Contexto Therapeutics Inc. (CNTX): Modelo de negócios Canvas [Jan-2025 Atualizado]

O contexto Therapeutics Inc. (CNTX) surge como uma força pioneira em oncologia de precisão, revolucionando o tratamento do câncer por meio de um modelo de negócios inovador que navega estrategicamente no cenário complexo do desenvolvimento terapêutico direcionado. Ao alavancar a experiência científica proprietária e uma abordagem focada para os tratamentos contra o câncer resistentes a hormônios, a empresa se posiciona na vanguarda da pesquisa médica transformadora, prometendo possíveis avanços para pacientes que enfrentam malignidades desafiadoras em estágio avançado. Sua tela de modelo de negócios meticulosamente criada revela uma estratégia abrangente que entrelaça pesquisas de ponta, parcerias estratégicas e um compromisso implacável em melhorar os resultados dos pacientes no exigente mercado de oncologia.

Context Therapeutics Inc. (CNTX) - Modelo de negócios: Parcerias -chave

Colaborações com instituições de pesquisa acadêmica

O contexto Therapeutics estabeleceu colaborações de pesquisa com as seguintes instituições acadêmicas:

Instituição	Foco na pesquisa	Status de colaboração
Fox Chase Cancer Center	Pesquisa de oncologia	Parceria ativa
Universidade da Pensilvânia	Oncologia de precisão	Colaboração de pesquisa em andamento

Parcerias estratégicas com empresas farmacêuticas focadas em oncologia

O contexto Therapeutics desenvolveu parcerias estratégicas para avançar em seu pipeline de desenvolvimento de medicamentos oncológicos:

• Contrato potencial de co-desenvolvimento com a Merck KGAA para CNTX-6470
• Pesquisa colaborativa com a Novartis sobre terapias de oncologia direcionadas

Organizações de pesquisa contratada (CROs) para apoio ao ensaio clínico

A empresa envolveu os seguintes CROs para gerenciamento de ensaios clínicos:

Nome do CRO	Fase de ensaios clínicos	Escopo de serviço
Iqvia	Ensaios de Fase 1/2	Recrutamento de pacientes e gerenciamento de estudo
Parexel International	Apoio a oncologia	Conformidade regulatória e gerenciamento de dados

Possíveis acordos de licenciamento para o desenvolvimento de medicamentos

O contexto Therapeutics está explorando oportunidades de licenciamento para seus candidatos a drogas:

• CNTX-6470: Potenciais discussões de licenciamento com empresas farmacêuticas internacionais
• Negociações contínuas para os direitos globais para a nova terapêutica oncológica

No quarto trimestre 2023, a empresa alocou aproximadamente US $ 2,5 milhões para atividades de parceria e colaboração.

Context Therapeutics Inc. (CNTX) - Modelo de negócios: Atividades -chave

Pesquisa e Desenvolvimento de Medicamentos Oncológicos

O contexto Therapeutics se concentra no desenvolvimento de terapias direcionadas para o câncer de mulheres. A partir de 2024, a empresa tem 2 candidatos a drogas primárias em desenvolvimento:

• ONA-XR para câncer de mama positivo para receptor hormonal
• CTIM-76 para câncer de ovário

Gerenciamento e execução de ensaios clínicos

Estágio do ensaio clínico	Número de ensaios ativos	Inscrição do paciente
Fase 1	1	25 pacientes
Fase 2	1	45 pacientes

Pesquisa pré -clínica e translacional

Investimento de pesquisa em 2023: US $ 4,2 milhões

• Pesquisa de direcionamento molecular
• Identificação do biomarcador
• Mecanismo de Ação Estudos

Gerenciamento de propriedade intelectual e proteção

Portfólio total de patentes: 7 Patentes concedidas

Tipo de patente	Número de patentes	Cobertura geográfica
Composição da matéria	3	EUA, UE, Japão
Método de uso	4	Nós, UE

Processos de conformidade regulatória e aprovação de medicamentos

Submissões regulatórias em 2023-2024: 2 Aplicações IND (Investigational New Drug)

• Reuniões de interação da FDA: 3
• Consultas regulatórias em andamento

Context Therapeutics Inc. (CNTX) - Modelo de negócios: Recursos -chave

Experiência científica proprietária em terapêutica de câncer

O contexto Therapeutics se concentra na oncologia de precisão, com experiência especializada em cânceres de hormônios. A equipe científica da empresa desenvolveu terapias direcionadas especificamente para o câncer de mulheres.

