earnings
confidence high
sentiment positive
materiality 0.85
Caribou Biosciences reports Q3 2025 clinical data: vispa-cel 86% ORR, CB-011 92% ORR; cash $159.2M
Caribou Biosciences, Inc.
2025-Q3 EPS reported
-$1.31
revenue$7,218,000
- Vispa-cel ANTLER phase 1: 86% ORR, 63% CR, 53% PFS at 12mo in 35 patients with optimized profile (≥2 HLA match, young donor).
- CB-011 CaMMouflage phase 1: 92% ORR, 75% ≥CR, 91% MRD-negativity in 12 BCMA-naïve patients at recommended dose.
- Cash, equivalents, and marketable securities $159.2M as of Sep 30, 2025; expected to fund operations into 2H 2027.
- Q3 2025 revenue $2.2M (vs $2.0M Q3 2024); R&D expenses $22.4M (down from $30.4M); G&A $9.2M (down from $9.8M).
- FDA recommends randomized controlled trial for vispa-cel pivotal phase 3 in 2L LBCL; company to refine design with FDA.