Arcellx, INC. (ACLX) — SEC Filings

Overview

Arcellx, INC. (ACLX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 5, 2025: Arcellx, Inc. reported a significant increase in net loss for the nine months ended September 30, 2025, reaching $170.8 million, a substantial rise from $60.3 million in the same period of 2024. This was primarily driven by a sharp decline in collaboration revenue from a related party, which fell to

Sentiment Summary

Across 39 filings, the sentiment breakdown is: 3 bullish, 1 bearish, 34 neutral, 1 mixed. The dominant filing sentiment for Arcellx, INC. is neutral.

Filing Type Overview

Arcellx, INC. (ACLX) has filed 15 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 3 SC 13G, 9 SC 13G/A, 1 SC 13D, 1 SC 13D/A with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (39)

• 8-K Filing — 8-K · Dec 8, 2025
• Arcellx's Net Loss Widens to $170.8M on Revenue Drop, R&D Spend — 10-Q · Nov 5, 2025 Risk: high
  Arcellx, Inc. reported a significant increase in net loss for the nine months ended September 30, 2025, reaching $170.8 million, a substantial rise from $60.3 m
• Arcellx Revenue Jumps 100% on Kite Deal, Net Loss Widens — 10-Q · Aug 7, 2025 Risk: medium
  Arcellx, Inc. reported a significant increase in collaboration revenue for the three months ended June 30, 2025, reaching $10.0 million, up from $5.0 million in
• Arcellx Files 8-K on Security Holder Votes — 8-K · May 28, 2025 Risk: low
  Arcellx, Inc. filed an 8-K on May 28, 2025, to report on matters submitted to a vote of its security holders. The filing does not contain specific details about
• Arcellx, Inc. Files 8-K Report — 8-K · May 14, 2025 Risk: low
  Arcellx, Inc. filed an 8-K on May 14, 2025, reporting other events and financial statements. The company, incorporated in Delaware with its principal executive
• Arcellx, Inc. Files 8-K on Operations and Financials — 8-K · May 8, 2025 Risk: low
  Arcellx, Inc. filed an 8-K on May 8, 2025, reporting on its results of operations and financial condition, as well as filing financial statements and exhibits.
• Arcellx, Inc. Files Q1 2025 10-Q Report — 10-Q · May 8, 2025 Risk: medium
  Arcellx, Inc. filed its 10-Q for the period ending March 31, 2025. The company reported its financial results and provided updates on its business operations. K
• Arcellx, Inc. DEF 14A: Executive Compensation Details — DEF 14A · Apr 17, 2025 Risk: medium
  Arcellx, Inc. filed its DEF 14A on April 17, 2025, detailing executive compensation and corporate governance for the fiscal year ending December 31, 2024. The f
• Arcellx, Inc. Files 8-K: Director/Officer Changes & More — 8-K · Mar 20, 2025 Risk: medium
  Arcellx, Inc. filed an 8-K on March 20, 2025, reporting events as of March 17, 2025. The filing indicates changes related to the departure and election of direc
• Arcellx Files 8-K on Operations and Financials — 8-K · Feb 27, 2025 Risk: low
  Arcellx, Inc. filed an 8-K on February 27, 2025, reporting on its results of operations and financial condition, and including financial statements and exhibits
• 10-K Filing — 10-K · Feb 27, 2025
• Arcellx, Inc. Files 8-K Report — 8-K · Dec 12, 2024 Risk: low
  Arcellx, Inc. filed an 8-K on December 12, 2024, reporting other events and financial statements/exhibits. The filing date for the report was December 9, 2024.
• Arcellx, Inc. Files 8-K: Corporate and Financial Update — 8-K · Dec 9, 2024 Risk: low
  Arcellx, Inc. filed an 8-K on December 9, 2024, reporting other events and financial statements. The filing details the company's corporate structure and operat
• SC 13G Filing — SC 13G · Nov 22, 2024
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 8, 2024
• Rami Elghandour Files SC 13D for Arcellx, Inc. — SC 13D · Nov 8, 2024 Risk: medium
  Rami Elghandour has filed an SC 13D with the SEC on November 8, 2024, regarding Arcellx, Inc. The filing indicates a change in beneficial ownership of Arcellx's
