First Week of April 17th Options Trading For Arcellx (ACLX)
This article details the first week of options trading for Arcellx (ACLX) with an April 17th expiration. It highlights a put contract at a $60.00 strike price, offering a potential 2.50% return if it expires worthless, and a call contract at a $70.00 strike price, which could yield a 15.14% return through a covered call strategy. The analysis includes potential profit, premium collection, and the implied volatility for both contracts.
Arcellx (ACLX) Expected to Announce Earnings on Thursday
Arcellx (ACLX) is anticipated to release its Q4 2025 earnings before market open on Thursday, February 26th, with analysts forecasting a loss of ($1.01) per share. The company's stock has a market cap of $3.99 billion and a negative P/E ratio, while insiders have recently sold shares. Despite some downgrades, the consensus analyst rating remains "Moderate Buy" with an average price target of $109.20.
Arcellx CFO Gilson sells $785k in ACLX stock By Investing.com
Michelle Gilson, CFO of Arcellx, Inc., sold 11,291 shares of ACLX common stock for approximately $784,782 on February 17, 2026. This follows her acquisition of 20,496 shares through restricted stock unit exercises on January 2, 2026. The company recently received a downgrade to Neutral from Rothschild Redburn due to competition concerns, while Stifel and UBS maintain Buy ratings, highlighting the promising safety profile of its experimental anito-cel therapy and market entry potential.
Biotech Exit: $26 Million Arcellx Sale Follows Tepid Stock Performance and Kelonia Competition
First Turn Management LLC sold its entire stake in Arcellx (NASDAQ: ACLX), totaling 313,733 shares worth an estimated $25.76 million. This exit suggests a capital rotation strategy by the fund, which holds other significant investments in key biotech companies. The sale followed Arcellx's underperformance compared to the S&P 500 and competitive pressures from unlisted biotech firms like Kelonia Therapeutics.
Did Anito-cel’s D-Domain Safety Signal at Tandem Just Shift Arcellx's (ACLX) Investment Narrative?
Arcellx (ACLX) announced preclinical data for its BCMA-directed CAR T therapy, anitocabtagene autoleucel (anito-cel), at the 2026 Tandem Meetings. The data suggests a potentially differentiated safety profile due to its D-Domain binder, avoiding off-target activity seen in other CAR constructs. While this reinforces Arcellx's investment narrative by de-risking safety, the company remains unprofitable, highly valued, and heavily reliant on the success of this single lead asset.
Biotech Exit: $26 Million Arcellx Sale Follows Tepid Stock Performance and Kelonia Competition
First Turn Management sold its entire stake of 313,733 shares in Arcellx (NASDAQ:ACLX) for an estimated $25.76 million in the fourth quarter. This move, which saw Arcellx's position drop to zero from 3.9% of the fund's AUM, is attributed to a capital rotation strategy rather than a judgment on the science, as Arcellx's stock underperformed the S&P 500. The fund is consolidating conviction in its biotech-heavy portfolio, trimming positions where competitive positioning is less certain, especially given pressure from competitors like Kelonia Therapeutics.
Arcellx (ACLX) Shares Encouraging Data on Latest Laboratory Study
Arcellx Inc. (ACLX) has released encouraging new laboratory study data for its CAR-T cell therapy, anito-cel, which analysts believe could be a best-in-class treatment. While Rothschild & Co Redburn downgraded ACLX to Neutral due to rising competition, Stifel analyst Stephen Willey reaffirmed his Buy rating, highlighting anito-cel's potentially superior safety profile compared to rivals. Arcellx specializes in advanced immunotherapies for cancer, including treatments for AML and multiple myeloma.
Arcellx (ACLX) Shares Encouraging Data on Latest Laboratory Study
Arcellx (ACLX) recently presented encouraging data from a new laboratory study at the TANDEM meeting, supporting its CAR-T cell therapy, anito-cel, as having a potentially superior safety profile compared to rivals. Analyst Stephen Willey of Stifel reiterated a Buy rating and a $127 price target, citing lower unintended immune activity and fewer off-target effects. This contrasts with Rothschild & Co Redburn's analyst Qize Ding, who downgraded Arcellx to Neutral due to rising competition in the CAR-T cell therapy market.
