Vaccinex (VCNX) — Stock, Pipeline & Market Cap

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VCNX · Stock Price

USD 1.01+0.33 (+48.53%)

Market Cap: $2.8M

Historical price data

Market Cap: $2.8MPipeline: 8 drugsFounded: 1997HQ: Rochester, United States

Sector Ranking#204 in Biologics / Biosimilars

Overview

Vaccinex is a clinical-stage biotech focused on modulating the SEMA4D pathway to address significant unmet needs in oncology and neurodegenerative diseases. Its lead asset, pepinemab, has generated encouraging biomarker and clinical data in Alzheimer's and Huntington's disease, and is showing promise in combination immunotherapy for head and neck cancer. The company's strategy involves advancing its neurology programs toward pivotal trials, supported by a recent $60M financing for Alzheimer's, while exploring partnerships for its immuno-oncology assets and its versatile ACTIVMAb® discovery platform.

OncologyNeurodegenerative Disorders

Technology Platform

Proprietary ACTIVMAb® platform for discovering human antibodies against complex multi-pass membrane proteins (e.g., GPCRs) by presenting targets in their native conformation on a mammalian virus envelope.

Pipeline

8

8 drugs in pipeline

Drug	Indication	Stage
VX15/2503 + Placebo	Huntington's Disease	Phase 2
Pepinemab + Placebo	Alzheimer Disease	Phase 1/2
Avelumab and Pepinemab	Metastatic Pancreatic Adenocarcinoma	Phase 1/2
VX15/2503 + Placebo	Multiple Sclerosis	Phase 1
Dendritic Cell (DC1) Vaccine + Trastuzumab + Pepinemab + T-C...	HER2-positive Breast Cancer	Phase 1

Opportunities

Pepinemab addresses massive unmet needs in Alzheimer's and Huntington's disease with a novel neuroinflammatory mechanism, supported by promising early clinical data.

In oncology, it targets the biomarker-defined PD-L1 low HNSCC population where current therapies are less effective.

The ACTIVMAb® platform offers a recurring revenue stream through high-value partnerships targeting difficult drug discovery challenges.

Risk Factors

High risk of clinical failure in upcoming pivotal trials, given the mixed prior Phase 2 results and the historical difficulty of developing neurodegenerative therapies.

The company faces significant ongoing financing needs, risking shareholder dilution.

Commercial success depends on outperforming entrenched competitors in both neurology and oncology.

Competitive Landscape

In neurology, pepinemab is a first-in-class SEMA4D inhibitor with no direct competitors, but faces indirect competition from other neuroprotective/anti-inflammatory approaches. In oncology, it competes in a crowded checkpoint inhibitor combo market, requiring clear efficacy differentiation in a biomarker subset. Its technology platform competes with other antibody discovery services focusing on complex targets.