Cash Runway ConcernsThere is uncertainty whether Bolt secures attractive enough economic terms to meaningfully extend their cash runway beyond mid-2026.
Competitive LandscapeSeveral peer companies have ongoing or discontinued programs targeting CLDN18.2, indicating a competitive landscape for Bolt Biotherapeutics.
Financial PerformanceBolt reported 4Q24 revenue of $0.0M and EPS of ($0.42), compared to estimates of $0.9M and ($0.34), respectively.