earnings
confidence high
sentiment neutral
materiality 0.60
Arcellx Q1 net loss $62.3M; cash $565M; iMMagine-3 adds MRD endpoint
Arcellx, Inc.
2025-Q1 EPS
reported -$1.13
vs consensus -$0.77
▼ miss
(-46.3%)
- 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.