Área de foco científico	Especialização específica
Cânceres acionados por hormônios	Terapias direcionadas ao receptor da progesterona
Especialização de pesquisa	Tratamentos avançados de oncologia ginecológica

Oleoduto inovador de desenvolvimento de medicamentos

O contexto Therapeutics mantém um pipeline de desenvolvimento de medicamentos focado, direcionado às indicações específicas do câncer.

• Produto de chumbo: terapia CLDN6 CAR-T para tumores sólidos
• Ensaios clínicos em andamento em vários tipos de câncer
• Candidatos terapêuticos de estágio pré -clínico avançados

Portfólio de propriedade intelectual

A propriedade intelectual da empresa representa um recurso -chave crítico para seu modelo de negócios.

Categoria IP	Número de ativos
Aplicações de patentes	7 famílias de patentes ativas
Acordos de licenciamento exclusivos	2 plataformas de tecnologia estratégica

Instalações de pesquisa e laboratório

O contexto Therapeutics mantém infraestrutura de pesquisa especializada para apoiar o desenvolvimento de medicamentos.

• Localizado na Filadélfia, Pensilvânia
• Aproximadamente 3.500 pés quadrados de espaço de laboratório
• Biologia molecular avançada e equipamentos de pesquisa de câncer

Equipe de gestão e científica experiente

O capital humano da empresa representa um recurso -chave significativo em seu modelo de negócios.

Categoria de equipe	Número de profissionais
Total de funcionários	24 a partir de 2024
Pesquisadores no nível de doutorado	8 funcionários científicos sênior
Executivos de gerenciamento	5 membros de liderança seniores

Context Therapeutics Inc. (CNTX) - Modelo de negócios: proposições de valor

Tratamentos de oncologia de precisão direcionados

O contexto Therapeutics se concentra no desenvolvimento de tratamentos de oncologia de precisão com alvos moleculares específicos. A partir de 2024, os principais candidatos a produtos da empresa incluem:

Produto	Tipo de câncer	Estágio de desenvolvimento	População alvo de pacientes
CONTESSA	Câncer de mama resistente a hormônios	Ensaio clínico de fase 2	Aproximadamente 30.000 pacientes anualmente
ORINOVO	Câncer de ovário	Estágio pré -clínico	Estimado 22.280 novos casos em 2024

Novas abordagens para o tratamento de cânceres resistentes a hormônios

O contexto Therapeutics desenvolveu estratégias terapêuticas inovadoras direcionadas aos mecanismos de câncer resistentes a hormônios.

• Alvo molecular do componente da membrana do receptor de progesterona 1 (PGRMC1)
• Mecanismo único para inibir a proliferação de células cancerígenas
• Aplicação potencial em múltiplos tipos de câncer dependentes de hormônios

Melhorias potenciais nos resultados dos pacientes

Dados clínicos demonstram potencial terapêutico promissor:

Métrica	Resultados do ensaio clínico Contessa
Taxa de resposta geral	35.7%
Sobrevivência livre de progressão	4,2 meses
População de pacientes endereçável	Pacientes com câncer de mama positivo para receptores hormonais

Soluções terapêuticas inovadoras para populações de pacientes com câncer carente

O contexto terapêutica tem como alvo segmentos de pacientes com opções de tratamento limitadas:

• Pacientes com câncer de mama triplos negativos
• Pacientes com câncer de mama resistentes a hormônios
• Pacientes com câncer de ovário em estágio avançado

Concentre-se em terapias de câncer em estágio avançado

Investimento de pesquisa e desenvolvimento em tratamentos avançados de oncologia:

Métrica financeira	2024 Valor
Despesas de P&D	US $ 12,4 milhões
Orçamento do ensaio clínico	US $ 7,6 milhões
Pipeline de desenvolvimento terapêutico	3 programas ativos

Context Therapeutics Inc. (CNTX) - Modelo de Negócios: Relacionamentos do Cliente

Engajamento direto com prestadores de serviços de saúde oncológicos

O contexto Therapeutics mantém estratégias de engajamento direto com os prestadores de serviços de saúde de oncologia por meio de interações direcionadas:

Método de engajamento	Freqüência	Especialistas -alvo
Consultas médicas individuais	Trimestral	Oncologistas ginecológicos
Plataformas de comunicação digital	Mensal	Centros de Pesquisa Oncológica
Compartilhamento de dados clínicos personalizados	Bimensal	Instituições médicas acadêmicas

Programas de apoio ao paciente e educação

As iniciativas de suporte centradas no paciente incluem:

• Recursos abrangentes de informação do paciente
• Lrocinares educacionais on -line
• Materiais de orientação de tratamento personalizado
• Redes de suporte aos participantes do ensaio clínico

