TIL
Instil Bio, Inc.11.25
+0.13+1.17%
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
76.30MP/E (TTM)
-Basic EPS (TTM)
-11.35Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2025 results
Instil Bio's Q2 FY2025 results showed a net loss of $21.4 million, up 43% y/y from $14.9 million, driven by $10.0 million in-process R&D from a milestone payment to ImmuneOnco for AXN-2510/IMM2510's U.S. IND clearance, while research and development expenses rose 131% y/y to $6.7 million on collaboration activities but general and administrative costs fell 42% y/y to $6.2 million amid headcount reductions. Operating loss widened to $23.4 million from $14.1 million y/y, with diluted EPS at $(3.24) versus $(2.29), reconciling to 6.6 million weighted shares. Liquidity stood solid at $103.6 million in cash equivalents, marketable securities, and long-term investments, supporting operations beyond 2026, offset by $84.4 million net debt at 6.35% maturing December 2026; the Tarzana facility, generating $2.2 million quarterly rental income, was listed for sale in March 2025 after $16.6 million YTD impairment. Restructuring under the 2024 Plan continues to streamline costs. Clinical progress includes planned Phase 1 initiation for AXN-2510/IMM2510 in relapsed/refractory solid tumors by year-end. Yet competition in bispecific antibodies remains fierce.
8-K
Instil Bio Q2 results and IND clearance
Instil Bio reported Q2 2025 financials, showing $103.6 million in cash and equivalents, down from $115.1 million at year-end 2024, yet sufficient to fund operations beyond 2026. The FDA cleared the IND for AXN-2510/IMM2510 in July, paving the way for U.S. trial initiation by year-end, while ImmuneOnco's updated monotherapy data in squamous-NSCLC hits the WCLC in September. Net loss widened to $21.4 million from $14.9 million last year. Cash burn accelerates R&D.
8-K
Promising IMM2510 NSCLC trial data
Instil Bio announced preliminary Phase 2 data from ImmuneOnco's trial of IMM2510 combined with chemotherapy in first-line advanced NSCLC patients, showing a 62% partial response rate among 21 efficacy-evaluable patients as of July 1, 2025. Safety proved clean, with no dose-limiting toxicities in 33 patients and mostly low-grade adverse events. Partial responses hit 80% in squamous cases but 46% in non-squamous. Data will hit a medical conference soon.
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