Every material Form 8-K Celldex Therapeutics, Inc. has filed with the SEC since August 06, 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.
Celldex reported third-quarter 2026 results with a net loss of $75.6 million, or $0.96 per share, up from $67.0 million, or $1.01 per share, a year earlier. The company recognized no material revenue, while research and development expenses rose to $67.4 million, and cash, cash equivalents and marketable securities declined to $650.3 million; the company says this funds planned operations through 2028.
Q3 2026 net loss was $75.6 million ($0.96 per share), compared with $67.0 million ($1.01 per share) in Q3 2025.
Q3 2026 R&D expenses were $67.4 million, up from $62.9 million, driven mainly by barzolvolimab clinical trial and contract manufacturing costs.
Cash and marketable securities were $650.3 million at September 30, 2026, down from $717.6 million at June 30, 2026.
The company expects to submit a BLA for barzolvolimab in chronic spontaneous urticaria (CSU) in 2027.
Celldex reported positive topline results from its two Phase 3 EMBARQ-CSU trials of barzolvolimab in chronic spontaneous urticaria, with both trials meeting the primary endpoint and all key secondary endpoints at Week 12. The company plans to submit a Biologics License Application to the FDA in 2027, and treatment in both trials will continue to 52 weeks. The filing contains no financial results, so the near-term effect on shareholders depends on the regulatory timeline.
EMBARQ-CSU1 and EMBARQ-CSU2 both met the primary endpoint (mean change in UAS7 at Week 12) and all key secondary endpoints across both dose groups.
Complete response (UAS7=0) at Week 12 was 42.1% to 45.7% on barzolvolimab versus 9.3% to 12.6% on placebo.
1,939 patients were randomized; data cutoff was September 9, 2026.
Celldex reported a second-quarter 2026 net loss of $73.5 million, or $(0.94) per share, up from $56.6 million, or $(0.85) per share, a year earlier. Revenue fell to $22 thousand from $730 thousand, and research and development expenses rose to $67.5 million, so the headline measures moved the wrong way for shareholders. Cash, cash equivalents and marketable securities reached $717.6 million, helped by a $323.8 million April 2026 public offering, and the company says this funds planned operations through 2028.
Q2 2026 net loss $73.5 million, or $(0.94) per share, versus $56.6 million, or $(0.85) per share, in Q2 2025
Q2 2026 total revenues $22 thousand, versus $730 thousand in Q2 2025; decline tied to lower services under Rockefeller University agreements
R&D expenses $67.5 million in Q2 2026, up from $54.2 million; G&A expenses $13.1 million, up from $10.4 million
Cash and marketable securities $717.6 million at June 30, 2026, up from $451.5 million at March 31, 2026; the company discontinued its Phase 2 prurigo nodularis study
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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