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Arcellx, Inc.

NASDAQ•ACLX
執行長: Mr. Rami Elghandour
板塊: Healthcare
行業: 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.
聯絡資訊
800 Bridge Parkway, Redwood City, CA, 94065, United States
240-327-0603
www.arcellx.com
市值
$6.72B
本益比 (TTM)
-28.3
19.2
股息率
--
52周最高
$114.94
52周最低
$47.86
52周範圍
100%
排名47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
基於 7 年期基本面
疲弱 • 3.4 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2019-2025

財務儀表板

Q4 2025 數據

營業收入

$1.65M+0.00%
近4季度走勢

每股收益

-$1.01+0.00%
近4季度走勢

自由現金流

-$58.94M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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
97.6%
+50.6pp

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
ARWR$9.34B46.236.1%19.5%
PCVX$9.03B-11.1-25.9%7.5%
KYMR$7.34B-24.4-29.1%4.7%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
-41.2%
增長承壓
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
0%
現金流需要關注

深度研究

下次財報:2026年5月7日
|
每股收益:-$1.13
|
營業收入:$6.07M
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