Jun 2026 (Q2 FY26) — Aug 13, 2026
Celcuity Q2 FY26 — REVTORPYK Approval, NCCN Recommendation, and PIK3CA Mutant Cohort Data
Read the full callCelcuity (CELC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Celcuity earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | -78.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
7 of 8 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Gedatolisib VIKTORIA-1 mutant cohort data presentation | present detailed results at the 2026 ASCO meeting | Mar 2026 | In June, we presented positive efficacy and safety results from the PIK3CA mutant cohort of the VIKTORIA-1 Phase III trial at the ASCO Annual Meeting. | Achieved |
| Cash runway | fund our operations through 2027 | Jun 2025 | We expect cash, cash equivalents and investments to finance our operations at least into 2029. | Revised Up |
| VIKTORIA-1 PIK3CA mutant cohort primary analysis trigger | during the first half of 2025 | Jun 2024 | Last week, we reported positive top line results for the PIK3CA mutant cohort of the Phase III VIKTORIA-1 clinical trial, and we look forward to presenting detailed results at a late-breaking abstract oral session at the 2026 ASCO meeting on June 2. | Missed |
1 of Celcuity Inc.'s 17 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 14 more targets are in the full ledger.
Claimed
- FDA approval of REVTORPYK for HR+/HER2- advanced breast cancer without PIK3CA mutation.
- NCCN updated its guidelines to recommend REVTORPYK triplet and doublet regimens as preferred Category 1 for second-line or subsequent treatment.
- Positive efficacy and safety results from the PIK3CA mutant cohort of the VIKTORIA-1 Phase III trial, demonstrating median PFS of 11.1 months (triplet) and 11.3 months (doublet) versus 5.6 months for alpelisib.
- Expansion of the VIKTORIA-2 trial to include treatment-naive endocrine-sensitive patients, potentially covering nearly all first-line patients.
- Strong cash, cash equivalents, and short-term investments of $754 million as of June 30, 2026, expected to finance operations at least into 2029.
Qualified
- Net loss increased to $78.9 million ($1.44 per share) in Q2 FY26, compared to $45.3 million ($1.04 per share) in the prior year period.
- Non-GAAP adjusted net loss increased to $58.7 million ($1.07 per share) in Q2 FY26, compared to $40.5 million ($0.93 per share) in the prior year period.
- Cash used in operating activities increased to $55.4 million in Q2 FY26, compared to $36.2 million for the prior year period.
- Reliance on FDA review and approval for the secondary manufacturing site to ensure supply, with potential for variable timelines.
Price
$57.12 +0.95% · +$0.54
Performance +9.9% 1Y
1Y: $51.96 on 17 Oct 2025 → $57.12. High $144.98 (4 May 2026), low $51.96 (17 Oct 2025).
- Previous close
- $56.58
- 52-week range
- $56.58 – $144.98
- One year
- −19.07%
Overview
- Symbol
- CELC
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
7 of 8 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Gedatolisib VIKTORIA-1 mutant cohort data presentation | present detailed results at the 2026 ASCO meeting | Mar 2026 | In June, we presented positive efficacy and safety results from the PIK3CA mutant cohort of the VIKTORIA-1 Phase III trial at the ASCO Annual Meeting. | Achieved |
| Cash runway | fund our operations through 2027 | Jun 2025 | We expect cash, cash equivalents and investments to finance our operations at least into 2029. | Revised Up |
| VIKTORIA-1 PIK3CA mutant cohort primary analysis trigger | during the first half of 2025 | Jun 2024 | Last week, we reported positive top line results for the PIK3CA mutant cohort of the Phase III VIKTORIA-1 clinical trial, and we look forward to presenting detailed results at a late-breaking abstract oral session at the 2026 ASCO meeting on June 2. | Missed |
Claimed
- FDA approval of REVTORPYK for HR+/HER2- advanced breast cancer without PIK3CA mutation.
- NCCN updated its guidelines to recommend REVTORPYK triplet and doublet regimens as preferred Category 1 for second-line or subsequent treatment.
- Positive efficacy and safety results from the PIK3CA mutant cohort of the VIKTORIA-1 Phase III trial, demonstrating median PFS of 11.1 months (triplet) and 11.3 months (doublet) versus 5.6 months for alpelisib.
