Reports Q1: ASCO Data Could Confirm Geda As Broad 2L SOC

研报英文原文证据摘录

Reports Q1: ASCO Data Could Confirm Geda As Broad 2L SOC

Biotechnology

Celcuity

TD SECURITIES (USA) LLC EARNINGS UPDATE

May 14, 2026

Price: $134.72 (05/14/2026) Reports Q1: ASCO Data Could Confirm Geda

Price Target: NA As Broad 2L SOC

BUY (1)

ESG SCORE: 68/100

Tara Bancroft, Ph.D. THE TD COWEN INSIGHT

646 562 1410

We are eager to see the full Phase III PIK3CA-m data at ASCO, which should be competitive

tara.bancroft@tdsecurities.com

with historical HRs of ~0.50. Expectations for the triplet mPFS have settled around 12 months

Sam Rollenhagen vs 6 for control given the 5-7-month range of historical datasets from both alpelisib and capi

212 468 7785 which are largely similar drugs. WT approval highly likely by July, with MT soon to follow, and

samuel.rollenhagen@tdsecurities.com

1L in the future.

Nicholas Lorusso

646 562 1390 Successful Phase III PIK3CA-Mutant Data Will Be Presented At ASCO Where The Focus Will

nick.lorusso@tdsecurities.com Be On The Hazard Ratio

Greg W. Torres, Ph.D. In early May, Celcuity reported that both the geda triplet and double were successful in the

646 562 1351

VIKTORIA-1 trial investigating the combinations in 2L+ ER+/HER2- mBC patients (note here). In

gregory.wiessner@tdsecurities.com

the press release, management described that both arms achieved a statistically significant

Key Data and "clinically meaningful" improvement in the mPFS versus alpelisib + fulvestrant control

Symbol NASDAQ: CELC arm. As expected, the topline release lacked specific data to preserve the company's late-

Beta: 0.09 breaking presentation at ASCO as part of the Breast Cancer Oral Session on Tuesday, June

52-Week Range: $144.98-$10.44 2nd (LBA1008).

Market Cap: $6.5B

Attention should be focused on HRs which dictate prescribing behavior, where capi