Logotype for Arcellx Inc

Arcellx (ACLX) investor relations material

Arcellx Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Arcellx Inc
Morgan Stanley 23rd Annual Global Healthcare Conference summary10 Sep, 2025

Key clinical updates and efficacy

  • Anito-cel demonstrated a complete response rate in the 70% range and 18-month PFS of 66% in late-line multiple myeloma, with MRD negativity in the low 90% range.

  • No cases of delayed neurotoxicity or immune-related enterocolitis observed with Anito-cel, differentiating it from other BCMA CAR-T therapies.

  • Additional data with longer follow-up expected at ASH, with median follow-up anticipated to reach 17–18 months.

  • Market research indicates increasing physician confidence and preference for Anito-cel due to its safety and efficacy profile.

Regulatory and commercialization outlook

  • Confident in regulatory path for Anito-cel, citing recent single-arm study approvals and strong FDA engagement.

  • BLA submission expected late 2024 or early 2025, targeting commercial launch in mid to late 2026 in the fourth-line+ setting.

  • Market opportunity for CAR-T in second-line+ myeloma estimated at $12 billion, with initial focus on a $3.5 billion fourth-line+ segment.

  • Anticipates rapid adoption in academic and community centers, with market research suggesting up to 80% share in target segment.

Pipeline and platform development

  • Active trials ongoing in AML and myasthenia gravis, with ARC-SparX platform aiming for universal CAR-T applications.

  • Myasthenia gravis phase 1 study is enrolling, aiming for durable, treatment-free periods for patients.

  • ARC-SparX AML program is in phase 1, focusing on optimizing dosing and patient selection.

  • AI is leveraged to optimize D-domains and binder generation, solving previously intractable problems.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Arcellx earnings date

Logotype for Arcellx Inc
Q3 20255 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Arcellx earnings date

Logotype for Arcellx Inc
Q3 20255 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage