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ALX Oncology Holdings (ALXO)
NASDAQ:ALXO
US Market
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ALX Oncology Holdings (ALXO) AI Stock Analysis

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ALXO

ALX Oncology Holdings

(NASDAQ:ALXO)

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Neutral 48 (OpenAI - Gpt-5.6Sol)
Rating:48Neutral
Price Target:
$2.00
▲(0.00% Upside)
Action:Reiterated
Date:09/07/26
The score is primarily held back by weak financial performance typical of a pre-revenue biotech (ongoing losses and significant negative operating/free cash flow), despite some improvement in burn and relatively low reported debt. Technicals are neutral-to-mildly positive, suggesting stabilization rather than strong momentum. Corporate events modestly help via governance upgrades and added financing capacity, but the secured facility also introduces tighter covenant/asset-collateral structure. Valuation is difficult to support with a negative P/E and no dividend yield.
Positive Factors
Low balance-sheet leverage
Relatively modest debt compared with equity gives ALX Oncology a stronger starting balance sheet than its cash burn alone would suggest. This can preserve financial flexibility for clinical development, although the company still needs funding while programs remain pre-commercial.
Negative Factors
No commercial revenue and persistent losses
ALX Oncology has not yet established recurring product revenue to offset research and operating costs, leaving financial performance dependent on clinical progress and external funding. Continued large operating losses also make earnings quality and near-term self-sufficiency structurally weak.
Read all positive and negative factors
Positive Factors
Negative Factors
Low balance-sheet leverage
Relatively modest debt compared with equity gives ALX Oncology a stronger starting balance sheet than its cash burn alone would suggest. This can preserve financial flexibility for clinical development, although the company still needs funding while programs remain pre-commercial.
Read all positive factors

ALX Oncology Holdings (ALXO) vs. SPDR S&P 500 ETF (SPY)

ALX Oncology Holdings Business Overview & Revenue Model

Company Description
ALX Oncology Holdings Inc., a clinical-stage immuno-oncology company, focuses on developing therapies for cancer patients in the United States. The company’s lead product candidate is Evorpacept, a CD47 blocking therapeutic biologic development as...
How the Company Makes Money
ALX Oncology is a clinical-stage biotechnology company and does not have recurring commercial product sales as a primary revenue source. As a result, its reported revenue (if any) is typically driven by collaboration- and partnership-related payme...

ALX Oncology Holdings Earnings Call Summary

Earnings Call Date:May 08, 2026
(Q1-2026)
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% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call conveyed meaningful, reproducible efficacy signals for evorpacept combinations—especially in CD47-high, centrally confirmed HER2-positive patients—with durable responses across independent studies, a large evorpacept safety database, progressing second program (ALX2004), and strengthened corporate resources. However, the clinical findings are preliminary given small exploratory cohorts, CD47 assay/cutoff uncertainty, discordant HER2 testing, and anticipated need for a registrational trial, which introduces execution and regulatory risk. Overall, momentum and positive clinical signals outweigh the limitations, but important validation and prospective biomarker work remain.
Positive Updates
Confirmed Clinical Activity of Evorpacept + Zanidatamab
Phase Ib/II exploratory results in heavily pretreated HER2-positive metastatic breast cancer (n=24) showed an overall confirmed objective response rate (ORR) of 33% (24 patients). In the 10 patients with centrally confirmed HER2-positive disease the ORR was 60%.
Negative Updates
Very Small Sample Sizes for Key Subsets
The zanidatamab-evorpacept exploratory biomarker analysis is based on only 24 patients overall, 10 centrally confirmed HER2-positive patients and 5 CD47-high patients — making the results preliminary and subject to variability.
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Q1-2026 Updates
Negative
Confirmed Clinical Activity of Evorpacept + Zanidatamab
Phase Ib/II exploratory results in heavily pretreated HER2-positive metastatic breast cancer (n=24) showed an overall confirmed objective response rate (ORR) of 33% (24 patients). In the 10 patients with centrally confirmed HER2-positive disease the ORR was 60%.
Read all positive updates
Company Guidance
Management reiterated both programs are on track: ASPEN‑09 will enroll up to 120 patients (interim top‑line from ~80 patients expected mid‑2027) with a primary endpoint of ORR in the CD47‑overexpressing subset and the company aims to be ready for registrational studies by end‑2027; ALX2004 dose escalation (1 → 2 → 4 mg/kg cohorts) is progressing with an initial safety readout planned H2‑2026. They highlighted recent efficacy metrics: evorpacept+zanidatamab exploratory cohort (n=24, median 5 prior lines, all prior T‑DxD) showed overall ORR 33%, ORR 60% in 10 centrally confirmed HER2+ patients, median DOR ~20 months, median PFS 3.6 months overall (8.3 months in centrally HER2+), and in the centrally HER2+/CD47‑high (≥20% IHC) subgroup all 5 patients responded with median PFS ≈22 months; these findings were consistent with ASPEN‑06 (n=127) where evorpacept arm ITT ORR was 41%, >49% in retained HER2, 65% in CD47+ patients, median PFS 18.4 months, HR 0.39 in the CD47 subset and median DOR 25.5 months. They also noted a clinical safety database of >800 evorpacept‑treated patients, zanidatamab dosing at 1,200 mg (<70 kg)/1,600 mg (≥70 kg) with evorpacept at 20–30 mg/kg IV q2w, CD47 prevalence around ~50% (gastric 45–57% reported), an estimated ~20,000 addressable HER2+/CD47‑high patients representing a $2–4B US/EU5/Japan market, and that a February financing strengthens the balance sheet to fund milestones over the next 1–2 years.

