
Arcellx (ACLX) Stock Forecast & Price Target
Arcellx (ACLX) Analyst Ratings
Bulls say
Arcellx Inc. has demonstrated strong growth potential, evidenced by Carvykti sales increasing by an average of 32% quarter-over-quarter over the past 12 quarters. The company is poised to capture a significant share of the BCMA CAR T market, projected to expand from approximately $2.2 billion in 2025 to around $11.5 billion by 2035, bolstered by promising clinical data and a favorable safety profile for its product, anito-cel. Additionally, a rise in the proportion of community physicians capable of administering CAR T therapies—from 29% to 47%—indicates an expanding market accessibility and support for Arcellx's innovative therapies.
Bears say
The financial outlook for Arcellx Inc. is hampered by conservative sales estimates for its lead product, anti-cel, which fall below consensus due to a projected decline in the overall CAR T market for multiple myeloma, with 2035 estimates of $11.5 billion compared to the consensus of $16.5 billion. Furthermore, there are significant risks surrounding the execution of its drug pipeline and ongoing concerns regarding drug pricing controls, exacerbated by volatile capital market conditions affecting biotechnology funding. Lastly, although there is a considerable patient population for CAR T therapies, logistical challenges in community settings are contributing to suboptimal adoption rates, which further complicates the commercial potential of Arcellx’s offerings.
This aggregate rating is based on analysts' research of Arcellx and is not a guaranteed prediction by Public.com or investment advice.
Arcellx (ACLX) Analyst Forecast & Price Prediction
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