{"filings":[{"id":95436,"accession_number":"0001104659-26-050318","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.01","3.01","3.03","5.01","5.02","5.03","9.01"],"status":"ready","headline":"Arcellx completes acquisition by Gilead Sciences subsidiary for $115 per share plus CVR","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Tender offer expired with 38,795,604 shares tendered, representing ~77.2% of outstanding shares.","Merger consideration: $115 per share cash plus one contingent value right of up to $5 per CVR payable by 2030.","Aggregate funds used by Gilead to consummate the offer and merger were approximately $7.1 billion.","Arcellx requested delisting from Nasdaq and intends to terminate SEC registration.","All directors and officers resigned; new directors and officers appointed from Gilead subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108515,"accession_number":"0001193125-26-063955","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Gilead to acquire Arcellx for $115/share plus $5 CVR; implied equity value $7.8B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Per-share consideration: $115 cash at closing + one CVR worth up to $5 contingent on anito-cel cumulative sales exceeding $6B by Dec 31, 2029.","Gilead gains full control of anito-cel, a BCMA-directed CAR T-cell therapy currently under FDA review with a PDUFA date of Dec 23, 2026.","Support stockholders (entities affiliated with NEA, SR One, directors, officers) holding ~10.3% of shares have agreed to tender in the offer.","Transaction is structured as a tender offer followed by a Section 251(h) merger; Arcellx may pay a $260M termination fee under specified circumstances.","Arcellx will conduct business in ordinary course and is subject to a no-shop restriction prior to the Offer Acceptance Time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124959,"accession_number":"0001193125-25-311276","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx: anito-cel achieves 96% ORR, 74% CR/sCR in pivotal RRMM study","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["96% ORR (112/117) and 74% CR/sCR (86/117); 95% MRD negativity (91/96) at 10^-5 sensitivity.","12-month PFS 82.1%, OS 94.0%; 24-month PFS 61.7%, OS 83.0% in 4L+ triple/penta-refractory patients.","No delayed neurotoxicities (Parkinsonism, cranial nerve palsies, Guillain-Barré) observed; all patients dosed >12 months.","Company reiterates planned 2026 commercial launch; building commercial and medical affairs organization.","Data presented at ASH; BLA submission underway with Oct 2025 data cutoff."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124958,"accession_number":"0001193125-25-266866","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q3 2025 net loss widens to $55.8M; collaboration revenue drops 81%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, equivalents, and marketable securities of $576.0M as of Sep 30, 2025; expected to fund operations into 2028.","Collaboration revenue fell to $4.9M from $26.0M YoY, driven by completion of anito-cel dosing in iMMagine-1 trial.","R&D expenses decreased to $35.1M from $39.2M YoY; G&A expenses rose to $31.6M from $20.5M YoY on commercial readiness costs.","Net loss was $55.8M compared to $25.9M in Q3 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":20632000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141664,"accession_number":"0000950170-25-105015","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx reports 97% ORR from anito-cel Phase 2; FDA clears ACLX-004 IND; Q2 net loss $52.8M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Phase 2 iMMagine-1: 97% ORR, 68% CR/sCR at 12.6 months; no delayed neurotoxicity events observed.","FDA cleared IND for ACLX-004 (CD33/CD123) ARC-SparX platform for AML.","Q2 2025 net loss $52.8M vs $27.2M in Q2 2024; rev $7.6M (down from $27.4M).","Cash $537.6M expected to fund operations into 2028.","Plan to launch anito-cel at >160 US treatment centers within first year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159558,"accession_number":"0001193125-25-129522","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Arcellx shareholders elect three Class III directors, approve say-on-pay, and ratify PwC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rami Elghandour, David Lubner, and Kristin Myers elected as Class III directors with 42.8M, 38.9M, and 49.3M votes for, respectively.","Advisory vote on executive compensation approved: 39.9M for, 9.5M against, 5.9K abstain (approx. 