Gilead Sciences Details Tubulis, Ouro, Arcellx Deals as Pipeline Catalyst, 2026 Updates Loom [Yahoo! Finance]
Arcellx, Inc. (ACLX)
Company Research
Source: Yahoo! Finance
pipeline across oncology, virology and inflammation, and said it still expects multiple Phase 3 readouts in 2026 and “up to 10” potential launches through 2027 with no major loss of exclusivity until 2036. Clinical highlights: Tubulis 's TUB-040 (NaPi2b ADC) showed a ~50% confirmed response rate in platinum-resistant ovarian cancer and is moving toward registrational Phase 3 in 2027; Ouro 's OM-336 (BCMAxCD3) has proof-of-concept in ~60 patients across autoimmune diseases with potential Phase 3 trials as early as 2027; and Arcellx 's anito-cel is under an FDA PDUFA window in less than nine months for fourth-line+ multiple myeloma with launch preparations underway. Financials and timing: all three deals are expected to close in Q2 , Gilead expects limited incremental 2026 operating expense impact, plans to fund Arcellx and Ouro with cash plus a short-term $5 billion loan (to be repaid in 2026) and to issue senior unsecured notes for Tubulis in Q2 2026, with Arcellx modestly dilutiv
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ACLX
News
- Gilead Receives All Required Regulatory Approvals for the Acquisition of Arcellx and Extends Tender Offer [Yahoo! Finance]Yahoo! Finance
- Assessing Arcellx (ACLX) Valuation After Strong Multi-Year Share Price Gains [Yahoo! Finance]Yahoo! Finance
- Gilead to buy Ouro Medicines for up to $2.2 billion [Yahoo! Finance]Yahoo! Finance
- Estrella Immunopharma, Inc. (NASDAQ: ESLA) Receives Initiating Coverage with a Valuation of $12.00/Share from Zacks Small-Cap Research [Yahoo! Finance]Yahoo! Finance
- Arcellx (ACLX) was upgraded by Truist Financial Corporation from "hold" to "strong-buy".MarketBeat
ACLX
Earnings
- 2/26/26 - Miss
ACLX
Sec Filings
- 4/21/26 - Form 4
- 4/21/26 - Form SC
- 4/17/26 - Form 4
- ACLX's page on the SEC website