-- CB-010 allogeneic CAR-T cell therapy with partial HLA matching has potential to rival efficacy and safety profile of approved autologous CAR-T cell therapies -- -- 14.4 months median PFS in ANTLER patients with partial HLA matching (≥4 alleles) -- -- Plan to enroll ~20 additional 2L LBCL patients in ANTLER to confirm that partial HLA matching improves patient outcomes; initial data expected in H1 2025 -- -- Caribou expects to initiate a pivotal trial for CB-010 in H2 2025, upon confirmation of improved o ...

文章核心观点 - 公司在2024年第一季度业绩表现不佳,营收和每股收益均低于市场预期 [1][2][3] - 公司股价自年初以来下跌33.2%,低于大盘涨幅8.6% [5] - 未来公司业绩表现将主要取决于管理层在财报电话会议上的评论 [4] 行业和公司分析 - 公司所属的医疗-生物医药和遗传学行业目前在250多个扎克斯行业中排名前30% [10] - 同行业公司Exact Sciences预计在2024年第一季度的每股收益和营收也将同比下滑 [11][12] - 分析师对公司未来几个季度和本财年的业绩预期持谨慎态度 [8][9]

公司概况 - 公司是一家专注于开发基因编辑疗法的生物制药公司[53] 产品信息 - 公司的主要产品候选药物包括CB-010、CB-011和CB-012，分别针对不同疾病[54] - CB-010是公司的首个临床阶段产品，已获得多项药物监管机构的认可和指定[55] 研发费用 - 公司的研发费用主要包括内部人员成本和外部研发费用[60][61] - 研发支出主要根据特定任务完成进度确认，预计未来研发支出将大幅增加[62] 财务状况 - 三个月内研发支出增加了8,100万美元，主要是由于许可和里程碑费用增加、人员相关费用增加以及外部CRO和CMO活动增加[66] - 总体运营支出增加了13,813万美元，导致营运亏损46,002万美元[66] - 许可和合作收入下降了1,073万美元，主要是由于与AbbVie的合作协议终止导致[66] - 总其他收入增加了1,696万美元，主要是由于MSKCC成功支付责任公允价值变动和利息收入增加[66] - 总现金、现金等价物和可市场化证券为3.459亿美元，预计足以支持未来12个月的运营[70] 合作协议 - 公司与辉瑞签署了一项证券购买协议，向辉瑞出售4690431股普通股，每股价格为5.33美元，总计约2500万美元[72] - 辉瑞投资将用于公司的抗BCMA CAR-T细胞疗法CB-011产品候选药物的开发项目，为期36个月[72] - 公司与辉瑞签署了信息权利协议，授予辉瑞30天首次谈判权，如果公司与第三方就BCMA产品候选药物的开发和/或商业化权利达成协议[73] 股权信息 - 公司在2024年3月31日结束的三个月内没有未注册的股权销售[88] - 公司在IPO后净收益为321.0百万美元，减去扣除的承销折扣和佣金以及28.6百万美元的发行费用[89] - 公司首席财务官于2024年2月23日采取了Rule 10b5-1交易安排，允许根据计划条款随时出售最多44,336股普通股[90] 内部控制 - 公司首席执行官和首席财务官认为，截至2024年3月31日，公司的信息披露控制和程序是有效的[85] - 公司在2024年3月31日结束的三个月内没有发现影响财务报告内部控制的变化[86]

Exhibit 99.1 Caribou Biosciences Reports First Quarter 2024 Financial Results and Provides Business Update -- Expanding into autoimmune diseases with IND cleared for CB-010 in lupus nephritis and extrarenal lupus; GALLOP Phase 1 clinical trial expected to initiate by YE 2024 -- -- $345.9 million in cash, cash equivalents, and marketable securities expected to fund the current operating plan into Q1 2026 -- "We continue to focus on advancing four clinical-stage programs, including the parallel development of ...

BERKELEY, Calif., April 24, 2024 (GLOBE NEWSWIRE) -- Caribou Biosciences, Inc. (Nasdaq: CRBU), a leading clinical-stage CRISPR genome-editing biopharmaceutical company, today announced two abstracts have been accepted for poster presentations at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting, which will be held May 31-June 4, 2024 in Chicago, Illinois. The ANTLER poster will provide initial dose expansion data. Details of the poster presentation are as follows: Title: A CRISPR-edited a ...

Caribou Biosciences, Inc. (NASDAQ:CRBU) 研究进展 - Caribou 公司正在进行 ANTLER 研究的初步剂量扩展数据展示[1] - CB-010 用于治疗 2 线复发或难治性大 B 细胞淋巴瘤患者的研究已经取得积极数据[1] - CB-010 在治疗大 B 细胞淋巴瘤患者方面表现出良好的潜力[5] - Caribou 公司已经与 FDA 在 Type B 会议上取得成功，为该项目的注册研究奠定基础[3]

-- FDA has cleared Caribou's IND application for CB-010 in lupus nephritis and extrarenal lupus; GALLOP Phase 1 clinical trial expected to initiate by YE 2024 -- -- Driven by encouraging initial safety and efficacy in the ongoing ANTLER trial for r/r B-NHL, CB-010 clinical development has expanded to include autoimmune diseases -- -- Advancing ANTLER Phase 1 trial for 2L LBCL; initial dose expansion data to be shared at a medical congress in Q2 2024 -- -- Conference call and webcast scheduled for today at 5 ...

股价与盈利关系 - Caribou Biosciences, Inc. 的盈利前景升级对其股价有积极影响 [4] - 股价的变动与公司未来盈利潜力的变化密切相关 [5] - 股价的变动与盈利预期修订的趋势强相关 [7] Zacks评级系统 - Caribou Biosciences, Inc. (CRBU) 最近被升级为 Zacks Rank 2 (Buy) [1] - Zacks评级的唯一决定因素是公司的盈利前景变化 [2] - Zacks评级系统使用与盈利预期相关的四个因素对股票进行分类 [8] 盈利预期和分析师评级 - 机构投资者对盈利和盈利预期的影响对股价有部分贡献 [5] - Caribou Biosciences, Inc. 预计在2024年底的财政年度将每股亏损1.69美元 [9] - 过去三个月，分析师一直在提高对 Caribou Biosciences, Inc. 的盈利预期 [10] 其他相关信息 - Zacks评级系统保持着对4000多只股票的'买入'和'卖出'评级的平等比例 [11] - Caribou Biosciences, Inc. 的升级为 Zacks Rank 2 将其定位在Zacks覆盖的股票中前20% [13]

Shares of Caribou Biosciences (CRBU -24.03%) were crashing 19.7% lower as of 11:13 a.m. ET on Tuesday. The big sell-off came after the biotech provided its fourth-quarter update on Monday.Caribou reported fourth-quarter licensing revenue of $3.6 million and a net loss of $34.5 million. However, the big story with the clinical-stage biotech's quarterly update was the pause in developing allogeneic cell therapy CB-020. How worrisome is Caribou Biosciences' development pause?It's not surprising that Caribou's ...

• Bridging therapy often required. Long wait times between the initial collection of the patient's T cells and the return of the manufactured cells back to the patient may require bridging therapy, an additional line of therapy. • Manufacturing constraints. At present, there are a limited number of CAR-T cell centers and there are often insufficient manufacturing slots available to meet patient demand for autologous therapies. In addition, autologous cell manufacturing is complex and lengthy, and there can ...