Alaunos Therapeutics, Inc.

NasdaqCM:TCRT 株式レポート

時価総額：US$4.7m

Alaunos Therapeutics 将来の成長

Future 基準チェック /06

現在、 Alaunos Therapeuticsの成長と収益を予測するのに十分なアナリストの調査がありません。

主要情報

n/a

収益成長率

n/a

EPS成長率

Biotechs 収益成長27.1%
収益成長率n/a
将来の株主資本利益率n/a
アナリストカバレッジ

None

最終更新日n/a

今後の成長に関する最新情報

Recent updates

分析記事 • Nov 10

Health Check: How Prudently Does Alaunos Therapeutics (NASDAQ:TCRT) Use Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Oct 04

Alaunos wins bullish view at Wells Fargo on promise of cell therapy technology

Wells Fargo analyst James Shin and the team assumed coverage on the clinical-stage biotech Alaunos Therapeutics, Inc. (NASDAQ:TCRT) with an Overweight rating on Tuesday. They highlighted the prospects of the company's Sleeping Beauty gene transfer technology and its T-cell receptor (TCR)-based therapy. The analysts point to recently disclosed early clinical data from the company's Phase 1/2 trial for experimental TCR-T cell therapy that indicated 51% regression in a lung cancer patient. Citing another tumor response in a patient with colorectal cancer (CRC) who later progressed despite the treatment, they argued that both results were in reaction to early dose levels. "From a technology or platform standpoint, this early data gives proof-of-concept for TCRT's Sleeping Beauty engineered TCR-T cells against driver mutations," the team wrote with a $3.00 per share target on the stock. Despite a ~48% gain this year, TCRT has dropped ~3% over the past 12 months, as indicated in this graph.
Seeking Alpha • Sep 21

Alaunos posts 51% tumor reduction for lung cancer therapy

Announcing early clinical data from the company’s Phase 1/2 trial for experimental T-cell receptor-based therapeutics in solid tumors, Alaunos Therapeutics, Inc. (NASDAQ:TCRT) announced Wednesday that the first patient in the study showed more than 51% tumor regression. The open-label dose escalation study currently underway at The University of Texas MD Anderson Cancer Center is enrolling patients with non-small cell lung, colorectal, endometrial, pancreatic, ovarian, and bile duct cancers. The data to be presented at CRI-ENCI-AACR International Cancer Immunotherapy Conference (CICON) next week indicates a partial response in the patient who had non-small cell lung cancer despite three prior lines of therapy. The patient was found to have a 46.3% and 51.2% cancer regression at six weeks, and 12 weeks, respectively, amid persisting T-cell action, TCRT said. While the experimental therapy was well tolerated, indicating a manageable safety profile with no dose-limiting toxicities, the patient experienced a grade 2 cytokine release syndrome (CRS), which was later resolved. “Patients with solid tumors represent a large unmet medical need, and the results from the first patient are quite promising that our TCR-T cell therapy may offer them hope,” Chief Executive Kevin Boyle noted. However, Alaunos (OTC:ALRX) shares plunged 18%, adding to the ~39% loss Thursday when a fund-raising site cited an unfavorable update from a patient Cantor Fitzgerald had previously identified as “Patient No. 2” in the study.
Seeking Alpha • Sep 15

Alaunos sheds 52% ahead of data readout for T-cell therapy platform

The shares of Alaunos Therapeutics, Inc. (NASDAQ:TCRT) fell 52% amid trading halts on Thursday as the cell therapy company plans to share data for its experimental T-cell receptor-based therapeutic in an upcoming medical event. In August, TCRT announced that it was selected to present at CRI-ENCI-AACR Sixth International Cancer Immunotherapy Conference, taking place from Sept. 28 – Oct. 01. TCRT’s presentation scheduled on Sep. 30 is set to focus on the effect of its KRAS mutation-specific TCR-T cell therapy in previously treated patients with advanced non-small cell lung cancer (NSCLC). Updating on its TCR-T Library Phase 1/2 trial, TCRT said in August that the company intends to share early study data at a scientific conference in Q3 2022. The study, designed to target KRAS, TP53, and EGFR mutations across six solid tumor indications, is currently investigating the second dose level after dosing the first NSCLC patient early this year.
Seeking Alpha • Aug 31

