ALX Oncology

ALX Oncology

ALXO
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ALXO · Stock Price

USD 1.87+1.45 (+343.13%)
Market Cap: $238.2M

Historical price data

Overview

ALX Oncology is a clinical-stage biotech focused on developing evorpacept, a next-generation CD47 inhibitor engineered to minimize toxicity while promoting macrophage-mediated tumor destruction. The company's core strategy is to develop evorpacept as a synergistic backbone therapy in combination with established and emerging oncology agents, with multiple Phase 2 trials underway. Key achievements include establishing proof-of-concept in gastric cancer and securing strategic collaborations with major pharmaceutical partners to expand its clinical reach.

Oncology

Technology Platform

Engineered CD47-blocking fusion protein platform designed to inhibit the 'don't eat me' signal on cancer cells with an inactive Fc domain to minimize toxicity, promoting macrophage-mediated phagocytosis in combination with antibody-based therapies.

Pipeline

6
6 drugs in pipeline
DrugIndicationStageWatch
Evorpacept (ALX148) + Trastuzumab + Paclitaxel + Capecitabin...Breast Cancer, MetastaticPhase 1/2
Evorpacept (ALX148) + Pembrolizumab + Trastuzumab + Rituxima...Metastatic CancerPhase 1
evorpacept + venetoclax + azacitidineAcute Myeloid LeukemiaPhase 1
evorpacept + azacitidineHigher Risk Myelodysplastic SyndromesPhase 1
ALX2004 + ALX2004 + ALX2004NSCLC (Advanced Non-small Cell Lung Cancer)Phase 1

Funding History

3
Total raised:$270M
IPO$150M
Series B$105M
Series A$15M

Opportunities

Evorpacept's potential as a safe, synergistic backbone therapy could unlock significant value in multi-billion dollar markets like HER2+ breast cancer, gastric cancer, and multiple myeloma.
Success in any one of these large indications with a major pharmaceutical partner could drive substantial revenue and validate the platform for broader use.

Risk Factors

The company faces high clinical risk, as its value is concentrated in evorpacept, which must demonstrate superior efficacy and safety in competitive late-stage trials.
Financial risk is also acute, as the pre-revenue company will require additional capital, likely leading to dilution, and is vulnerable to negative shifts in biotech market sentiment.

Competitive Landscape

ALX competes in the challenging CD47/SIRPα inhibitor space against first-generation agents with toxicity issues and novel approaches from other biotechs. Its key differentiation is evorpacept's engineered safety profile and extensive combination trial network. Broader competition includes any new therapy aiming to become a standard combination partner in immuno-oncology.