Arcellx (ACLX) Shares Encouraging Data on Latest Laboratory Study
Arcellx (ACLX) presented encouraging new laboratory study data for its anito-cel therapy, suggesting a potentially leading safety profile with fewer off-target effects compared to rival CAR-T treatments. While one analyst downgraded the stock due to competition concerns, another reaffirmed a Buy rating, citing the data strengthens anito-cel's position as a best-in-class therapy. Arcellx specializes in developing advanced immunotherapies for cancer, leveraging its proprietary D-Domain technology.
(ACLX) Movement as an Input in Quant Signal Sets
This article analyzes Arcellx Inc. (NASDAQ: ACLX) using AI models, highlighting a neutral near and mid-term outlook but a strong long-term positive bias. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, and notes an exceptional 58.8:1 risk-reward setup.
Federated Hermes Inc. Cuts Position in Arcellx, Inc. $ACLX
Federated Hermes Inc. significantly reduced its stake in Arcellx, Inc. (NASDAQ:ACLX) by 97.9% in the third quarter, selling 26,371 shares and retaining 564 shares valued at $46,000. Despite this reduction, other institutional investors like Vestal Point, JPMorgan, and Decheng Capital substantially increased their positions, leading to institutional ownership now standing at approximately 96.03%. Insiders, however, have been net sellers in recent months.
Arcellx stock maintains Buy rating at Stifel on promising safety data
Stifel has reiterated its Buy rating and a $127.00 price target for Arcellx Inc. (NASDAQ:ACLX) after the company presented promising in vitro study results for its anito-cel therapy. The data suggest that anito-cel has a superior safety profile compared to competing CAR constructs, with reduced off-target effects. This performance reinforces Arcellx's position as a "core SMid-cap holding" and aligns with a strongly bullish analyst consensus.
Does D-Domain CAR T Safety Data at Tandem 2026 Change The Bull Case For Arcellx (ACLX)?
Arcellx's novel D-Domain binder in anitocabtagene autoleucel (anito-cel) has shown promising preclinical safety data, suggesting it could be a safer alternative for BCMA-directed CAR T-cell therapies. This development supports Arcellx's co-development partnership with Kite, a Gilead Company, as anito-cel progresses through clinical trials for multiple myeloma. The article highlights that the company's investment narrative heavily relies on these safety findings translating into commercial success amidst strong competition.
Arcellx, Inc. (NASDAQ:ACLX) Given Average Recommendation of "Moderate Buy" by Brokerages
Arcellx, Inc. (NASDAQ:ACLX) has received a "Moderate Buy" rating from brokerages, with an average 12-month price target of $112.22 based on nine buy, two hold, and one sell recommendations. Despite a recent earnings miss and negative EPS forecast, the stock opened at $68.03 and institutional investors hold a significant majority of its shares. Insider selling has been noted, but the company continues to develop its cell therapies.
Analysts Offer Insights on Healthcare Companies: Boston Scientific (BSX), Arcellx Inc (ACLX) and Align Tech (ALGN)
This article summarizes recent analyst ratings for three healthcare companies: Boston Scientific (BSX), Arcellx Inc (ACLX), and Align Tech (ALGN). Analysts from UBS, Citi, Evercore ISI, Canaccord Genuity, and Barclays have provided ratings ranging from Buy to Hold, along with price targets and outlooks on potential stock upside. The general sentiment for Boston Scientific and Arcellx Inc is a Strong Buy, while Align Tech has a Moderate Buy consensus.
Analysts’ Opinions Are Mixed on These Healthcare Stocks: Arcellx Inc (ACLX), Align Tech (ALGN) and M3 (OtherMTHRF)
Analysts have provided mixed opinions on several healthcare stocks, including Arcellx Inc, Align Tech, and M3. Needham analyst Gil Blum maintained a Buy rating on Arcellx with a $105 price target, while Needham's David Saxon gave Align Tech a Hold rating. Goldman Sachs analyst Akinori Ueda also maintained a Hold rating on M3, setting a price target of Yen2300.00.
