Vincerx Blames Stock Plunge On Overheated ADC Expectations

Expectations of robust efficacy from Phase I studies may be unrealistic, but spooked investors have made Vincerz’s cash flow problems even more acute.

NASDAQ down

Vincerx has seen its stock lose 75% of its value after presenting early data from VIP236, its potential first-in-class small-molecule-drug conjugate cancer therapy.

That investor reaction was fueled by Phase I dose-escalation study results that showed that out of 15 patients with metastatic solid tumors treated, only seven patients achieved stable disease and some tumor reduction, and all fell

Key Takeaways
  • Vincerx’s lead asset VIP236 is a small molecule drug conjugate, which aims to overcome drawbacks of antibody-based therapes

  • A further

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