ACLX
Arcellx, Inc.66.33
-2.01-2.94%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
3.84BP/E (TTM)
-Basic EPS (TTM)
-3.93Dividend Yield
0%Recent Filings
8-K
10-Q
Q3 FY2025 results
Arcellx's Q3 FY2025 collaboration revenue from Kite fell sharply to $4.9M from $26.0M y/y, reflecting the iMMagine-1 trial's completion, while YTD revenue dropped to $20.6M from $92.7M y/y as manufacturing wound down. Operating expenses climbed 12% y/y to $66.7M in the quarter, driven by a 54% surge in G&A to $31.6M amid commercial readiness and personnel costs, including $17.9M in share-based comp, pushing the operating loss to $61.8M from $33.6M y/y and net loss to $55.8M from $25.9M y/y (derived). Yet cash reserves held firm at $576.0M, bolstered by $131.6M from at-the-market offerings, funding operations into 2028. No non-GAAP metrics disclosed in the 10-Q. Kite's manufacturing role for iMMagine-3 advances anito-cel in earlier-line rrMM. Still, clinical setbacks from competing CAR-T therapies loom large.
8-K
Arcellx Q3 loss widens on G&A rise
Arcellx reported Q3 2025 results, with collaboration revenue dropping to $4.9 million from $26.0 million year-over-year due to completed dosing and manufacturing of anito-cel in the iMMagine-1 trial. R&D expenses fell to $35.1 million, yet G&A surged to $31.6 million from commercial readiness and personnel costs, driving a net loss of $55.8 million versus $25.9 million last year. Cash reserves stand at $576.0 million, funding operations into 2028. Elevated G&A signals accelerating commercialization push.
8-K
Strong anito-cel data, AML IND cleared
Arcellx unveiled strong Phase 2 iMMagine-1 data for anito-cel in relapsed or refractory multiple myeloma, showing 97% overall response rate and 68% complete response among 117 patients at 12.6 months median follow-up, with no delayed neurotoxicities observed. The company secured FDA clearance for its ACLX-004 IND targeting AML via the ARC-SparX platform. Cash reserves hit $538 million, funding operations into 2028, while net loss widened to $52.8 million amid commercial prep costs. Anito-cel eyes 2026 launch with Kite.
10-Q
Q2 FY2025 results
Arcellx's Q2 FY2025 collaboration revenue from Kite fell sharply to $7.6M from $27.4M y/y, reflecting the iMMagine-1 trial's completion, while six-month revenue dropped to $15.7M from $66.6M y/y. Operating expenses climbed 6% y/y to $66.3M in the quarter, driven by higher G&A for commercial readiness, yielding an operating loss of $58.7M versus $35.0M last year; net loss widened to $52.8M ($0.94/share) from $27.2M ($0.51/share), with the gap to operating loss under 20% tied to minimal other items. Cash burn quickened, with operating cash use at $102.9M for six months versus $68.2M y/y, but $537.6M in cash and marketable securities funds operations into 2028. No M&A or debt noted. Kite partnership advances anito-cel in rrMM, yet regulatory hurdles loom large.
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