SNSE
Sensei Biotherapeutics, Inc.8.08
+0.19+2.41%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '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
Sensei acquires Faeth, raises $200M
Sensei completed its acquisition of Faeth Therapeutics on February 17, 2026, issuing 10,602 shares of Series B preferred stock convertible into common shares, diluting pre-deal holders to 10.7%. A concurrent $200M PIPE of 14,440 preferred shares closed February 20, funding PIKTOR through Phase 2 endometrial topline and breast cancer Phase 1b starts by year-end. Post-financing, original holders drop to 4.9%; Faeth gets 40.8%. Stockholder vote needed for conversion.
8-K
Board expands to five directors
Sensei Biotherapeutics expanded its board from three to five members on February 13, 2026, appointing insider Christopher W. Gerry, its President and Principal Executive Officer, and finance veteran Phillip B. Donenberg, ex-CFO of AveXis and Jaguar Gene Therapy with audit chair roles at Taysha and Tectonic. No related arrangements or disclosable transactions exist. Boards bulk up fast.
8-K
Exec retention deals signed
Sensei Biotherapeutics locked in its top execs with Retention Agreements on December 22, 2025, boosting CEO Christopher Gerry's base salary to $425,000 and SVP Finance Josiah Craver's to $400,000 effective November 14. Both qualify for 40% target bonuses from 2026 and tiered retention payouts through early 2026 if they stay or exit without cause. Retention signals stability amid biotech pressures.
10-Q
Q3 FY2025 results
Sensei Biotherapeutics narrowed its Q3 operating loss to $4.9M from $7.8M y/y, as R&D expenses dropped to $2.5M from $4.6M and G&A to $2.3M from $3.2M, while nine-month net loss improved to $16.4M from $22.4M. Cash burn slowed, with operating cash use at $16.6M for nine months versus $18.9M prior year; quarter-end cash and equivalents stood at $10.6M plus $14.5M marketable securities. Yet cash runway tightens amid solnerstotug discontinuation and 65% workforce cut, with $1.6M severance ahead. Strategic alternatives hunt is on. Going concern doubt looms large.
8-K
Discontinues program, reviews options
Sensei Biotherapeutics discontinued solnerstotug development on October 30, 2025, and launched a strategic review for options like asset sales, mergers, or wind-down to maximize shareholder value. Cash stood at $25.0 million as of September 30, down from $41.3 million year-end 2024; Q3 net loss narrowed to $4.6 million from $7.3 million prior year. Workforce slashed 65%. Strategic alternatives face market volatility risks.
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