Recent Insider Transactions Derivative • Mar 15
Board Member exercised options to buy US$154k worth of stock. On the 10th of March, James Heath exercised options to buy 202k shares at a strike price of around US$0.36, costing a total of US$72k. Since March 2022, James has not owned shares directly. Company insiders have collectively bought US$361k more than they sold, via options and on-market transactions, in the last 12 months. Reported Earnings • Mar 03
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: US$2.70 loss per share. Revenue: US$16.8m (down 2.9% from FY 2021). Net loss: US$106.0m (loss widened 15% from FY 2021). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US. Duyuru • Jan 13
IsoPlexis Corporation Provides Preliminary Revenue Guidance for the Full Year Ended December 31, 2022 IsoPlexis Corporation provides Preliminary revenue guidance for the full year ended December 31, 2022. Total revenue for the full year ended December 31, 2022 is expected to be in the range of $16.6 to $16.8 million, representing a decrease of approximately 3% to 4% compared to $17.3 million for the full year ended December 31, 2021. Price Target Changed • Jan 05
Price target decreased to US$1.60 Down from US$3.33, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$1.53. The company is forecast to post a net loss per share of US$2.24 next year compared to a net loss per share of US$8.99 last year. Reported Earnings • Nov 16
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: US$0.47 loss per share (improved from US$10.66 loss in 3Q 2021). Revenue: US$4.48m (up 6.9% from 3Q 2021). Net loss: US$18.5m (loss narrowed 22% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US. Price Target Changed • Nov 13
Price target decreased to US$3.33 Down from US$3.83, the current price target is an average from 3 analysts. New target price is 115% above last closing price of US$1.55. Stock is down 90% over the past year. The company is forecast to post a net loss per share of US$2.24 next year compared to a net loss per share of US$8.99 last year. Reported Earnings • Nov 11
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: US$0.47 loss per share (improved from US$10.66 loss in 3Q 2021). Revenue: US$4.48m (up 6.9% from 3Q 2021). Net loss: US$18.5m (loss narrowed 22% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 48% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Duyuru • Nov 11
IsoPlexis Corporation Provides Revenue Guidance for the Year 2022 IsoPlexis Corporation provided revenue guidance for the year 2022. IsoPlexis now expects full year 2022 revenue to increase by 11%-15% over full year 2021. Duyuru • Oct 20
IsoPlexis Corporation to Report Q3, 2022 Results on Nov 10, 2022 IsoPlexis Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 10, 2022 Duyuru • Sep 14
IsoPlexis Corporation Announces First APAC Publication, Illustrating Early Impact of Codeplex Platform IsoPlexis Corporation announced the publication of initial data off its CodePlex platform in the journal Scientific Reports carried out by researchers at the Shanghai Institute of Hematology. With the recent establishment of a regional headquarters in Shanghai, IsoPlexis has strengthened its capability to support and equip customers in the APAC region, enabling groundbreaking innovation. In the paper titled “Transgenic expression of IL-7 regulates CAR-T cell metabolism and enhances in vivo persistence against tumor cells,” IsoPlexis’ first APAC region publication, researchers investigated whether CD19 CAR-T cells that secrete IL-17 show a persistent and enhanced anti-tumor response. The researchers observed that in mice treated with CAR-T cells, cytokine expression measured with IsoPlexis’ CodePlex platform suggested that IL-7 secretion promoted a Th1 functional phenotype to drive anti-tumor activity more effectively. This initial data generated using IsoPlexis’ CodePlex solution indicates that the platform can provide key insights into cytokine signatures of CAR-T products to characterize function for improved persistence and potency. CodePlex offers vast improvements over other bulk platforms through effortless automation on the IsoSpark system, making sensitive bulk proteomic data accessible to any lab. More updates on the CodePlex platform are expected for next year. Recent Insider Transactions • Sep 02
Insider recently bought US$97k worth of stock On the 31st of August, Nachum Shamir bought around 50k shares on-market at roughly US$1.93 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$187k more in shares than they have sold in the last 12 months. Duyuru • Aug 24
IsoPlexis Corporation Announces Board Changes On August 22, 2022, upon the recommendation of the Nominating and Governance Committee, the Board of Directors (the Board") of IsoPlexis Corporation (the Company") elected Nachum Homi" Shamir to the Board as a Class II director, effective immediately. Mr. Shamir's term will expire, along with the terms of the other Class II directors, at the Company's annual meeting of stockholders expected to be held in June 2023 (Annual Meeting"). In addition, Mr. Shamir has been appointed to the Nominating and Governance and Compensation Committees of the Board, effective immediately. There are no arrangements or understandings between Mr. Shamir and any other persons pursuant to which he was elected as a director. Upon the recommendation of the Nominating and Governance Committee, the Board has determined that Mr. Shamir qualifies as an independent director within the meaning of the listing standards of the Nasdaq Global Select Market. Mr. Shamir, age 68, was most recently the Chairman, and Chief Executive Officer of Luminex Corporation from 2014 through its sale to DiaSorin S.p.A.