81% support).","Ratification of PricewaterhouseCoopers as auditor for FY2025 passed with 52.7M for, 252K against, 4.8K abstain.","Approximately 96.15% of outstanding shares represented at the May 28, 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159557,"accession_number":"0001193125-25-119506","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx reports 97% ORR and 68% CR/sCR in Phase 2 anito-cel study for RRMM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Phase 2 iMMagine-1 (117 patients) showed 97% ORR and 68% CR/sCR at median 12.6 months follow-up.","No delayed neurotoxicities (Parkinsonism, cranial nerve palsies, Guillain-Barré) or immune-mediated enterocolitis.","12-month PFS rate 78.8%, OS rate 95.2%; median PFS and OS not reached.","Data to be presented at EHA2025 on June 14; commercial launch with Kite planned for 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159556,"accession_number":"0001193125-25-116023","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q1 net loss $62.3M; cash $565M; iMMagine-3 adds MRD endpoint","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $62.3M vs $7.2M in Q1 2024; collaboration revenue down to $8.1M from $39.3M.","Cash and equivalents $565.2M; funding expected into 2028.","iMMagine-1 data (117 patients) accepted for oral presentation at EHA June 14, 2025.","iMMagine-3 study updated to include MRD negativity as dual primary endpoint alongside PFS.","Appointed Andrew Galligan and Kristin Myers to Board; anito-cel launch planned for 2026."],"consensus_eps_estimate":-0.7726,"consensus_eps_actual":-1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":8129000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177927,"accession_number":"0001193125-25-058978","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Arcellx appoints Andrew Galligan and Kristin Myers to board; Derek Yoon resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Derek Yoon resigned from the board effective March 18, 2025; no disagreements.","Board size expanded from 7 to 8; Galligan and Myers appointed as Class I and III directors.","Galligan brings financial leadership (ex-CFO of Nevro, Ooma); Myers adds payer/provider expertise (COO of Blue Cross Blue Shield Assn.).","New directors receive $50k annual retainer, $850k initial option grant (3-yr vest), and $425k annual option grant.","Company highlights anito-cel progress and expects commercial launch in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177926,"accession_number":"0001193125-25-039316","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx FY2024 net loss $107.3M; anito-cel Phase 2 shows 97% ORR, 62% CR/sCR","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, equivalents, and marketable securities $625.7M; runway into 2027.","Collaboration revenue $107.9M in FY2024 vs $110.3M in FY2023.","Net loss $107.3M for FY2024 vs $70.7M prior year; R&D spend $157.1M.","Anito-cel pivotal iMMagine-1 data: 97% ORR, 62% CR/sCR (n=86), no delayed neurotoxicities.","Commercial launch of anito-cel in RRMM planned for 2026; iMMagine-1 update mid-2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":107936000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194640,"accession_number":"0001193125-24-275844","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx reports positive Phase 2 anito-cel data for relapsed/refractory multiple myeloma at ASH 2024","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Hosted investor webcast at ASH highlighting new positive data from Phase 2 pivotal iMMagine-1 study of anito-cel.","Study evaluates anitocabtagene autoleucel in patients with relapsed or refractory multiple myeloma.","Filing notes data as positive but does not disclose specific efficacy or safety numbers.","Corporate presentation attached as Exhibit 99.1 provides further details not included in this summary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194639,"accession_number":"0001193125-24-272814","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx iMMagine-1 study: 97% ORR, 62% CR/sCR, no delayed neurotoxicity in RRMM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Phase 2 pivotal iMMagine-1: 86 patients evaluable; ORR 97% (83/86), CR/sCR 62% (53/86) at median 9.5-month follow-up.","No delayed neurotoxicities (Parkinsonism, cranial nerve palsies, Guillain-Barré) in >150 dosed patients across Phase 1 and iMMagine-1.","Phase 1 study shows 30.2-month median PFS at 38.1 months follow-up; median OS not reached.","MRD negativity achieved in 93.1% (54/58) evaluable at ≥10⁻⁵ sensitivity.","Safety: 86% had Grade ≤1 CRS; 91% had no ICANS; most common Grade ≥3 TEAE was neutropenia (54%)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194638,"accession_number":"0001193125-24-253174","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q3 net loss narrows; anito-cel hits 95% ORR in pivotal study with no neurotoxicity","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net loss $25.9M ($39.3M YoY); collaboration revenue $26M from Kite expansion.","Phase 2 iMMagine-1 (n=58): 95% ORR, 62% CR/sCR, median follow-up 10.3 months; 92% MRD negativity.","Phase 1 anito-cel: 30.2-month mPFS, median OS not reached at 38.1 months; 100% ORR.","No delayed neurotoxicity (parkinsonism, cranial nerve palsies) in >140 patients across trials.","Cash $676.7M funds into 2027; first patients dosed in iMMagine-3 with Kite manufacturing."