Arcellx, Inc. (ACLX)

Over the past six months, Arcellx, Inc.'s stock has increased by 32.37%. Positive clinical data from the Phase 2 iMMagine-1 study for anitocabtagene autoleucel contributed to investor confidence. A 72% drop in Q2 revenue was reported due to the completion of clinical trial manufacturing and dosing for anito-cel. Analysts have maintained a "Strong Buy" consensus rating for ACLX. Arcellx executives sold shares through pre-arranged trading plans. The company has reported quarterly losses, with statutory losses in Q2 2025 being slightly smaller than expected.

Arcellx, Inc. does not currently have commercial products on the market, so there is no established demand seasonality for its products and services. Demand will likely be driven by clinical trial progress, regulatory approvals, and eventual market launch.

Arcellx, Inc. is a clinical-stage biotechnology company focused on developing innovative immunotherapies for cancer and other incurable diseases. The company's lead product candidate is anitocabtagene autoleucel (anito-cel), which is in Phase 2 clinical trials for relapsed or refractory multiple myeloma (rrMM) and Phase 1 for non-oncology plasma cell-related diseases. Arcellx also has other promising candidates like ACLX-001 and ACLX-002 in development. The company utilizes its proprietary D-Domain technology to enhance CAR-T cell approaches.

Arcellx, Inc. is headquartered in Redwood City, California, and Gaithersburg, Maryland, and primarily operates in the United States.

Arcellx's reputation has been shaped by its scientific advancements and financial performance. Positive clinical trial results for anitocabtagene autoleucel have bolstered its scientific standing and investor confidence. Consistent "Strong Buy" ratings from analysts reflect a strong reputation within the investment community. The reported Q2 revenue drop and ongoing net losses present a financial risk.

Major institutional and individual owners of Arcellx, Inc. include Gilead Sciences Inc. (12.22%), Fidelity Management & Research Company LLC (10.12%), Paradigm BioCapital Advisors LP (8.45%), The Vanguard Group, Inc. (7.16%), New Enterprise Associates (NEA) (5.54%), RA Capital Management, LP (5.52%), BlackRock Institutional Trust Company, N.A. (5.05%), Vestal Point Capital, LP (5%), Perceptive Advisors LLC (4.51%), SR One Capital Management, LP (4.27%), and Rami Elghandour (2.12%).