Centessa Pharmaceuticals plc
- Open
- 40.50
- Day high
- 40.50
- Day low
- 40.50
- Prev close
- 40.50
- Volume
- 0
- Mkt cap
- $6.3B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 12.9
- P/S
- —
- Yield
- 93.83%
- Per share
- $38.00
- ▼Insiders net selling -$16.4M over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions accumulating (13F)
Centessa Pharmaceuticals plc (CNTA) is a Healthcare company listed on NASDAQ. The stock is up 208% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4). Drillr has 1 published research article covering CNTA.
Centessa Pharmaceuticals plc (CNTA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CNTA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $-0.38 | $-0.52 | -36.8% | — | — |
| Mar 31, 2026 | $-0.37 | $-0.48 | -29.7% | — | — |
| Nov 5, 2025 | $-0.39 | $-0.41 | -5.1% | — | — |
| Aug 12, 2025 | $-0.35 | $-0.38 | -8.6% | — | — |
| May 14, 2025 | $-0.35 | $-0.20 | +42.9% | $15M | +600.0% |
| Mar 24, 2025 | $-0.38 | $-0.34 | +10.5% | $952252 | — |
| Nov 13, 2023 | $-0.46 | $-0.40 | +13.0% | — | — |
| Aug 14, 2023 | $-0.43 | $-0.26 | +39.5% | — | — |
| May 12, 2023 | $-0.41 | $-0.53 | -29.3% | — | — |
| Nov 10, 2022 | $-0.49 | $-0.57 | -16.3% | — | — |
| Aug 10, 2022 | $-0.56 | $-0.69 | -23.2% | — | — |
| May 16, 2022 | $-0.70 | $-0.60 | +14.3% | — | — |
CNTA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 24, 2026 | Medicxi Ventures Management (Jersey) Ltd10 percent owner | Sell | 281,162 | $38.00 |
| Jun 24, 2026 | INDEX VENTURES LIFE VI (JERSEY) L.P.10 percent owner | Sell | 149,421 | $38.00 |
| May 18, 2026 | Accardi Mario Albertodirector, officer: Chief Executive Officer | Tax | 604 | $39.42 |
| Mar 27, 2026 | Anderson Karen M.officer: Chief People Officer | Sell | 41,076 | $30.12 |
| Mar 27, 2026 | Anderson Karen M.officer: Chief People Officer | Option | 41,076 | $8.01 |
| Mar 26, 2026 | Weinhoff Gregory Mofficer: Chief Business Officer | Option | 23,998 | $3.85 |
| Mar 26, 2026 | Weinhoff Gregory Mofficer: Chief Business Officer | Sell | 23,998 | $30.00 |
| Mar 18, 2026 | Anderson Karen M.officer: Chief People Officer | Option | 64,768 | $4.01 |
| Mar 18, 2026 | Anderson Karen M.officer: Chief People Officer | Sell | 64,768 | $28.21 |
| Mar 18, 2026 | Anderson Karen M.officer: Chief People Officer | Option | 10,043 | $4.01 |
| Mar 18, 2026 | Anderson Karen M.officer: Chief People Officer | Sell | 10,043 | $28.10 |
| Mar 16, 2026 | Anderson Karen M.officer: Chief People Officer | Option | 15,174 | $3.85 |
| Mar 16, 2026 | Anderson Karen M.officer: Chief People Officer | Option | 94,224 | $4.01 |
| Mar 13, 2026 | Anderson Karen M.officer: Chief People Officer | Option | 109,398 | $4.01 |
| Mar 13, 2026 | Anderson Karen M.officer: Chief People Officer | Sell | 12,068 | $27.13 |
Source: CNTA SEC Form 4 filings, latest Jun 24, 2026. For informational purposes only — not investment advice.
See the full CNTA insider & 13F page →Centessa Pharmaceuticals plc company profile
Overview
Centessa Pharmaceuticals plc (NASDAQ:CNTA) is a clinical-stage biopharmaceutical company founded in 2020 and based in Altrincham, United Kingdom. The company went public in May 2021 through an initial public offering. Centessa operates as a pharmaceutical development company focused on discovering, developing, and delivering medicines across multiple therapeutic areas including rare diseases, oncology, and autoimmune conditions. The company maintains a diverse pipeline of drug candidates ranging from early-stage discovery through late-stage clinical trials.
Business
Centessa Pharmaceuticals operates in the biotechnology sector, specifically focusing on pharmaceutical drug development. The company develops treatments for patients suffering from serious medical conditions across several therapeutic areas. The pharmaceutical industry involves discovering new chemical compounds or biological molecules that can treat diseases, then conducting extensive testing through preclinical studies and multiple phases of human clinical trials to prove safety and efficacy before seeking regulatory approval. This process typically takes 10-15 years and costs hundreds of millions of dollars per successful drug. Registrational Pipeline Products represent Centessa's most advanced drug candidates that are closest to potential market approval. Lixivaptan is a small molecule drug that blocks vasopressin V2 receptors and is currently in Phase III clinical trials for treating autosomal dominant polycystic kidney disease, a genetic disorder causing cysts to form in the kidneys. SerpinPC is an activated protein C inhibitor in Phase IIa development for hemophilia A and B, bleeding disorders caused by missing clotting factors in blood. Emerging Pipeline Products are in earlier clinical proof-of-concept stages. These include LB101 and LB201, which are "LockBody" antibody-drug conjugates designed to target cancer cells while minimizing toxicity to healthy tissue. ZF874 is a pharmacological chaperone for treating alpha-1-antitrypsin deficiency, a genetic condition affecting the lungs and liver. MGX292 targets pulmonary arterial hypertension by replacing deficient BMP9 protein signaling. OX2R Agonists are being developed for narcolepsy type 1, a sleep disorder caused by loss of specific brain neurons. Exploratory Pipeline Products are in the earliest stages of clinical testing. CBS001 is an antibody targeting inflammatory diseases, while CBS004 targets autoimmune diseases like systemic sclerosis and lupus by binding to specific immune cells called plasmacytoid dendritic cells.