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":92670000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194637,"accession_number":"0001193125-24-251014","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx updates anito-cel data: Phase 1 median PFS 30.2 months; iMMagine-1 95% ORR","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Phase 1 study (38 patients): 100% ORR, 79% CR/sCR, median PFS 30.2 months at 38.1 months median follow-up; median OS not reached.","iMMagine-1 (58 patients): 95% ORR, 62% CR/sCR, median follow-up 10.3 months; 92% MRD negativity at 10^-5.","No delayed neurotoxicities (no parkinsonism, no cranial nerve palsies, no Guillain-Barré) observed across >140 patients dosed.","First patient dosed in iMMagine-3 study (earlier lines); manufactured by Kite with turnaround time in line with Kite's commercial products.","Data to be presented at ASH Annual Meeting Dec 7-10, 2024; company webcast Dec 9 at 8:30 p.m. PT."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210943,"accession_number":"0001193125-24-197017","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q2 net loss $27.2M; earns $68M milestone from Kite; IND cleared for myasthenia gravis","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Earned $68M milestone from Kite for iMMagine-1 enrollment in multiple myeloma.","Cash, equivalents, and marketable securities $646.8M as of June 30, 2024; funds operations into 2027.","Collaboration revenue $27.4M (up from $14.3M YoY); net loss $27.2M vs $23.9M YoY.","FDA cleared anito-cel IND for myasthenia gravis, a chronic autoimmune disease; wholly owned by Arcellx.","Kite initiated global Phase 3 iMMagine-3; abstract submitted for ASH Annual Meeting by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":66640000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229400,"accession_number":"0001193125-24-148245","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Arcellx shareholders re-elect three directors; say-on-pay approved with 56% support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jill Carroll, Kavita Patel, Olivia Ware re-elected as Class II directors through 2027.","Say-on-pay approved with 25,553,954 for, 19,766,928 against, 42,869 abstain, 3,807,689 broker non-votes.","Future say-on-pay votes set for every one year; 45,293,520 votes for 1-year frequency.","Ratification of PricewaterhouseCoopers as independent auditor for FY2024 approved with 49,117,994 for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229399,"accession_number":"0001193125-24-135267","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q1 net loss narrows to $7.2M; collaboration revenue rises to $39.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, cash equivalents, and marketable securities of $691.0M as of March 31, 2024; funds operations into 2027.","Collaboration revenue $39.3M, up $21.4M YoY, driven by Kite Pharma agreement amendments.","Net loss of $7.2M vs $27.3M in Q1 2023, an improvement of $20.1M.","R&D expenses $32.3M (down $0.6M YoY); G&A expenses $22.7M (up $7.3M YoY) on higher personnel costs."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":39256000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247957,"accession_number":"0001193125-24-067919","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-03-14T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Arcellx dismisses EY, appoints PwC as independent auditor for FY 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board dismissed Ernst & Young as independent auditor on March 8, 2024; no disagreements on accounting principles.","PricewaterhouseCoopers appointed as successor auditor for FY 2024; engagement letter signed March 13, 2024.","Only reportable event was a prior material weakness in R&D expense controls, remediated as of Dec 31, 2022.","EY agreed with disclosures; letter filed as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247956,"accession_number":"0000950170-24-022046","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx posts Q4 net income of $20.5M, cash $729.2M, expands Kite partnership","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 net income $20.5M vs net loss $39.0M in Q4 2022; full-year net loss narrowed to $70.7M from $188.7M.","Cash, cash equivalents and marketable securities $729.2M; cash runway extended into 2027.","Collaboration revenue from Kite partnership: $63.1M in Q4 and $110.3M full year, both vs zero.","Kite partnership expanded with $200M equity investment at $61.68/share and $85M upfront cash, plus co-development of anito-cel for lymphomas.","Phase 1 anito-cel data: 100% ORR, 76% CR/sCR (29/38 patients), no delayed neurotoxicity, median DOR/PFS/OS not reached."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":110319000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247955,"accession_number":"0001193125-24-020937","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Arcellx assigns Gaithersburg lease, moves HQ to Redwood City, CA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On Jan 30, 2024, Arcellx assigned its Gaithersburg, MD lease to a third-party sublessee.","Company relocated headquarters to its existing office at 800 Bridge Parkway, Redwood City, CA.","Lease assignment and HQ move effective immediately as of January 30, 2024.","The Gaithersburg facility was the company's prior headquarters; Redwood City space already occupied."