Celcuity Inc.

NasdaqCM:CELC Stock Report

Market Cap: US$6.7b

Celcuity Management

Management criteria checks 2/4

Celcuity's CEO is Brian Sullivan, appointed in Jan 2012, has a tenure of 14.33 years. total yearly compensation is $16.37M, comprised of 3.5% salary and 96.5% bonuses, including company stock and options. directly owns 6.46% of the company’s shares, worth $429.70M. The average tenure of the management team and the board of directors is 5.3 years and 10.8 years respectively.

Key information

Brian Sullivan

Chief executive officer

US$16.4m

Total compensation

CEO salary percentage3.52%
CEO tenure14.3yrs
CEO ownership6.5%
Management average tenure5.3yrs
Board average tenure10.8yrs

Recent management updates

Recent updates

New Narrative • May 03

Priority FDA Review And Phase III Data Will Transform This Oncology Pure Play

Catalysts About Celcuity Celcuity is a clinical stage oncology company focused on developing gedatolisib, a targeted therapy for advanced breast and prostate cancers. What are the underlying business or industry changes driving this perspective?
New Narrative • Mar 19

Single Drug Dependence And Heavy Financing Will Shape A Challenging Future

Catalysts About Celcuity Celcuity is a clinical stage biotechnology company focused on developing gedatolisib for hormone receptor positive, HER2 negative advanced breast cancer and metastatic castration resistant prostate cancer. What are the underlying business or industry changes driving this perspective?
New Narrative • Mar 04

Future Oncology Approvals And Pipeline Expansion Will Support A Stable Long Term Outlook

Catalysts About Celcuity Celcuity is a clinical stage biotechnology company focused on developing gedatolisib for hormone receptor positive, HER2 negative advanced breast cancer and metastatic castration resistant prostate cancer. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Dec 24

Celcuity: After Stellar 2025, I Predict More Success In 2026 And Beyond

Summary Celcuity Inc. surged over 750% in 2025 on best-in-class Phase 3 data for gedatolisib in HR+/HER2- advanced breast cancer. GEDATOLISIB demonstrated superior efficacy and safety versus standards of care, with median PFS of 9.3 months in VIKTORIA-1 and favorable adverse event profile. Management projects peak revenues of $2.5–$3 billion for gedatolisib; current cash position is nearly $500 million, supporting regulatory and commercial milestones. I maintain a long-term Buy rating on CELC, anticipating further upside as pivotal data, regulatory filings, and potential M&A activity unfold through 2027–2028. Read the full article on Seeking Alpha
Seeking Alpha • Nov 06

Celcuity: Breast Cancer Drug Developer With Upcoming Catalysts

Summary Celcuity's lead asset, Gedatolisib, is a dual PI3K/mTOR inhibitor targeting various cancers, currently in multiple Phase 3 trials. Gedatolisib shows promising efficacy and safety, especially in combination therapies for advanced breast cancer, with significant ORR and mPFS improvements. Financially, Celcuity has a strong cash position and secured funding, ensuring a runway through 2026, despite patent expiration risks. Despite Stifel's buy rating and blockbuster potential, the risk-reward profile of CELC remains unattractive at this stage. Read the full article on Seeking Alpha
Seeking Alpha • Jul 05

Celcuity: Flying A Phase 3 Trial Right Under Your Nose

Summary Celcuity Inc. is a cancer-focused biotech company with one pipeline candidate, gedatolisib, showing promise in breast and prostate cancer. Gedatolisib is a differentiated PI3K inhibitor with a favorable tolerability profile, but faces risks associated with the history of PI3K inhibition in cancer medicine. CELC has a strong cash position to fund key data-related catalysts, but the jump from phase 1 to phase 3 trials carries inherent risks. Read the full article on Seeking Alpha
Seeking Alpha • Jul 18

Celcuity rises after hours on FDA Breakthrough Therapy nod for its breast cancer treatment

Shares of micro-cap company Celcuity (NASDAQ:CELC) added 12.7% to $10.42 after hours on Monday as the clinical stage biotech was granted a Breakthrough Therapy designation by the U.S. FDA for its breast cancer treatment gedatolisib. The U.S. drug regulator granted gedatolisib the designation for the treatment of patients with HR+/HER2- metastatic breast cancer whose disease progressed during treatment with a CDK4/6 therapy and a non-steroidal aromatase inhibitor. The FDA's Breakthrough Therapy designation process is meant to expedite the review of drugs that are intended for the treatment of serious diseases. CELC's gedatolisib had previously received a FDA Fast Track designation in Jan.
Seeking Alpha • Jul 08

Celcuity: Nipping The Oncogenic Bud

Celcuity analyzes live tumor cells for oncogenic pathways. It identifies abnormal oncogenic signaling pathways to detect new treatment options. The company develops targeted therapies for cancer patients.

