Celldex Therapeutics (CLDX)
Develops KIT and bispecific antibodies for mast-cell-driven inflammatory diseases.
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Develops barzolvolimab, a late-stage KIT antibody for spontaneous and inducible urticarias, alongside the early-stage TSLP/SCF bispecific CDX-622. The clinical-stage model has no approved products and concentrates development spending on barzolvolimab.
Develops antibody therapies for mast-cell-driven allergic, inflammatory and autoimmune diseases. Barzolvolimab, a KIT-targeted monoclonal antibody, is in global late-stage studies for chronic spontaneous urticaria, cold urticaria and symptomatic dermographism, while a mid-stage atopic dermatitis study continues. Work in prurigo nodularis was discontinued after missing key efficacy objectives.
Extends its mast-cell platform with CDX-622, a bispecific antibody designed to neutralize TSLP and soluble stem cell factor. Early clinical work spans healthy volunteers and asthma, with expansion planned in allergic rhinitis and food allergy.
Operates as a single reportable segment and has no approved products or product revenue. Research spending is concentrated on barzolvolimab; progress depends on clinical results, regulatory approval, manufacturing and commercialization readiness, and continued financing.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $40 | Target: $50 |
| Aug 7, 2026 | Barclays | Reiterate | Rating: —Target: $48 | Target: $53 |
| Jul 29, 2026 | Wells Fargo | Reiterate | Rating: —Target: $48 | Target: $72 |
| Jul 22, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: — | Target: $61 |
| Jul 22, 2026 | Wells Fargo | Reiterate | Rating: —Target: $54 | Target: $48 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $717.6M · Total debt $4.9M · Total assets $782.3M · Shareholders' equity $714.6M
- Revenue
- $22.0K
- Operating income
- −$80.6M
- Net income
- −$73.5M
No dividends on record.
| Institutions | ≈ 126.77% | 84.35M shares | |
|---|---|---|---|
| 270 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.22% | 147.2K shares | |
| 6 holders · as of Jan 6, 2026 | |||
| Adds to | 126.99% | ||
66.54M company shares as of Aug 27, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (78.53M in the company's Sep 22, 2026 report, 66.54M elsewhere); stakes use the report.
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 126.99%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Wellington Management Group LLPInstitution | 14.34% | 9.54M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.52% | 7.00M | as of Jun 30, 2026 |
Kynam Capital Management, LPInstitution | 8.00% | 5.32M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 7.04% | 4.69M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.86% | 3.90M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 4, 2025 | Freddy A. Jimenez | officer: SVP & GENERAL COUNSEL | −4,166 | $29.10 |
| Nov 13, 2025 | Richard M. Wright | other: Former Officer | −49,298 | $24.00 |
- Novartis (ADR)
CSU pressure from Xolair and remibrutinib.
- Sanofi (ADR)
Dupixent and rilzabrutinib span CSU and inflammatory skin.
- Regeneron
Dupixent franchise overlaps CSU, PN, AD and asthma.
- Jasper Therapeutics
Anti-KIT CSU program mirrors barzolvolimab most directly.
- Incyte
Povorcitinib offers an oral CSU alternative.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Celldex Therapeutics | $35.30 | −6.84% | $2.52B | — | — | 22,510.2 | −97.0% |
| Novartis (ADR) | $141.61 | +0.37% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| Sanofi (ADR) | $42.49 | −0.08% | $102.05B | 75.6 | — | 1.8 | +11.2% |
| Regeneron | $799.87 | +0.15% | $82.23B | 19.7 | 13.2 | 5.3 | +16.7% |
| Jasper Therapeutics | $0.6100 | +1.50% | $9.8M | — | — | — | — |
| Incyte | $97.69 | −21.65% | $25.27B | 15.9 | 51.6 | 4.3 | +37.7% |
| Median | 20.5 | 15.0 | 4.6 | +14.0% |