Senti Biosciences (SNTI)
Gene-circuit developer for programmable cell and gene therapies.
Something off on this page? Send us feedback.
Develops programmable gene-circuit technologies for cell and gene therapies, centered on the clinical-stage CAR-NK candidate SENTI-202. Revenue derives from collaborations and option arrangements rather than product sales, while a pending transaction would move the core pipeline to a private NewCo.
Develops modular DNA Gene Circuits that program engineered cells to sense biological inputs, apply logic, and produce a therapeutic response. The platform's families include Logic Gating, Multi-Arming, Regulator Dial, and Smart Sensor technologies.
Centers its current pipeline on SENTI-202, an off-the-shelf donor-derived CAR-NK therapy in a study across the United States and Australia for blood cancers. Clinical manufacturing is provided by related-party GeneFab, while research collaborations with BlueRock support regenerative-medicine programs. No product is approved for sale, and reported revenue is collaboration- or option-related rather than product sales.
Faces a pending asset sale to a Celadon affiliate that would transfer the Gene-Circuit pipeline, including SENTI-202, to a private NewCo. The listed parent would retain Regulator Dial assets and early programs for Rett syndrome and armored tumor-infiltrating lymphocytes; closing requires stockholder approval and other conditions.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Nov 21, 2025 | Leerink Partners | Target | Target: — | Target: $6 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.5M · Total debt $20.2M · Total assets $33.1M · Shareholders' equity −$3.4M
- Revenue
- $17.0K
- Operating income
- −$14.5M
- Net income
- −$12.8M
No dividends on record.
| Institutions | 0.81% | 253.8K shares | |
|---|---|---|---|
| 1 holder · as of Sep 30, 2025 | |||
| Insiders | 2.43% | 757.8K shares | |
| 3 holders · as of Mar 11, 2026 | |||
| Strategic holders | 52.96% | 16.49M shares | |
| 4 holders · as of Mar 14, 2025 | |||
| Other | 43.80% | 13.64M shares | |
| remainder | |||
31.14M company shares as of Sep 22, 2026 · institutions as of Sep 30, 2025 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Celadon Partners SPV 24Strategic10 percent owner | 31.39% | 9.78M | filed Mar 14, 2025 |
New Enterprise Associates 15, L.P.Strategic10 percent owner | 12.12% | 3.78M | filed Mar 12, 2025 |
Bayer Healthcare LLCStrategic10 percent owner | 9.02% | 2.81M | filed Mar 12, 2025 |
Nantahala Capital Management, LLCInstitution | 7.13% | 2.22M | filed May 15, 2025 |
Timothy K. LuInsiderdirector, officer: CEO | 2.05% | 639,583 | filed Mar 11, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Allogene Therapeutics
Off-the-shelf CAR-T platform challenges CAR-NK in oncology.
- Caribou Biosciences
Genome-edited allogeneic CAR-T targets blood cancers.
- Fate
iPSC-derived off-the-shelf CAR programs compete in oncology.
- CRISPR Therapeutics
Edited allogeneic CAR-T competes in blood cancers.
- Century Therapeutics
iPSC-derived CAR-iT platform competes for scalable cell therapy.
- Nkarta
Engineered allogeneic CAR-NK platform is a direct modality rival.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Senti Biosciences | $0.3226 | −0.31% | $9.7M | — | — | 175.5 | — |
| Allogene Therapeutics | $1.73 | +1.48% | $583.3M | — | — | 125.7 | — |
| Caribou Biosciences | $1.35 | −0.13% | $128.9M | — | — | 12.8 | −43.8% |
| Fate | $2.60 | +0.39% | $294.9M | — | — | 45.4 | +9.2% |
| CRISPR Therapeutics | $59.32 | +0.53% | $5.63B | — | — | 420.1 | +1,041.4% |
| Century Therapeutics | $1.91 | −0.26% | $160.2M | — | — | — | — |
| Nkarta | $2.95 | +0.17% | $206.1M | — | — | — | — |
| Median | — | — | 85.6 | +9.2% |