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Arcellx (ACLX)

Company Profile

Company profile

Ticker

ACLX

Exchange

Website

CEO

Mr. Rami Elghandour

Incorporated

Location

Fiscal year end

Sector

Health Technology > Biotechnology

Industry (SIC)

Biological Products, (No Diagnostic Substances)

Biomotion Sciences Ordinary Shares • Amgen • American National • Gilead Sciences • Biogen • Qiagen • Moderna • Bio-Techne • Acorda Therapeutics • BioNTech SE ...

Former names

Lantern Pharma

SEC CIK

Corporate docs

Underwriting Agreements

Plans of Reorganization

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Subdomain, LLC ...

IRS number

472855917

ACLX stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$110.89

Low target

$100.00

High target

$122.00

HC Wainwright & Co.

B of A Securities

Canaccord Genuity

Latest filings (excl ownership)

View all

Quarterly report

7 Nov 24

Arcellx Provides Third Quarter 2024 Financial Results and Business Highlights

Arcellx to Present Clinical Data for Its Phase 1 and iMMagine-1 Studies in Patients with Relapsed or Refractory Multiple Myeloma at the 66th ASH Annual

Submission of Matters to a Vote of Security Holders

Quarterly report

9 May 24

Arcellx Provides First Quarter 2024 Financial Results

Annual report to shareholders

Additional proxy soliciting materials

Latest ownership filings

View all

RA CAPITAL MANAGEMENT, L.P.

Michelle Gilson

Paradigm Biocapital Advisors LP

PERCEPTIVE ADVISORS LLC

Michelle Gilson

Notice of proposed sale of securities

Financial summary

Financial statements Chart ACLX financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	164.47 mm	164.47 mm	164.47 mm	164.47 mm		164.47 mm
Cash burn (monthly)	(no burn)	11.81 mm	11.21 mm	6.15 mm		(no burn)
Cash used (since last report)	n/a	33.06 mm	31.37 mm	17.22 mm		n/a
Cash remaining	n/a	131.42 mm	133.10 mm	147.25 mm		n/a
Runway (months of cash)	n/a	11.1	11.9	23.9		n/a

Beta Read what these cash burn values mean

Financial data from Arcellx earnings reports.

Institutional ownership, Q2 2024

ACLX institutional ownership history Ownership history

82.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	96	149	-35.6%
Opened positions	32	54	-40.7%
Closed positions	85	26	+226.9%
Increased positions	38	45	-15.6%
Reduced positions	16	38	-57.9%

13F shares	Current	Prev Q	Change
Total value	1.46 tn	1.93 tn	-24.0%
Total shares	39.93 mm	41.00 mm	-2.6%
Total puts	53.70 k	114.80 k	-53.2%
Total calls	53.60 k	60.20 k	-11.0%
Total put/call ratio	1.0	1.9	-47.5%

Largest owners	Shares	Value	Change
Perceptive Advisors	3.89 mm	$214.67 bn	NEW
Paradigm Biocapital Advisors	3.85 mm	$212.38 bn	+0.8%
NEA Management	3.75 mm	$206.70 bn	NEW
New Enterprise Associates 15	3.75 mm	$165.99 mm	0.0%
GILD Gilead Sciences	3.48 mm	$115.27 mm	0.0%
SR One Capital Management	2.35 mm	$169.05 mm	0.0%
JHG Janus Henderson	1.90 mm	$104.98 bn	NEW
STT State Street	1.76 mm	$96.90 bn	-6.9%
T. Rowe Price	1.63 mm	$90.00 mm	+21.3%
Ra Capital Management	1.60 mm	$88.53 bn	NEW

Largest transactions	Shares	Bought/sold	Change
FMR	0.00	-5.39 mm	EXIT
Perceptive Advisors	3.89 mm	+3.89 mm	NEW
NEA Management	3.75 mm	+3.75 mm	NEW
BLK BlackRock	0.00	-3.07 mm	EXIT
SR One Capital Management	0.00	-2.35 mm	EXIT
Vanguard	0.00	-2.23 mm	EXIT
JHG Janus Henderson	1.90 mm	+1.90 mm	NEW
Ra Capital Management	1.60 mm	+1.60 mm	NEW
Cormorant Asset Management	1.53 mm	+1.53 mm	NEW
Suvretta Capital Management	1.52 mm	+1.52 mm	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ACLX insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
3 Dec 24	Kavita Patel	Common Stock	Sell	Dispose S	No	Yes	96.0467	300	28.81 k	0
3 Dec 24	Kavita Patel	Common Stock	Sell	Dispose S	No	Yes	93.7567	300	28.13 k	300
3 Dec 24	Kavita Patel	Common Stock	Sell	Dispose S	No	Yes	91.905	200	18.38 k	600
3 Dec 24	Kavita Patel	Common Stock	Sell	Dispose S	No	Yes	89.8425	400	35.94 k	800
3 Dec 24	Kavita Patel	Common Stock	Sell	Dispose S	No	Yes	88.529	300	26.56 k	1,200
3 Dec 24	Kavita Patel	Common Stock	Option exercise	Acquire M	No	No	6.66	1,500	9.99 k	1,500
3 Dec 24	Kavita Patel	Stock Option Common Stock	Option exercise	Dispose M	No	No	6.66	1,500	9.99 k	40,577
19 Nov 24	Michelle Gilson	Common Stock	Option exercise	Acquire M	No	No	8.66	3,000	25.98 k	3,000
19 Nov 24	Michelle Gilson	Stock Option Common Stock	Option exercise	Dispose M	No	No	8.66	3,000	25.98 k	78,315
15 Nov 24	Michelle Gilson	Common Stock	Sell	Dispose S	No	Yes	95	100	9.50 k	0

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

UBS Maintains Buy on Arcellx, Raises Price Target to $114

UBS analyst Ashwani Verma maintains Arcellx (NASDAQ:ACLX) with a Buy and raises the price target from $106 to $114.

HC Wainwright & Co. Reiterates Buy on Arcellx, Maintains $115 Price Target

HC Wainwright & Co. analyst Emily Bodnar reiterates Arcellx (NASDAQ:ACLX) with a Buy and maintains $115 price target.

Needham Reiterates Buy on Arcellx, Maintains $105 Price Target

Needham analyst Gil Blum reiterates Arcellx (NASDAQ:ACLX) with a Buy and maintains $105 price target.

In-Depth Examination Of 14 Analyst Recommendations For Arcellx

14 Analysts Have This To Say About Arcellx

Press releases

From Benzinga Pro

Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients With Relapsed or Refractory Multiple Myeloma to be Presented During an Oral Presentation at the 66th ASH Annual Meeting and Exposition

-- Preliminary results from 86 patients enrolled in the Phase 2 pivotal iMMagine-1 study of anito-cel demonstrated 97% ORR and 62% CR/sCR at a median follow-up of 9.5 months -- -- No delayed neurotoxicities have been

Arcellx Provides Third Quarter 2024 Financial Results and Business Highlights

-- Recently released ASH abstracts for the company's Phase 1 and iMMagine-1 studies investigating anito-cel in relapsed or refractory multiple myeloma patients continue to demonstrate durability and a manageable safety

Arcellx to Present Clinical Data for Its Phase 1 and iMMagine-1 Studies in Patients with Relapsed or Refractory Multiple Myeloma at the 66th ASH Annual Meeting and Exposition and Announces Progress in iMMagine-3 Study

-- 30.2-month median progression-free survival with a median follow-up of 38.1 months in the Phase 1 study of anito-cel; median overall survival not reached -- -- Preliminary results from 58 patients enrolled in the

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