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265407,"accession_number":"0001193125-23-305194","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-12-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Arcellx closes $200M Gilead investment and license amendment with Kite","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed transactions: issued 3,242,542 shares to Gilead for $200 million aggregate.","Includes amendment to Collaboration and License Agreement with Kite Pharma (Gilead).","Closing followed expiration of HSR waiting period under antitrust rules.","Shares issued on December 28, 2023; previously announced November 15, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265406,"accession_number":"0001193125-23-293003","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx presents CART-ddBCMA Phase 1 expansion data at ASH; no specific results disclosed in 8-K","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Event at 65th ASH Annual Meeting on Dec 11, 2023 in San Diego highlighting CART-ddBCMA Phase 1 expansion trial.","Trial enrolled patients with relapsed/refractory multiple myeloma.","Filing does not include numerical efficacy or safety data from the presentation.","Corporate slides attached as Exhibit 99.1 but full data not reproduced in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265405,"accession_number":"0001193125-23-291800","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-12-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx anito-cel Phase 1 shows 100% ORR, 76% CR; median PFS 28 months at 26.5 mo follow-up","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["100% ORR (38/38) with 76% achieving CR/sCR; median PFS estimated at 28 months with 26.5 mo median follow-up.","Safety: no grade ≥3 CRS, one grade 3 ICANS; no delayed neurotoxicity or parkinsonian symptoms reported.","All 38 patients were triple-refractory; 68% penta-refractory; 63% had ≥1 high-risk clinical feature.","Upcoming oral presentation at ASH on Dec 11; company webcast with expert panel same day."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265404,"accession_number":"0001193125-23-277504","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-11-15T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Arcellx expands Kite partnership: $85M upfront, $200M equity at $61.68/sh; cash runway to 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Kite exercises option for ARC-SparX program ACLX-001 in multiple myeloma; collaboration expanded to lymphomas for CART-ddBCMA.","Arcellx receives $85M upfront cash; Gilead purchases 3,242,542 shares at $61.68/sh for $200M; Gilead ownership ~13%.","Cash runway extended into 2027; transaction expected close year-end 2023, subject to HSR clearance.","Potential milestone payments to offset prespecified development costs; operational efficiencies identified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265403,"accession_number":"0000950170-23-062914","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q3 net loss $39.3M vs $92.9M prior year; cash $482.7M; CART-ddBCMA data at ASH with 22mo follow-up","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss narrowed to $39.3M from $92.9M in Q3 2022; collaboration revenue $15.0M from Kite license.","Cash, equivalents and marketable securities $482.7M; company expects to fund operations into 2026.","CART-ddBCMA Phase 1 data: median DOR, PFS and OS not reached at 22-month median follow-up; no delayed neurotoxicity.","Upcoming ASH oral presentation on Dec 11, 2023 with new data at median 26.5-month follow-up.","R&D expenses $43.8M (down from $83.5M) primarily due to non-cash charge for Lonza manufacturing agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":47171000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265402,"accession_number":"0001193125-23-268942","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx reports 100% ORR, 76% CR rate in Phase 1 CART-ddBCMA trial; median follow-up 22 mo","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Overall response rate 100% per IMWG criteria; 29/38 patients (76%) achieved CR or sCR.","Median duration of response, PFS, and OS not reached at 22 months median follow-up.","6-, 12-, 18-month PFS rates by KM: 92%, 74%, 67%. Durable in high-risk subgroups.","All 38 patients triple-refractory; 68% penta-refractory; 89% refractory to last line.","CART-ddBCMA well tolerated; manageable CRS/ICANS, no delayed neurotoxicity or parkinsonism."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282604,"accession_number":"0000950170-23-042390","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx FDA partial clinical hold lifted for iMMagine-1; Q2 net loss $23.9M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FDA lifted partial clinical hold on CART-ddBCMA Phase 2 iMMagine-1 trial after patient death and protocol modifications.","Cash, cash equivalents, and marketable securities $506.5M; funds operations through BLA filing into 2026.","Collaboration revenue of $14.3M from Kite partnership; R&D expenses $28.3M, G&A $15.5M.","Net loss improved to $23.9M vs $30.8M in Q2 2022; preliminary iMMagine-1 data expected 2H 2024.","Expanded bridging therapies allowed under revised protocol; all 17 previously enrolled patients dosed during hold."