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Arcellx, Inc.

NASDAQ•ACLX
CEO: Mr. Rami Elghandour
セクター: Healthcare
業種: Biotechnology
上場日: 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.
連絡先情報
800 Bridge Parkway, Redwood City, CA, 94065, United States
240-327-0603
www.arcellx.com
時価総額
$6.69B
PER (TTM)
-28.1
17.9
配当利回り
--
52週高値
$114.80
52週安値
$47.86
52週レンジ
99%
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.65M+0.00%
直近4四半期の推移

EPS

-$1.01+0.00%
直近4四半期の推移

フリーCF

-$58.94M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Anito-cel BLA Accepted FDA accepted BLA for anito-cel treatment of rrMM; anticipated Prescription Drug User Fee Act date is December 23, 2026.
Pivotal Trial Shows Strong Response iMMagine-1 trial reported 96% overall response rate and 74% stringent/complete response rate in refractory patients.
Gilead Acquisition Terms Gilead merger offer set at $115.00 per share plus one CVR; expected closing anticipated in the second quarter of 2026.
Extended Cash Runway Cash and marketable securities totaled $520.1 M as of year-end 2025, funding operations projected into 2028.

リスク要因

Collaboration Revenue Decline Collaboration revenue dropped 79% to $22.3 M in 2025, primarily due to completion of dosing/manufacturing milestones in iMMagine-1.
Widening Net Loss Net loss increased 113% to $(228.9 M) in 2025, driven by 33% rise in G&A expenses to $117.8 M.
Merger Termination Cost Merger closing is subject to conditions; termination under specific circumstances requires paying Gilead a $260.0 M termination fee.
Novel Platform Execution ddCAR and ARC-SparX platforms are novel and unproven, complicating development timelines and regulatory approval success.

見通し

Phase 3 Trial Enrollment Kite is running global Phase 3 iMMagine-3 trial for anito-cel; expects trial enrollment completion by the middle of 2026.
Pipeline Diversification Advancing ACLX-002/004 for AML/MDS and evaluating anito-cel in non-oncology indications, starting with generalized Myasthenia Gravis.
Technology Platform Expansion Plan to leverage proprietary D-Domain technology to expand pipeline into solid tumors and autoimmune disease indications.
Commercial Infrastructure Build Establishing commercial organization and distribution capabilities now, anticipating substantial future investment prior to product approval.

同業比較

売上高 (TTM)

PTCT stock ticker logoPTCT
$1.73B
+114.5%
ALKS stock ticker logoALKS
$1.48B
-5.2%
ARWR stock ticker logoARWR
$1.09B
+4081.8%

粗利益率 (最新四半期)

KYMR stock ticker logoKYMR
2763.6%
-2680.7pp
CRNX stock ticker logoCRNX
111.8%
+0.0pp
ARWR stock ticker logoARWR
100.0%
+50.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
PCVX$7.86B-9.7-25.9%7.5%
ARWR$7.71B38.136.1%19.5%
ACLX$6.69B-28.1-55.4%15.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-41.2%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年3月17日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし