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Arcellx, Inc.

Arcellx, Inc.

NASDAQ•ACLX
CEO: Mr. Rami Elghandour
Sector: Healthcare
Industry: Biotechnology
Listing Date: 2022-02-04
Arcellx, Inc., together with its subsidiary, engages in the development of various immunotherapies for patients with cancer and other incurable diseases in the United States. The company's lead ddCAR product candidate is anitocabtagene autoleucel, which is in phase 2 clinical trial for the treatment of patients with relapsed or refractory multiple myeloma (rrMM). It also develops ACLX-001, a product candidate in Phase 1 clinical trials targeting BCMA to treat rrMM; and ACLX-002, which is in Phase 1 clinical trials that targets CD123 for treating relapsed or refractory acute myeloid leukemia (AML) and myelodysplastic syndrome (MDS). In addition, the company's preclinical product includes ACLX-003 for the treatment of AML and MDS. Further, it focuses on the development of product candidates for solid tumor programs. It has a strategic alliance with Kite Pharma, Inc. to co-develop and co-commercialize anitocabtagene autoleucel. The company was formerly known as Encarta Therapeutics, Inc. and changed its name to Arcellx, Inc. in January 2016. Arcellx, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.
Contact Information
800 Bridge Parkway, Redwood City, CA, 94065, United States
240-327-0603
www.arcellx.com
Market Cap
$3.99B
P/E (TTM)
-21.5
42.6
Dividend Yield
--
52W High
$94.07
52W Low
$47.86
52W Range
52%
Rank56Top 70.4%
2.9
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 2.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2024

Financial Dashboard

Q3 2025 Data

Revenue

$4.95M-80.99%
4-Quarter Trend

EPS

-$0.99+106.25%
4-Quarter Trend

FCF

-$49.50M-274.13%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Collaboration Revenue Decreases Sharply Nine months revenue $20.6M, down $72.0M, driven by completion of dosing and manufacturing for anito-cel iMMagine-1 trial.
Research Development Spending Rises Nine months R&D expenses totaled $123.5M, up $11.1M, primarily due to higher internal personnel costs incurred during the period.
Cash Runway Extended Through 2028 Total cash and marketable securities $576.0M as of September 30, 2025, sufficient to fund operations into 2028.
Net Loss Significantly Widens Nine months net loss reached $(170.8M), a substantial increase from $(60.3M) loss reported in the prior year period.

Risk Factors

Late-Stage Candidate Success Uncertain Only one product candidate in late-stage development; novel platform success and regulatory approval remain highly uncertain.
Substantial Additional Funding Needed Limited operating history and incurred significant losses; substantial additional funding required to advance pipeline candidates.
Reliance on Third-Party Manufacturing Manufacturing genetically engineered products is complex; reliance on third parties exposes company to supply constraints or quality issues.
Potential Future Clinical Holds FDA previously issued partial clinical hold on anito-cel; future holds could cause material delays and harm prospects.

Outlook

Advance Clinical Pipeline Programs Plans include advancing anito-cel into earlier lines of therapy and continuing Phase 1 trials for ARC-SparX candidates.
Increase Commercial Readiness Spending Expect general and administrative expenses to increase as headcount expands preparing for potential commercial launch of anito-cel.
Seek Future Strategic Collaborations Expect to seek future collaborations for development or commercialization, dependent on favorable terms and resource allocation.
Maintain Intellectual Property Portfolio Continue to develop proprietary platforms and maintain, expand, and protect intellectual property portfolio for competitive advantage.

Peer Comparison

Revenue (TTM)

PTC Therapeutics, Inc.PTCT
$1.78B
+97.5%
Alkermes plcALKS
$1.52B
+1.1%
Arrowhead Pharmaceuticals, Inc.ARWR
$596.57M
+2936.3%

Gross Margin (Latest Quarter)

PTC Therapeutics, Inc.PTCT
92.5%
-2.0pp
Alkermes plcALKS
86.9%
+3.6pp
NewAmsterdam Pharma Company N.V.NAMS
81.6%
-18.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ARWR$9.53B-64.6-41.2%51.7%
KYMR$6.47B-26.6-33.4%7.6%
PTCT$5.95B7.7-182.7%15.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-31.3%
Growth Under Pressure
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:-$1.01
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 5, 2025|
    Revenue: $4.95M-81.0%
    |
    EPS: $-0.99+106.3%
    Meet
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $7.55M-72.4%
    |
    EPS: $-0.94+84.3%
    Meet
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $8.13M-79.3%
    |
    EPS: $-1.13+707.1%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $107.94M-2.2%
    |
    EPS: $-2.00-36.1%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $26.03M+74.0%
    |
    EPS: $-0.48-40.7%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $27.38M+91.5%
    |
    EPS: $-0.51+2.0%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $39.26M+119.2%
    |
    EPS: $-0.14-75.9%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 28, 2024|
    Revenue: $110.32M+0.0%
    |
    EPS: $-1.47+65.7%
    Miss