Alaunos Therapeutics: Keep An Eye On Upcoming TCR-T Solid Tumor Study Data

Summary Alaunos has undergone a name change and a staff and management overhaul over the past 12 months. The company is now targeting T-cell receptor cell therapies, having pioneered an approach that relies on a library of TCR targeting high frequency mutations. This approach is being used to target solid tumor cancers - a field not yet served by existing CAR-T therapies that treat hematological cancers only. Management is promising data from its Phase 1/2 trial - which may have only enrolled a single patient to date - it seems in a presentation scheduled for 30th September. Positive data could have a transformative effect on Alaunos' share price - but there are many reasons for prospective investors to adopt a "wait and see" approach. Investment Thesis The stock price of Alaunos Therapeutics (TCRT) has made an impressive 113% gain across the past month, leaping from a price of ~$0.50, to trade at $2.40 at the time of writing. Alaunos was formerly known (until January this year) as Ziopharm, a cell and gene therapy specialist biotech, but has undergone an overhaul and a name change, primarily triggered by WaterMill Asset Management, an activist shareholder which had been vocally critical of management's efforts developing different programs, including a controlled IL12 gene therapy directed against glioblastoma (brain cancer), a CAR-T cell therapy program, and T-cell receptor ("TCR") T-cell therapies based on its non-viral Sleeping Beauty gene transfer platform. In December 2021 WaterMill successfully campaigned to have three new members appointed to Ziopharm's board - Robert Postma, founder of WaterMill, and Jaime Vieser and Holder Weis, a venture capital / corporate restructuring specialist and an experienced Life Sciences consultant - whilst former Chair Scott Tarriff left his role, to be replaced by James Huang, a Managing Partner at Kleiner Perkins Caulfield and Byers ("KBCB") China, where he has played a leading role in the founding and funding of biotech companies including GenScript, Legend Biotech (LEGN) and Zai Lab Limited (ZLAB). Zai Lab has successfully commercialised a portfolio of four drugs led by Zejula, the only PARP inhibitor approved for first line Ovarian cancer in China, whilst Legend recently gained approval in the US for Carvykti, a CAR-T therapy indicated for Multiple Myeloma ("MM"), in partnership with Johnson & Johnson's (JNJ) drug development subsidiary Janssen. The company's respective market caps are $4.3bn and $6.8bn. At first, the Boardroom shenanigans drove Ziopharms' share price above $5 for the first time since 2019, before the stock - in keeping with a prevailing biotech bear market - declined in value to <$0.50, despite the August 2021 announcement of a new CEO, Kevin Boyle, formerly of Kuur Therapeutics. Kuur focused on transducing NKT cells with chimeric antigen receptors (CARS) and T cell receptors (TCRs) to target hematological and solid cancers - Boyle led the company through its business transformation, culminating in the sale of the business to Athenex (ATNX) for $185m. Boyle's first move at Alaunos was to halve Ziopharm's workforce by cutting 60 positions at the company, in order to reduce costs - the company had made losses of $58m and $80m in 2019 and 2020, and went on to make a $77m loss in 2021. Cash position at the end of 2021 was just $76m. Having ditched its IL12 and CAR-T programs, Ziopharma finally rebranded as Alaunos, closed its offices in Boston, Massachusetts, and relocated to Texas, where the company has an in-house, cGMP manufacturing facility allowing it to engineer and manufacture its own cell therapy candidates. The company now describes itself as follows: A clinical-stage oncology-focused cell therapy company, focused on developing T-cell receptor (TCR) therapies based on its proprietary, non-viral Sleeping Beauty gene transfer platform and its unique cancer mutation hotspot TCR library, targeting common tumor-related mutations in key oncogenic genes including KRAS, TP53 and EGFR. Announcing the rebrand, Alaunos was also able to announce the initiation of a Phase 1/2 trial of its TCR library as follows: The study being conducted at MD Anderson Cancer Center is an open label, dose escalation study that will enroll patients who have a matched HLA and hotspot mutation that is targeted by one of the 10 TCRs from the Alaunos library. The trial will evaluate 10 unique TCRs targeting KRAS, TP53 and EGFR mutations in patients across a broad range of solid tumors that include non-small cell