MGNX 最新10-Q变化
将 MGNX 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-14 与上一份 10-Q · 2026-05-13
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +30 | −16 | ~10 | 8 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +3 | 0 | ~1 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-14
We currently have multiple proprietary product candidates. These include three clinical-stage ADCs incorporating a novel topoisomerase I inhibitor (TOP1i)-based linker-payload: MGC026, which targets B7-H3; MGC028, which targets ADAM9; and MGC030, which is directed against an undisclosed target. We a…
research license, and the parties agreed on a research plan for the First Research Program under which we will provide research and development services. In January 2024, the parties amended the Gilead Agreement to revise certain matters related to intellectual property in the performance of the res…
Three Months Ended June 30,Increase/(Decrease)Six Months Ended June 30,Increase/(Decrease)
The increase in revenue of $25.9 million for the three months ended June 30, 2026 compared to the three months ended June 30, 2025 was primarily due to:
•the achievement of a $24.5 million regulatory milestone related to TZIELD; and
相对上期删除的文字 · 来源:10-Q · 2026-05-13
We currently have three proprietary product candidates in clinical development: lorigerlimab, a bispecific DART molecule that targets checkpoint inhibitors PD-1 and CTLA-4; MGC026, an ADC that targets B7-H3 and delivers a novel topoisomerase I inhibitor (TOP1i)-based linker-payload, and MGC028, an A…
milestone. In September 2025, Gilead nominated the second of the two research programs contemplated in the Gilead Agreement (Second Research Program) and we granted Gilead a research license. Gilead also exercised their exclusive option to obtain a license to exploit the research molecule and resear…
The increase in revenue of $7.6 million for the three months ended March 31, 2026 compared to the three months ended March 31, 2025 was primarily due to:
•an increase of $7.8 million in contract manufacturing revenue due to higher production volume in 2026; and
•an increase of $5.8 million in royalty revenue recognized due to higher sales of ZYNYZ.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-14
•James Karrels, Senior Vice President and Chief Financial Officer, adopted a new trading plan on June 4, 2026 (with the first trade possible under the new plan no sooner than September 2, 2026). The trading plan will be effective until September 15, 2027 and covers the potential sale of up to 613,20…
•Jeffrey Peters, Senior Vice President, General Counsel and Corporate Secretary, adopted a new trading plan on May 20, 2026 (with the first trade possible under the new plan no sooner than August 19, 2026). The trading plan will be effective until August 31, 2027 and covers the potential sale of up …
•Beth Smith, Vice President, Controller and Treasurer, adopted a new trading plan on June 5, 2026 (with the first trade possible under the new plan no sooner than September 4, 2026). The trading plan will be effective until December 31, 2027 and covers the potential sale of up to 44,000 shares of co…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议