Celcuity (CELC)
Develops and prepares to commercialize gedatolisib therapies for advanced breast and prostate cancers.
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Develops and prepares to launch REVTORPYK, an FDA-approved gedatolisib therapy for certain advanced breast cancers, while extending the drug into earlier-line breast cancer and prostate cancer. The portfolio and prospective revenue remain concentrated in one Pfizer-licensed molecule, with milestones and royalties owed under the worldwide license.
Develops and prepares to commercialize REVTORPYK (gedatolisib), an FDA-approved kinase inhibitor used with endocrine therapy, with or without palbociclib, for certain HR-positive/HER2-negative locally advanced or metastatic breast cancers without a detected PIK3CA mutation. VIKTORIA-1 produced positive late-stage results in both mutation-defined cohorts, supporting the initial approval and a planned supplemental filing.
Operates as a single targeted-oncology segment, extending gedatolisib through VIKTORIA-2 in first-line advanced breast cancer and CELC-G-201 with darolutamide in metastatic castration-resistant prostate cancer. The initial commercial market is the United States, with broader regulatory submissions planned. Commercial execution relies on third-party manufacturing and distribution, physician and payer adoption, and continued clinical development. Worldwide gedatolisib rights are licensed from Pfizer, which is owed milestone payments and sales royalties.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | Guggenheim | Reiterate | Rating: —Target: $165 | Target: $175 |
| Aug 14, 2026 | Needham | Reiterate | Rating: —Target: $157 | Target: $140 |
| Jul 15, 2026 | Craig-Hallum | Reiterate | Rating: —Target: $171 | Target: $178 |
| Jul 15, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $145 | Target: $155 |
| Jun 3, 2026 | Craig-Hallum | Reiterate | Rating: —Target: $189 | Target: $171 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $754.0M · Total debt $754.4M · Total assets $828.2M · Shareholders' equity −$12.8M
- Revenue
- $0
- Operating income
- −$66.1M
- Net income
- −$78.9M
No dividends on record.
| Institutions | ≈ 114.82% | 56.18M shares | |
|---|---|---|---|
| 289 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.80% | 4.31M shares | |
| 8 holders · as of Aug 18, 2026 | |||
| Adds to | 123.62% | ||
48.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 123.62%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Baker Bros. Advisors LPInstitution | 16.18% | 7.92M | as of Jun 30, 2026 |
Brian F. Sullivan1,2Insiderdirector, officer: Chief Executive Officer | 8.37% | 4.01M | filed Aug 18, 2026 |
Avoro Capital Advisors LLCInstitution | 6.95% | 3.40M | as of Jun 30, 2026 |
RTW Investments, LPInstitution | 6.75% | 3.30M | as of Jun 30, 2026 |
Perceptive Advisors LLCInstitution | 6.53% | 3.20M | as of Jun 30, 2026 |
- Brian F. Sullivan's transaction reports restate only vehicles that traded; the 2025 ownership statement (4.01M) plus the 80.0K net shares acquired since is used instead.
- Brian F. Sullivan reports a block also reported by Bank of America Corp /DE/; it is counted once, under Bank of America Corp /DE/.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 14, 2026 | Baker Bros. Advisors LP | other: Former 10% owner | −3,100,000 | $102.50 |
| May 4, 2026 | Richard E. Buller | director | −9,000 | $140.46 |
| May 4, 2026 | David Dalvey | director | −25,000 | $140.68 |
| Mar 31, 2026 | Richard E. Buller | director | −3,000 | $110.27 |
| Jan 27, 2026 | David Dalvey | director | −20,000 | $120.03 |
- Novartis (ADR)
CDK4/6 and PI3K-alpha options in HR+/HER2- breast cancer
- AstraZeneca (ADR)
AKT, ADC, and ER-axis assets across HR+/HER2- breast cancer
- Eli Lilly
CDK4/6 and oral ER therapy across ER+/HER2- disease
- Pfizer
Palbociclib backbone and ER-degrader collaboration in HR+/HER2-
- Gilead Sciences
Later-line ADC option in pre-treated HR+/HER2- metastatic disease
- Relay Therapeutics
Mutant-selective PI3K-alpha program in HR+/HER2- breast cancer
- Arvinas
PROTAC ER degrader after CDK4/6 and endocrine therapy
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Celcuity | $84.00 | +0.00% | $4.10B | — | — | — | — |
| Novartis (ADR) | $141.67 | +0.49% | $267.96B | 21.3 | 15.1 | 4.8 | +0.9% |
| AstraZeneca (ADR) | $168.91 | +0.48% | $260.70B | 25.2 | 15.9 | 4.2 | +6.4% |
| Eli Lilly | $1,176.55 | +1.00% | $1.10T | 39.1 | 28.8 | 13.8 | +47.7% |
| Pfizer | $27.97 | +0.83% | $158.10B | 36.7 | 10.0 | 2.5 | +2.6% |
| Gilead Sciences | $152.13 | +1.04% | $186.93B | — | 16.8 | 6.1 | +10.2% |
| Relay Therapeutics | $18.52 | +1.81% | $3.99B | — | — | 385.1 | −48.3% |
| Arvinas | $8.50 | +2.44% | $535.5M | 51.9 | — | 1.7 | +1,014.7% |
| Median | 36.7 | 15.9 | 4.8 | +6.4% |