Pyxis Oncology (PYXS)
Develops MICVO, an investigational ADC for difficult-to-treat solid tumors.
Something off on this page? Send us feedback.
Develops MICVO, an investigational antibody-drug conjugate that targets the tumor extracellular matrix for difficult-to-treat cancers. The clinical-stage company prioritizes studies in recurrent or metastatic head and neck squamous cell carcinoma.
Develops micvotabart pelidotin (MICVO), an investigational antibody-drug conjugate that targets extradomain-B fibronectin in the tumor extracellular matrix. Current clinical studies include monotherapy and pembrolizumab combination development, with a focus on recurrent or metastatic head and neck squamous cell carcinoma.
Maintains APXiMAB antibody discovery and FACT antibody conjugation technology, while retaining acquired out-licensing agreements for programs discovered using APXiMAB. Operations are based in Boston, and the company reports a single operating segment.
Depends on advancing MICVO through clinical development because the candidate is not approved and has not established safety or effectiveness. The strategic realignment prioritized MICVO and deferred further clinical development of PYX-107.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Wells Fargo | Initiate | Overweight | |||
| Jul 2, 2026 | Leerink Partners | Reiterate | Outperform | $7 | ||
| May 5, 2026 | Wedbush | Target | $6 | |||
| Dec 18, 2025 | RBC Capital | Target | $5 | |||
| Nov 24, 2025 | Stephens | Target | $8 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $33.0M · Total debt $17.8M · Total assets $54.9M · Shareholders' equity $11.4M
- Revenue
- $0
- Operating income
- −$26.0M
- Net income
- −$25.3M
No dividends on record.
| Institutions81 holders · as of Mar 31, 2026 | 43.52% | 27.57M shares | |
| Insiders5 holders · as of Jul 2, 2026 | 14.80% | 9.38M shares | |
| Otherremainder | 41.68% | 26.41M shares |
63.36M company shares as of Aug 22, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (83.41M in the company's Sep 3, 2026 report, 63.36M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Lara Sullivan1Insiderdirector, officer: President and CEO | 11.91% | 7.54M | 13Dfiled Apr 2, 2025 ↗ |
Pfizer IncInstitution | 11.10% | 7.03M | 13Fas of Mar 31, 2026 |
Laurion Capital Management LPInstitution | 7.89% | 5.00M | 13Fas of Mar 31, 2026 |
Biotechnology Value Fund L PInstitution | 7.28% | 4.61M | 13Gfiled Jul 10, 2026 ↗ |
GordonMD Global Investments LPInstitution | 6.51% | 4.12M | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
- Lara Sullivan's transaction reports restate only vehicles that traded; the 2025 ownership statement (7.54M) is used instead.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 30, 2026 | Jakob Dupont | director | −35,000 | $3.06 |
| Apr 21, 2025 | Rachel Humphrey | director | −13,896 | $1.03 |
| Apr 17, 2025 | Rachel Humphrey | director | −200 | $0.9700 |
| Apr 14, 2025 | Rachel Humphrey | director | −1,400 | $0.9727 |
- Bicara Therapeutics
Late-stage EGFR/TGF-β therapy for 1L R/M HNSCC
- BioNTech (ADR)
HPV16+ 1L R/M HNSCC program paired with pembrolizumab
- Genmab (ADR)
ADC and EGFR/LGR5 bispecific programs in solid tumors and HNSCC
- Kura
Targeted combination program for biomarker-defined R/M HNSCC
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pyxis Oncology | $3.80 | +1.60% | $237.6M | — | — | 21.5 | −67.5% |
| Bicara Therapeutics | $23.55 | +0.56% | $1.55B | — | — | — | — |
| BioNTech (ADR) | $104.00 | +0.22% | $26.08B | — | — | 8.5 | −60.7% |
| Genmab (ADR) | $34.33 | +0.34% | $21.01B | 27.0 | 26.6 | 2.1 | +24.9% |
| Kura | $13.58 | +3.62% | $1.16B | — | — | 15.1 | +36.5% |
| Median | 27.0 | 26.6 | 8.5 | +24.9% |