CCCC C4 Therapeutics, Inc.

BULLISH Impact: 7/10 8-K
Horizon months Filed Apr 9, 2026 Processed 2mo ago SEC 0001628280-26-024336
8-K material event: Items 1.01
Latest settled — T+20d ⚠ clustered
CCCC ▲ +3.53% at T+20d
LONG call ✓ call won +3.53% · α vs SPY -4.03% · entry $2.83 → $2.93
Next anchor: T+60d in 26d
Last close $3.59 (close Jun 8) · +26.86% from $2.83 entry
Entry anchored
Apr 9, 07:04 AM ET
via Databento tick
T+1d
-10.42%
call -10.42% · α -10.36%
$2.54
settled 2mo ago
T+5d
+2.47%
call +2.47% · α -0.71%
$2.90
settled 8w ago
T+20d
+3.53%
call +3.53% · α -4.03%
$2.93
settled 5w ago
T+60d
call — · α —
in 26d

Price Chart

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Executive Summary

C4 Therapeutics entered a research collaboration and license agreement with Roche to develop degrader-antibody conjugates (DACs) for two undisclosed oncology targets, with an option for a third. The deal includes a $20 million upfront payment and over $1 billion in potential milestone payments plus royalties. This partnership leverages C4T's TORPEDO platform and Roche's ADC expertise.

Key Financial Metrics

Deal Value
$20.0M

Actionable Insight

The significant upfront payment and substantial milestone potential provide non-dilutive funding for C4T's pipeline development. The partnership with Roche validates C4T's technology platform. The deal structure with Roche's right to terminate for convenience introduces some execution risk.

Key Facts

  • C4 Therapeutics and Roche entered a collaboration agreement for degrader-antibody conjugates (DACs)
  • Roche will develop, manufacture, and commercialize DACs directed to two initial undisclosed oncology targets
  • C4T receives $20 million upfront payment
  • C4T is eligible to receive over $1.0 billion in aggregate milestone payments
  • C4T will receive tiered royalties on net sales ranging from mid-single digit to low-double digit percent
  • Roche has the right to terminate the agreement for convenience with 90 days notice

Financial Impact

$20 million upfront payment and over $1.0 billion in potential milestone payments

revenuecash_flowdilution

Risk Factors

  • Roche can terminate the agreement for convenience with 90 days notice
  • The success of the collaboration depends on achieving specified research and development milestones
  • The upfront payment is modest compared to the potential milestone payments

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-024336
Document: aprilcorporatedeck_final.htm0001628280-26-024336
Document: cccc-20260409xexx991.htm0001628280-26-024336
Document: 0001628280-26-024336-index-headers.html0001628280-26-024336
Document: 0001628280-26-024336-index.html0001628280-26-024336
Document: 0001628280-26-024336.txt0001628280-26-024336
8 reports for CCCC
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +26.62%Feb 26, 2026
Filters
Rows
Reports for CCCC — sortable, filterable
Type Now
May 15, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$3.22 $3.49▲ +8.39%▲ +6.77%$3.59 (+11.49%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 4/10
$3.17 $3.22▲ +1.58%▲ +1.50%$3.59 (+13.25%)
May 12, 2026
28d ago
Press Release
MIXED ★ 5/10
$3.17 $3.22▲ +1.58%▲ +1.50%$3.59 (+13.25%)
Apr 9, 2026
8w ago
8-K
BULLISH ★ 7/10
$2.83 $2.90▲ +2.47%▼ −0.71%$3.59 (+26.86%)
Apr 9, 2026
8w ago
Press Release
BULLISH ★ 7/10
$2.83 $2.90▲ +2.47%▼ −0.71%$3.59 (+26.86%)
Mar 25, 2026
10w ago
Press Release
NEUTRAL ★ 5/10
$2.69 $2.70▲ +0.37%▲ +0.62%$3.59 (+33.46%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 6/10
$3.17 $3.59▲ +13.25%▲ +14.46%$3.59 (+13.25%)
Feb 26, 2026
14w ago
8-K
BULLISH ★ 7/10
$2.78 $3.03▲ +8.99%▲ +10.12%$3.59 (+29.14%)
Showing 8 of 8

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