Sensei Biotherapeutics (SNSE)
Clinical-stage biotech developing PIKTOR and solnerstotug for solid tumor cancers.
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Sensei Biotherapeutics is a clinical-stage oncology biotech. After acquiring Faeth Therapeutics, its lead program is PIKTOR, an oral PI3K/AKT/mTOR pathway inhibitor for endometrial and breast cancer, while solnerstotug remains in a solid-tumor VISTA trial.
Sensei Biotherapeutics is a U.S. clinical-stage biotechnology company focused on oncology drug development rather than commercial product sales. Its current business is organized around PIKTOR, gained through the Faeth Therapeutics acquisition, and solnerstotug, a VISTA inhibitor being evaluated in advanced solid tumors. PIKTOR combines serabelisib and sapanisertib to inhibit nodes in the PI3K/AKT/mTOR pathway, with development centered on endometrial and breast cancer.
Sensei’s earlier TMAb work uses low-pH tumor-microenvironment activation to make antibodies more selective inside tumors; related programs include SNS-102, SNS-103 and SNS-201, though recent company materials put PIKTOR first. The company operates from U.S. sites in Rockville and Boston and has no marketed medicines. Its business depends on clinical data, regulatory review, financing access and outside partners for development and manufacturing.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $186.4M · Total debt $592.0K · Total assets $189.3M · Shareholders' equity $173.0M
- Revenue
- $0
- Operating income
- −$18.4M
- Net income
- −$16.0M
No dividends on record.
| Institutions31 holders · as of Mar 31, 2026 | ≥ 9.74% | 2.52M shares | |
| Otherremainder | ≤ 90.26% | 23.32M shares |
25.84M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (25.84M in the company's Sep 3, 2026 report, 1.34M elsewhere); stakes use the report.
Institutional filings for FTH (100% of the company) are not on file here, so the institutional figure is a floor.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Vivo Capital, LLCInstitution | 2.79% | 722,020 | 13Fas of Mar 31, 2026 |
Woodline Partners LPInstitution | 1.40% | 361,010 | 13Fas of Mar 31, 2026 |
Cormorant Asset Management, LPInstitution | 1.19% | 306,222 | 13Fas of Mar 31, 2026 |
Millennium Management LLCInstitution | 0.57% | 146,565 | 13Fas of Mar 31, 2026 |
Franklin Resources IncInstitution | 0.52% | 133,506 | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
Nothing filed in the last 12 months.
Not reported.