--- title: "Caribou Biosciences | 8-K: FY2026 Q2 Revenue Misses Estimate at USD 1.499 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295844569.md" datetime: "2026-08-13T20:44:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295844569.md) - [en](https://longbridge.com/en/news/295844569.md) - [zh-HK](https://longbridge.com/zh-HK/news/295844569.md) generator: "portal-rs" --- # Caribou Biosciences | 8-K: FY2026 Q2 Revenue Misses Estimate at USD 1.499 M Revenue: As of FY2026 Q2, the actual value is USD 1.499 M, missing the estimate of USD 2.246 M. EPS: As of FY2026 Q2, the actual value is USD -0.24, beating the estimate of USD -0.3169. EBIT: As of FY2026 Q2, the actual value is USD -24.28 M. ### Second Quarter 2026 Financial Results #### Licensing and Other Third-Party Revenue Caribou Biosciences, Inc. reported licensing and other third-party revenue of $1.5 million for the three months ended June 30, 2026, compared to $2.7 million for the same period in 2025. #### Research and Development (R&D) Expenses R&D expenses were $18.9 million for the three months ended June 30, 2026, a decrease from $27.7 million for the same period in 2025. This decrease was primarily attributed to reduced external contract manufacturing and research organization activities, expenses related to a workforce reduction and strategic pipeline prioritization announced in April 2025, and lower facilities, allocated, license, sublicensing revenue, and milestone-related expenses. #### General and Administrative (G&A) Expenses G&A expenses amounted to $7.9 million for the three months ended June 30, 2026, down from $10.4 million in the corresponding period of 2025. The reduction was mainly due to lower personnel-related expenses from the April 2025 workforce reduction and strategic pipeline prioritization, decreased legal expenses, and other service-related and allocated facilities expenses. #### Loss from Operations Loss from operations was -$25.3 million for the three months ended June 30, 2026, compared to -$47.6 million for the same period in 2025. #### Impairment Charges Operating expenses for impairment charges were $0 for the three months ended June 30, 2026, compared to $12.2 million in the same period of 2025. #### Other Income (Expense) Other income, net, was $1.1 million for the three months ended June 30, 2026, compared to $2.6 million in the same period of 2025. Total other income (expense) was $1.1 million for the three months ended June 30, 2026, compared to -$6.5 million for the same period in 2025, which included an impairment of equity investment of -$9.2 million in 2025. #### GAAP Net Loss Caribou Biosciences, Inc. reported a GAAP net loss of -$24.3 million, or -$0.24 per share, basic and diluted, for the three months ended June 30, 2026. This compares to a net loss of -$54.1 million, or -$0.58 per share, basic and diluted, for the same period in 2025, which included $21.3 million in non-cash impairment charges. #### Net Comprehensive Loss Net comprehensive loss was -$24.3 million for the three months ended June 30, 2026, compared to -$54.2 million for the same period in 2025. #### Cash, Cash Equivalents, and Marketable Securities As of June 30, 2026, Caribou Biosciences, Inc. had $113.8 million in cash, cash equivalents, and marketable securities, a decrease from $142.8 million as of December 31, 2025. ### Operational Metrics (Clinical Highlights) #### Vispacabtagene Regedleucel (vispa-cel) Long-term follow-up clinical data from the ANTLER phase 1 clinical trial for vispa-cel in second-line large B cell lymphoma (2L LBCL) patients showed an 82% overall response rate (ORR), a 67% complete response (CR) rate, and a 17.1-month median progression-free survival (PFS). The therapy demonstrated a generally well-tolerated safety profile. #### CB-011 Longer follow-up dose escalation clinical data from the CaMMouflage phase 1 clinical trial for CB-011 in BCMA-naïve relapsed or refractory multiple myeloma (r/r MM) patients indicated a 92% ORR, an 83% CR or stringent CR (≥CR) rate, and 91% minimal residual disease (MRD) negativity in 10 out of 11 evaluable patients. Additionally, 50% of patients were in ≥CR at 15 months, and the therapy exhibited a manageable safety profile. ### Outlook / Guidance Caribou Biosciences, Inc. expects its current cash, cash equivalents, and marketable securities to be sufficient to fund its operating plan through the end of 2027, covering dose expansion for CB-011 and initial activities for the planned ANTLER-3 pivotal phase 3 clinical trial for vispa-cel. The company is actively exploring various options to fully fund the ANTLER-3 clinical trial. In the second half of 2026, Caribou Biosciences, Inc. anticipates reporting initial safety and efficacy data from the dose expansion portion of the CaMMouflage trial for CB-011, along with extended follow-up data from the 12-patient BCMA-naïve RDE cohort from dose escalation. ### Related Stocks - [CRBU.US](https://longbridge.com/en/quote/CRBU.US.md) ## Related News & Research - [Equities Analysts Set Expectations for CRBU Q3 Earnings](https://longbridge.com/en/news/296219683.md) - [Caribou Biosciences Q2 net loss narrows](https://longbridge.com/en/news/295849330.md) - [Caribou Biosciences (CRBU) Expected to Announce Quarterly Earnings on Thursday](https://longbridge.com/en/news/285498304.md) - [Caribou Biosciences CEO joins H.C. 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