NASDAQ$ACLX

Arcellx Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Arcellx announced the lifting of the partial clinical hold on its iMMagine-1 Phase 2 Clinical Program and reported second quarter financial results.

Arcellx reported collaboration revenue of $14.3 million, research and development expenses of $28.3 million, general and administrative expenses of $15.5 million, and a net loss of $23.9 million for the second quarter ended June 30, 2023. The FDA lifted the partial clinical hold on the iMMagine-1 Phase 2 Clinical Program.

  • FDA lifted the partial clinical hold on the iMMagine-1 Phase 2 Clinical Program.
  • Arcellx anticipates presenting preliminary data from the iMMagine-1 study in the second half of 2024.
  • Collaboration revenue was $14.3 million for the quarter ended June 30, 2023, stemming from the Kite Pharma agreement.
  • Arcellx had cash, cash equivalents, and marketable securities of $506.5 million as of June 30, 2023, expected to fund operations into 2026.

Headline financials

Total Revenue

$14.3M

Previous: $0.00
EPS (adj)

-$0.50

Previous: -$0.88+43.2%
Capital Expenditures

-$8.21M

Previous: -$616K-1232.5%
Free Cash Flow

$151M

Previous: -$55.8M+371.2%
Net Income

-$23.9M

Previous: -$32.1M+25.7%
Operating Income

-$29.6M

Previous: -$32.6M+9.4%
Gross Profit

$13.6M

No prior period
Cash & Equivalents

$304M

Previous: $165M+84.6%
Total Assets

$624M

Previous: $375M+66.4%
Stock-Based Comp

$10.4M

Previous: $5.94M+75.0%

Revenue & EPS history

Arcellx · Revenue · Quarterly

$14.3M

Q2 2023
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Forward guidance

Arcellx expects to present preliminary data from the iMMagine-1 study in the second half of 2024 and anticipates commercial launch of CART-ddBCMA to be in 2026.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+2.2%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+24.9%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+16.0%

Q2 2024

Best reaction

-4.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-0.2%-0.1%+0.2%
Q3 2025-1.9%+2.2%-21.1%
Q2 2025-0.9%-0.2%+2.1%
Q1 2025-0.2%+10.9%+9.0%
Q4 2024+2.0%+1.2%-19.9%
Q3 2024+10.8%+8.1%-9.1%
Q2 2024+16.0%+19.1%+40.0%
Q1 2024-4.8%-3.1%-2.8%
Q4 2023-2.7%+0.4%+2.9%
Q3 2023+4.3%+21.3%+11.0%
Q2 2023+6.7%+3.3%-0.7%
Q1 2023+2.8%-4.5%-3.7%
Q4 2022+0.9%-2.9%+41.1%
Q3 2022-2.8%-4.9%+47.5%
Q3 2021-2.8%-4.9%+47.5%
Q2 2022+8.4%-4.1%+10.5%
Q1 2022+0.2%-15.5%+174.8%
Q1 2021+0.2%-15.5%+174.8%
Q4 2021+5.9%-8.7%-30.2%
Q4 2020

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