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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Arcellx
Arcellx (ACLX) investor relations material
Arcellx has been acquired by Gilead Sciences Inc
Arcellx Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Clinical-stage biotech focused on innovative immunotherapies for cancer and incurable diseases, leveraging proprietary D-Domain technology to address limitations of traditional CAR-T therapies.
Lead program anito-cel (BCMA-targeting ddCAR) in pivotal Phase 2 and 3 trials for relapsed/refractory multiple myeloma (rrMM), with additional programs in autoimmune and hematologic indications.
Collaboration with Kite Pharma (Gilead) for co-development and commercialization of anito-cel and next-gen CAR-Ts; BLA for anito-cel accepted by FDA with PDUFA date of December 23, 2026.
Pending acquisition by Gilead via tender offer and merger at $115/share plus $5 CVR, subject to milestone achievement.
Financial highlights
Net loss of $228.9M for 2025, up from $107.3M in 2024, driven by increased R&D and G&A expenses.
Collaboration revenue of $22.3M in 2025, down from $107.9M in 2024, reflecting completion of dosing in iMMagine-1 trial.
R&D expenses stable at $157.6M in 2025; G&A expenses increased to $117.8M (up $29.3M year-over-year).
Cash, cash equivalents, and marketable securities of $520.1M as of December 31, 2025; sufficient to fund operations into 2028.
Outlook and guidance
Anticipates FDA decision on anito-cel by December 2026; plans to expand clinical programs in earlier lines of therapy and new indications.
Expects continued operating losses and increased expenses as pipeline advances and commercial readiness activities ramp up.
Gilead acquisition expected to close in Q2 2026, subject to customary conditions.
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Latest events from Arcellx
- Anito-cel combines best-in-class efficacy, safety, and scalable logistics for a major myeloma market launch.ACLX
Status Update - Anito-cel delivers 96% response, 74% CR, and no delayed neurotoxicity in advanced myeloma.ACLXStatus Update
- Key votes on directors, executive pay, and auditor, with emphasis on diversity and governance.ACLXProxy Filing
- Virtual meeting to elect directors, approve pay, and ratify auditor, with board support.ACLXProxy Filing
- Net loss rose to $170.8 million as collaboration revenue fell and G&A expenses increased.ACLXQ3 2025
- Anito-cel shows robust efficacy and safety, targeting a 2026 launch with broad market potential.ACLXMorgan Stanley 23rd Annual Global Healthcare Conference
- 97% response rate, deep MRD negativity, and no delayed neurotoxicity in RRMM.ACLXStatus Update
- Anito-cel demonstrates robust efficacy, unique safety, and readiness for a 2026 launch.ACLXTD Cowen's 6th Annual Oncology Innovation Summit
- Anito-cel demonstrates best-in-class efficacy and safety, targeting a 2026 launch with strong growth prospects.ACLXTD Cowen 45th Annual Healthcare Conference
Arcellx
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Frequently asked questions
Arcellx, Inc. is a clinical-stage biotechnology company focused on developing innovative cell therapies for the treatment of cancer and other severe diseases. The company's approach centers around engineering immunotherapies, particularly those based on CAR-T cell technology, to target specific cancers. Arcellx is headquartered in Redwood City, California, and its shares are listed on NASDAQ.