TScan Therapeutics, Inc. (TCRX)

Over the past six months, TScan Therapeutics' stock has been influenced by several events. These include reporting Q1 revenue of $982,000, which fell short of the anticipated $2.5 million, reporting first-quarter 2026 financial results and providing a corporate update, acceptance of an upcoming presentation at the American Society of Gene and Cell Therapy 29th Annual Meeting, participation in the 25th Annual Needham Virtual Healthcare Conference and the TD Cowen 46th Annual Health Care Conference, completion of enrollment in Cohort C of its Phase 1 ALLOHA™ trial and announcement FDA clearance of Investigational New Drug (IND) applications for heme candidates TSC-102-A01 and TSC-102-A03, holding an ASH 2025 Virtual KOL Event, announcing positive updated data from the AlloHA Phase 1 Heme Trial at the 67th American Society of Hematology Annual Meeting and Exposition, and meeting with the FDA to discuss a pivotal trial design for TSC-101. The stock price has fluctuated between $0.88 and $2.57, with a share price of $1.25 as of May 6, 2026.

As a clinical-stage biotechnology company with products in development, there is no readily available information regarding demand seasonality for TScan Therapeutics' products or services.

TScan Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing T cell receptor (TCR)-engineered T cell (TCR-T) therapies for cancer and autoimmune disorders. Their lead candidate, TSC-101, is in Phase 1 clinical trial for hematologic malignancies, with a Phase 3 study planned for 2026. Other candidates include TSC-100 for hematologic malignancies and TSC-102-A01 and TSC-102-A03 targeting CD45. They are also developing multiplexed TCR-T therapies for solid tumors, including TSC-200, TSC-201, TSC-202, TSC-203, and TSC-204.

TScan Therapeutics is headquartered in Waltham, Massachusetts, and has a GMP manufacturing facility there. The company has expanded its presence by leasing additional space at 880 Winter Street in Waltham to accommodate manufacturing and research activities.

TScan Therapeutics has a consensus recommendation of "Hold" from six research firms, with an average twelve-month price target of $6.00. The company's GF Score™ is 61/100, indicating moderate overall performance with strengths in growth potential but weaknesses in profitability and financial strength. The underwhelming Q1 2026 revenue could potentially impact the company's reputation.

TScan Therapeutics has significant institutional ownership, ranging from 61% to 82.83%. Major institutional owners include Lynx1 Capital Management LP, BVF Inc/il (BVF Partners L.P.), Baker Bros. Advisors Lp, Vanguard Group Inc, BlackRock, Inc., Deer Management Co. LLC, Renaissance Technologies Llc, Standard Life Aberdeen plc, Two Sigma Investments, Lp, and DC Funds, LP. Individual insider ownership is reported to be under 1%.