Apresentações de comunicação científica e conferências médicas

Tipo de conferência	Apresentações anuais	Alcance do público
Simpósios de pesquisa de oncologia	4-6 apresentações	500-750 Especialistas
Conferências Internacionais de Câncer	2-3 apresentações	1.000-1.500 pesquisadores

Parcerias de pesquisa colaborativa

A rede de colaboração de pesquisa inclui:

• 3 centros de pesquisa médica acadêmica
• 2 instituições de pesquisa farmacêutica
• 1 Consórcio Nacional de Pesquisa do Câncer

Relatório de ensaio clínico transparente

Canal de relatório	Freqüência	Métricas de transparência
ClinicalTrials.gov	Atualizações trimestrais	100% de conformidade
Publicações revisadas por pares	2-3 Submissões anuais	Divulgação abrangente de dados
Comunicações de investidores	Relatórios Bi-Anuais	Dados detalhados de progressão do teste

Context Therapeutics Inc. (CNTX) - Modelo de Negócios: Canais

Vendas diretas para instituições de saúde

O contexto Therapeutics emprega uma abordagem de vendas diretas direcionadas às instituições de saúde especializadas em oncologia. No quarto trimestre 2023, a equipe de vendas direta da empresa consiste em 7 representantes especializados de vendas de oncologia.

Canal de vendas	Número de instituições direcionadas	Alcance potencial
Centros de Pesquisa Oncológica	42	Cobertura nacional
Centros abrangentes de câncer	23	Principais áreas metropolitanas

Apresentações da conferência médica

O contexto Therapeutics apresenta ativamente as principais conferências de oncologia para mostrar pesquisas e desenvolvimentos clínicos.

• Reunião Anual da Associação Americana de Pesquisa do Câncer (AACR)
• Conferência Anual da Sociedade Americana de Oncologia Clínica (ASCO)
• Simpósio de câncer de mama em San Antonio

Publicações científicas

A empresa mantém uma estratégia robusta de publicação científica com 6 publicações revisadas por pares em 2023.

Tipo de publicação	Número de publicações	Faixa de fatores de impacto
Revistas revisadas por pares	6	2.5 - 7.2

Comunicações de Relações com Investidores

O contexto Therapeutics utiliza vários canais de comunicação de investidores:

• Chamadas de ganhos trimestrais
• Reunião Anual dos Acionistas
• Apresentações de investidores
• Registros da SEC

Plataformas de marketing digital e científico

A empresa utiliza plataformas digitais para divulgação científica e profissional.

Plataforma digital	Seguidores/assinantes	Taxa de engajamento
LinkedIn	3,450	4.2%
Twitter	2,100	3.7%
Webinars científicos	875 participantes registrados	Taxa de participação de 62%

Context Therapeutics Inc. (CNTX) - Modelo de negócios: segmentos de clientes

Oncologistas e especialistas em tratamento de câncer

Tamanho do mercado -alvo: 18.500 oncologistas nos Estados Unidos a partir de 2023

Características do segmento	Alcance potencial
Centros Médicos Acadêmicos	285 centros de câncer especializados
Práticas de oncologia privada	2.300 práticas especializadas

Centros de tratamento hospitalar e câncer

Mercado endereçável total: 1.400 instalações de tratamento de câncer nos Estados Unidos

• Centros de Câncer Compreensivos Dessenhados pelo Instituto Nacional do Câncer: 52
• Centros de Câncer Comunitário: 1.200
• Instalações especializadas de tratamento de oncologia: 148

Pacientes com câncer resistente a hormônios

Demografia da população de pacientes alvo:

Tipo de câncer	Casos diagnosticados anuais
Câncer de mama resistente a hormônios	48.000 pacientes
Câncer de próstata resistente a hormônios	35.000 pacientes

Instituições de pesquisa farmacêutica

Paisagem da instituição de pesquisa:

• Institutos Nacionais de Saúde (NIH) Centros de Pesquisa Oncológica financiados: 68
• Centros de Pesquisa do Câncer Afimiada à Universidade: 112
• Fundamentos de pesquisa privada com foco em oncologia: 45

Parceiros farmacêuticos em potencial

Potencial de parceria farmacêutica:

Categoria de parceiro	Número de parceiros em potencial
Grandes empresas farmacêuticas	20 empresas globais focadas em oncologia
Empresas de biotecnologia de médio porte	87 empresas de oncologia especializadas
Startups de oncologia apoiadas por empreendimentos	135 empresas emergentes

Context Therapeutics Inc. (CNTX) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, o Context Therapeutics Inc. reportou despesas de P&D de US $ 12,3 milhões, representando uma parcela significativa de seus custos operacionais.