Revenue model
Centessa operates under a traditional pharmaceutical development business model where the company invests heavily in research and development with the goal of eventually commercializing approved drugs. Currently, the company generates no meaningful revenue as none of its drug candidates have reached market approval. The minimal revenue reported ($6.8 million in 2023, zero in 2024) likely comes from research collaborations, licensing agreements, or government grants rather than product sales. The company's future revenue model will depend on successfully advancing its pipeline candidates through clinical trials and regulatory approval. Once approved, pharmaceutical companies typically generate revenue through direct product sales to hospitals, pharmacies, and patients, often at premium prices that reflect the high development costs and limited competition in specialized therapeutic areas. Several factors could significantly impact Centessa's future profitability. Clinical trial success rates are notoriously low in biotechnology, with most drug candidates failing during development due to safety concerns or lack of efficacy. Regulatory approval timelines can extend development costs and delay revenue generation. Competition from larger pharmaceutical companies with similar drug candidates could reduce market share and pricing power. Healthcare reimbursement policies increasingly scrutinize drug pricing, potentially limiting revenue potential. Patent protection determines how long the company can maintain exclusivity before generic competition emerges. Conversely, successful clinical outcomes, especially for rare disease treatments where few alternatives exist, could command premium pricing and generate substantial returns. The company's diverse pipeline across multiple therapeutic areas provides some risk diversification compared to single-asset biotechnology companies.
Competitive moat
Centessa's competitive moat is relatively weak, which is typical for clinical-stage biotechnology companies. The company's primary competitive advantages lie in its intellectual property portfolio covering its drug candidates and the scientific expertise of its research teams. However, these advantages are largely unproven until clinical trials demonstrate superior efficacy and safety profiles. The company's LockBody technology platform for cancer treatments represents a potentially differentiating approach to antibody-drug conjugates, but numerous large pharmaceutical companies are developing competing technologies in this space. The diverse pipeline across multiple therapeutic areas provides some strategic advantage by reducing dependence on any single program, but also spreads resources thin compared to more focused competitors. Significant competitive threats come from well-funded large pharmaceutical companies like Roche, Pfizer, and Johnson & Johnson that have substantially greater resources for drug development and can potentially develop competing treatments faster. Additionally, other biotechnology companies may be pursuing similar targets with more advanced programs or superior approaches. The company lacks the typical moats found in established pharmaceutical companies, such as approved products generating cash flow, established sales and distribution networks, or regulatory expertise from previous approvals. Until Centessa successfully brings products to market, its competitive position remains highly uncertain and vulnerable to better-funded competitors with more advanced programs targeting the same diseases.
Risks & safety
Centessa exhibits a moderate margin of safety typical of well-funded clinical-stage biotechnology companies, though significant risks remain. • Strong liquidity position: $105 million in cash and short-term investments as of Q1 2025, with minimal debt (debt-to-equity ratio of 0.02) • Manageable burn rate: Quarterly operating cash flow burn of approximately $57 million in Q1 2025, suggesting roughly 1.8 quarters of runway at current spending levels • Excellent current ratio: 14.4x current ratio indicates strong short-term liquidity to meet obligations • Solvency risk: Low immediate bankruptcy risk given cash position, but will need additional funding within 12-18 months • Valuation metrics: Trading at 4.9x book value and negative enterprise value relative to EBITDA due to cash-rich balance sheet • Graham Net-Net ratio: 1.07x suggests the stock trades close to liquidation value, providing some downside protection • Other considerations: No revenue generation creates total dependence on successful clinical outcomes and capital market access for future funding
Recent development
Based on the available financial data, Centessa has been actively advancing its clinical pipeline over recent years, though specific strategic details are limited due to the absence of earnings call transcripts. The company's financial progression shows a pattern typical of clinical-stage biotechnology companies, with significant research and development expenditures driving consistent losses. The company's cash position fluctuated significantly, reaching a peak of $395 million in Q3 2024 before declining to $105 million by Q1 2025, suggesting either substantial clinical trial expenditures or potential milestone payments related to advancing multiple programs simultaneously. The absence of revenue in 2024 compared to $6.8 million in 2023 indicates the company may have completed certain collaboration agreements or research contracts. The substantial increase in net losses from $151 million in 2023 to $236 million in 2024 reflects the company's commitment to advancing its diverse pipeline, likely involving expensive Phase III trials for Lixivaptan and progression of multiple earlier-stage programs. The company appears to be operating at an accelerated pace of development across its registrational, emerging, and exploratory pipeline candidates, positioning multiple assets for potential value inflection points over the coming years.
CNTA company profile · for informational purposes only — not investment advice.
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