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Lineage Cell Therapeutics, Inc. (LCTX)
:LCTX
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive technical and commercial narrative: multiple manufacturing and clinical milestones (AlloSCOPE GMP banking, OpRegen durability signals, islet 0.5L go/no-go, OPC1 device performance, and a funded ReSonance partnership) materially de‑risk future value-creation pathways and were reinforced by financing actions that extend runway into Q2 2028. Offsetting these positives are a large FY net loss driven primarily by noncash warrant remeasurement and an impairment charge, materially higher operating and R&D spend, dependence on Roche/Genentech timing for OpRegen development, and remaining technical scaling risks for islet cells. Overall, the operational and scientific progress along with extended cash runway were emphasized as dominant themes.Company Guidance
Extended Cash Runway and Financing Actions
Cash position of $55.8M as of Dec 31, 2025; $5.4M in proceeds from warrants exercised in March 2026; $21M gross proceeds from an ATM block trade in November 2025; $5M milestone payment from Roche/Genentech. Management expects these resources (including the March warrant proceeds) to fund operations into Q2 2028.
Successful Go/No-Go on Islet Cell Scale-Up at 0.5 L
Achieved the initial internal go/no-go milestone for the islet cell research initiative by demonstrating reproducible 5D (2D control + 3D volumetric) manufacturing at 0.5 liter scale multiple times. Company is moving to evaluate translation to multi-liter vessels as the next step toward 80-liter bioreactor scale required for commercial doses.
AlloSCOPE Manufacturing Validation (GMP Cell Banking & Clinical Use)
Established GMP master and working cell banks and generated product used in an FDA-cleared clinical trial; hundreds of identical vials in banks provide confidence in repeatability and potential to scale to millions of vials (millions of doses / trillions of cells) — a core technical and commercial differentiator.
OpRegen Clinical Signal and Partner Momentum
Independent analysis (Roche/Genentech) observed that a single OpRegen dose can provide visual improvement lasting at least 3 years in patients treated at target location. Genentech expanded GAlette study sites from ~7 to 17 (addition of 9 new sites in 2025), and OpRegen has RMAT designation; Lineage received a $5M development milestone from Roche/Genentech.
ReSonance (ANP1) Partnership and Rapid Internal Progress
Internally developed auditory neuronal program (ReSonance/ANP1) advanced from conception to preclinical testing within one year and secured a partnership with William Demant Invest expected to fund planned preclinical development through IND — demonstration of the AlloSCOPE platform’s speed and partner interest.
OPC1 Progress in Spinal Cord Injury Program
DOSED study enrollment ongoing; first chronic spinal cord injury patient treated with no significant safety events at 6-month follow-up and device performed as planned. Expanded DOSED to a second clinical site (Rancho Research Institute / Rancho Los Amigos).
Revenue Growth Driven by Collaboration Milestones
Q4 2025 total revenues of ~$6.6M, up $3.7M year-over-year (approximately +128% YoY). Full-year 2025 revenues of $14.6M, up $5.1M YoY (approximately +54% YoY), primarily driven by collaboration revenue (Roche milestone) and the new WDI research collaboration.
LCTX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LCTX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $1.84 | $1.85 | +0.54% |
Nov 06, 2025 | $1.73 | $1.76 | +1.73% |
Aug 12, 2025 | $1.01 | $1.03 | +1.98% |
May 13, 2025 | $0.47 | $0.46 | -2.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lineage Cell Therapeutics, Inc. (LCTX) report earnings?
Lineage Cell Therapeutics, Inc. (LCTX) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Lineage Cell Therapeutics, Inc. (LCTX) earnings time?
Lineage Cell Therapeutics, Inc. (LCTX) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LCTX EPS forecast?
LCTX EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.