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Dec 31, 2024

Arcellx Q4 2024 Earnings Report

Expected Revenue:$25.7M
+28.1% YoY
Expected EPS:-$0.63
3.3% YoY

Key Takeaways

Arcellx reported positive preliminary data for Anito-cel's iMMagine-1 study with 97% ORR and 62% CR/sCR. They ended the quarter with $626M, reiterating cash runway into 2027. Collaboration revenue was $15.3 million and net losses were $47.1 million for the quarter.

Presented positive preliminary data from the Phase 2 pivotal iMMagine-1 study of anito-cel at ASH 2024, demonstrating a 97% ORR and 62% CR/sCR at a median follow-up of 9.5 months.

Observed no delayed neurotoxicities with anito-cel in 155 patients dosed across Phase 1 and iMMagine-1 studies.

Planned an iMMagine-1 update for presentation mid-year 2025 and a commercial launch of anito-cel in RRMM for 2026.

Ended the quarter with $626M, reiterating cash runway into 2027.

Cash and Equivalents
$626M
Previous year: $729M
-14.2%
Total Assets
$711M
Previous year: $825M
-13.8%

Arcellx

Arcellx

Forward Guidance

Arcellx anticipates presenting updated data from the iMMagine-1 study mid-year 2025, preparing for the commercial launch of anito-cel in multiple myeloma in 2026, enrolling their program in generalized myasthenia gravis, and expanding their ARC-SparX program in acute myeloid leukemia.

Positive Outlook

  • Updated data from iMMagine-1 study planned for mid-year 2025 presentation.
  • Preparing for commercial launch of anito-cel in multiple myeloma in 2026.
  • Enrolling program in generalized myasthenia gravis.
  • Expanding ARC-SparX program in acute myeloid leukemia.
  • Cash runway into 2027.