lung, colorectal, endometrial, pancreatic, ovarian, and bile duct cancers, all in a single trial. This appears to be a relatively bold and innovative approach to targeting solid tumors - which represent 90% of all new cancer diagnoses - however, although the cell therapy industry has made some strong recent progress, with four new CAR-T therapies FDA approved since 2021 - Bristol Myers Squibb's (BMY) Abecma and Breyanzi, Gilead Sciences (GILD) Tecartus, and Legend's Carvykti - all of these drugs target hematological, rather than solid tumor cancers. If Alaunos' study was to be successful and show that TCR cell therapy can succeed where Chimeric antigen receptor ("CAR") and tumor infiltrating lymphocyte ("TIL") therapies have failed to make an impact i.e. in solid tumors, the effect on the company's valuation and share price ought to be seismic, as this would apparently represent a remarkable breakthrough. With that said, although some members of the new management team and board have had success in other forms of cell therapy, both scientifically and in terms of business building and M&A, the cell therapy field is exceptionally competitive, and there is therefore a possibility that management has been forced to over-play its hand, and may struggle to deliver success in the clinic. In this article, I will try to explain in more detail precisely what investors are buying in Alaunos, and highlight the importance of an upcoming data presentation - scheduled for 30th September at the Sixth CRI-ENCI-AACR International Cancer Immunotherapy Conference - in which Alaunos is expected to report data from the Phase 1/2 trial. What Is Alaunos Trying To Achieve With Its TCR Program? In essence, it seems as though Alaunos wants to make cell therapy simpler, and cheaper, whilst simultaneously improving efficacy and safety. In terms of the mechanism of action, a statement in the company's 2021 10K submission to the SEC explains: We genetically modify peripheral blood-derived T cells to express TCRs with specificity to tumor-derived antigens, especially neoantigens, and propagate them to sufficient numbers prior to administration. We aim to overcome the key challenges of targeting neoantigens by using DNA plasmids to reprogram T cells to express introduced TCRs on a patient-by-patient basis. This is designed to help address tumor heterogeneity. T cells can be activated by molecules on the surface of cancer cells via the human leukocyte antigen ("HLA") system. These are known as neoantigens and they are encoded by tumor specific mutated genes, some of which are known as "driver mutations" which are classes of mutations that are common across tumor types, and individuals. Essentially, Alaunos believes it can prepare TCRs in advance - using peripheral blood T-cells that are healthier and stronger than TILs - and store them in a library. When a patient is screened and found to have certain driver mutations, they can be matched to TCRs in the library. According to Alaunos: Once a match to our TCR library is confirmed, a portion of the patient’s white blood cells is collected through a peripheral blood leukapheresis and sent to our own cGMP manufacturing facility in Houston, Texas. Once the desired pre-manufactured TCR transposon is selected from our TCR library, we utilize our proprietary non-viral Sleeping Beauty genetic engineering technology to modify the patient’s T cells (both CD4+ and CD8+). Alaunos lists three main advantages to this process: firstly, because its 'Sleeping Beauty" technology "requires only the synthesis of DNA plasmids as the starting material for genetic engineering of the T cells", it is simpler than traditional viral gene transfer - which requires "specialised manufacturing of each viral vector of interest" or new gene therapy options such as CRISPR - and cheaper. Secondly, Alaunos can manufacture customisable therapies and keep creating and storing more, allowing it to cater for more patients. And thirdly, because the anti-tumor response generated by the Sleeping Beauty platform may potentially persist longer than traditional medicines, leading to "durable and progressively greater clinical regression in patients". Alaunos lists advantages of TCR-T approach. (company presentation) Source; company presentation. Alaunos is confident in its approach and lists perceived advantages over CAR-T and TIL cell therapies as per the table above. It may be a stretch to claim that the approach has shown "proven efficacy in solid tumors", but now there is at least a trial underway designed to generate some in-human data. The