CGEN
CompugenAAI scenario view
RankAlpha Sentiment CodexAI sentiment snapshot
AI commentary
The May 18 6-K provides primary-source support for the runway, MAIA-ovarian timing, and partner-program status, while the packet's recent headlines suggest some post-print attention. However, there is no reliable analyst revision cluster, no confirmed consensus surprise data, and no durable post-release price series in the evidence packet, so this remains a cautious monitoring setup rather than a high-conviction rerate.
Evidence flagged
Coverage is limited for this name. This memo is usable, but confidence is lower and evidence depth is thinner than a standard report.
AI events
Compugen's May 18, 2026 6-K reported Q1 revenue of approximately $2.2 million versus approximately $2.3 million a year earlier, net loss of approximately $7.7 million or $0.08 per share, and R&D expense of approximately $6.9 million, with the increase mainly tied to MAIA-ovarian clinical expenses and trial drug supply costs [#6K-2026-05-18].
Compugen reported approximately $134.9 million of cash, cash equivalents, short-term deposits, and marketable securities at March 31, 2026, no debt, and expected runway into 2029; it also said AstraZeneca is advancing rilvegostomig across 11 ongoing Phase 3 trials and that Gilead-partnered GS-0321 continues to progress in Phase 1 [#6K-2026-05-18].
The same filing says the COM701 MAIA-ovarian trial is actively enrolling across all clinical sites in the U.S., Israel, and France and remains on track for median progression-free survival at the interim analysis by Q1 2027, making it the clearest near-term readout that can change the valuation path [#6K-2026-05-18].
Recommendation
No formal recommendation provided.