CEO Compensation Analysis

How has Brian Sullivan's remuneration changed compared to Celcuity's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$193m

Dec 31 2025US$16mUS$577k

-US$177m

Sep 30 2025n/an/a

-US$163m

Jun 30 2025n/an/a

-US$149m

Mar 31 2025n/an/a

-US$127m

Dec 31 2024US$7mUS$525k

-US$112m

Sep 30 2024n/an/a

-US$94m

Jun 30 2024n/an/a

-US$83m

Mar 31 2024n/an/a

-US$73m

Dec 31 2023US$2mUS$210k

-US$64m

Sep 30 2023n/an/a

-US$57m

Jun 30 2023n/an/a

-US$49m

Mar 31 2023n/an/a

-US$45m

Dec 31 2022US$2mUS$106k

-US$41m

Sep 30 2022n/an/a

-US$36m

Jun 30 2022n/an/a

-US$31m

Mar 31 2022n/an/a

-US$35m

Dec 31 2021US$1mUS$260k

-US$30m

Sep 30 2021n/an/a

-US$25m

Jun 30 2021n/an/a

-US$22m

Mar 31 2021n/an/a

-US$10m

Dec 31 2020US$469kUS$250k

-US$9m

Sep 30 2020n/an/a

-US$9m

Jun 30 2020n/an/a

-US$8m

Mar 31 2020n/an/a

-US$8m

Dec 31 2019US$992kUS$250k

-US$7m

Compensation vs Market: Brian's total compensation ($USD16.37M) is above average for companies of similar size in the US market ($USD8.41M).

Compensation vs Earnings: Brian's compensation has increased whilst the company is unprofitable.

CEO

Brian Sullivan (63 yo)

14.3yrs
Tenure
US$16,373,868
Compensation

Mr. Brian F. Sullivan is the Co-Founder of Celcuity Inc. and has been its Chairman and Chief Executive Officer since 2012 and served as its Chief Financial Officer. Mr. Sullivan Co-founded Entegris, Inc. i...

Leadership Team

NamePositionTenureCompensationOwnership
Brian Sullivan
Co-Founder14.3yrsUS$16.37m6.46%
$ 429.7m
Lance Laing
Co-Founder14.3yrsUS$4.19m2.59%
$ 172.1m
Vicky Hahne
Chief Financial Officer8.8yrsUS$3.41m0.041%
$ 2.7m
Jodi Sievers
Head of Investor Relations & Corporate Communicationsno datano datano data
Brent Eilefson
General Counsel1.6yrsno datano data
Sheri Smith
Acting Head of Clinical Operations5.3yrsno datano data
Igor Gorbatchevsky
Chief Medical Officer4.2yrsno datano data
Eldon Mayer
Chief Commercial Officer2.3yrsno datano data
5.3yrs
Average Tenure
63yo
Average Age

Experienced Management: CELC's management team is seasoned and experienced (5.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Brian Sullivan
Co-Founder14.3yrsUS$16.37m6.46%
$ 429.7m
Lance Laing
Co-Founder14.3yrsUS$4.19m2.59%
$ 172.1m
Richard Nigon
Independent Director9.3yrsUS$140.00k0.16%
$ 10.9m
David Dalvey
Independent Director12.3yrsUS$140.00k0%
$ 0
Leo Furcht
Independent Director7yrsUS$140.00k0.023%
$ 1.5m
Ronald McGlennen
Member of Scientific Advisory Boardno datano datano data
Edward Greeno
Member of Scientific Advisory Boardno datano datano data
Sara A. Hurvitz
Member of Scientific Advisory Boardno datano datano data
Carol Lange
Member of Scientific Advisory Boardno datano datano data
Benita Katzenellenbogen
Member of Scientific Advisory Boardno datano datano data
John Katzenellenbogen
Member of Scientific Advisory Boardno datano datano data
Mothaffar Rimawi
Member of Scientific Advisory Board7.3yrsno datano data
10.8yrs
Average Tenure
67yo
Average Age

Experienced Board: CELC's board of directors are seasoned and experienced ( 10.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 03:15
End of Day Share Price 2026/05/18 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Celcuity Inc. is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Arlinda LeeCanaccord Genuity
Silvan TuerkcanCitizens JMP Securities, LLC
Alexander NowakCraig-Hallum Capital Group LLC