Get emailed when ACLX changes direction
Insider selling: $56,043,275 sold by 6 insiders (30d)
Est. revisions:
-0.1%
(3 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.4)
Factor Model
net +1.4 3.3 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Gilead acquires Arcellx for $115 plus $5 CVR per share
Watch: Monitor deal closure timeline and any regulatory hurdles that could delay or block the transaction. If the CVR conditions aren't met, shareholders lose that $5 kicker — watch for updates on the milestones tied to it.
Gilead Sciences announced a definitive agreement to acquire Arcellx for $115 per share in cash at closing, plus a $5 per share contingent value right — valuing the company at $7.8 billion. The acquisition triggered a wave of analyst downgrades. Baird, Wells Fargo, Truist, and Canaccord all downgraded ACLX to Neutral or equivalent ratings following the announcement.
Once the deal closes, ACLX ceases to exist as a public company and is absorbed into Gilead. The analyst downgrades reflect the reality that ACLX shareholders now have limited upside — the deal price is effectively the exit for equity investors, and the contingent value right represents the only remaining lever. This is a liquidity event, not a growth catalyst.
Evidence
9d ago
Insider sell by ELGHANDOUR RAMI (ACLX): $10,243,267
57d ago
Stock market today: Dow, S&P 500, Nasdaq futures slide amid Trump tariff fallout, with Iran-US talks on deck - Yahoo Finance
google-news-market
Fundamentals & Data ▾
Arcellx, Inc.
Healthcare · Biotechnology
Mkt Cap
$7B
Beta
0.25
52w Range
$47.86 - $115.13
Short Interest
2.3M 5.27%
Days to Cover
1.6 -61%
Technicals
downtrend
from 52w Hi
-0.1%
1w return
+0.1%
Insiders
selling
0B / 12S
EPS Estimate
$-1.02
-0.1% 30d
3up / 0dn
Est. Dispersion
16%
4 analysts
Analyst Target
$113
$82 - $120
Options P/C
2.02
0C / 1P unusual
Insider Cluster
strong sell
0B / 4S
Fund Convergence
moderate
Citadel, D.E. Shaw
Financials
Revenue
$2M -89% YoY
FCF
$-59M
Op Margin
-3850%
Momentum:
decelerating
Top Holders
Citadel
$100M
D.E. Shaw
$14M
Recent Filings & Data
insider trade
96
net selling
· $56,043,275 sold
6 insiders · 96 transactions (30d)
Recent transactions
GILSON MICHELLE · other
ELGHANDOUR RAMI · other
ELGHANDOUR RAMI · sell · $10,243,267
GILSON MICHELLE · sell · $1,276,954
GILSON MICHELLE · sell · $572,568
GILSON MICHELLE · sell · $784,783
ELGHANDOUR RAMI · other
ELGHANDOUR RAMI · other
LUBNER DAVID CHARLES · sell · $450,000
LUBNER DAVID CHARLES · exercise · $37,680
HEERY CHRISTOPHER RYAN · sell · $402,997
HEERY CHRISTOPHER RYAN · sell · $487,213
HEERY CHRISTOPHER RYAN · sell · $393,286
ELGHANDOUR RAMI · other
HEERY CHRISTOPHER RYAN · other
GILSON MICHELLE · other
HEERY CHRISTOPHER RYAN · sell · $30,600
GILSON MICHELLE · sell · $488,315
GILSON MICHELLE · sell · $511,603
HEERY CHRISTOPHER RYAN · sell · $1,709,723