- Expansion of the VIKTORIA-2 trial to include treatment-naive endocrine-sensitive patients, potentially covering nearly all first-line patients.
- Strong cash, cash equivalents, and short-term investments of $754 million as of June 30, 2026, expected to finance operations at least into 2029.
Qualified
- Net loss increased to $78.9 million ($1.44 per share) in Q2 FY26, compared to $45.3 million ($1.04 per share) in the prior year period.
- Non-GAAP adjusted net loss increased to $58.7 million ($1.07 per share) in Q2 FY26, compared to $40.5 million ($0.93 per share) in the prior year period.
- Cash used in operating activities increased to $55.4 million in Q2 FY26, compared to $36.2 million for the prior year period.
- Reliance on FDA review and approval for the secondary manufacturing site to ensure supply, with potential for variable timelines.
The full ledger
Open Celcuity Inc.’s full ledger
A free account opens 5 company ledgers a month. All 17 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 14, 2026
Celcuity Q1 FY26 — Gedatolisib Advances with Positive VIKTORIA-1 Data and Expanded VIKTORIA-2 Study
Read the full callDec 2025 (Q4 FY25) — Mar 25, 2026
Celcuity Q4 FY25 — Gedatolisib NDA Accepted with Priority Review and Strong Clinical Data
Read the full callEvery analysed call
Celcuity earnings calls (CELC)
Financials
What the filings say
Net profit, year on year: −74% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Operating profit | -30 | -36 | -36 | -44 | -43 | -49 | -51 | -66 |
| Other income | 0 | -0 | -1 | -1 | -1 | -2 | -2 | -13 |
| Interest | 3 | 3 | 3 | 3 | 5 | 6 | 6 | 5 |
| Profit before tax | -30 | -37 | -37 | -45 | -44 | -51 | -53 | -79 |
| Net profit | -30 | -37 | -37 | -45 | -44 | -51 | -53 | -79 |
| EPS ($ per share) | -0.70 | — | -0.86 | -1.04 | -0.92 | — | -0.97 | -1.44 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -9 | -17 | -26 | -56 | -96 | -160 | -272 | -449 |
| Total liabilities | 1 | 1 | 1 | 17 | 42 | 51 | 130 | 366 |
| Fixed assets | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 |
| Investments | 9 | 0 | — | — | 144 | 150 | 213 | 276 |
| Total assets | 26 | 20 | 13 | 86 | 176 | 191 | 245 | 467 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -6 | -6 | -7 | -20 | -36 | -54 | -83 | -153 |
| Cash from investing | 19 | 9 | -0 | -0 | -144 | -5 | -63 | -64 |
| Cash from financing | 0 | 0 | 0 | 93 | 120 | 65 | 138 | 361 |
| Capital expenditure | -1 | 0 | -0 | -0 | -0 | -0 | -0 | -0 |
| Free cash flow | -7 | -6 | -7 | -20 | -36 | -54 | -84 | -154 |
Insider filings
42 filings between Nov 19, 2025 and Oct 7, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$327.56M
17 sales by 3 insiders
65% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
- 8
- Option exercise — converted options into shares
Also filed: 6 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BAKER BROS. ADVISORS LP | — | $317.75M | Jul 14, 2026 |
| Dalvey David | — | $7.42M | May 4, 2026 |
| Buller Richard E | — | $2.40M | May 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | Furcht Leo Director | Option exercise | 250 | $1.9K |
| Oct 1, 2026 | GRYSKA DAVID W Director | Award | 893 | $0 |
| Aug 14, 2026 | Hahne Vicky Chief Financial Officer | Award | 16,000 | $0 |
| Aug 14, 2026 | Sullivan Brian F. Chief Executive Officer | Award | 80,000 | $0 |
| Aug 14, 2026 | Laing Lance G. Chief Science Officer | Award | 20,000 | $0 |
