Celcuity (CELC) shares dropped over 25% despite Phase 3 VIKTORIA-1 data confirming gedatolisib's best-in-class efficacy in advanced breast cancer. Gedatolisib demonstrated superior progression-free survival and objective response rates versus current standards, supporting blockbuster potential in a $6bn market. FDA approval for HR+/HER2- PIK3CA wild-type breast cancer is expected by July 2026, with a supplementary NDA for the mutant cohort planned.
Celcuity Inc. (CELC) Discusses VIKTORIA-1 Trial Results for PIK3CA Mutant Advanced Breast Cancer and Gedatolisib Efficacy Transcript
Celcuity Inc. (CELC) Q1 2026 Earnings Call Transcript
Celcuity NASDAQ: CELC reported a wider first-quarter loss as the biotechnology company increased spending tied to commercial launch preparations and continued development of gedatolisib, its investigational therapy for hormone receptor-positive, HER2-negative advanced breast cancer.
Celcuity (CELC) is rated a cautious Buy, with upside contingent on positive mutant cohort data for gedatolisib in 2L HR+/HER2- advanced breast cancer. Current $6B valuation already prices in significant success, assuming $1–1.5B peak sales; management's $2.5B target requires broad label and strong market adoption. VIKTORIA-1 phase 3 data show gedatolisib offers best-in-class efficacy and manageable safety in wild-type patients, but mutant cohort results in Q2 2026 are the key catalyst.
Celcuity Inc. (CELC) Q4 2025 Earnings Call Transcript
Shares of Celcuity, Inc. (NASDAQ: CELC - Get Free Report) have received an average rating of "Moderate Buy" from the ten research firms that are covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and eight have given a buy recommendation to the
Celcuity develops targeted cancer therapies and diagnostics, leveraging proprietary technology to advance precision oncology solutions.
Celcuity Inc. (CELC) Presents at Leerink Global Healthcare Conference 2026 Transcript
Celcuity Inc. (CELC) Presents at TD Cowen 46th Annual Health Care Conference Transcript
The portfolio meaningfully outperformed the MSCI EAFE Small Cap Growth Index but modestly lagged the blend MSCI ACWI ex USA SMID Index. Our portfolio, which has a structural growth orientation, has no exposure to these cyclical, capital-intensive and highly regulated market segments. On an individual company basis, Metso, Celcuity and LivaNova were the largest Q4 contributors.
Perceptive Advisors purchased 203,881 Celcuity shares in the fourth quarter; the estimated trade value was $16.76 million based on average fourth-quarter pricing. Meanwhile, the quarter-end position value rose by $169.16 million, reflecting both share additions and price movements.