Arcellx (ACLX) Declined Despite Positive Clinical Trial Results
Arcellx, Inc. (NASDAQ:ACLX) saw a decline in its stock performance despite positive clinical trial results for its lead candidate anito-cel, a CAR-T therapy for multiple myeloma. This detraction was attributed to increased competition from Johnson & Johnson's strong data for its Tecvayli plus Darzalex combination. Baron Health Care Fund, an investor, maintains its belief in Arcellx's drug due to its differentiated safety profile and anticipates appreciation ahead of a potential 2026 launch.
Arcellx reports D-Domain binder shows no tonic signaling in CAR T therapy
Arcellx, Inc. announced that its D-Domain binder used in anitocabtagene autoleucel (anito-cel) showed no tonic signaling or off-target activity in preclinical studies, suggesting a favorable safety profile for its CAR T therapy. This finding differentiates anito-cel from other BCMA-directed therapies that exhibited off-target activity and tonic signaling. Anito-cel is currently in Phase 2 and Phase 3 studies for multiple myeloma, has received several FDA designations, and is supported by strong analyst ratings.
Arcellx reports D-Domain binder shows no tonic signaling in CAR T therapy
Arcellx, Inc. announced that its D-Domain binder used in anitocabtagene autoleucel (anito-cel) showed no tonic signaling or off-target activity in preclinical studies, suggesting a favorable safety profile for its CAR T therapy. This finding differentiates anito-cel from other BCMA-directed therapies which exhibited off-target activity or tonic signaling. The data will be presented at the 2026 Tandem Meetings as anito-cel progresses through Phase 2 and Phase 3 clinical trials for multiple myeloma.
Analysts Offer Insights on Healthcare Companies: Atricure (ATRC), Wave Life Sciences (WVE) and Arcellx Inc (ACLX)
Three analysts have issued bullish sentiments on healthcare companies Atricure (ATRC), Wave Life Sciences (WVE), and Arcellx Inc (ACLX). Piper Sandler maintained a Buy rating on Atricure with a $50 price target, while Canaccord Genuity analysts maintained Buy ratings on Wave Life Sciences and Arcellx Inc, setting price targets of $43 and $130 respectively. All three companies show a Strong Buy analyst consensus with significant upside potential from current levels.
Assessing Arcellx (ACLX) Valuation After New D Domain CAR T Data Draws Fresh Investor Attention
Arcellx (ACLX) is attracting investor attention due to new D Domain CAR T data, which will be presented at the 2026 Tandem Meetings, potentially indicating a cleaner safety profile for its multiple myeloma treatment. Despite trading with a high Price-to-Book ratio of 9.1x, suggesting overvaluation compared to peers, a Discounted Cash Flow model indicates the stock could be significantly undervalued at its current price of US$69.46. Investors are now weighing the company's valuation based on its clinical progress and collaboration with Kite against its current unprofitable status.
Arcellx's Novel D-Domain Binder Accepted for Presentation at 2026 Tandem Meetings
Arcellx's novel D-Domain binder has been accepted for presentation at the 2026 Tandem Meetings due to its promising preclinical results. The binder exhibited no tonic signaling or off-target activity, supporting its potential as a safer and more specific option for multiple myeloma treatment compared to other binders. This innovation is expected to enhance the competitiveness of anito-cel as a best-in-class safety option.
Arcellx lab study flags dual VHH off-target hits, D-Domain stays quiet
Arcellx's anito-cel (D-Domain) CAR-T therapy for multiple myeloma showed no tonic signaling or off-target activity in preclinical tests. In contrast, dual VHH and scFv binders, resembling other CAR-T therapies like cilta-cel and ide-cel, exhibited CAR T activation and cytokine release without antigen, with the dual VHH also showing off-target activity against Claudin-9, a protein linked to potential toxicities. These findings suggest anito-cel's D-Domain may offer a superior safety profile due to its high target-specificity.
Arcellx reports D-Domain binder shows no tonic signaling in CAR T therapy
Arcellx Inc. announced that its D-Domain binder used in anitocabtagene autoleucel (anito-cel) showed no tonic signaling or off-target activity in preclinical studies, suggesting a favorable safety profile for its CAR T therapy. This finding differentiates anito-cel from other BCMA-directed therapies that exhibited tonic signaling and off-target activity against Claudin-9 in preclinical data. The company is presenting these findings at the 2026 Tandem Meetings and continues to advance anito-cel through late-stage clinical trials for multiple myeloma.