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301863,"accession_number":"0001193125-23-169508","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-06-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx receives FDA clinical hold on CART-ddBCMA after patient death in Phase 2 trial","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA placed clinical hold on CART-ddBCMA IND for relapsed/refractory multiple myeloma on June 16, 2023, after a recent patient death.","FDA cleared continued dosing of patients who have already undergone lymphodepletion.","Company believes limitations on bridging therapy are a contributing factor; working with FDA to amend protocol to expand options.","Manufacturing success rate remains 100% while ramping Lonza to full scale; 14 clinical sites opened and enrollment tracking to expectations.","Partners include Kite Pharma; CEO expresses confidence in best-in-class potential based on clinical profile to date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301862,"accession_number":"0001193125-23-166873","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Arcellx shareholders re-elect directors, approve charter amendment, ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Re-elected Ali Behbahani with 24.7M for, 16.8M withhold; Derek Yoon with 40.8M for, 0.7M withhold.","Approved charter amendment for officer exculpation under Delaware law (40.5M for, 0.9M against).","Ratified Ernst & Young as independent auditor for fiscal 2023 (43.2M for, 1,771 against).","All proposals passed; ~90.4% of outstanding shares represented at the annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301861,"accession_number":"0001193125-23-138446","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Arcellx enters into $350M at-the-market equity offering agreement with Stifel","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Arcellx may sell up to $350M of common stock through Stifel in at-the-market offerings.","Stifel receives up to 3.0% commission on gross proceeds; company reimburses certain expenses.","Sales are made via Nasdaq at prevailing market prices; company not obligated to sell any shares.","Agreement filed on Form S-3ASR; shelf registration effective upon filing on May 8, 2023.","Agreement includes customary representations, indemnification, and termination rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301860,"accession_number":"0000950170-23-018779","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q1 2023: cash $533.6M; collaboration revenue $17.9M; net loss $27.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, cash equivalents and marketable securities $533.6M; expected to fund through BLA filing in H1 2025.","Collaboration revenue $17.9M from Kite license agreement (vs $0); recognized on percentage-of-completion basis.","R&D expenses $32.9M (up $14.8M), G&A $15.4M (up $7.4M); net loss $27.3M (vs $26.0M).","Clinical milestones: completing iMMagine-1 enrollment, initiating iMMagine-2, and presenting longer-term Phase 1 data for CART-ddBCMA."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":17912000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321611,"accession_number":"0000950170-23-010604","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Arcellx reports 2022 results; announces Kite collaboration for CART-ddBCMA with $325M upfront","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Strategic collaboration with Kite (Gilead): $225M upfront + $100M equity; co-commercialize in US, royalties ex-US.","Phase 1 expansion data: 100% ORR, 71% CR/sCR in evaluable rrMM patients; no delayed neurotoxicity.","Pivotal iMMagine-1 trial dosed; Phase 1 ACLX-002 for AML/MDS initiated.","Cash $254.8M at Dec 31, 2022; plus $325M from Kite/Gilead in Jan 2023; expected to fund through BLA filing H1 2025.","Net loss $188.7M for FY2022 vs $65.0M in 2021; R&D expenses $149.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321610,"accession_number":"0001193125-23-018465","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2023-01-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx closes collaboration with Kite/Gilead for CART-ddBCMA; sells $100M of stock to Gilead","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Global collaboration to co-develop and co-commercialize CART-ddBCMA for relapsed/refractory multiple myeloma.","CART-ddBCMA is in Phase 2 pivotal trial; companies will co-commercialize in U.S., Kite outside U.S.","Arcellx sold 3,478,261 shares of common stock to Gilead for aggregate ~$100M.","Closing followed expiration of HSR waiting period; deal previously disclosed in December 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339704,"accession_number":"0001193125-22-307331","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-12-16T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Arcellx amends and restates bylaws to update director nomination procedures and conform to Delaware