Caribou Biosciences Q4 licensing revenue rises, net loss narrows

Caribou Biosciences

05/03/2026 21:13

Overview

Biopharmaceutical company reported increased Q4 licensing revenue compared to last year

Company reduced R&D and G&A expenses due to pipeline prioritization, helping narrow net loss

Caribou advancing CAR-T cell therapy programs, engaging with FDA for trial designs

Outlook

Caribou expects ANTLER phase 1 follow-up data in 2026

Company plans to report CB-011 dose expansion data in 2026

Caribou anticipates cash reserves to fund operations into 2H 2027

Result Drivers

LICENSING REVENUE - Increase driven by prior licenses of intellectual property to third parties

R&D EXPENSES - Decrease due to workforce reduction and strategic pipeline prioritization

Company press release: ID:nGNX4rTKX3

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Licensing and Collaboration Revenue
$3.94 mln
Q4 Net Income
-$26.49 mln
Q4 Basic EPS
-$0.28


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy"

Wall Street's median 12-month price target for Caribou Biosciences Inc is $9.00, about 400% above its March 4 closing price of $1.80

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)