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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.
Arcturus Therapeutics
Arcturus Therapeutics (ARCT) investor relations material
Arcturus Therapeutics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $18.3M and net loss was $7.4M; revenue included $16.8M recognized under the CSL Seqirus termination agreement.
Clinical programs advanced in CF and OTC deficiency; LUNAR 2.0 and the myNEO acquisition expanded platform and discovery capabilities.
CSL collaboration ended in August, restoring strategic control of the vaccine portfolio while Japan commercialization arrangements continued for the 2026–2027 season.
Financial highlights
Q3 revenue was $18.3M vs. $17.2M YoY; collaboration revenue was $16.9M vs. $14.2M and grant revenue was $1.4M vs. $3.0M.
9M revenue was $23.3M vs. $74.8M; collaboration revenue was $18.3M vs. $64.1M and grant revenue was $5.0M vs. $10.7M, primarily reflecting the ended CSL collaboration and lower BARDA revenue.
Q3 R&D expense was $17.0M vs. $23.3M and G&A was $10.5M vs. $10.4M; Q3 operating expenses were $27.5M vs. $33.7M.
9M R&D expense was $56.0M vs. $87.7M and G&A was $30.9M vs. $32.1M, reflecting lower clinical, manufacturing, personnel and facility costs.
Q3 net loss was $7.4M vs. $13.4M; 9M net loss was $58.2M vs. $36.7M.
Outlook and guidance
ARCT-032 Cohort 4 enrollment is expected to finish by year-end 2026; Phase 2 data are planned for Q2 2027, with a Phase 3 decision expected before the full presentation.
ARCT-2601 Phase 2 dosing is planned for Q1 2027 within the amended ARCT-810 study; top-line OTC data are expected in H2 2027.
A Phase 3 CF discussion with FDA is likely in H2 2027; a late-2027 study start remains speculative and depends on data and agency discussions.
A PKU program IND filing is planned for H2 2027; final GLP-tox studies are being prepared for the ARCT-2601 IND filing.
KOSTAIVE commercial activities in Europe and the U.K. may be explored in 2027; a U.S. partner is expected to be pursued.
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Latest events from Arcturus Therapeutics
- LUNAR 2.0 advances mRNA programs alongside promising CF, OTC, and vaccine data.ARCT
Corporate presentation - ARCT-810 shows strong safety and efficacy; LUNAR 2.0 enables potent, convenient dosing and pipeline growth.ARCTStatus update
- Upcoming phase II data and a pivotal CF decision mark major milestones for the mRNA pipeline.ARCTH.C. Wainwright 28th Annual Global Investment Conference
- Key clinical milestones for liver and lung mRNA therapies expected in the next 6–12 months.ARCT12th Annual Cantor Fitzgerald Global Healthcare Conference
- OTC phase II data and CF phase III decision expected soon, with major funding and tech advances.ARCTCitigroup’s Biopharma Back to School Summit 2026
- Advancing mRNA therapies for CF and OTC with phase III plans, strong funding, and key partnerships.ARCTCanaccord Genuity's 46th Annual Growth Conference
- Advanced rare disease pipeline, regained vaccine rights, and secured Thermo Fisher partnership.ARCTQ2 2026
- ARCT-810 delivers strong biomarker and safety results, with key data to be presented June 30, 2025.ARCTStatus Update
- First sa-mRNA COVID-19 vaccine launch in Japan drove a $25M milestone and pipeline progress.ARCTQ3 2024
Next Arcturus Therapeutics earnings date
3rd Annual Guggenheim Healthcare Innovation Conference9 Nov, 2026
Arcturus Therapeutics
Next Arcturus Therapeutics earnings date
3rd Annual Guggenheim Healthcare Innovation Conference9 Nov, 2026
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Frequently asked questions
Arcturus Therapeutics Holdings Inc. is a biotechnology company focused on developing RNA-based therapeutics for the treatment of infectious diseases, rare diseases, and other medical conditions. The company utilizes its proprietary self-amplifying mRNA technology and lipid nanoparticle delivery system to develop vaccines and therapies. Arcturus' pipeline includes treatments for diseases such as COVID-19 and other RNA-based therapies targeting unmet medical needs. The company is headquartered in San Diego, California, and its shares are listed on the NASDAQ.