Atreca (BCEL)

Company Profile

Atreca is a biopharmaceutical company developing novel antibody-based immunotherapeutics generated by its differentiated discovery platform. Atreca's platform allows access to an unexplored landscape in oncology through the identification of unique antibody-target pairs generated by the human immune system during an active immune response against tumors. These antibodies provide the basis for first-in-class therapeutic candidates, such as its lead product candidate ATRC-101. A Phase 1b study evaluating ATRC-101 in multiple solid tumor cancers is currently enrolling patients.

Company profile

Ticker

BCEL

Exchange

NASDAQ

Website

www.atreca.com

CEO

John Orwin

Incorporated

Delaware

Location

California

Fiscal year end

Dec 31

Sector

Manufacturing > Pharmaceutical Preparation Manufacturing

Industry (SIC)

Pharmaceutical Preparations

Pfizer • Johnson & Johnson • Merck & Co • Abbott Laboratories • Teva- Pharmaceutical Industries • Bristol-Myers Squibb • Lilly(Eli) & Co • Viatris • Abbvie • Bausch Health Companies ...

SEC CIK

0001532346

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

IRS number

273723255

BCEL stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

View all

8-K

Atreca Reports Third Quarter 2022 Financial Results and Provides Pipeline Update

10 Nov 22

8 Aug 22

Atreca Reports Second Quarter 2022 Financial Results and Recent Corporate Developments

8 Aug 22

8-K

Submission of Matters to a Vote of Security Holders

14 Jun 22

8-K

Cost Associated with Exit or Disposal Activities

11 May 22

Atreca Reports First Quarter 2022 Financial Results and Recent Corporate Developments

11 May 22

DEFA14A

Additional proxy soliciting materials

28 Apr 22

DEF 14A

Definitive proxy

28 Apr 22

Transcripts

BCEL

Earnings call transcript

2021 Q4

4 Mar 22

Latest ownership filings

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Financial summary

Financial statements Chart BCEL financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	22.02 mm	22.02 mm	22.02 mm	22.02 mm	22.02 mm	22.02 mm
Cash burn (monthly)	1.96 mm	7.72 mm	7.69 mm	8.78 mm	5.45 mm	6.78 mm
Cash used (since last report)	11.72 mm	46.12 mm	45.93 mm	52.44 mm	32.58 mm	40.53 mm
Cash remaining	10.30 mm	-24.10 mm	-23.91 mm	-30.43 mm	-10.57 mm	-18.51 mm
Runway (months of cash)	5.2	-3.1	-3.1	-3.5	-1.9	-2.7

Beta Read what these cash burn values mean

Financial data from Atreca earnings reports.

Institutional ownership, Q3 2022

BCEL institutional ownership history Ownership history

49.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	62	77	-19.5%
Opened positions	3	14	-78.6%
Closed positions	18	29	-37.9%
Increased positions	7	13	-46.2%
Reduced positions	21	29	-27.6%

13F shares	Current	Prev Q	Change
Total value	27.29 mm	34.05 mm	-19.8%
Total shares	15.88 mm	16.64 mm	-4.5%
Total puts	11.40 k	0.00	NEW
Total calls	199.00 k	43.90 k	+353.3%
Total put/call ratio	0.1	–	–

Largest owners	Shares	Value	Change
Baker Bros. Advisors	3.53 mm	$5.55 mm	0.0%
Boxer Capital	2.20 mm	$3.46 mm	0.0%
BLK Blackrock	1.70 mm	$2.67 mm	-0.4%
Vanguard	1.33 mm	$2.09 mm	+3.4%
Bill & Melinda Gates Foundation	1.32 mm	$2.10 mm	-0.8%
Redmile	800.31 k	$1.26 mm	0.0%
Laurion Capital Management	492.20 k	$773.00 k	0.0%
Rock Springs Capital Management	462.53 k	$726.00 k	0.0%
Renaissance Technologies	405.88 k	$637.00 k	-27.6%
Samsara BioCapital	396.84 k	$623.00 k	0.0%

Largest transactions	Shares	Bought/sold	Change
D. E. Shaw & Co.	128.17 k	-235.77 k	-64.8%
Gsa Capital Partners	191.44 k	+191.44 k	NEW
Millennium Management	216.77 k	-178.30 k	-45.1%
Renaissance Technologies	405.88 k	-154.92 k	-27.6%
MS Morgan Stanley	181.55 k	-118.33 k	-39.5%
STT State Street	0.00	-93.25 k	EXIT
Citadel Advisors	45.52 k	-83.55 k	-64.7%
Susquehanna International	0.00	-44.93 k	EXIT
Vanguard	1.33 mm	+43.51 k	+3.4%
Connor, Clark & Lunn Investment Management	97.26 k	+42.96 k	+79.1%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

BCEL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
9 Feb 23	Stephen E Gould	Class A Common Stock	Grant	Acquire A	No	No	0	32,500	0.00	32,500
9 Feb 23	Stephen E Gould	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	1.49	130,000	193.70 k	130,000
9 Feb 23	Phillips Courtney	Class A Common Stock	Grant	Acquire A	No	No	0	32,500	0.00	61,568
9 Feb 23	Phillips Courtney	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	1.49	130,000	193.70 k	130,000
9 Feb 23	Tito Serafini	Class A Common Stock	Grant	Dispose A	No	No	0	43,750	0.00	78,304
9 Feb 23	Tito Serafini	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	1.49	175,000	260.75 k	175,000
9 Feb 23	Herb Cross	Class A Common Stock	Grant	Acquire A	No	No	0	43,750	0.00	78,304
9 Feb 23	Herb Cross	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	1.49	175,000	260.75 k	175,000
9 Feb 23	Orwin John A	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	1.49	435,000	648.15 k	435,000