main driver mutations being addressed are KRAS, a signalling gene and protein, a tumor suppressing gene, and epidermal growth factor receptor, or EGFR. These are expressed uniquely in a range of tumors including lung, colon, endometrium, pancreas, ovary, and bile duct. The Phase 1/2 Trial This trial - the only clinical trial that Alaunos is running at the present time - is enrolling patients where a TCR matching a neoantigen / HLA pairing is available in the library, but only when the patient has failed a standard therapy - across three ascending dose cohorts. To date, we only know that one patient with non-small cell lung cancer ("NSCLC") has been enrolled, with a KRAS G12D mutation. CEO Boyle refused to answer analysts' questions on that front during the company's Q222 earnings call, although he did hint that more information will be shared "at some point in the next six weeks", which possibly refers to the September conference presentation. It is to be hoped that the trial has enrolled more than one patient by then, because if patients are not expressing interest in the trial or interest in being screened, or if Alaunos cannot find any matches within its library, the entire study looks to be doomed before it has properly begun. In the case of the former CEO Boyle told analysts that >500 patients have been screened, and in the case of the latter, he discussed a match rate of ~5%, so it seems as though the upcoming data presentation could discuss a target enrollment of 25 patients, which would be encouraging. Patient 1 has reportedly passed their 28-day safety window evaluation, which is another encouraging sign. Boyle also claimed that the in-house manufacturing process took around 30 days to complete "bed to bed", and that he believed that timeframe could be halved eventually. In summary, Alaunos' trial is in its infancy, and a lot of questions remain - not least the type of response the therapy may generate - but to its credit, Alaunos has managed to bring its clinical study and manufacturing processes online, and appears to have data to present that it believes will impress the market. One analysts at Cantor noted the title of the presentation - "Objective clinical response by KRAS mutation-specific TCR-T cell therapy in previously treated advanced Non-small cell lung cancer" - suggests a positive clinical response may have been observed - although the title may also imply there is still only one patient in the study. Alaunos R&D and expansion plans The ability to treat solid tumors with an autologous - patient cell derived, as opposed to "allogeneic", or donor cell derived - cell therapy would constitute a major breakthrough for a cell therapy company, as discussed. It can probably be viewed as a positive that the Phase 1/2 study is being carried out at the MD Anderson Cancer Center in Texas, although enrollment will inevitably be slowed by newly diagnosed patients opting for traditional therapies and treatments, and viewing Alaunos' trial as a last resort option. Alaunos will be hoping that early data is strong enough to attract more patients, and says it is now hiring more staff to support its manufacturing capability. Management is confident that its thesis can achieve results in a clinical setting, with the company's VP of R&D, Drew Deninger, pointing to a recent research article on the Q222 earnings call, which showed: ... that TCR-T cells specific for one of the most common TP53 mutations, an HLA-A02, one of the most frequent HLAs in the United States, led to an objective clinical regression of advanced breast cancer including 55% tumor reduction and resolution of significant skin tumors by 60 days post infusion. Deninger also referenced a recent publication in the New England Journal of Medicine ("NEJM") in which a patient with pancreatic cancer, treated with TCT-T cells targeting KRASG12D mutation, had achieved a partial response >70%, ongoing after six months of follow up. Alaunos has a partnership in place with the National Cancer Institute ("NCI") which was recently extended to 2025, with the NCI hoping to generate proof-of-concept data for TCR-T therapies using the "Sleeping Beauty" approach, which bypasses the complexity of a gene editing or a viral vector approach, and is scalable for clinical production, Alaunos believes. It may help that Deninger has previously worked with Dr Rosenborg of the NCI, with the VP telling analysts on the recent earnings call that: We believe our work together will help bring the vision of personalized TCR-T cell therapy to the commercial setting.
Seeking Alpha • Aug 15

