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Arcellx Inc (ACLX)



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Upturn Advisory Summary
06/30/2025: ACLX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $111.13
1 Year Target Price $111.13
12 | Strong Buy |
6 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 29.66% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.60B USD | Price to earnings Ratio - | 1Y Target Price 111.13 |
Price to earnings Ratio - | 1Y Target Price 111.13 | ||
Volume (30-day avg) 18 | Beta 0.28 | 52 Weeks Range 47.86 - 107.37 | Updated Date 06/29/2025 |
52 Weeks Range 47.86 - 107.37 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.99 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -211.46% | Operating Margin (TTM) -847.56% |
Management Effectiveness
Return on Assets (TTM) -16.69% | Return on Equity (TTM) -35.56% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3111150041 | Price to Sales(TTM) 46.89 |
Enterprise Value 3111150041 | Price to Sales(TTM) 46.89 | ||
Enterprise Value to Revenue 40.51 | Enterprise Value to EBITDA -6.52 | Shares Outstanding 55106700 | Shares Floating 32731177 |
Shares Outstanding 55106700 | Shares Floating 32731177 | ||
Percent Insiders 14.5 | Percent Institutions 102.08 |
Analyst Ratings
Rating 4 | Target Price 111.13 | Buy 6 | Strong Buy 12 |
Buy 6 | Strong Buy 12 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Arcellx Inc
Company Overview
History and Background
Arcellx, Inc. is a clinical-stage biotechnology company founded in 2015. It focuses on developing and commercializing adaptive cellular therapies for patients with cancer and other incurable diseases. The company has evolved from initial research stages to clinical trials, aiming to bring novel therapies to market.
Core Business Areas
- Adaptive Cellular Therapy: Arcellx's primary focus is on developing and advancing its D- Domains technology to manufacture cellular therapies, especially for cancer treatment.
Leadership and Structure
Arcellx is led by a management team with expertise in cell therapy development and commercialization. The company has a board of directors overseeing strategic direction. Specific names are easily accessible via their investor relations page.
Top Products and Market Share
Key Offerings
- CART-ddBCMA (Anitocabtagene Autoleucel): A CAR-T cell therapy targeting BCMA (B-cell maturation antigen) for the treatment of relapsed or refractory multiple myeloma. This is the lead product candidate. Market share is currently N/A as it's in clinical trials, not yet commercialized. Competitors include approved BCMA-targeting therapies such as Abecma (bb2121, idecabtagene vicleucel) and Carvykti (cilta-cel).
Market Dynamics
Industry Overview
The cellular therapy industry is rapidly growing, driven by advancements in immunotherapy and the increasing prevalence of cancer. It's a competitive space with large pharmaceutical companies and smaller biotechs all vying for market share. High costs and complex manufacturing processes are key challenges.
Positioning
Arcellx aims to differentiate itself through its D-Domains technology platform, potentially offering advantages in efficacy, safety, and manufacturing scalability compared to existing CAR-T therapies. They are seeking to improve upon existing treatments and compete for market share
Total Addressable Market (TAM)
The TAM for multiple myeloma therapies is estimated to be in the billions of dollars annually. Arcellx is positioning itself to capture a significant share of this market with CART-ddBCMA, if approved. Specific TAM values are subject to market forecasts and vary.
Upturn SWOT Analysis
Strengths
- Novel D-Domains technology platform
- Promising early clinical data for CART-ddBCMA
- Experienced management team
- Strong intellectual property portfolio
Weaknesses
- Reliance on single lead product candidate
- Limited commercialization experience
- High cash burn rate
- Clinical trial risks and regulatory uncertainties
Opportunities
- Potential for regulatory approval of CART-ddBCMA
- Expansion of D-Domains platform to other cancer targets
- Strategic partnerships with larger pharmaceutical companies
- Positive clinical trial data updates
Threats
- Competition from established CAR-T therapies
- Adverse clinical trial results
- Regulatory hurdles
- Manufacturing challenges
- Economic downturn and impact on investor sentiment
Competitors and Market Share
Key Competitors
- BMY
- JNJ
Competitive Landscape
Arcellx's advantage lies in its novel D-Domains technology. Disadvantages include being a smaller company competing against larger, established players with approved products.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is characterized by advancement of the D-Domains technology platform and progression of CART-ddBCMA through clinical trials.
Future Projections: Future growth depends on successful clinical trial outcomes, regulatory approval, and commercial launch of CART-ddBCMA. Analyst estimates project significant revenue growth if approved.
Recent Initiatives: Recent initiatives include ongoing clinical trials for CART-ddBCMA, expansion of the D-Domains platform to other indications, and potential partnerships.
Summary
Arcellx is a clinical-stage biotechnology company with promising technology in the CAR-T therapy space. Its success hinges on positive clinical trial results for CART-ddBCMA and subsequent regulatory approval. The company faces competition from established players, requires careful financial management, and carries inherent risks associated with drug development. However, success could result in high returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Arcellx Inc. Investor Relations
- Company SEC Filings
- Analyst Reports
- Industry News and Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on thorough research and consultation with a financial professional. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arcellx Inc
Exchange NASDAQ | Headquaters Redwood City, CA, United States | ||
IPO Launch date 2022-02-04 | Chairman of the Board, CEO & President Mr. Rami Elghandour | ||
Sector Healthcare | Industry Biotechnology | Full time employees 163 | Website https://www.arcellx.com |
Full time employees 163 | Website https://www.arcellx.com |
Arcellx, Inc., together with its subsidiary, engages in the development of various immunotherapies for patients with cancer and other incurable diseases in the United States. The company's lead ddCAR product candidate is anitocabtagene autoleucel, which is in phase 2 clinical trial for the treatment of patients with relapsed or refractory multiple myeloma (rrMM). It also develops ACLX-001, a product candidate in Phase 1 clinical trials targeting BCMA to treat rrMM; ARC-SparX programs in Phase 1 trials; and ACLX-002, which is in Phase 1 clinical trials that targets CD123 for treating relapsed or refractory acute myeloid leukemia (AML) and myelodysplastic syndrome (MDS). In addition, the company preclinical product includes ACLX-003 for the treatment of AML and MDS. Further, the company focuses on the development of product candidates for solid tumor programs. It has a strategic alliance with Kite Pharma, Inc. to co-develop and co-commercialize anitocabtagene autoleucel. The company was formerly known as Encarta Therapeutics, Inc. and changed its name to Arcellx, Inc. in January 2016. Arcellx, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.
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