(DiaSorin") in 2021. Mr. Shamir continued to serve as President of Luminex after its sale to DiaSorin pursuant to a transition agreement with DiaSorin until June 2022. Additionally, Mr. Shamir has served as President and Chief Executive Officer of Given Imaging from 2006 through its sale to Covidien (now Medtronic) in 2014. Mr. Shamir currently serves on the Board of Directors of Strata Skin Sciences; and as Chairman of the Boards of Mediwound and Cactus Acquisition Corp. Mr. Shamir holds a Bachelor of Science degree from the Hebrew University of Jerusalem and a Masters of Public Administration from Harvard University. On August 22, 2022 Michael Egholm, Ph.D. provided notice to the Company of his resignation as a member of the Board and from his service as the Chairman of the Compensation Committee of the Board, effective immediately. Mr. Egholm's decision to resign was not the result of any disagreement with the company. On August 22, 2022 Siddhartha Kadia, Ph.D. provided notice to the Company of his resignation as a member of the Board and from his service as the Chairman of the Compensation Committee of the Board, effective immediately. Mr. Kadia's decision to resign was not the result of any disagreement with the company. Reported Earnings • Aug 11
Second quarter 2022 earnings: EPS and revenues miss analyst expectations Second quarter 2022 results: US$0.66 loss per share. Revenue: US$4.01m (down 6.6% from 2Q 2021). Net loss: US$25.6m (loss widened 7.2% from 2Q 2021). Revenue missed analyst estimates by 28%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 57%, compared to a 4.0% growth forecast for the industry in the US. Duyuru • Aug 11
Isoplexis Corporation Provides Revenue Guidance for the Full Year 2022 IsoPlexis Corporation provided revenue guidance for the full year 2022. For the year company expects revenue to reflect at least a 20% increase over full year 2021, or $20.7 million. Duyuru • Jul 22
IsoPlexis Corporation to Report Q2, 2022 Results on Aug 10, 2022 IsoPlexis Corporation announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022 Major Estimate Revision • May 18
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.36 to -US$1.98 per share. Revenue forecast steady at US$26.1m. Life Sciences industry in the US expected to see average net income growth of 7.3% next year. Consensus price target down from US$11.67 to US$7.33. Share price fell 14% to US$1.79 over the past week. Reported Earnings • May 13
First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2022 results: US$0.74 loss per share. Revenue: US$4.91m (up 52% from 1Q 2021). Net loss: US$28.7m (loss widened 53% from 1Q 2021). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 64%, compared to a 6.4% growth forecast for the industry in the US. Duyuru • May 12
IsoPlexis Corporation Provides Revenue Guidance for the Full Year 2022 IsoPlexis Corporation provided revenue guidance for the full year 2022. for the year, company expects revenue to be in the range of $26 million to $27 million, representing 51% to 56% growth over full year 2021. Reported Earnings • Mar 04
Full year 2021 earnings: EPS exceeds analyst expectations Full year 2021 results: US$8.99 loss per share (up from US$12.08 loss in FY 2020). Revenue: US$17.3m (up 66% from FY 2020). Net loss: US$92.0m (loss widened 265% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 265%. Over the next year, revenue is forecast to grow 52%, compared to a 9.0% growth forecast for the pharmaceuticals industry in the US. Duyuru • Mar 04
IsoPlexis Corporation Provides Earnings Guidance for the Full Year 2022 IsoPlexis Corporation provides earnings guidance for the full year 2022. The company expects full year 2022 revenue to be in the range of $26 million to $27 million, representing 51% to 56% growth over full year 2021. Duyuru • Feb 17
IsoPlexis Corporation to Report Q4, 2021 Results on Mar 02, 2022 IsoPlexis Corporation announced that they will report Q4, 2021 results Pre-Market on Mar 02, 2022 Duyuru • Feb 03
IsoPlexis Appoints Jason Ou as President/General Manager, APAC Region IsoPlexis announced the opening of its first office in the Asia-Pacific (APAC) region headed by Jason Ou as President/General Manager, APAC Region. In this role, Mr. Ou will further advance IsoPlexis' growth in the APAC region, bolstered by a new office facility in Shanghai that will focus primarily on sales and technical support. Mr. Ou brings more than a decade of leadership, operational, and commercial experience in the life sciences industry to IsoPlexis. He joined IsoPlexis from Tecan, a global provider of automated workflow solutions in the life science and clinical diagnostics markets. Duyuru • Jan 10
IsoPlexis Corporation Provides Preliminary Unaudited Revenue Guidance for the Full Year 2021 IsoPlexis Corporation provided preliminary unaudited revenue guidance for the full year 2021. For the year, the company expects total revenue to be in the range of $17.0 to $17.2 million, representing an increase of approximately 64% to 66% compared to $10.4 million for the full year 2020. Duyuru • Dec 09
IsoPlexis to Present IsoLight® Single-Cell Proteomics Data at ASH 2021 Conference IsoPlexis announced that new data generated on its IsoLight® platform will be presented at the 63rd annual American Society of Hematology (ASH) conference, taking place December 11-13 at the Georgia World Congress Center in Atlanta, Georgia. At ASH, IsoPlexis' presented data will outline how to leverage unique powerful single-cell subsets of highly functional "superhero" cells, critical to driving longer term response in cell and immune therapies via functional proteins. The presentation will highlight how to fully leverage these superhero cells for optimization of CAR-T manufacturing, as well as clinical combination immunotherapies for hematologic malignancies and functional biomarkers of potency, durability, and survival. Reported Earnings • Nov 15
Third quarter 2021 earnings released: US$10.66 loss per share The company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$4.19m (flat on 3Q 2020). Net loss: US$23.6m (flat on 3Q 2020).