Pathway Capital Management LP Takes $4.19 Million Position in Arcellx, Inc. $ACLX
Pathway Capital Management LP has acquired a new stake of 51,051 shares in Arcellx, Inc. (NASDAQ:ACLX), valued at approximately $4.19 million, making it their second-largest holding. Despite this significant investment and about 96% institutional ownership, Arcellx recently missed earnings estimates, reporting a loss of $0.99 EPS and $4.95 million in revenue, coupled with insider share sales. Analysts currently have a "Moderate Buy" rating on the stock with an average price target of $112.22.
Assessing Arcellx (ACLX) Valuation After Recent Share Price Swings And Conflicting P/B And DCF Signals
Arcellx (ACLX) has experienced recent volatility, with its stock up 10% in the past month but down 21% over three months. Despite a high Price-to-Book ratio of 9.1x, suggesting overvaluation compared to biotech peers, a Discounted Cash Flow (DCF) model indicates a significant undervaluation at $481.67 per share against its current price of $69.47. Investors are advised to consider the company's fast forecast revenue growth, cancer therapies pipeline, and substantial net loss, alongside the conflicting valuation signals.
Y Intercept Hong Kong Ltd Takes $1.27 Million Position in Arcellx, Inc. $ACLX
Y Intercept Hong Kong Ltd has acquired a new position in Arcellx, Inc. (NASDAQ:ACLX), purchasing 15,508 shares valued at approximately $1.27 million during Q3. This move contributes to institutional investors now owning about 96.03% of the company, despite Arcellx recently posting weak Q3 earnings and experiencing insider selling. Analysts, however, generally maintain a "Moderate Buy" rating with a target price suggesting significant upside.
Arcellx Director Sells 6,000 Shares for $450,000
Arcellx Director David Charles Lubner sold 6,000 shares of the company's common stock for approximately $450,000 on January 20, 2026. This transaction reduced his direct holdings by 21.69%, though he still retains over 21,000 shares. The sale was executed under a Rule 10b5-1 plan, suggesting it was predetermined rather than opportunistic.
Liquidity Mapping Around (ACLX) Price Events
This article analyzes Arcellx Inc. (NASDAQ: ACLX) price events, identifying a near-term neutral sentiment amidst mid and long-term strength. It highlights a significant 59.3:1 risk-reward setup, targeting a 16.9% gain against a 0.3% risk. The analysis also provides AI-generated institutional trading strategies including position, momentum breakout, and risk hedging strategies, along with a multi-timeframe signal analysis.
UBS Initiates Coverage of Arcellx With Bullish Outlook as Biotech Fundamentals Inflect
UBS has initiated coverage of Arcellx (NASDAQ: ACLX) with a Buy rating and a $100 price target, highlighting a bullish outlook as biotech fundamentals are seen to be inflecting. This follows a similar initiation by Wells Fargo, which also set a $100 price target, emphasizing Arcellx's anito-cel as a potential leader in multiple myeloma treatment. Both firms express optimism about Arcellx's prospects and its position within the CAR-T market.
UBS Initiates Coverage of Arcellx With Bullish Outlook as Biotech Fundamentals Inflect
UBS has initiated coverage of Arcellx (NASDAQ: ACLX) with a Buy rating and a $100 price target, citing an inflection in biotech fundamentals and expected investor confidence recovery. This follows Wells Fargo's earlier Overweight rating and $100 price target, driven by the potential of Arcellx's anito-cel to dominate the multiple myeloma CAR-T market. Arcellx, a developer of immunotherapies for cancer, is seen as a high-potential stock in the recovering biotech sector.
Arcellx (ACLX) Valuation After FDA Draft Guidance And 2026 Tandem CAR T Data
Arcellx (ACLX) is under fresh scrutiny following new FDA draft guidance for multiple myeloma and 2026 Tandem Meetings data, which has led to a recent share price recovery despite a longer-term decline. While the stock's Price-to-Book ratio of 9x suggests it is overvalued compared to biotech peers, a Discounted Cash Flow (DCF) model indicates it may be trading significantly below its fair value. Investors are left to weigh the company's current balance sheet valuation against its long-term cash flow potential.
Is Arcellx (ACLX) Stock Outpacing Its Medical Peers This Year?
