The positive ENTR-601-44 data is a major catalyst but the sharp revenue decline and widening loss cap upside. Watch for upcoming ELEVATE-45-201 data in mid-2026 and further cohort readouts by year-end to validate the platform.
Price Chart
Executive Summary
Entrada Therapeutics reported Q1 2026 results with a net loss of $39.7M ($0.95/share), beating consensus EPS of -$1.06 by 10.4%. Collaboration revenue plunged to $0.9M from $20.6M a year ago as the Vertex research plan completed, but the company highlighted positive clinical data from ENTR-601-44 in Duchenne muscular dystrophy, showing favorable safety and early functional benefit.
Key Financial Metrics
Key Facts
- Net loss widened to $39.7M in Q1 2026 from $17.3M in Q1 2025 due to higher R&D costs and lower collaboration revenue.
- Collaboration revenue declined to $0.9M from $20.6M YoY as the Vertex VX-670 research plan substantially completed.
- Positive topline results from ELEVATE-44-201 Cohort 1: favorable safety, statistically significant improvement in Time to Rise velocity.
- Cash, cash equivalents and marketable securities of $254.9M, expected to fund operations into Q3 2027.
- EPS of -$0.95 beat the -$1.06 consensus by 10.4%.
Financial Impact
Net loss increased 129% YoY to $39.7M; revenue decreased 96% to $0.9M.
Risk Factors
- Clinical development risk for DMD programs; reliance on positive data from ongoing and future cohorts.
- Dependence on Vertex partnership for VX-670; any setbacks could impact investor sentiment.
- Cash burn rate; runway only into Q3 2027 without additional financing or partnership milestones.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289842 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 22d ago | Insider Cluster | $6.42 $6.90 | ▼ −7.48% | ▼ −7.98% | $5.38 (+16.20%) |
Sep 3, 2026 29d ago | Insider Cluster | $7.17 $6.80 | ▼ −5.16% | ▼ −4.01% | $5.38 (−24.97%) |
Aug 31, 2026 4w ago | Insider Cluster | $7.07 $7.11 | ▲ +0.57% | ▲ +0.48% | $5.38 (−23.90%) |
Aug 31, 2026 4w ago | Insider Cluster | $7.07 $7.11 | ▲ +0.57% | ▲ +0.48% | $5.38 (−23.90%) |
Aug 31, 2026 4w ago | Insider Cluster | $7.07 $7.11 | ▲ +0.57% | ▲ +0.48% | $5.38 (−23.90%) |
Aug 27, 2026 5w ago | Insider Cluster | $7.27 $7.17 | ▼ −1.38% | ▼ −1.64% | $5.38 (−26.00%) |
Aug 10, 2026 7w ago | Insider Cluster | $7.04 $7.27 | ▲ +3.27% | ▲ +3.67% | $5.38 (−23.58%) |
Aug 5, 2026 8w ago | 8-K | $7.06 $7.67 | ▲ +8.64% | ▲ +8.29% | $5.38 (−23.80%) |
Aug 3, 2026 8w ago | Insider Cluster | $7.24 $7.04 | ▼ −2.76% | ▼ −2.66% | $5.38 (−25.69%) |
Jul 30, 2026 9w ago | 144 | $6.79 $6.87 | ▼ −1.18% | ▲ +2.33% | $5.38 (+20.77%) |
US Market Status
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