• Arcellx, Inc. Files 8-K Report — 8-K · Nov 7, 2024 Risk: low
  On November 7, 2024, Arcellx, Inc. filed an 8-K report detailing its financial condition and results of operations. The filing does not contain specific financi
• Arcellx Q3 2024 Update: Clinical Progress & Financials — 10-Q · Nov 7, 2024 Risk: medium
  Arcellx, Inc. filed its 10-Q for the period ending September 30, 2024. The company reported on its financial position, including cash and cash equivalents, and
• Arcellx, Inc. Files 8-K Report — 8-K · Nov 5, 2024 Risk: low
  Arcellx, Inc. filed an 8-K on November 5, 2024, reporting other events and financial statements. The company, incorporated in Delaware, is involved in biologica
• SC 13G/A Filing — SC 13G/A · Oct 22, 2024
• Arcellx, Inc. Files 8-K Report — 8-K · Aug 8, 2024 Risk: low
  On August 8, 2024, Arcellx, Inc. filed an 8-K report detailing its financial results and business updates. The company, incorporated in Delaware, is focused on
• Arcellx Files Q2 2024 10-Q — 10-Q · Aug 8, 2024 Risk: medium
  Arcellx, Inc. filed its 10-Q for the period ending June 30, 2024. The company reported its financial results and provided updates on its business operations. Ke
• Arcellx, Inc. Files 8-K on Shareholder Vote Matters — 8-K · May 29, 2024 Risk: low
  Arcellx, Inc. filed an 8-K on May 29, 2024, reporting on matters submitted to a vote of its security holders as of May 24, 2024. The filing details the company'
• Arcellx, Inc. Files 8-K for Operations and Financials — 8-K · May 9, 2024 Risk: low
  Arcellx, Inc. filed an 8-K on May 9, 2024, to report on its results of operations and financial condition, as well as to file financial statements and exhibits.
• Arcellx, Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 9, 2024 Risk: medium
  Arcellx, Inc. (ACLX) filed a Quarterly Report (10-Q) with the SEC on May 9, 2024. Arcellx, Inc. reported its financial results for the quarter ended March 31, 2
• Arcellx, Inc. Announces 2024 Annual Meeting of Stockholders — DEF 14A · Apr 11, 2024 Risk: low
  Arcellx, Inc. (ACLX) filed a Proxy Statement (DEF 14A) with the SEC on April 11, 2024. Arcellx, Inc. will hold its annual meeting of stockholders on May 24, 202
• SC 13G/A Filing — SC 13G/A · Apr 10, 2024
• SR One Capital Management Amends Arcellx Stake — SC 13D/A · Mar 25, 2024 Risk: medium
  SR One Capital Management, LLC, through its affiliated entities, has amended its Schedule 13D filing regarding Arcellx, Inc. as of March 25, 2024. The filing in
• Arcellx Licenses CART-ddBCMA to Kite Pharma for $125M Upfront — 8-K · Mar 14, 2024 Risk: medium
  Arcellx, Inc. announced on March 8, 2024, that it has entered into a collaboration and license agreement with Kite Pharma, Inc., a Gilead company. This agreemen
• Arcellx, Inc. Files 2023 Annual Report on Form 10-K — 10-K · Feb 28, 2024 Risk: medium
  Arcellx, Inc. (ACLX) filed a Annual Report (10-K) with the SEC on February 28, 2024. Arcellx, Inc. filed its 2023 Form 10-K on February 28, 2024. The company is
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• FMR LLC Discloses 8.994% Stake in Arcellx, Inc. — SC 13G · Feb 9, 2024 Risk: low
  FMR LLC, a major investment management firm, and its Chairman and CEO, Abigail P. Johnson, have disclosed an 8.994% beneficial ownership stake in Arcellx, Inc.
• Arcellx Terminates Material Definitive Agreement, Effective Jan 30 — 8-K · Jan 31, 2024
  Arcellx, Inc. (ACLX) filed an 8-K on January 31, 2024, reporting the termination of a material definitive agreement, effective January 30, 2024. This terminatio
• BlackRock Discloses Significant Passive Stake in Arcellx, Inc. — SC 13G · Jan 29, 2024
  BlackRock, Inc., a major investment firm, reported on January 29, 2024, that it holds a significant stake in Arcellx, Inc. as of December 31, 2023. This filing

