Instil Bio, Inc. (TIL)

Several significant events impacted Instil Bio, Inc.'s stock price in the past six months. The discontinuation of AXN-2510 development led to a substantial drop in stock price. Instil Bio issued its Q3 2025 earnings, reporting an EPS of -$2.01, which missed analysts' consensus estimates. JMP Securities reiterated a "Market Perform" rating following the company's second-quarter 2025 financial results. Instil Bio announced FDA clearance for the Investigational New Drug (IND) application of AXN-2510. ImmuneOnco presented '2510 monotherapy data at the 2025 World Conference on Lung Cancer (WCLC). The stock experienced fluctuations, including a decline of 39.61% between January 6, 2025, and January 5, 2026.

Information regarding the specific demand seasonality for Instil Bio, Inc.'s products and services is not publicly available. As a clinical-stage biopharmaceutical company, Instil Bio's revenue is primarily driven by collaborations and licensing, which may exhibit different seasonality patterns compared to commercialized products.

Instil Bio, Inc. is a clinical-stage biopharmaceutical company based in Dallas, Texas, focused on developing innovative cell therapies for cancer patients. The company operates within the Healthcare sector and the Biotechnology: Biological Products industry, aiming to address unmet medical needs in oncology through T-cell therapies. Instil Bio's core focus is its proprietary T-cell as a Service (TaaS) platform, designed for the efficient manufacturing and delivery of potent and specific T-cell therapies. The company's pipeline includes genetically engineered CoStAR™ TIL candidates, such as ITIL-306, which targets various solid tumors. Previously, its lead product candidate was AXN-2510/IMM2510, but its clinical development was discontinued.

Instil Bio, Inc. is headquartered in Dallas, Texas, United States. While the company's primary operations are U.S.-based, its clinical development efforts have extended internationally, including a Phase 1 trial in China and a U.S.-based Phase 1B/2 study.

Instil Bio's brand reputation in the past year has been significantly impacted by the discontinuation of its lead clinical program, AXN-2510. This decision caused a sharp decline in stock price and led to an investigation by Pomerantz LLP into potential securities fraud or unlawful business practices, negatively affecting public perception and investor confidence.

Institutional investors hold a significant portion of Instil Bio, Inc.'s shares, with approximately 23.41% held by institutions. Individuals and insiders hold about 8.81% of the shares. Hedge fund managers hold 15.58%, and PE/VC firms hold 28.00%.