The EPS beat is overshadowed by a significant revenue miss and declining collaboration income, making the clinical catalysts (lasme-cel RMAT, eti-cel data) the primary drivers. Traders should watch for the pivotal Phase 2 interim analysis for lasme-cel in Q4 2026 and any updates on the AstraZeneca partnership, as these are the next major value inflection points.
Price Chart
Executive Summary
Cellectis reported Q2 2026 EPS of -$0.18, beating consensus of -$0.26 by 31.6%, but revenue of $5.2M missed estimates of $9.5M. The company highlighted promising clinical data for lasme-cel and eti-cel at EHA 2026, including FDA RMAT designation for lasme-cel, and has a cash runway into Q4 2027. The revenue miss and continued operating losses temper the positive clinical updates, resulting in a mixed outlook.
Key Financial Metrics
Key Facts
- Q2 2026 EPS of -$0.18 beat consensus of -$0.26 (31.6% beat).
- Q2 2026 revenue of $5.2M missed consensus of $9.5M.
- Cash, cash equivalents, and fixed-term deposits of $169M as of June 30, 2026, providing runway into Q4 2027.
- FDA granted RMAT designation for lasme-cel in r/r B-ALL based on BALLI-01 data.
- Full Phase 1 data for eti-cel (NATHALI-01) expected in Q4 2026.
- Net loss for Q2 2026 was $21.8M, improved from $23.7M in Q2 2025.
- Revenues and other income for H1 2026 were $14.5M, down from $30.2M in H1 2025, primarily due to lower AstraZeneca collaboration revenue.
Financial Impact
Revenue miss of $4.3M vs consensus; EPS beat of $0.08; cash burn of $42M in H1 2026.
Risk Factors
- Revenue decline driven by lower AstraZeneca collaboration activity; partnership revenue is lumpy and unpredictable.
- Clinical-stage biotech with no approved products; high cash burn rate of $42M in H1 2026 reduces runway.
- Dependence on positive clinical data for lasme-cel and eti-cel; failure in pivotal trials would be value-destructive.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3340821 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 6w ago | 6-K | $1.83 | awaiting T+60 | — | $0.9670 (+47.16%) |
Sep 11, 2026 6w ago | Press Release | $1.83 | awaiting T+60 | — | $0.9670 (−47.16%) |
Aug 6, 2026 11w ago | Press Release | $2.84 | awaiting T+60 | — | $0.9670 (−65.89%) |
Jun 29, 2026 17w ago | Court Ruling | $3.00 $1.43 | ▼ −52.33% | ▼ −55.32% | $0.9670 (−67.77%) |
Jun 25, 2026 17w ago | 6-K | $2.83 $1.51 | ▼ −46.64% | ▼ −52.75% | $0.9670 (−65.83%) |
Jun 25, 2026 17w ago | 6-K | $2.83 $1.51 | ▼ −46.64% | ▼ −52.75% | $0.9670 (−65.83%) |
Jun 11, 2026 19w ago | Press Release | $3.09 $3.24 | ▲ +4.85% | ▲ +0.46% | $0.9670 (−68.71%) |
Jun 9, 2026 19w ago | 6-K | $3.18 $3.32 | ▲ +4.40% | ▼ −2.18% | $0.9670 (−69.59%) |
May 12, 2026 23w ago | 6-K | $3.96 $2.69 | ▼ −32.07% | ▼ −36.45% | $0.9670 (−75.58%) |
May 4, 2026 25w ago | 6-K | $3.76 $2.85 | ▼ −24.20% | ▼ −26.94% | $0.9670 (−74.28%) |
US Market Status
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