| Jul 14, 2026 | BAKER BROS. ADVISORS LP Insider | Sale | 2,838,632 | $290.96M |
| Jul 14, 2026 | BAKER BROS. ADVISORS LP Insider | Sale | 261,368 | $26.79M |
| Jun 5, 2026 | Dalvey David Director | Award | 1,530 | $0 |
| Jun 5, 2026 | Buller Richard E Director | Award | 1,530 | $0 |
| Jun 5, 2026 | ROMP CHARLES R Director | Award | 1,530 | $0 |
| Jun 5, 2026 | Murphy Polly A. Director | Award | 1,530 | $0 |
| Jun 5, 2026 | Furcht Leo Director | Award | 1,530 | $0 |
| Jun 5, 2026 | NIGON RICHARD Director | Award | 1,530 | $0 |
| Jun 2, 2026 | Laing Lance G. Chief Science Officer | Option exercise | 1,000 | $9.9K |
| May 19, 2026 | Buller Richard E Director | Gift | 1,029 | $0 |
| May 19, 2026 | Buller Richard E Director | Gift | 1,029 | $0 |
| May 4, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 1,289 | $176.6K |
| May 4, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 550 | $76.4K |
| May 4, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 1,670 | $233.1K |
| May 4, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 2,301 | $324.5K |
| May 4, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 2,825 | $401.3K |
| May 4, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 365 | $52.3K |
| May 4, 2026 | Dalvey David Director | Sale 10b5-1 plan | 25,000 | $3.52M |
| May 4, 2026 | Buller Richard E Director | Option exercise 10b5-1 plan | 9,000 | $45.9K |
| Apr 9, 2026 | NIGON RICHARD Director | Gift | 10,000 | $0 |
| Mar 31, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 675 | $74.8K |
| Mar 31, 2026 | Buller Richard E Director | Sale 10b5-1 plan | 2,325 | $256.0K |
| Mar 31, 2026 | Buller Richard E Director | Option exercise 10b5-1 plan | 3,000 | $15.3K |
| Feb 11, 2026 | ROMP CHARLES R Director | Award | 215 | $0 |
| Jan 27, 2026 | Dalvey David Director | Sale 10b5-1 plan | 20,000 | $2.40M |
| Dec 15, 2025 | NIGON RICHARD Director | Gift | 19,975 | $0 |
| Dec 5, 2025 | Buller Richard E Director | Sale | 1,510 | $160.1K |
| Dec 5, 2025 | Buller Richard E Director | Option exercise | 3,000 | $16.5K |
| Dec 5, 2025 | Buller Richard E Director | Sale | 1,490 | $157.0K |
| Dec 4, 2025 | Furcht Leo Director | Option exercise | 250 | $1.9K |
| Dec 2, 2025 | Buller Richard E Director | Gift | 500 | $0 |
| Dec 1, 2025 | Buller Richard E Director | Sale | 1,100 | $107.9K |
| Dec 1, 2025 | Buller Richard E Director | Option exercise | 1,100 | $16.3K |
| Nov 21, 2025 | Dalvey David Director | Sale 10b5-1 plan | 15,000 | $1.50M |
| Nov 20, 2025 | Buller Richard E Director | Option exercise | 3,900 | $57.8K |
| Nov 20, 2025 | Buller Richard E Director | Sale | 3,900 | $377.3K |
| Nov 19, 2025 | Buller Richard E Director | Gift | 500 | $0 |
| Sep 11, 2025 | NIGON RICHARD Director | Option exercised | 4,672 | $35.3K |
| Sep 11, 2025 | NIGON RICHARD Director | Option exercised | 3,245 | $24.5K |
| Sep 8, 2025 | BAKER BROS. ADVISORS LP 10% owner | Purchase | 388 | $22.5K |
| Sep 8, 2025 | BAKER BROS. ADVISORS LP 10% owner | Purchase | 4,212 | $244.4K |
| Sep 8, 2025 | BAKER BROS. ADVISORS LP 10% owner | Purchase | 13,976 | $785.7K |
| Sep 8, 2025 | BAKER BROS. ADVISORS LP 10% owner | Purchase | 151,524 | $8.52M |
| Sep 2, 2025 | Sullivan Brian F. Chief Executive Officer | Option exercised | 104,340 | $839.9K |
| Jul 28, 2025 | Dalvey David Director | Sale 10b5-1 plan | 2,025 | $93.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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