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Arcellx, Inc.

NASDAQ•ACLX
CEO: Mr. Rami Elghandour
板块: Healthcare
行业: Biotechnology
上市日期: 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.
联系方式
800 Bridge Parkway, Redwood City, CA, 94065, United States
240-327-0603
www.arcellx.com
市值
$6.69B
市盈率 (TTM)
-28.1
17.8
股息率
--
52周最高
$114.65
52周最低
$47.86
52周范围
100%
排名47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
基于 7 年期基本面
疲弱 • 3.4 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2019-2025

财务仪表盘

Q4 2025 数据

营业收入

$1.65M+0.00%
近4季度走势

每股收益

-$1.01+0.00%
近4季度走势

自由现金流

-$58.94M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (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%

毛利率 (最新季度)

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

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
ARWR$8.91B44.036.1%19.5%
PCVX$8.38B-10.3-25.9%7.5%
ACLX$6.69B-28.1-55.4%15.9%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-41.2%
增长承压
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
0%
现金流需要关注

深度研究

下次财报:2026年3月17日
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每股收益:-
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营业收入:-
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利润表
过去12个月
无数据