Alaunos Therapeutics GAAP EPS of -$0.05 beats by $0.02

Alaunos Therapeutics press release (NASDAQ:TCRT): Q2 GAAP EPS of -$0.05 beats by $0.02. As of June 30, 2022, Alaunos had approximately $60.0M in cash and cash equivalents. The company anticipates its cash runway will be sufficient to fund operations into the second quarter of 2023. Operating cash burn for the second quarter of 2022 was $8.2M compared to $21.5M in the second quarter of 2021, a decrease of  62%.
分析記事 • Jul 26

Is Alaunos Therapeutics (NASDAQ:TCRT) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Apr 06

Is Alaunos Therapeutics (NASDAQ:TCRT) Using Debt Sensibly?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 20

Is ZIOPHARM Oncology (NASDAQ:ZIOP) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • May 11

Will ZIOPHARM Oncology (NASDAQ:ZIOP) Spend Its Cash Wisely?

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 • Mar 09

How Much Of ZIOPHARM Oncology, Inc. (NASDAQ:ZIOP) Do Institutions Own?

A look at the shareholders of ZIOPHARM Oncology, Inc. ( NASDAQ:ZIOP ) can tell us which group is most powerful...
分析記事 • Jan 15

We're Hopeful That ZIOPHARM Oncology (NASDAQ:ZIOP) Will Use Its Cash Wisely

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 • Nov 23

What Is The Ownership Structure Like For ZIOPHARM Oncology, Inc. (NASDAQ:ZIOP)?

If you want to know who really controls ZIOPHARM Oncology, Inc. (NASDAQ:ZIOP), then you'll have to look at the makeup...

このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Alaunos Therapeutics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。

シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。

業績と収益の成長予測

NasdaqCM:TCRT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20260-4-3-3N/A
3/31/20260-4-3-3N/A
12/31/20250-4-3-3N/A
9/30/20250-4-3-3N/A
6/30/20250-4-3-3N/A
3/31/20250-4-4-4N/A
12/31/20240-5-5-5N/A
9/30/20240-12-12-12N/A
6/30/20240-19-17-17N/A
3/31/20240-27-23-23N/A
12/31/20230-35-30-30N/A
9/30/20230-36-30-30N/A
6/30/20233-37-30-30N/A
3/31/20233-38-31-31N/A
12/31/20223-38-29-29N/A
9/30/20223-40-38-37N/A
6/30/20220-54-41-41N/A
3/31/20220-67-57-54N/A
12/31/20210-79-65-61N/A
9/30/20210-90-70-63N/A
6/30/2021N/A-87-78-70N/A
3/31/2021N/A-83-72-62N/A
12/31/2020N/A-80-67-57N/A
9/30/2020N/A-73-58-52N/A
6/30/2020N/A-127-51-46N/A
3/31/2020N/A-123N/A-41N/A
12/31/2019N/A-118N/A-41N/A
9/30/2019N/A92N/A-41N/A
6/30/2019N/A148N/A-39N/A
3/31/2019N/A145N/A-41N/A
12/31/20180137N/A-49N/A
9/30/20182-76N/A-50N/A
6/30/20183-75N/A-54N/A
3/31/20185-75N/A-59N/A
12/31/20176-73N/A-55N/A
9/30/20176-70N/A-56N/A
6/30/20176-67N/A-57N/A
3/31/20176-180N/A-57N/A
12/31/20167-172N/A-58N/A
9/30/20167-167N/A-69N/A
6/30/20167-171N/A-10N/A
3/31/20166-54N/A-6N/A
12/31/20154-120N/A0N/A
9/30/20153-121N/A14N/A

アナリストによる今後の成長予測

収入対貯蓄率: TCRTの予測収益成長が 貯蓄率 ( 3.7% ) を上回っているかどうかを判断するにはデータが不十分です。

収益対市場: TCRTの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です

高成長収益: TCRTの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。

収益対市場: TCRTの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。

高い収益成長: TCRTの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TCRTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/17 05:18
終値2026/08/17 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Alaunos Therapeutics, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
James BirchenoughBMO Capital Markets Equity Research
George FarmerCanaccord Genuity
Varun KumarCantor Fitzgerald & Co.