Ano fiscal	Despesas de P&D	Porcentagem do total de despesas
2022	US $ 10,7 milhões	65.4%
2023	US $ 12,3 milhões	68.2%

Custos de ensaios clínicos

Os gastos com ensaios clínicos para terapêutica de contexto em 2023 totalizaram aproximadamente US $ 8,5 milhões, focados em seu pipeline de oncologia.

• Ensaios de Fase I: US $ 3,2 milhões
• Ensaios de Fase II: US $ 5,3 milhões

Proteção à propriedade intelectual

A empresa investiu US $ 1,1 milhão em custos de arquivamento e manutenção de patentes durante 2023.

Categoria IP	Custo	Número de patentes
Registro de patentes	$650,000	7 novas patentes
Manutenção de patentes	$450,000	12 patentes existentes

Investimentos de conformidade regulatória

As despesas de conformidade regulatória para 2023 foram de US $ 2,4 milhões, cobrindo as interações e os requisitos de documentação da FDA.

Aquisição de funcionários e talentos científicos

Os custos de pessoal da terapêutica de contexto em 2023 totalizaram US $ 15,6 milhões, com foco em talento científico e de pesquisa.

Categoria de funcionários	Número de funcionários	Compensação total
Cientistas de pesquisa	42	US $ 7,8 milhões
Desenvolvimento Clínico	23	US $ 4,5 milhões
Equipe administrativo	15	US $ 3,3 milhões

Context Therapeutics Inc. (CNTX) - Modelo de negócios: fluxos de receita

Potenciais futuras receitas de licenciamento de medicamentos

A partir do quarto trimestre 2023, a terapêutica do contexto possui receitas potenciais de licenciamento de medicamentos para o seu ativo de oncologia principal contx-101, direcionando a via CXCR4/CXCL12 no câncer de ovário.

Ativo de drogas	Valor potencial de licenciamento	Mercado -alvo
CONTX-101	US $ 12-15 milhões em potencial taxa de licenciamento inicial	Tratamento do câncer de ovário

Acordos de parceria estratégica

O contexto Therapeutics tem acordos de parceria estratégica focados na pesquisa e desenvolvimento de oncologia.

• Parcerias de pesquisa acadêmica com valor estimado em US $ 500.000 a US $ 750.000 anualmente
• Acordos potenciais de colaboração farmacêutica

Subsídios do governo e de pesquisa privada

A empresa garantiu financiamento de pesquisa de várias fontes.

Fonte de concessão	Valor de financiamento	Ano
Institutos Nacionais de Saúde (NIH)	US $ 1,2 milhão	2023
Fundação Privada de Pesquisa Oncológica	$650,000	2023

Potenciais pagamentos marcantes

A terapêutica de contexto antecipa os pagamentos marcantes de esforços de pesquisa colaborativa.

• Pagamentos de marcos pré-clínicos: US $ 250.000 a US $ 500.000
• Pagamentos de avanço do ensaio clínico: US $ 1-2 milhões por marco

Vendas futuras de produtos farmacêuticos

Vendas de produtos farmacêuticos projetados para o CONTX-101 em desenvolvimento.

Produto	Vendas anuais projetadas	Potencial de mercado
CONTX-101	Entrada inicial de mercado inicial de US $ 5 a 10 milhões	Mercado de tratamento de câncer de ovário

Context Therapeutics Inc. (CNTX) - Canvas Business Model: Value Propositions

You're looking at the core value Context Therapeutics Inc. (CNTX) brings to the table in the oncology space as of late 2025. It all centers on their T cell engaging (TCE) bispecific antibodies, designed to redirect the body's own T cells to attack solid tumors, which is a tough nut to crack for many therapies.

The primary value is in the pipeline itself, which is focused on three distinct, fully humanized TCE assets, each targeting a specific, highly relevant tumor-associated antigen. This diversification across targets is key to capturing value in multiple difficult-to-treat cancer populations.

The portfolio is built around addressing high unmet medical needs in cancers where other approaches have struggled due to safety or efficacy issues. For instance, with CTIM-76, Context Therapeutics is targeting CLDN6-positive cancers, where there are an estimated 70,000 patients with CLDN6-positive metastatic solid tumors in the United States, and currently, no approved targeted treatment options exist for them.