law","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board amended and restated bylaws effective December 15, 2022, revising director nomination and stockholder proposal procedures.","Requires stockholders nominating directors to provide evidence of Rule 14a-19 compliance no later than five business days before the meeting.","Updates stockholder meeting procedures to conform to recent amendments to the Delaware General Corporation Law.","Makes various updates to conform to current Delaware law, including ministerial and clarifying changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339703,"accession_number":"0001193125-22-302201","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx and Kite Pharma enter CAR T-cell therapy collaboration; $225M upfront + $100M equity","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Collaboration and License Agreement with Kite Pharma (Gilead) for CART-ddBCMA, a CAR T therapy for myeloma.","Arcellx receives $225M upfront cash payment and $100M equity investment from Kite.","Eligible for milestones up to $635M per NextGen Product and $508M per Non-Auto Product.","Arcellx retains co-development/co-commercialization option and royalties on Licensed Products.","Deal subject to HSR review and other regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339702,"accession_number":"0001193125-22-301426","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-12-09T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Arcellx and Kite (Gilead) partner on CART-ddBCMA; $225M upfront + $100M equity; 100% ORR in Phase 1","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Arcellx receives $225M upfront cash and $100M equity investment from Gilead; eligible for up to $3.9B in milestones.","Phase 1 trial: 100% ORR (38 pts), 71% CR/sCR, 80% CR/sCR in patients dosed >12 months ago; no Grade≥3 CRS at RP2D.","Kite to manufacture after tech transfer; 50/50 U.S. profit split; low-to-mid teen royalties ex-U.S.; deal expected to close Q1 2023.","Gilead purchases 3,478,261 shares at $100M; standstill and registration rights agreed.","iMMagine-1 Phase 2 pivotal trial initiated; Phase 1 trial of ACLX-002 for AML/MDS also started."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339701,"accession_number":"0000950170-22-024983","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q3 net loss $92.9M; initiates pivotal iMMagine-1 study for CART-ddBCMA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $92.9M vs $17.1M in Q3 2021, driven by $63.1M non-cash Lonza lease expense.","Cash, equivalents, and marketable securities of $280.8M as of Sep 30, 2022; funds operations for at least 12 months.","Initiated iMMagine-1 Phase 2 pivotal study for CART-ddBCMA in relapsed/refractory multiple myeloma.","Longer-term Phase 1 CART-ddBCMA data to be presented at ASH Annual Meeting in December 2022.","Plan to initiate Phase 1 ARC-SparX trial (ACLX-002) in AML/high-risk MDS by year-end 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":0.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339700,"accession_number":"0001193125-22-281337","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-11-09T23:59:59+00:00","items":["4.02"],"status":"ready","headline":"Arcellx overstates R&D expense by $6.3M in Q1 2022, $7.7M in H1 2022; prior financials non-reliable","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee concludes Q1 and Q2 2022 financials no longer reliable due to R&D expense accounting errors.","R&D expense overstated by $6.3M in Q1 2022 and $7.7M in first half of 2022; no impact on cash or cash flows.","Material weakness in internal control over financial reporting related to R&D expense accounting.","Company to file amended Form 10-Q/As for Q1 and Q2 2022, expects to file concurrently with Q3 2022 10-Q.","Cash position unchanged: $210.9M as of March 31, 2022 and $307.0M as of June 30, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":357041,"accession_number":"0001193125-22-221209","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-08-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q2 net loss $32.1M; cash $307M; CART-ddBCMA shows 100% ORR","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $32.1M vs $15.9M YoY; R&D spend $23.4M; G&A $9.2M.","Cash, equivalents & securities $307.0M as of June 30, 2022, funding operations for at least 12 months.","Completed $128.8M follow-on offering (8.05M shares at $16.00).","CART-ddBCMA Phase 1: 100% ORR, 71% CR/sCR in r/r MM; no Grade ≥3 CRS at 100M CAR+ cells.","Appointed Michelle Gilson as CFO and Maryam Abdul-Kareem as General Counsel."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":0.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375584,"accession_number":"0001193125-22-177732","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-06-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Arcellx closes upsized public offering of 8.05M shares, gross proceeds $128.8M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offered 7M shares plus full underwriter option of 1.05M; total 8.05M at $16.00 per share.","Gross proceeds $128.8M before underwriting discounts and offering expenses.","Joint book-running managers: BofA Securities, SVB Securities, William Blair, Canaccord Genuity.","Shares sold by the company; registration effective June 15, 2022 and closed June 21, 2022.","Proceeds intended for general corporate purposes and pipeline development."