SNSE
Sensei Biotherapeutics, Inc.8.08
+0.19+2.41%
Dec 16, 4:00:00 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
10.19MP/E (TTM)
-Basic EPS (TTM)
-19.14Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
Strategic review initiated
Sensei Biotherapeutics discontinued development of its lead candidate solnerstotug and launched a strategic review to maximize shareholder value, exploring options like asset sales, mergers, or an orderly wind-down. This move, triggered by tough capital markets and funding needs, includes workforce reductions to conserve cash while retaining a core team for the process. No timeline or guaranteed outcome exists. Yet, the board prioritizes stewardship amid uncertainty.
8-K
Promising solnerstotug PFS data
Sensei Biotherapeutics unveiled Phase 1/2 dose expansion data for solnerstotug combined with cemiplimab, showing a 50% six-month progression-free survival rate in the 15 mg/kg cohort among PD-(L)1-resistant hot tumors, far exceeding historical 10-20% benchmarks, with all six responses—including a durable complete response in Merkel Cell Carcinoma—occurring at this dose. The regimen proved well-tolerated, featuring only mild Grade 1 cytokine release syndrome in six cases. Data signals advancement to Phase 2 trials in 2026 for NSCLC and MCC, pending FDA input and funding. Yet risks loom if prior signals falter in larger studies.
10-Q
Q2 FY2025 results
Sensei Biotherapeutics narrowed its Q2 FY2025 net loss to $4.9M from $7.1M a year earlier, as total operating expenses dropped 33% year-over-year to $5.2M, driven by lower research and development costs following a November 2024 restructuring that cut the workforce by 46% and paused preclinical programs to focus on solnerstotug. For the first half of 2025, the net loss improved to $11.8M from $15.1M in 2024, with operating expenses down 24% to $12.5M, while interest income of $0.7M partially offset the shortfall. Cash burn from operations held steady at $13.0M for the half, but net cash rose to $12.6M after $15.9M in investing inflows from maturing securities; total liquidity stood at $28.6M, funding operations into Q2 2026 amid ongoing Phase 1/2 trials for solnerstotug. Lease liabilities totaled $2.2M for operating and $0.3M for financing arrangements. Yet clinical setbacks could derail progress.
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