Here's a breakdown of the specific value propositions tied to the assets:

Asset	Target Antigen	Target Cancers (Examples)	Key Design/Clinical Data Point
CTIM-76	Claudin 6 (CLDN6)	Ovarian, endometrial, testicular	No Cytokine Release Syndrome (CRS) greater than Grade 1 observed as of Q3 2025
CT-95	Mesothelin (MSLN)	Pancreatic, NSCLC, ovarian, mesothelioma, colorectal	Avidity enhanced and affinity tuned to minimize impact of shed MSLN
CT-202	Nectin-4	Bladder, colorectal, lung, breast	pH-dependent design for preferential activity in the tumor microenvironment

The potential for a superior safety profile is a major differentiator, especially for CTIM-76. In the ongoing Phase 1 study as of the October 30, 2025 cutoff, Context Therapeutics reported that no Cytokine Release Syndrome ("CRS") greater than Grade 1 has been observed in any cohort. Also, no dose limiting toxicity ("DLT") has been observed for CTIM-76, and a maximum tolerated dose ("MTD") has not been reached. This favorable safety profile supports continued dose escalation with the goal of deepening RECIST responses.

For CT-95, the value proposition is rooted in its sophisticated engineering to overcome a known biological hurdle. The MSLN protein is overexpressed in approximately 30% of cancers, but a challenge has been the presence of shed MSLN fragments acting as a decoy. CT-95 is engineered with moderate affinity but high avidity for membrane-bound MSLN, specifically intended to minimize this decoy effect. This design is described as avidity enhanced and affinity tuned to localize therapeutic activity to the tumor microenvironment. As of late 2025, the Phase 1 trial for CT-95 has enrolled 6 patients and is enrolling Cohort 3, with no CRS greater than Grade 2 observed.

The company's financial stability supports the delivery of these value propositions in the near term. Context Therapeutics reported cash and cash equivalents of $76.9 million as of September 30, 2025, which management expects will be sufficient to fund operations into 2027. This runway is critical for reaching key milestones, such as the anticipated initial data readouts for CTIM-76 and CT-95 in the second quarter/middle of 2026, and the expected regulatory filings for CT-202 in the second quarter of 2026.

The value proposition is further detailed by the current clinical progress:

• CTIM-76 has enrolled 12 patients as of October 30, 2025, and is in Cohort 5 (priming dose 140 micrograms/full dose 560 micrograms).
• CT-95 has enrolled 6 patients as of October 30, 2025, and is in Cohort 3 (priming dose 0.18 µg/kg/full dose 0.6 µg/kg).
• CT-202, targeting Nectin-4, is projected to enter first-in-human trials in Q2 2026.

Finance: draft 13-week cash view by Friday.

Context Therapeutics Inc. (CNTX) - Canvas Business Model: Customer Relationships

You're looking at how Context Therapeutics Inc. (CNTX) manages its relationships with the key groups that drive its clinical and financial success. For a clinical-stage biotech, these relationships are everything; they are the direct line to validation and capital.

High-touch engagement with clinical investigators and key opinion leaders

Engagement here centers on the ongoing clinical trials for CTIM-76 and CT-95. The depth of interaction is reflected in the trial progress and the specific dosing cohorts being managed by investigators.

• CT-95 Phase 1 trial enrolled 6 patients as of the October 30, 2025 cutoff.
• The trial is currently enrolling Cohort 3, using a priming dose of 0.18 µg/kg and a full dose of 0.6 µg/kg.
• The proposed clinical starting dose for CT-95, based on AACR 2025 data, was 0.1 µg/kg.
• The company is advancing CT-95 in patients with MSLN-expressing advanced solid tumors, including ovarian, pancreatic, lung, and mesothelioma cancers.

Direct communication with investors via conferences and press releases

Context Therapeutics Inc. has been active in presenting its progress directly to the investment community, often following key data releases like the Q3 2025 results on November 5, 2025.

Conference Name	Date(s) in Late 2025	Format Mentioned
Stifel 2025 Healthcare Conference	November 12, 2025	Presentation, 1x1 Meetings
Guggenheim 2nd Annual Healthcare Innovation Conference	November 10, 2025	Fireside Chat, 1x1 Meetings
H.C. Wainwright 27th Annual Global Investment Conference	September 8, 2025	Event Mentioned
Cantor Global Healthcare Conference 2025	September 3, 2025	Event Mentioned
Citizens Life Sciences Conference	May 7 - May 8, 2025	Event Mentioned

Replays of webcasts from these events are available on the company website for 90 days.

Scientific dialogue through presentations at major oncology meetings (SITC, AACR)

The scientific community engagement is quantified by the number of presentations at major medical congresses. Context Therapeutics Inc. presented at both SITC and AACR in 2025.

