NASDAQ$ACLX

Arcellx Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported business highlights and financial results.

Arcellx reported a successful year with a strategic collaboration with Kite, progress in clinical trials, and scalable manufacturing setup. The company's cash position is $580 million, which will fund operations through BLA filing of CART-ddBCMA planned for the first half of 2025.

  • Signed strategic collaboration with Kite to co-develop and co-commercialize late-stage clinical CART-ddBCMA in multiple myeloma.
  • Presented continued robust long-term responses from CART-ddBCMA Phase 1 expansion trial in patients with relapsed or refractory multiple myeloma.
  • Enrolled and dosed patients in pivotal iMMagine-1 clinical program for patients with rrMM.
  • Initiated ACLX-002 for patients with AML/MDS.

Headline financials

EPS (adj)

-$0.76

Previous: -$39.85+98.1%
Capital Expenditures

$1.28M

Previous: $4.75M-73.2%
Free Cash Flow

-$28.8M

Previous: -$26.3M-9.5%
Net Income

-$39M

Previous: -$20.7M-88.7%
Operating Income

-$191M

Previous: -$20.7M-824.0%
Cash & Equivalents

$255M

Previous: $30.8M+726.4%
Total Assets

$314M

Previous: $129M+143.7%
Stock-Based Comp

$5.79M

Previous: $2.9M+99.5%

Revenue & EPS history

Arcellx · Revenue · Quarterly

$4.95M

Q3 2025-81%vs Q3 2024
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Forward guidance

Arcellx anticipates completing enrollment of iMMagine-1, initiating iMMagine-2 in earlier multiple myeloma lines, and presenting longer-term data from the Phase 1 expansion study of CART-ddBCMA. The company is also beginning commercial planning as it prepares for U.S. market entry.

Tailwinds

  • Completing enrollment of iMMagine-1
  • Initiating iMMagine-2 in earlier multiple myeloma lines
  • Presenting longer-term data from Phase 1 expansion study of CART-ddBCMA
  • Beginning commercial planning
  • Preparing for U.S. market entry

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 Q4 2022

Historical avgQ4 2022

+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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