Atara Biotherapeutics (ATRA)
Supports Pierre Fabre’s global EBV-targeted tab-cel program through a lean partner-led operating model.
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Supports Pierre Fabre’s global tab-cel program after transferring most related operating activities. Its lean partner-led model depends on the BLA resubmission process, milestones and royalties, and funding operations.
Built around allogeneic, Epstein–Barr virus-targeted T-cell therapies, the business now supports Pierre Fabre’s global tab-cel, also called EBVALLO, program. The arrangement replaced a broader independent drug-development model with a partner-led operation.
Pierre Fabre holds development, manufacturing, commercialization and BLA sponsorship responsibilities after the transfer of substantially all tab-cel activities and associated costs. Atara continues to support the partner while evaluating strategic alternatives.
Its remaining model depends on the partner-controlled U.S. resubmission process, resolution of FDA and manufacturing issues, potential milestones and royalties under the Pierre Fabre agreement, and its ability to fund operations.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 18, 2026 | Freedom Broker | Upgrade | ||
| May 8, 2026 | Canaccord Genuity | Upgrade | Target: $25 | Target: $13 |
| Jan 21, 2026 | Freedom Broker | Downgrade | ||
| Jan 13, 2026 | New Street | Target | Target: — | Target: $6 |
| Jan 13, 2026 | Canaccord Genuity | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $9.9M · Total debt $9.9M · Total assets $21.0M · Shareholders' equity −$37.0M
- Revenue
- $630.0K
- Operating income
- −$4.7M
- Net income
- −$4.8M
No dividends on record.
| Institutions | 49.59% | 4.47M shares | |
|---|---|---|---|
| 36 holders · as of Jun 30, 2026 | |||
| Insiders | 7.16% | 645.4K shares | |
| 12 holders · as of Sep 4, 2026 | |||
| Strategic holders | 24.64% | 2.22M shares | |
| 2 holders · as of May 11, 2026 | |||
| Other | 18.61% | 1.68M shares | |
| remainder | |||
9.01M company shares as of Aug 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (10.04M in the company's Sep 23, 2026 report, 9.01M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
EcoR1 Capital, LLCInstitution | 17.22% | 1.55M | as of Jun 30, 2026 |
Adiumentum Capital Fund I LPStrategicdirector, 10 percent owner, other: See remarks | 13.42% | 1.21M | filed May 16, 2025 |
Panacea Innovation LtdStrategic10 percent owner | 11.22% | 1.01M | filed May 11, 2026 |
Adage Capital Partners GP, L.L.C.Institution | 9.43% | 850,000 | as of Jun 30, 2026 |
Adage Capital Management, L.P.Institution | 7.77% | 700,000 | filed May 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Brian N. Cherry | director | +104,166 | $9.60 |
| Aug 17, 2026 | AnhCo Nguyen | director, officer: President and CEO | −5,062 | $8.08 |
| May 18, 2026 | Yanina Grant-Huerta | officer: Chief Accounting Officer | −2,414 | $9.13 |
| May 18, 2026 | AnhCo Nguyen | director, officer: President and CEO | −5,241 | $9.13 |
| May 7, 2026 | EcoR1 Capital, LLC | 10 percent owner | +507,407 | $9.35 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atara Biotherapeutics | $8.78 | −1.68% | $80.5M | — | 13.6 | 13.0 | −96.4% |
| Gilead Sciences | $153.36 | +0.45% | $189.30B | — | 16.9 | 6.2 | +10.2% |
| Bristol-Myers Squibb | $61.87 | −0.61% | $127.16B | 13.7 | 9.7 | 2.6 | +5.7% |
| Novartis (ADR) | $143.54 | +1.60% | $268.53B | 21.3 | 15.3 | 4.8 | +0.9% |
| Median | 17.5 | 15.3 | 4.8 | +5.7% |