earnings
confidence high
sentiment neutral
materiality 0.65
TScan Q2 net loss narrows to $30.4M; first patient dosed in Phase 3 ALLOHA-2 trial
TScan Therapeutics, Inc.
- Q2 2026 net loss $30.4M vs $37.0M; revenue $1.1M vs $3.1M, down on Amgen collaboration timing.
- Cash $100.2M at 6/30/26 funds ops into Q2 2027; missed debt milestones trigger term loan amortization from Q4 2026.
- First patient dosed in Phase 3 ALLOHA-2 (TSC-101, heme malignancies); topline expected mid-2028.
- Cohort C ALLOHA data: 79% (11/14) complete donor chimerism ~3 weeks post-TSC-101; ~90% (17/19) first-pass manufacturing success.
- TSC-102-A01 and TSC-102-A03 Phase 1 trials expected Q4 2026; solid-tumor IND roadmap by H2 2027 after FDA INTERACT engagement.