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Natera & Angiex Partner to Evaluate AGX101 Response With Signatera

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Key Takeaways

  • Natera will use Signatera to assess AGX101 response in a Phase 1 trial for advanced solid tumors.
  • Signatera will track ctDNA over time to assess whether molecular changes can complement imaging.
  • AGX101 targets TM4SF1 in tumor cells and tumor-associated endothelial cells to deliver a cytotoxic payload.

Natera (NTRA - Free Report) recently announced a collaboration with Angiex, Inc. to assess treatment response to AGX101, an investigational nuclear-delivered antibody-drug conjugate (ND-ADC), using its Signatera test. The Phase 1 trial is evaluating AGX101 in patients with unresectable, locally advanced or metastatic solid tumors.

Per management, Signatera can provide deeper insights into early biologic responses, helping to advance the understanding of the novel drug class. Natera looks forward to working with the Angiex team to generate molecular response data that could support the development of AGX101 and further the potential of this therapeutic approach.

NTRA Stock Trend Following the News

Following the announcement, shares of NTRA inched up 0.1% at yesterday’s close. Year to date, the stock has gained 47.8% compared with the industry’s 4.1% growth and the S&P 500’s 11.6% rise.

The collaboration is a positive development for Natera as it expands the use of Signatera in an early-stage clinical program involving a novel cancer treatment approach. If longitudinal ctDNA monitoring demonstrates value alongside imaging, it could strengthen the utility of Signatera for treatment response assessment in advanced solid tumors. The collaboration also adds to Natera’s growing network of biopharma relationships, supporting broader adoption of its molecular residual disease (MRD) and molecular monitoring capabilities.

NTRA currently has a market capitalization of $48.79 billion.

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More on the News

AGX101 is designed to target TM4SF1 and deliver a cytotoxic payload to both TM4SF1-expressing tumor cells and tumor-associated endothelial cells. This dual-targeting approach is intended to address cancer cells as well as tumor vasculature. Signatera will be used for longitudinal circulating tumor DNA (ctDNA) monitoring to assess its potential role in monitoring treatment response throughout AGX101 therapy.

Natera’s Signatera test offers a personalized approach to measuring ctDNA and may serve as a complementary tool to radiologic evaluations. Tracking ctDNA levels over time could provide additional insights into treatment response, particularly in cases where imaging detects metabolic or structural changes that may not clearly indicate the presence of viable tumor.

Angiex co-founder and CEO Paul Jaminet, Ph.D., said AGX101 could provide a differentiated treatment option for patients with advanced solid tumors. The collaboration will assess whether longitudinal ctDNA measurements can complement imaging and offer deeper insights into treatment response.

Industry Prospects Favoring the Market

Going by the data provided by Grand View Research, the global minimal residual disease testing market is predicted to be valued at $3 billion in 2026 and is expected to witness a CAGR of 13.2% through 2033.

Factors like the increasing adoption of MRD testing in oncology care, rising cancer burden, growing adoption of precision medicine and increasing use of advanced technologies like next-generation sequencing and PCR are supporting the market’s growth.

Other News

Natera recently collaborated with Kupando Therapeutics to support a Phase 1 clinical trial evaluating circulating tumor DNA (ctDNA) dynamics in patients with advanced skin cancers. The collaboration will use Natera’s Latitude tissue-free MRD test to monitor treatment response to KUP-101, Kupando’s investigational immunotherapy targeting innate immune activation.

Natera’s MRD test, Signatera, received certification as a Class C device under the European Union’s In Vitro Diagnostic Regulation (IVDR) for use across multiple types of cancer, including gastrointestinal, genitourinary, breast, skin, gynecological, head and neck, non-small cell lung cancer, diffuse large B-cell lymphoma, indolent non-Hodgkin's lymphomas and pan-cancer immunotherapy monitoring.

NTRA’s Zacks Rank & Key Picks

Currently, NTRA carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and West Pharmaceutical (WST - Free Report) .

Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.

Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%.

VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.

West Pharmaceutical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.

WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.

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