Every material Form 8-K Arcturus Therapeutics Holdings Inc. has filed with the SEC since September 23, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arcturus reported results for the quarter ended September 30, 2026. Third-quarter revenue rose to $18.3 million and the net loss narrowed to $7.4 million, helped by a $12.0 million termination payment from CSL Seqirus. For the nine months, revenue fell to $23.3 million from $74.8 million and the net loss widened to $58.2 million, and cash and cash equivalents declined to $184.8 million from $230.9 million at year-end 2025.
Q3 2026 revenue was $18.3 million, up from $17.2 million a year earlier, mainly from recognizing the $12.0 million CSL Seqirus termination payment and remaining deferred revenue.
Q3 2026 net loss was $7.4 million, or $0.26 per share, compared with $13.4 million, or $0.49 per share, in Q3 2025.
Nine-month 2026 revenue was $23.3 million versus $74.8 million, and the nine-month net loss was $58.2 million, or $2.05 per share, versus $36.7 million, or $1.35 per share.
Cash and cash equivalents were $184.8 million at September 30, 2026; the company said cash runway extends through year-end 2028.
Arcturus said ARCT-810 was generally safe and well tolerated in an interim Phase 2 study in OTC deficiency, with reduced or maintained ammonia and reduced glutamine. The company also introduced its LUNAR 2.0 delivery platform, plans to add ARCT-2601 to the Phase 2 study near year-end, and entered a definitive agreement to acquire AI discovery company myNEO. The filing gives no financial figures, so the effect on shareholders is not quantified.
ARCT-810 reduced and/or maintained first morning fasting ammonia within the normal range; participants at the 0.5 mg/kg dose achieved mean glutamine values within the normal range during treatment
Weight gain was observed in all participants
Arcturus plans to begin dosing ARCT-2601 near year-end 2026 in OTCD patients aged 12 and older under an amended Phase 2 protocol
Acquisition of myNEO is subject to customary closing conditions and is expected to close in October 2026
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