HEERY CHRISTOPHER RYAN · sell · $5,852
HEERY CHRISTOPHER RYAN · sell · $993,155
HEERY CHRISTOPHER RYAN · sell · $291,468
PATEL KAVITA K · sell · $101,040
PATEL KAVITA K · exercise · $9,990
GILSON MICHELLE · sell · $784,777
GILSON MICHELLE · other
PATEL KAVITA K · sell · $87,645
PATEL KAVITA K · sell · $96,300
PATEL KAVITA K · sell · $86,250
PATEL KAVITA K · sell · $107,460
ELGHANDOUR RAMI · award
ELGHANDOUR RAMI · sell · $2,375,517
PATEL KAVITA K · sell · $94,740
HEERY CHRISTOPHER RYAN · sell · $647,773
ELGHANDOUR RAMI · other
HEERY CHRISTOPHER RYAN · other
PATEL KAVITA K · sell · $96,855
PATEL KAVITA K · sell · $98,801
ELGHANDOUR RAMI · sell · $2,263,942
HEERY CHRISTOPHER RYAN · sell · $581,316
GILSON MICHELLE · sell · $1,355,024
ELGHANDOUR RAMI · sell · $2,244,896
ELGHANDOUR RAMI · sell · $2,368,198
HEERY CHRISTOPHER RYAN · sell · $498,796
HEERY CHRISTOPHER RYAN · sell · $466,227
GILSON MICHELLE · sell · $831,379
GILSON MICHELLE · sell · $880,974
ELGHANDOUR RAMI · other
HEERY CHRISTOPHER RYAN · other
GILSON MICHELLE · other
PATEL KAVITA K · sell · $115,451
PATEL KAVITA K · sell · $137,818
GILSON MICHELLE · exercise · $25,980
GILSON MICHELLE · sell · $156,508
PATEL KAVITA K · sell · $159,495
PATEL KAVITA K · sell · $5,971,809
PATEL KAVITA K · exercise · $724,959
GILSON MICHELLE · sell · $1,242,170
GILSON MICHELLE · exercise · $62,352
PATEL KAVITA K · sell · $134,535
PATEL KAVITA K · sell · $123,360
GILSON MICHELLE · sell · $1,165,880
GILSON MICHELLE · exercise · $129,900
PATEL KAVITA K · sell · $111,615
HEERY CHRISTOPHER RYAN · sell · $239,526
HEERY CHRISTOPHER RYAN · exercise · $51,315
HEERY CHRISTOPHER RYAN · sell · $1,840,053
HEERY CHRISTOPHER RYAN · exercise · $364,232
HEERY CHRISTOPHER RYAN · sell · $1,542,274
HEERY CHRISTOPHER RYAN · exercise · $325,260
PATEL KAVITA K · sell · $98,820
HEERY CHRISTOPHER RYAN · sell · $354,526
HEERY CHRISTOPHER RYAN · exercise · $34,226
HEERY CHRISTOPHER RYAN · sell · $1,208,435
HEERY CHRISTOPHER RYAN · exercise · $218,764
PATEL KAVITA K · sell · $92,949
HEERY CHRISTOPHER RYAN · sell · $711,854
HEERY CHRISTOPHER RYAN · exercise · $68,458
HEERY CHRISTOPHER RYAN · sell · $327,477
HEERY CHRISTOPHER RYAN · exercise · $34,232
PATEL KAVITA K · sell · $84,947
HEERY CHRISTOPHER RYAN · sell · $1,107,763
HEERY CHRISTOPHER RYAN · exercise · $238,646
PATEL KAVITA K · sell · $542,656
PATEL KAVITA K · exercise · $66,600
GILSON MICHELLE · sell · $691,519
HEERY CHRISTOPHER RYAN · sell · $1,102,668
HEERY CHRISTOPHER RYAN · exercise · $230,554
GILSON MICHELLE · sell · $614,656
GILSON MICHELLE · other
HEERY CHRISTOPHER RYAN · sell · $932,557
HEERY CHRISTOPHER RYAN · exercise · $114,095
WARE OLIVIA C · sell · $522,260
WARE OLIVIA C · exercise · $71,549
GILSON MICHELLE · exercise · $330,033
6 signals · latest 9d ago
Get alerted when ACLX changes direction
We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.