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375583,"accession_number":"0001193125-22-157549","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-05-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Arcellx appoints Michelle Gilson as CFO effective May 23, replacing interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michelle Gilson named CFO, principal financial and accounting officer, effective May 23, 2022.","Prior role: Managing Director and Senior Equity Research Analyst at Canaccord Genuity covering biotech.","Annual base salary of $420,000; eligible for annual bonus up to 40% of base salary.","Granted option to purchase 103,515 shares (4-year vest) and 67,285 RSUs (3-year vest).","Severance agreement provides 18-month salary and bonus upon qualifying change-in-control termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375582,"accession_number":"0001193125-22-151768","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-05-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Arcellx appoints Olivia Ware to board, replacing Lewis T. Williams effective May 16","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lewis T. Williams resigned from board effective May 16, 2022; no disagreement cited.","Board reduced authorized size from nine to seven directors on May 15.","Olivia Ware appointed as Class II director effective May 16, term until 2024 annual meeting.","Ware brings over 20 years biopharma experience; previously SVP at Principia, Genentech veteran.","Ware receives $40k annual cash retainer, $4k for nominating committee, initial option grant valued at $600k."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375581,"accession_number":"0001193125-22-148651","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx Q1 net loss $32.4M; CART-ddBCMA 100% ORR; doses first ACLX-001 patient","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net loss $32.4M (vs $11.3M Q1 2021); R&D expense $24.4M (+$15.9M).","Cash and marketable securities $210.9M as of Mar 31; funds operations into H2 2023.","First patient dosed in Phase 1 of ACLX-001 (ARC-SparX) for relapsed/refractory multiple myeloma.","CART-ddBCMA Phase 1 data published in Blood Advances: 100% ORR, 75% CR/sCR.","CART-ddBCMA oral abstract at ASCO June 5; data on ~25 patients to be presented."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":0.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393921,"accession_number":"0001193125-22-083871","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-03-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcellx posts $65M FY2021 net loss; IPO cash extends runway into H2 2023","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss for FY2021 was $65.0M vs $32.1M in 2020; Q4 net loss $20.7M vs $9.1M.","Completed IPO in Feb 2022 raising $142.3M gross ($128M net); year-end cash $104.6M.","Lead candidate CART-ddBCMA moving to Phase 2 pivotal trial by end of 2022.","R&D expense $46.9M in 2021 (up $21.8M YoY); G&A $18.1M (up $11.1M YoY).","Cash on hand after IPO expected to fund operations into second half of 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393920,"accession_number":"0001193125-22-044879","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Arcellx enters $24.5M manufacturing SOW with Lonza for CART-ddBCMA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Statement of work effective Feb 16, 2022 for technology transfer and cGMP manufacturing of CART-ddBCMA and other pipeline products.","Total payments aggregating approximately $24.5 million in 2022, including creditable upfront and milestone payments.","Term from February 1, 2022 to December 31, 2024, unless earlier terminated or extended.","Non-cancellable for first six months; potential termination costs aggregate up to approximately $35 million.","Either party may terminate for uncured material breach; Company pays non-cancellable costs on breach."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393919,"accession_number":"0001193125-22-032077","cik":1786205,"company_name":"Arcellx, Inc.","ticker":"ACLX","form_type":"8-K","filed_at":"2022-02-09T23:59:59+00:00","items":["5.03","7.01","9.01"],"status":"ready","headline":"Arcellx closes IPO of 9.49M shares at $15/sh, gross proceeds $142.3M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO closed with 9,487,500 shares, including full exercise of underwriters' option for 1,237,500 shares.","Gross proceeds of $142.3 million before underwriting discounts and offering expenses.","Common stock began trading on Nasdaq on February 4, 2022 under ticker ACLX.","Joint book-running managers: BofA Securities, SVB Leerink, Barclays, William Blair.","Registration statement became effective on February 3, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6729270000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}