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ARCELLX INC SEC Filings

ACLX NASDAQ

Welcome to our dedicated page for ARCELLX SEC filings (Ticker: ACLX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Arcellx, Inc. (NASDAQ: ACLX), a clinical-stage biotechnology company developing cell therapies and immunotherapies for cancer and other incurable diseases. Through these filings, investors can review how Arcellx reports its financial condition, collaboration revenue, research and development spending, and progress toward potential commercialization.

Arcellx uses periodic and current reports to disclose key information. For example, the company files Form 8-K to furnish press releases announcing quarterly financial results, as reflected in 8-K filings tied to results for quarters ended June 30 and September 30, 2025. These filings describe collaboration revenue associated with its partnership activities, research and development expenses related to clinical and preclinical programs, general and administrative expenses, and net losses as the company advances its pipeline.

In addition to 8-Ks, investors can use this page to find Arcellx’s annual reports on Form 10-K and quarterly reports on Form 10-Q when available. These documents typically provide detailed discussions of the company’s lead BCMA-directed CAR T-cell therapy, anitocabtagene autoleucel (anito-cel), its Phase 2 iMMagine-1 and Phase 3 iMMagine-3 studies in relapsed or refractory multiple myeloma, regulatory designations, and its global strategic collaboration with Kite, a Gilead Company.

Stock Titan enhances these filings with AI-powered summaries that highlight key points such as revenue trends, R&D and G&A dynamics, cash runway disclosures, and material clinical or regulatory updates. Users can also review insider transaction reports on Form 4, proxy statements on Form DEF 14A, and other relevant submissions as they appear in the SEC’s EDGAR system. Together, these resources help investors and researchers quickly interpret Arcellx’s regulatory disclosures and understand the financial and operational context behind ACLX.

Rhea-AI Summary

Arcellx, Inc. director and officer Rami Elghandour reported multiple stock transactions. On February 27, 2026, he completed an open-market, broker-assisted sale of 89,916 shares of common stock at a weighted average price of $113.9204 per share to cover tax withholding obligations from previously vested restricted stock units.

Following this sale, he held 276,051 shares directly. Earlier in January 2026, he acquired 55,991, 53,098 and 55,459 shares of common stock through exercises or conversions of derivative securities at $0.0000 per share. In addition, 198,000 shares and 218,500 shares are held indirectly in spousal lifetime access non-grantor trusts, where he may be deemed to have beneficial ownership but disclaims ownership except for any pecuniary interest.

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E-Trade Financial Corporation submitted a Form 144 notice indicating proposed sales of Common Stock tied to Restricted Stock Units vesting on 01/02/2026, 01/03/2026, and 01/06/2026. The filing lists quantities of 55,459, 53,098, and 55,991 shares respectively.

The entries identify the securities as Restricted Stock Units by the issuer and record NASDAQ as the market; the Form 144 records these planned dispositions rather than completed open-market trades.

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Rhea-AI Summary

Arcellx outlines a major transition as it moves toward a potential acquisition by Gilead and advances its lead CAR‑T therapy, anito‑cel, for multiple myeloma. Gilead has agreed to acquire all shares via a tender offer for $115.00 in cash per share plus a contingent value right paying $5.00 in cash if cumulative worldwide anito‑cel sales exceed $6.0 billion by December 31, 2029. The company has submitted a Biologics License Application for anito‑cel in late‑line relapsed or refractory multiple myeloma, which the FDA has accepted with a Prescription Drug User Fee Act target action date of December 23, 2026. Pivotal Phase 2 data from the iMMagine‑1 trial showed a 96% overall response rate, a 74% complete or stringent complete response rate, and encouraging progression‑free and overall survival estimates, with no delayed neurotoxicities reported. A global Phase 3 trial in earlier‑line patients is underway with partner Kite, and Arcellx is expanding its D‑Domain platform into additional cancers and autoimmune diseases while highlighting a strong diversity‑focused corporate culture.

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Rhea-AI Summary

Arcellx, Inc.’s chief financial officer, Michelle Gilson, reported two stock transactions involving the company’s common stock. On February 25, 2026, she sold 11,219 shares in an open-market, broker-assisted sale at a weighted average price of $113.8207 per share, primarily to cover tax withholding on previously vested restricted stock units. Earlier, on January 6, 2026, she acquired 20,530 shares at $0.00 per share through the exercise or conversion of a derivative security. After these transactions, she held 33,938 shares directly.

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E-TRADE FINANCIAL CORPORATION reported insider sales of common stock on a Form 144. The filing lists aggregate recent transactions of 11,291 shares on 02/17/2026 for $784,782.47 and 8,384 shares on 02/19/2026 for $572,567.73.