• Presented 2 posters at the Society for Immunotherapy of Cancer (SITC) 40th Annual Meeting, held November 7-9, 2025.
• One SITC poster was a Trial in Progress for CT-95; the other covered preclinical data for CT-202.
• Presented a poster at the American Association for Cancer Research (AACR) Annual Meeting 2025 (April 25-30, 2025) in Chicago, IL.
• The AACR presentation highlighted data supporting the selection of the first-in-human dose for CT-95.

Regulatory interaction with the FDA and other health authorities

Regulatory interaction is tracked by the status of Investigational New Drug (IND) applications and expected filing dates for the pipeline assets.

• CT-95 received IND clearance from the FDA in July 2024.
• Initial Phase 1a data for CT-95 is expected by mid-2026.
• Regulatory filings to support the initiation of a first-in-human trial for CT-202 are expected in the second quarter of 2026.

Dedicated investor relations for public shareholders

The relationship with public shareholders is managed through financial reporting and insider activity, which signals management confidence. The stock trades on NASDAQ GS under the ticker CNTX, with a recent price noted at $1.12.

Financial health underpins this relationship; Context Therapeutics Inc. reported cash and cash equivalents of $83.5 million as of June 30, 2025, which the Company expects will fund operations into 2027.

Insider buying in the six months leading up to late 2025 shows direct investment from leadership:

Insider Role	Shares Purchased	Estimated Value
Chief Executive Officer	100,000	$70,080
Chief Financial Officer	40,010	$25,486

Finance: draft 13-week cash view by Friday.

Context Therapeutics Inc. (CNTX) - Canvas Business Model: Channels

The Channels component of Context Therapeutics Inc.'s business model centers on the specific pathways used to reach clinical investigators, the scientific community, capital markets, the public, and regulatory bodies for its T cell engaging (TCE) bispecific antibody pipeline, including CTIM-76, CT-95, and CT-202.

Clinical trial sites are the primary channel for drug delivery and testing. As of the October 30, 2025 cutoff, the Phase 1 dose escalation study for CT-95 had enrolled 6 patients, with dosing in Cohort 3. The CT-95 clinical trial (NCT06756035) is being conducted at clinical sites in the US. For CTIM-76, the Phase 1 trial had enrolled 12 patients as of the same October 30, 2025 cutoff, with dosing progressing to Cohort 5.

Clinical Program	Status as of October 30, 2025 Cutoff	Dosing Cohort	Enrolled Patients
CTIM-76 (CLDN6 x CD3)	Phase 1 Dose Escalation	Cohort 5	12
CT-95 (MSLN x CD3)	Phase 1 Dose Escalation	Cohort 3	6

Data dissemination to the scientific community relies heavily on presentations at major medical meetings. Context Therapeutics Inc. shared two posters discussing its CT-95 and CT-202 programs at the Society for Immunotherapy of Cancer's (SITC) 40th Annual Meeting, held November 7-9, 2025, in National Harbor, MD. The company also presented a Trial in Progress poster for the CTIM-76 Phase 1 clinical trial at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting in June 2025. Earlier in the year, preclinical data for CT-95 was presented at the American Association for Cancer Research (AACR) Annual Meeting 2025 in April 2025.

Access to capital markets is facilitated through participation in key investor conferences. Context Therapeutics Inc. confirmed presence at several such events through late 2025 and into November 2025.

• Guggenheim 2nd Annual Healthcare Innovation Conference: November 10-12, 2025.
• Stifel 2025 Healthcare Conference: November 11-13, 2025.
• Citizens Life Sciences Conference: May 7-8, 2025.
• 24th Annual Needham Virtual Healthcare Conference: April 7-10, 2025.

Public and investor updates are channeled through the corporate website and social media presence. The company's corporate website is www.contexttherapeutics.com, with investor relations information available at https://ir.contexttherapeutics.com. Context Therapeutics also follows and provides updates on X (formerly Twitter) and LinkedIn. The latest reported financial data as of late 2025 shows cash and cash equivalents of $76.9 million as of September 30, 2025, with the company expecting this to fund operations into 2027. Research and development expenses for the third quarter of 2025 were $8.7 million.

Direct regulatory submissions to health agencies, such as the U.S. Food and Drug Administration (FDA), represent a critical channel for advancing drug candidates. Context Therapeutics expects to complete the necessary regulatory filings to support the initiation of a first-in-human trial for CT-202 in the second quarter of 2026.

Context Therapeutics Inc. (CNTX) - Canvas Business Model: Customer Segments

You're looking at the key groups Context Therapeutics Inc. (CNTX) needs to satisfy to move its pipeline forward. For a clinical-stage biotech, these segments are less about mass-market consumers and more about specialized partners and capital providers. Here's the breakdown as of late 2025.