ALX Oncology Holdings Financial Statement Overview

Summary
Development-stage profile with no reported revenue and structurally weak profitability. Losses and cash burn remain large (TTM net loss -$80.9M; TTM operating cash flow -$89.4M; TTM free cash flow -$89.6M), though the loss/burn trend has improved versus 2023–2024. Balance sheet leverage is modest (TTM debt $9.7M vs. equity $136.2M), but equity volatility and continued negative returns highlight ongoing financing and execution risk.
Income Statement
18
Very Negative
Balance Sheet
46
Neutral
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-150.00K0.00-872.00K-836.00K0.00-736.00K
EBITDA-78.93M-99.39M-132.25M-158.40M-122.84M-83.42M
Net Income-80.89M-101.69M-134.85M-160.81M-123.48M-83.46M
Balance Sheet
Total Assets160.82M59.05M147.78M242.55M306.49M380.18M
Cash, Cash Equivalents and Short-Term Investments138.23M44.79M127.76M182.74M266.21M363.67M
Total Debt9.71M5.22M16.98M17.20M10.43M742.00K
Total Liabilities24.63M33.06M34.16M52.84M43.02M17.13M
Stockholders Equity136.19M25.98M113.62M189.71M263.46M363.05M
Cash Flow
Free Cash Flow-70.95M-84.35M-122.36M-131.64M-90.65M-73.02M
Operating Cash Flow-70.78M-84.14M-121.91M-130.36M-89.22M-68.10M
Investing Cash Flow-65.89M82.59M86.26M44.66M-235.42M-4.92M
Financing Cash Flow140.25M362.00K30.82M59.29M9.86M2.47M

ALX Oncology Holdings Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2.00
Price Trends
50DMA
2.03
Negative
100DMA
1.90
Positive
200DMA
1.82
Positive
Market Momentum
MACD
<0.01
Positive
RSI
49.79
Neutral
STOCH
60.68
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ALXO, the sentiment is Neutral. The current price of 2 is below the 20-day moving average (MA) of 2.00, below the 50-day MA of 2.03, and above the 200-day MA of 1.82, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 49.79 is Neutral, neither overbought nor oversold. The STOCH value of 60.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ALXO.

ALX Oncology Holdings Risk Analysis

ALX Oncology Holdings disclosed 82 risk factors in its most recent earnings report. ALX Oncology Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

ALX Oncology Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
51
Neutral
$327.16M-3.82-58.00%
51
Neutral
$240.37M-7.40-29.09%8906.15%41.48%
48
Neutral
$277.94M-1.77-90.30%48.20%
45
Neutral
$31.85M-0.43-413.28%43.02%
45
Neutral
$33.23M-0.78-82.06%-23.49%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ALXO
ALX Oncology Holdings
2.00
0.91
83.49%
IFRX
InflaRx
2.17
0.64
41.83%
QNCX
Quince Therapeutics
29.50
-292.50
-90.84%
ADAG
Adagene
3.49
0.99
39.60%
CNTX
Context Therapeutics
0.38
-0.47
-55.50%

ALX Oncology Holdings Corporate Events

Business Operations and StrategyExecutive/Board Changes
ALX Oncology Appoints New Chairman Amid Leadership Changes
Positive
Jun 30, 2026
On June 29, 2026, ALX Oncology announced that co-founder Corey Goodman, Ph.D., resigned as chairman and member of the board, citing personal reasons and no disagreements with company operations, and the board appointed independent director Scott G...
Business Operations and StrategyPrivate Placements and Financing
ALX Oncology Secures New $50 Million Loan Facility
Positive
Jun 26, 2026
On June 25, 2026, ALX Oncology entered a secured multi-tranche term loan facility of up to $50 million with HSBC Ventures USA, initially drawing $10 million to refinance its prior debt with Oxford Finance and Silicon Valley Bank and to cover closi...
Executive/Board ChangesShareholder Meetings
ALX Oncology Shareholders Approve Directors and Executive Pay
Positive
Jun 11, 2026
ALX Oncology Holdings Inc. held its Annual Meeting of stockholders on June 10, 2026, at which shareholders elected three Class II directors, Daniel Curran, M.D., Rekha Hemrajani, and Chris Takimoto, M.D., Ph.D., F.A.C.P., to serve until the 2029 a...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 07, 2026