The cover details common stock with an indicated figure of 57,917,336 shares and an entry date of 02/25/2026. The filing also shows 20,530 Restricted Stock Units dated 01/06/2026.

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Arcellx, Inc. is set to be acquired under a tender offer backed by a major shareholder group led by New Enterprise Associates. Gilead Sciences, through a subsidiary, agreed to launch an offer for all Arcellx common shares at $115.00 in cash per share plus one contingent value right (CVR) that may pay an additional $5.00 in cash if a specified milestone is achieved.

Following completion of the offer, Arcellx will merge with the Gilead subsidiary, with Arcellx surviving. NEA 15 holds 3,045,262 Arcellx shares, representing 5.3% of the common stock based on 57,822,871 shares outstanding as of October 31, 2025. NEA 15 and certain other stockholders entered into support agreements committing to tender their shares and vote in favor of the merger, while generally opposing competing acquisition proposals.

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Rhea-AI Summary

Arcellx, Inc. stockholder Rami Elghandour filed an amended Schedule 13D reporting beneficial ownership of 3,938,771 shares of common stock, representing 6.4% of the class, including shares underlying options and certain family trusts.

The filing discloses that Arcellx entered into a Merger Agreement with Gilead Sciences, Inc. and a Gilead subsidiary. Gilead’s subsidiary will launch a tender offer to acquire all outstanding Arcellx shares for $115.00 in cash per share plus one contingent value right (CVR) providing a potential additional $5.00 in cash upon achievement of a specified milestone. Shares accepted in the offer and shares converted in the subsequent merger will receive the same package.

Options with exercise prices below the cash amount will be cashed out for the in-the-money value plus one CVR per underlying share, while out-of-the-money options will be canceled. Restricted stock units will be converted into cash based on the $115.00 amount plus one CVR per underlying share. Elghandour and other key holders entered into tender and support agreements committing to tender their shares and, if needed, vote in favor of the merger, subject to limited exceptions.

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Arcellx, Inc. agreed to be acquired by Gilead Sciences through a tender offer followed by a merger. Holders of Arcellx common stock will be offered $115.00 in cash plus one contingent value right (CVR) per share, with each CVR paying $5.00 in cash if cumulative worldwide sales of anito-cel reach $6.0 billion by December 31, 2029.

The tender offer must secure more than 50% of outstanding shares and satisfy antitrust and other customary conditions; it is not subject to a financing condition. Support agreements cover approximately 10.3% of Arcellx shares, and Gilead already owns about 11.5%. A $260 million termination fee may be payable in certain circumstances.

The U.S. FDA has accepted the Biologic License Application for anito-cel, a BCMA-targeting CAR T-cell therapy for relapsed or refractory multiple myeloma, with a Prescription Drug User Fee Act (PDUFA) action date of December 23, 2026.

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Rhea-AI Summary

Gilead Sciences, through wholly owned Purchaser Ravens Sub, Inc., announced a proposed acquisition of Arcellx, Inc. The offer contemplates $115.00 per share in cash plus one contingent value right (CVR) that would pay $5.00 upon achievement of a specified milestone under a CVR agreement, pursuant to an Agreement and Plan of Merger dated February 22, 2026.

The tender offer has not commenced; the communication is a preliminary solicitation and states that final tender offer materials, including a Schedule TO and Arcellx’s Schedule 14D-9, will be filed with the SEC when the offer begins.

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Rhea-AI Summary

Gilead Sciences has disclosed an 11.5% beneficial stake in Arcellx, holding 6,720,803 shares of common stock out of 58,464,222 shares outstanding as of February 19, 2026. Gilead previously invested $100.0 million and $200.0 million in Arcellx through stock purchases at $28.75 and $61.68 per share.

Gilead now plans to acquire all remaining Arcellx shares through a tender offer and merger. Arcellx stockholders would receive $115.00 in cash per share plus one contingent value right worth up to $5.00 in cash if a specified milestone is achieved, implying up to $120.00 per share.

The total cash required for the offer, merger and related funding is approximately $7.8 billion, with up to an additional $0.3 billion if the contingent value right milestone is met. Certain major Arcellx holders, representing 6,033,683 shares, have agreed to support and tender into the planned offer.

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FAQ

What is the current stock price of ARCELLX (ACLX)?

The current stock price of ARCELLX (ACLX) is $114.02 as of March 2, 2026.

What is the market cap of ARCELLX (ACLX)?

The market cap of ARCELLX (ACLX) is approximately 6.6B.

ACLX Rankings

ACLX Stock Data

6.58B
48.51M
Biotechnology
Biological Products, (no Diagnostic Substances)
Link
United States
REDWOOD CITY

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