MacroGenics, Inc. filed a Current Report on Form 8-K dated November 13, 2026, to furnish an updated version of its corporate presentation. The filing, which includes the presentation as Exhibit 99.1, reflects updated details regarding the company’s clinical programs as of November 12, 2026.
The presentation outlines the company's financial position, noting that as of September 30, 2026, MacroGenics held $288 million in cash equivalents and marketable securities. The company also reported a track record of generating non-dilutive capital, totaling $359 million between 2025 and 2026. This capital was derived from the sale of manufacturing operations, the licensing of ZYNYZ royalties, and various milestone and nomination payments from partners.
The company’s pipeline is highlighted as consisting of five clinical-stage candidates and three FDA-approved therapeutics. The clinical programs include antibody drug conjugates (ADCs), dual checkpoint T-cell engagers, and bispecific antibodies. The presentation focuses on the company's B7-H3 ADC program, specifically MGC026, which is designed as a potential best-in-class candidate. The presentation includes data from a Phase 1 first-in-human study, with a data cutoff of September 1, 2026. The study evaluated MGC026 in patients with squamous cell carcinoma of the head and neck (SCCHN) and other solid tumors.
Regarding the SCCHN cohort, the presentation details the patient population, which consisted of 27 patients with a median age of 61. The majority of patients had received three or more prior lines of systemic therapy. The data indicates that among patients dosed at 6 mg/kg or higher, the objective response rate was 29% and the disease control rate was 65%. A case study is presented showing a patient with metastatic oropharyngeal cancer achieving a 58.1% reduction in target lesion size after nine weeks of treatment.