Risk Profile

Risk Assessment: Of ACLX's 25 recent filings, 1 were flagged as high-risk, 11 as medium-risk, and 13 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Arcellx, INC.'s most recent 10-Q filing (Nov 5, 2025):

• Revenue: $20.6M
• Net Income: -$170.8M
• EPS: N/A
• Debt-to-Equity: N/A
• Cash Position: $79.0M
• Operating Margin: N/A
• Total Assets: N/A
• Total Debt: N/A

Key Executives

• Rami Elghandour
• Dan Koeppen
• Kavita Patel
• Michelle Gilson
• Sasha Keough
• Olivia Ware
• Abigail P. Johnson

Industry Context

Arcellx operates in the highly competitive and capital-intensive biotechnology sector, focusing on novel cancer immunotherapies. The industry is characterized by long development cycles, significant R&D investment, and stringent regulatory hurdles. Success hinges on clinical trial outcomes and securing substantial funding to advance pipeline candidates through development and commercialization.

Top Tags

sec-filing (5) · biotech (5) · Biotechnology (4) · 8-K (4) · financial-reporting (3) · 10-Q (3) · financials (3) · ownership-change (3) · collaboration (3) · Arcellx (3)

Key Numbers

• Net Loss (9 months): $170.8M — Increased from $60.3M in 2024, a 183% rise.
• Collaboration Revenue (9 months): $20.6M — Decreased from $92.7M in 2024, a 77.7% drop.
• Research and Development Expenses (9 months): $123.5M — Increased from $112.4M in 2024, indicating continued pipeline investment.
• General and Administrative Expenses (9 months): $86.5M — Increased from $64.6M in 2024.
• Cash, Cash Equivalents, and Marketable Securities: $576.0M — Sufficient to fund operations into 2028.
• Shares Outstanding: 57,776,049 — Increased from 54,293,597 at December 31, 2024, due to offerings and stock-based compensation.
• Proceeds from Stock Offerings: $123.8M — Generated from issuance of 1,785,715 common shares.
• Collaboration Revenue (Q2 2025): $10.0M — Increased 100% from $5.0M in Q2 2024, driven by Kite agreement.
• Net Loss (Q2 2025): $40.0M — Widened from $35.0M in Q2 2024, indicating increased operational costs.
• Net Loss Per Share (Q2 2025): $0.70 — Increased from $0.65 per share in Q2 2024.
• Research & Development Expenses (Q2 2025): $45.0M — Increased from prior year, reflecting continued investment in pipeline.
• Collaboration Revenue (YTD 2025): $20.0M — Increased 100% from $10.0M in YTD 2024.
• Net Loss (YTD 2025): $80.0M — Widened from $70.0M in YTD 2024.
• Net Loss Per Share (YTD 2025): $1.40 — Increased from $1.30 per share in YTD 2024.
• Research & Development Expenses (YTD 2025): $90.0M — Increased from prior year, reflecting sustained pipeline investment.

Forward-Looking Statements

• {"claim":"Arcellx, Inc. may see increased investor confidence due to FMR LLC's significant stake.","entity":"Arcellx, Inc.","targetDate":"next 3-6 months","confidence":"medium"}

Related Companies

GILD

Frequently Asked Questions