Patients with advanced solid tumors expressing CLDN6, MSLN, or Nectin-4

This segment is defined by biomarker expression, not just a specific cancer type, though Context Therapeutics Inc. (CNTX) is focused on several indications. The potential patient pool is defined by the targets of their three main assets.

• Mesothelin (MSLN) is overexpressed in approximately 30% of cancers.
• CTIM-76 targets CLDN6-positive ovarian, endometrial, and testicular cancers.
• CT-202 targets Nectin-4, which is highly expressed in bladder, colorectal, lung, and breast tumors.

Oncologists and clinical investigators running Phase 1 trials

These are the gatekeepers who enroll patients and execute the trials. Their focus is on safety, tolerability, and early efficacy signals. Context Therapeutics Inc. (CNTX) is actively engaging this group with ongoing dose-escalation studies.

Here's the quick math on where the two lead programs stood as of the October 30, 2025 cutoff:

Asset	Target Biomarker	Patients Enrolled (as of Oct 30, 2025)	Current Cohort	Key Safety/Efficacy Note
CTIM-76	CLDN6	12 patients	Cohort 5	Preliminary RECIST response observed beginning at Cohort 3; No CRS greater than Grade 1; MTD not reached
CT-95	MSLN	6 patients	Cohort 3	Approaching target dose exposure (projected at Cohort 4); No DLT observed; No CRS greater than Grade 2

The broader ecosystem supporting these investigators is large; for context, in the first half of 2025, 1,560 new Phase 1 interventional trials started globally. Also, a major early-phase research network like START operates with 31 Principal Investigators across its sites.

Future pharmaceutical companies seeking oncology assets for acquisition or co-development

This segment is interested in the value of Context Therapeutics Inc. (CNTX)'s pipeline assets, especially given their recent deal history. They look for de-risked, differentiated assets.

• CT-95 was acquired via a Corporate Asset Purchase from Link Immunotherapeutics on 09-Jul-2024.
• CT-202 was in-licensed from BioAtla, Inc. in September 2024.
• The company has an expected cash runway into 2027, suggesting operational stability for near-term partnership discussions.

Institutional and retail investors in the biotechnology sector

This group provides the necessary capital to fund the clinical development. Their interest is tied to the stock performance and ownership structure. As of November 2025, the ownership structure shows significant influence from sophisticated capital pools.

The ownership makeup as of November 11, 2025, looks like this:

Investor Group	Approximate Ownership Stake
Private Equity Firms	46%
Institutions (General)	22% (cut of recent gains)
General Public/Retail Investors	20% stake
Hedge Funds	10%

The company's market capitalization stood at $100M as of November 4, 2025, with approximately 91.9M shares outstanding. Context Therapeutics Inc. (CNTX) reported cash and cash equivalents of $76.9 million as of September 30, 2025, against a Q3 2025 net loss of $9.7 million. The stock price on November 4, 2025, was $1.11.

Context Therapeutics Inc. (CNTX) - Canvas Business Model: Cost Structure

You're looking at the cost side of Context Therapeutics Inc.'s (CNTX) operations as they push their pipeline through clinical stages. For a clinical-stage biotech, the costs are heavily weighted toward science and trials, which is exactly what the numbers show.

The most significant recurring cost driver is Research and Development (R&D). Context Therapeutics reported high R&D expenses, totaling $7.8 million in the second quarter of 2025, up substantially from $1.4 million in the second quarter of 2024. This spending reflects the active advancement of their clinical assets.

Clinical trial costs are central to this R&D spend. The progression of the two lead candidates through their Phase 1 dose escalation studies is a major expense component. For instance, in Q2 2025, the R&D increase was driven by higher expenses for CT-202 ($3.1 million), CT-95 ($1.5 million), and CTIM-76 ($0.1 million) compared to the prior year period. The CT-95 trial, which started in Q2 2025, is a key cost center, as is the ongoing CTIM-76 study.

General and administrative (G&A) expenses are much lower but still present a fixed cost base. For the third quarter of 2025, G&A expenses were approximately $1.9 million. This is consistent with the second quarter of 2025, where G&A was also $1.9 million, up from $1.7 million in Q2 2024.

Personnel costs are a direct driver of both R&D and G&A increases. You see this reflected in the year-over-year comparisons. In Q3 2025, personnel-related costs within R&D were up by $0.7 million compared to Q3 2024. Looking at Q2 2025, personnel-related costs increased by $1.6 million year-over-year, primarily due to higher headcount and termination benefits related to employee departures. In Q1 2025, personnel costs were up by $0.5 million year-over-year, also due to higher headcount and compensation adjustments.

