Celcuity
Develops and prepares to commercialize gedatolisib therapies for advanced breast and prostate cancers.
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Profile
Develops and prepares to launch REVTORPYK, an FDA-approved gedatolisib therapy for certain advanced breast cancers, while extending the drug into earlier-line breast cancer and prostate cancer. The portfolio and prospective revenue remain concentrated in one Pfizer-licensed molecule, with milestones and royalties owed under the worldwide license.
Develops and prepares to commercialize REVTORPYK (gedatolisib), an FDA-approved kinase inhibitor used with endocrine therapy, with or without palbociclib, for certain HR-positive/HER2-negative locally advanced or metastatic breast cancers without a detected PIK3CA mutation. VIKTORIA-1 produced positive late-stage results in both mutation-defined cohorts, supporting the initial approval and a planned supplemental filing.
Operates as a single targeted-oncology segment, extending gedatolisib through VIKTORIA-2 in first-line advanced breast cancer and CELC-G-201 with darolutamide in metastatic castration-resistant prostate cancer. The initial commercial market is the United States, with broader regulatory submissions planned. Commercial execution relies on third-party manufacturing and distribution, physician and payer adoption, and continued clinical development. Worldwide gedatolisib rights are licensed from Pfizer, which is owed milestone payments and sales royalties.
Company facts
Key statistics
Year to date −12.0% · Average volume (30d) 959.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | Guggenheim | Reiterate | Buy | $165 | $175 |
| Aug 14, 2026 | Needham | Reiterate | Buy | $157 | $140 |
| Jul 15, 2026 | Craig-Hallum | Reiterate | Buy | $171 | $178 |
| Jul 15, 2026 | H.C. Wainwright | Reiterate | Buy | $145 | $155 |
| Jun 3, 2026 | Craig-Hallum | Reiterate | Buy | $189 | $171 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | −$1.16 | −$1.44 | −24.1% | $4.4M | $94.0K | −97.9% | +6.24% |
| May 14, 2026Q1 FY26 | −$1.07 | −$0.97 | +9.3% | $2.9M | — | — | +2.20% |
| Mar 25, 2026Q4 FY25 | −$1.06 | −$0.97 | +8.5% | $1.3M | — | — | +4.16% |
| Nov 12, 2025Q3 FY25 | −$1.02 | −$0.92 | +9.8% | — | — | — | +1.00% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | $0 | $0 | $0 | −$47.0K | $0 | |
| Operating income | −$36.1M | −$44.0M | −$42.8M | −$49.2M | −$50.5M | −$66.1M | |
| Net income | −$37.0M | −$45.3M | −$43.8M | −$51.0M | −$52.8M | −$78.9M | |
| Diluted EPS | −$0.86 | −$1.04 | −$0.92 | −$0.96 | −$0.97 | −$1.44 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $754.0M · Total debt $754.4M · Total assets $828.2M · Shareholders' equity −$12.8M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 48.77M · Float 29.91M · 61.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Avoro Capital Advisors LLC | 3.40M | 6.97% | 13F | Aug 14, 2026 |
| RTW Investments, LP | 3.30M | 6.78% | 13F | Aug 14, 2026 |
| Perceptive Advisors LLC | 3.20M | 6.56% | 13F | Aug 14, 2026 |
| Bank of America Corp /DE/ | 3.17M | 6.50% | 13G | Aug 11, 2026 |
| BlackRock, Inc. | 3.02M | 6.19% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 14, 2026 | Baker Bros. Advisors LP | other: Former 10% owner | −3,100,000 | $102.50 |
| May 4, 2026 | Richard E. Buller | director | −9,000 | $140.46 |
| May 4, 2026 | David Dalvey | director | −25,000 | $140.68 |
| Mar 31, 2026 | Richard E. Buller | director | −3,000 | $110.27 |
| Jan 27, 2026 | David Dalvey | director | −20,000 | $120.03 |
Peers
- Novartis (ADR)
CDK4/6 and PI3K-alpha options in HR+/HER2- breast cancer
- AstraZeneca (ADR)
AKT, ADC, and ER-axis assets across HR+/HER2- breast cancer
- Eli Lilly
CDK4/6 and oral ER therapy across ER+/HER2- disease
- Pfizer
Palbociclib backbone and ER-degrader collaboration in HR+/HER2-
- Gilead Sciences
Later-line ADC option in pre-treated HR+/HER2- metastatic disease
- Relay Therapeutics
Mutant-selective PI3K-alpha program in HR+/HER2- breast cancer
- Arvinas
PROTAC ER degrader after CDK4/6 and endocrine therapy
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Celcuity | $90.10 | +1.81% | $4.31B | — | — | — | — |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Eli Lilly | $1,173.00 | −0.08% | $1.10T | 39.4 | 28.7 | 13.9 | +47.7% |
| Pfizer | $27.95 | −0.04% | $159.36B | 36.9 | 10.0 | 2.5 | +2.6% |
| Gilead Sciences | $139.30 | −4.36% | $180.87B | — | 16.0 | 5.9 | +10.2% |
| Relay Therapeutics | $19.10 | +1.82% | $4.11B | — | — | 397.4 | −48.3% |
| Arvinas | $9.18 | +0.05% | $592.3M | 57.4 | — | 1.9 | +1,014.7% |
| Median | 36.9 | 16.0 | 5.3 | +6.4% |