Arcellx, Inc. (ACLX) is outperforming the Medical sector year-to-date with a 10.7% return, compared to the sector's 6% gain. The stock holds a Zacks Rank #2 (Buy) and has seen a 1.2% increase in its full-year earnings consensus estimate. However, ACLX is slightly underperforming its specific Medical - Biomedical and Genetics industry, which has gained 17.4% this year.
Arcellx to present anito-cel data at 2026 Tandem Meetings By Investing.com
Arcellx, Inc. (NASDAQ: ACLX) will present three studies on its multiple myeloma cell therapy candidate, anitocabtagene autoleucel (anito-cel), at the 2026 Tandem Meetings. The presentations will cover the therapy's mechanism, a simulation model suggesting its efficacy before bispecific antibodies, and issues related to CAR T-cell therapy access for multiple myeloma patients. Arcellx is developing anito-cel in partnership with Kite, a Gilead Company, and recent positive analyst ratings highlight the therapy's potential.
Arcellx to present anito-cel data at 2026 Tandem Meetings
Arcellx, Inc. (NASDAQ:ACLX) will present three studies on its multiple myeloma cell therapy candidate, anito-cel, at the 2026 Tandem Meetings. The presentations will cover the therapy's mechanism of action, a simulation model suggesting improved outcomes when CAR T-cell therapy is used before bispecific antibodies, and issues of equitable access to CAR T-cell therapy. Anito-cel is being evaluated in Phase 2 and Phase 3 studies and is developed in partnership with Kite, a Gilead Company.
Arcellx study: earlier CAR T cut 5-year death risk by 48%
Arcellx's study indicates that using CAR T-cell therapy earlier than bispecific antibodies in treating relapsed and/or refractory multiple myeloma (4L+ RRMM) could significantly reduce the risk of progression or death by 64% and death by 48% over five years. The company is set to present these findings and details on its D-Domain platform technology and anito-cel (CAR T-cell therapy) at the 2026 Tandem Meetings. The study also highlights persistent geographic inequities in CAR T access for multiple myeloma patients, emphasizing the need for improved accessibility.
Arcellx (ACLX) Is Up 8.1% After FDA Eases Myeloma Trial Endpoints With New MRD Guidance
Arcellx (ACLX) shares rose 8.1% following new FDA draft guidance that allows minimal residual disease (MRD) and complete response as endpoints for accelerated approval in multiple myeloma therapies. This regulatory change is significant for Arcellx’s anito-cel program, potentially influencing clinical trial design, timelines, and the evidence required for approval. While the news is positive, investors are also considering Arcellx's growing losses and premium valuation, with fair value estimates varying widely.
Legend Biotech Arcellx rise after FDA draft guidance on multiple myeloma trials
Arcellx (ACLX) and Legend Biotech (LEGN) saw their stock prices increase on Tuesday following the U.S. FDA's release of draft guidance. This guidance focuses on using minimal residual disease and complete response as study endpoints to support accelerated approval for multiple myeloma treatments. The market reacted positively to this development.
Arcellx director Lubner sells $450k in ACLX stock
Arcellx director David Charles Lubner sold 6,000 shares of ACLX common stock for $450,000 and simultaneously exercised options to acquire 6,000 shares for $37,680 on January 20, 2026. Following these transactions, Lubner directly owns 21,659 shares. Despite analyst concerns about overvaluation and expected sales decline, Arcellx maintains a strong balance sheet and positive analyst ratings due to promising clinical trial data.
Arcellx director Lubner sells $450k in ACLX stock
Arcellx director David Charles Lubner sold 6,000 shares of ACLX stock for $450,000, while also exercising options to acquire 6,000 shares. Despite strong stock performance and promising clinical trial data for its multiple myeloma therapy, Arcellx is not currently profitable. Analysts have issued positive ratings and price targets, indicating confidence in its therapies and market position.
Legend Biotech, Arcellx rise after FDA draft guidance on multiple myeloma trials
Legend Biotech and Arcellx saw their stock rise following the FDA's draft guidance on designing clinical trials for therapies treating multiple myeloma. The guidance specifically addresses the use of objective response rate (ORR) as a primary endpoint, which is a positive development for companies like Legend Biotech and Arcellx that are developing CAR-T and cell therapies for the disease.