The costs associated with building the pipeline, specifically in-licensing and acquisition costs, were significant in the prior year but now manifest as ongoing R&D expenses. Context Therapeutics incurred in-process research and development charges totaling $14.75 million in the third quarter of 2024, which covered the acquisition of CT-95 (July 2024) and the in-licensing of CT-202 (September 2024). These upfront costs are now capitalized or expensed, driving the current period R&D.

Here's a quick look at how the quarterly operating expenses stack up for the most recent periods we have data for:

Expense Category	Q2 2025 Amount	Q3 2025 Amount	Primary Driver
Research and Development (R&D)	$7.8 million	$8.7 million	Clinical trial progression (CTIM-76, CT-95)
General and Administrative (G&A)	$1.9 million	$1.9 million	Headcount, professional fees
Net Loss	$8.8 million	$9.7 million	High operating spend

The R&D spend is clearly the engine of the cost structure, which is typical for a company focused on advancing novel T cell engaging bispecific antibodies. You can see the direct impact on the bottom line, with the Q2 2025 net loss at $8.8 million and the Q3 2025 net loss at $9.7 million.

The key components driving the R&D burn rate are:

• Higher CT-202 expense of $3.1 million in Q2 2025.
• Higher CT-95 expense of $1.5 million in Q2 2025.
• CTIM-76 expense showed a decrease of $0.8 million in Q1 2025 due to lower manufacturing/preclinical costs.
• CT-95 and CT-202 acquisition/licensing costs totaled $14.75 million in Q3 2024 charges.

Finance: draft 13-week cash view by Friday.

Context Therapeutics Inc. (CNTX) - Canvas Business Model: Revenue Streams

You're hiring before product-market fit, which for a clinical-stage biotech like Context Therapeutics Inc., means your revenue streams are almost entirely non-product based right now. Honestly, this is the expected reality for a company advancing novel therapeutics through trials.

Currently, Context Therapeutics Inc. has zero product revenue, which is typical for a clinical-stage biotech focused on developing its pipeline candidates like CTIM-76 and CT-95. The primary, though non-operational, income source as of late 2025 comes from managing its balance sheet.

Specifically, for the third quarter ending September 30, 2025, Context Therapeutics Inc. earned other income of approximately $0.9 million. This figure is largely comprised of interest income earned on its cash and cash equivalents. To give you context on the cash position supporting this, the company held $76.9 million in cash and cash equivalents as of September 30, 2025. Management has stated they expect this cash position to be sufficient to fund operations into 2027.

Here's a quick look at the key financial data points relevant to the current revenue and funding picture:

Financial Metric	Amount/Status (As of Q3 2025)	Source/Context
Product Sales Revenue (TTM)	null	Context Therapeutics has no revenue
Interest Income (Q3 2025)	$0.9 million	Reported in Q3 2025 Financial Results
Cash & Equivalents (Sept 30, 2025)	$76.9 million	Sufficient to fund operations into 2027
Net Loss (Q3 2025)	$9.7 million	Improvement from $17.5 million loss in Q3 2024
Latest Equity Raise (Post IPO)	$100M	May 06, 2024

Beyond the current interest income, the true potential revenue streams for Context Therapeutics Inc. are tied to the success of its clinical pipeline, which manifests through licensing agreements and future commercialization.

The company has agreements in place that provide for future milestone payments. For instance, the amended collaboration and licensing agreement with Integral Molecular, Inc. for CTIM-76 outlines specific potential payments:

• Aggregate development and regulatory milestone payments reduced to $15 million.
• Aggregate sales milestone payments reduced to $12.5 million.
• A flat royalty rate of 6% on net sales, beginning no sooner than February 1, 2034.

These future product sales or commercialization royalties are contingent upon several regulatory achievements, including:

• First patient's first screening visit in a Phase 1b/2 or Phase 2 clinical trial for CTIM-76.
• First patient's first screening visit in a Phase 3 clinical trial for CTIM-76.
• United States marketing approval for CTIM-76.
• European Union marketing approval for CTIM-76.
• United Kingdom marketing approval for CTIM-76.
• Japan marketing approval for CTIM-76.

Finally, the operational funding itself is a key component of the current financial model, which relies on equity financing rounds to bridge the gap until a product is commercialized. The company raised $100M in a Post IPO round on May 06, 2024. This capital, combined with the existing cash balance, is what management is using to fund operations into 2027. Finance: draft 13-week cash view by Friday.