NASDAQ$BCAB

Bioatla Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Bioatla Inc reported a net loss of $6.3 million for the first quarter of 2026 amid ongoing strategic review and cost reductions.

Bioatla Inc continued its Phase 1 trial for BA3182 while pausing further enrollment and implementing a 70% workforce reduction as part of a formal strategic options process. The company recorded a net loss of $6.3 million, down from $15.3 million in the prior-year quarter, driven by lower R&D and G&A expenses. Cash and cash equivalents declined to $2.0 million, raising substantial doubt about the company's ability to continue as a going concern without additional funding or a successful strategic transaction.

  • Net loss narrowed to $6.3 million from $15.3 million year-over-year due to reduced operating expenses following the March 2026 restructuring.
  • R&D expenses fell 63% to $4.6 million as Phase 2 trials completed and workforce was reduced by approximately 70%.
  • Company initiated formal strategic review process including potential asset sales, licensing, or partnerships while preserving capital.
  • Cash position of $2.0 million as of March 31, 2026 is insufficient to fund operations for twelve months, prompting going concern disclosure.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$4.22

No prior period
Total operating expenses

$9.31M

No prior period
Interest income

$37K

No prior period
Total other income

$2.96M

No prior period
Total current liabilities

$20.7M

No prior period
Total liabilities

$45.9M

No prior period
Weighted average shares outstanding

1.5M

No prior period
Research and development expenses

$4.58M

No prior period
General and administrative expenses

$4.73M

No prior period
Gain on warrant liability

$2.67M

No prior period
Total stockholders' equity (deficit)

-$37.3M

No prior period
Net Income

-$6.34M

No prior period
Operating Income

-$9.31M

No prior period
Cash & Equivalents

$1.96M

No prior period
Total Assets

$8.57M

No prior period

Revenue & EPS history

Bioatla · Revenue · Quarterly

$0

Q4 2026
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Company is actively exploring strategic options including asset sales and partnerships while implementing cost containment measures and re-evaluating clinical development timelines.

Tailwinds

  • Received $4.5 million upfront payment commitment from Context Therapeutics amendment in May 2026
  • Net loss significantly reduced year-over-year through restructuring
  • Ongoing patient treatment and follow-up in Phase 1 BA3182 study

Headwinds

  • Substantial doubt about ability to continue as going concern
  • Paused further enrollment in Phase 1 BA3182 study pending strategic outcome
  • Cash runway insufficient without additional financing or transaction

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+5.5%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+8.7%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+76.7%

Q2 2022

Best reaction

-37.3%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-1.4%-18.8%
Q3 2025+23.2%+75.8%+24.8%
Q2 2025-5.6%+3.2%+41.3%
Q1 2025-7.2%-9.1%+1.5%
Q4 2024-4.9%-13.5%+12.2%
Q3 2024+1.9%+6.3%-20.4%
Q2 2024+5.8%+0.7%+25.2%
Q1 2024+13.6%+7.2%-40.5%
Q4 2023+48.5%+47.6%-3.4%
Q3 2023-10.3%-24.2%-15.8%
Q2 2023-0.3%-8.4%-16.1%
Q1 2023+10.9%+7.9%+10.3%
Q4 2022+0.9%+0.4%+48.3%
Q3 2022+17.1%+22.8%+63.1%
Q2 2022+76.7%+86.9%+142.2%
Q1 2022-37.3%-43.9%-28.2%
Q4 2021+1.9%-15.1%-22.8%
Q3 2021-0.3%-1.9%-24.5%
Q2 2021-4.4%-2.7%-9.4%
Q1 2021-2.4%-1.9%+6.6%
Q4 2020-10.6%-21.5%-21.4%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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