CELC
Celcuity Inc.
Next earnings Aug 12, 2026 (after close) · consensus $-1.13 EPS
Last earnings +8.2% on 2026-05-14
$95.93
▼ -0.47%$95.93▲ +712.28%
over 1Y
L $11.45EODHDH $144.98
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-0.5%
1W+9.5%
1M-28.2%
3M-12.6%
YTD-4.1%
1Y+716.1%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 18 analysts
Strong Buy
Binary PI3K/mTOR bet on gedatolisib — VIKTORIA-1 cohort 1 readout in hand, well-funded into next catalyst, but pre-revenue and burning ~$153M/yr.
Celcuity is a textbook single-asset clinical-stage biotech: per the 10-K, it 'has not yet commercialized a pharmaceutical product' and since inception in January 2012 has 'had no revenue.' The entire equity value rests on gedatolisib, a pan-class I PI3K plus mTORC1/2 inhibitor licensed from Pfizer in April 2021, now in two Phase 3 trials (VIKTORIA-1 in HR+/HER2- advanced breast cancer, where cohort 1 PIK3CA-WT has 'reported detailed results' and cohort 2 PIK3CA-MT has 'completed enrollment') and Phase 1b/2 CELC-G-201 in mCRPC. Management's pitch — pan-isoform PI3K + mTORC1/2 inhibition avoiding the feedback-loop resistance and the hyperglycemia/rash/diarrhea toxicity that derailed alpelisib (39% Grade 3/4 hyperglycemia, 26% discontinuation in the PIQRAY pivotal) — is mechanistically credible and is the differentiator that justifies the +6.84% reaction today.
Sources: SEC EDGAR (CIK 0001603454, latest 10-Q filed 2026-05-14) · EODHD · analysis by claude-code · as of 6/25/2026, 12:47:09 PM.
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