There are 3 other competing TCE programs that CNTX has to deal with, but if they come out on top they are should be a 500M - 2B MC company. We should find out by end of 2027. Either way CNTX has first mover advantage on all fronts. CTIM-76: - BeOne (formerly Beigeine): BGB-B455 CLDN6 TCE (FPI March 2025) - It was only moederately tolerated in preclinical. - Third Arc Bio - ARC101 CLDN6 TCE (FPI March 2025) - low affinity CD3 but high CLDN selectivity. Xencor has moderate selectivity to CLDN6 and that yielded 14% ORR, so the high selectivity of CLDN6 could lead to decent ORR for Third Arc. Based on CTIM-76's high CLDN6 selectivity, how active the drug is, and how it has worked in late line patients, and because their trial is constructed to be for much higher % of prior ADC patients, with Q3W dosing I think 30% - 50% ORR possible. They have a unique value proposition with how active their drug works for lateline patients, that good efficacy and safety still makes ARC101 and BGB-B455 not best-in-class. CT-202: - RNDO-5643 - Rondo Therapeutics (FPI November 2025) RNDO-5643 is not conditionally active or avidity enhanced and is CD28 based instead of CD3. So I think off target toxicity could be an issue and probably weak efficacy too. Based on CT-202's specificity binding to acidic parts of tumors, safety should be stellar. See my previous posts how efficacy and safety are pretty well derisked. RNDO-5643 is at risk to on tumor off target toxicity that so many first generation TCEs face. Also efficacy, and disease control rate probably going to be great for CT-202 given how oeverexpressed Nectin-4 is and how the binding kinetics are conditional based on pH. I think ADC level ORR of high 30%/low 40% possible, and if not, tumor shrinkage and stable disease will still be very impressive.

$CNTX Looks extremely cheap on a pure cash plus option value. CTIM-76 dosing data isn’t expected until Q2 2027, so there’s a wait ahead and cash isn’t an issue. At this point, we’ll know when we know.

$CNTX MC down to $27M and trading well below cash. Trading as if the assets are near worthless. Insider buys would be good right about now.

$CNTX I think it doesn't make sense that two clinical values are barely reflected. The June data wasn't bad, but I think there are only a few cases like this with asymmetric connections. And I think the company's response will be necessary as well.

$CNTX Holy smokes, it might drop below .25 before anything positive happens!! And I just got in.

$CNTX brutal non stop selloff since June regardless of positive data reporting last June

$CNTX Happy Sunday!!! Well guys, will we drop more? I think we will probably drop below .25 I know this make people upset, but since I am starting out with cntx I could be very wrong. Just my 2 cents opinion.

$CNTX 1hr timeframe below. Consolidation is the theme. We expecting any near term catalysts?