Why (ACLX) Price Action Is Critical for Tactical Trading
This article provides an in-depth analysis of Arcellx Inc. (ACLX) focusing on price action critical for tactical trading. It highlights strong sentiment across all horizons supporting an overweight bias, an exceptional risk-reward setup, and offers three distinct AI-generated trading strategies tailored to different risk profiles. The analysis includes near-term, mid-term, and long-term signal strengths, support, and resistance levels.
This Insider Has Just Sold Shares In Arcellx
Arcellx's Chief Medical Officer, Christopher Heery, recently sold US$487k worth of stock, reducing his holding by 20%. This follows a larger sale by the Chairman of the Board, Rami Elghandour, earlier in the year. The article notes that insider selling, especially below the current stock price, can be a weak negative signal, and highlights that insider ownership for Arcellx is relatively low at 1.6%.
This Insider Has Just Sold Shares In Arcellx
Arcellx's Chief Medical Officer, Christopher Heery, recently sold US$487k worth of stock, reducing his holding by 20%. This follows a larger sale by the Chairman of the Board, Rami Elghandour, for US$2.4m in the last year. Despite these sales, insiders still own 1.6% of the company, indicating some alignment with shareholders.
Arcellx (ACLX) CMO Heery Christopher sells $402,996 in stock
Christopher Heery, CMO of Arcellx, Inc. (NASDAQ:ACLX), sold 5,882 shares of common stock for $402,996 on January 14, 2026, to cover tax obligations related to restricted stock units. This sale reduced his direct ownership to 23,749 shares, after he had acquired 13,064 shares earlier in January through exercised restricted stock units. The company has also seen positive analyst coverage following strong Phase 2 results for its multiple myeloma therapy.
Arcellx (ACLX) CMO Heery Christopher sells $402,996 in stock
Christopher Heery, CMO of Arcellx (NASDAQ:ACLX), sold 5,882 shares totaling $402,996 to cover tax obligations from restricted stock units, reducing his direct ownership to 23,749 shares. This sale follows his acquisition of 13,064 shares through RSU exercise on January 6, 2026. The company has recently received positive analyst coverage and promising Phase 2 study results for its anito-cel therapy for multiple myeloma.
Arcellx, Inc. Reports Increased Loss Amid Rising Expenses
Arcellx, Inc. announced a significant increase in its net loss, reaching $77.8 million or $1.49 per share, compared to $51.0 million or $1.09 per share in the prior year. This escalated loss is primarily attributed to a substantial rise in operating expenses, which climbed to $90.9 million from $59.2 million. The company's cash and equivalents also saw a decrease, ending the quarter at $538.9 million, down from $614.9 million at the close of the previous fiscal year.
Assessing Arcellx (ACLX) Valuation After Strong Myeloma Data And Fresh Analyst Optimism
Arcellx (ACLX) is under evaluation following strong Phase 2 data for its anitocabtagene autoleucel therapy, showing a 96% overall response rate in multiple myeloma. Despite a high Price-to-Book ratio of 9.2x compared to the broader biotech industry, a Discounted Cash Flow model suggests the stock may be significantly undervalued by 85.3%, trading below an estimated fair value of US$476.53. Recent share price volatility and net losses highlight potential risks, but long-term shareholder returns remain strong.
Christopher Heery Sells 5,882 Shares of Arcellx (NASDAQ:ACLX) Stock
Christopher Heery, an insider at Arcellx (NASDAQ:ACLX), sold 5,882 shares of the company's stock on January 14th for approximately $402,976. This sale, along with other recent transactions, has reduced his stake by 19.85% to 23,749 shares. Despite the insider selling and missed quarterly earnings estimates, analysts maintain a "Moderate Buy" rating for Arcellx with an average price target of $112.22.
Arcellx (ACLX) CMO Heery Christopher sells $402,996 in stock By Investing.com
Arcellx's Chief Medical Officer, Christopher Heery, sold 5,882 shares of common stock for $402,996 to cover tax obligations related to restricted stock unit vesting. Previously, Heery acquired 13,064 shares through restricted stock unit exercise, bringing his total holdings to 43,199 shares. These transactions follow positive developments for Arcellx, including promising Phase 2 trial results for its multiple myeloma treatment and optimistic analyst ratings from UBS, Wells Fargo, and Stifel.
