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TScan Therapeutics (TCRX)
NASDAQ:TCRX
US Market
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TScan Therapeutics (TCRX) AI Stock Analysis

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TCRX

TScan Therapeutics

(NASDAQ:TCRX)

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Neutral 46 (OpenAI - 5.2)
Rating:46Neutral
Price Target:
$1.00
▼(-15.97% Downside)
Action:Reiterated
Date:07/09/26
The score is held down primarily by weak financial performance: small and declining revenue alongside very large losses and significant ongoing cash burn, with a weakening equity base that raises financing/dilution risk. Technicals provide a partial offset as the stock trades above key moving averages with positive MACD, though momentum is stretched (RSI/Stoch elevated). Valuation is also a headwind because negative earnings make P/E less supportive and there is no dividend yield provided.
Positive Factors
High gross margin
Sustained ~92% gross margin indicates favorable unit economics for the company’s core biologic offerings. As revenue scales, high gross margins support durable profitability potential at the product level and make future commercialization or partner deals more economically attractive.
Negative Factors
Large cash burn
Consistently very negative operating and free cash flow (~-$122M to -$125M TTM) creates persistent funding needs. Over time this forces reliance on external capital, increases dilution risk, and limits the firm’s ability to fund multiple programs or accelerate development without new financing.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross margin
Sustained ~92% gross margin indicates favorable unit economics for the company’s core biologic offerings. As revenue scales, high gross margins support durable profitability potential at the product level and make future commercialization or partner deals more economically attractive.
Read all positive factors

TScan Therapeutics (TCRX) vs. SPDR S&P 500 ETF (SPY)

TScan Therapeutics Business Overview & Revenue Model

Company Description
TScan Therapeutics, Inc., a clinical-stage biotechnology company, develops T cell receptor-engineered T cell (TCR-T) therapies for the treatment of patients with cancer in the United States. The company’s lead product is TSC-101, for the treatment...
How the Company Makes Money
TScan Therapeutics is a clinical-stage biotech and therefore has historically not depended on recurring product sales; instead, its revenue, when reported, is primarily generated through collaboration and licensing arrangements (e.g., upfront paym...

TScan Therapeutics Financial Statement Overview

Summary
Overall fundamentals are weak due to persistent large losses and cash burn: TTM net loss is about $124.3M and operating cash flow is about -$122.0M (FCF about -$125.0M). Revenue is modest ($9.1M) and down ~11.5% YoY, though gross margin remains very high (~92%). Balance sheet leverage is manageable (debt-to-equity ~0.62) with positive equity (~$96.9M), but equity has declined sharply versus 2024, increasing financing/dilution risk if burn continues.
Income Statement
18
Very Negative
Balance Sheet
46
Neutral
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue9.14M10.32M2.82M21.05M13.54M10.14M
Gross Profit8.44M7.46M2.82M21.05M13.54M10.14M
EBITDA-118.64M-124.13M-119.74M-80.10M-59.91M-45.30M
Net Income-124.31M-129.77M-127.50M-89.22M-66.22M-48.63M
Balance Sheet
Total Assets201.99M228.79M371.12M272.15M199.09M188.11M
Cash, Cash Equivalents and Short-Term Investments128.06M152.41M290.11M192.04M120.03M161.41M
Total Debt92.54M94.14M97.38M92.43M85.98M6.04M
Total Liabilities105.07M105.67M130.15M121.28M99.66M27.33M
Stockholders Equity96.92M123.12M240.97M150.87M99.43M160.78M
Cash Flow
Free Cash Flow-124.96M-139.73M-114.65M-64.50M-70.73M-58.62M
Operating Cash Flow-122.01M-135.32M-110.82M-61.36M-66.50M-48.68M
Investing Cash Flow95.77M109.37M-52.61M-60.76M-4.22M-9.94M
Financing Cash Flow189.00K-336.00K208.76M135.44M29.36M189.67M

TScan Therapeutics Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.19
Price Trends
50DMA
1.04
Positive
100DMA
1.07
Positive
200DMA
1.21
Negative
Market Momentum
MACD
0.03
Negative
RSI
54.73
Neutral
STOCH
63.07
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TCRX, the sentiment is Positive. The current price of 1.19 is above the 20-day moving average (MA) of 0.98, above the 50-day MA of 1.04, and below the 200-day MA of 1.21, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 54.73 is Neutral, neither overbought nor oversold. The STOCH value of 63.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TCRX.

TScan Therapeutics Risk Analysis

TScan Therapeutics disclosed 106 risk factors in its most recent earnings report. TScan Therapeutics reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

TScan Therapeutics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$269.35M-3.75-41.31%73.45%
52
Neutral
$285.95M-1.29-124.06%39.66%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$347.39M-2.80-53.61%-100.00%44.78%
46
Neutral
$71.23M-1.13-91.94%106.65%12.20%
45
Neutral
$269.24M-0.56309.79%-35.61%-68.92%
44
Neutral
$52.22M-1.10-39.76%40.85%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TCRX
TScan Therapeutics
1.09
-0.83
-43.23%
ZNTL
Zentalis Pharmaceuticals
4.88
3.52
258.82%
ALXO
ALX Oncology Holdings
2.13
1.66
352.13%
IKT
Inhibikase Therapeutics
2.04
0.10
5.15%
SRZN
Surrozen
23.19
14.58
169.34%
TIL
Instil Bio
7.70
-16.79
-68.56%

TScan Therapeutics Corporate Events

Business Operations and StrategyProduct-Related Announcements
TScan Therapeutics Advances TSC-101 Toward Pivotal Trial
Positive
Jun 22, 2026
On June 22, 2026, TScan Therapeutics reported initial data from Cohort C of its ongoing ALLOHA Phase 1 trial evaluating TSC-101, produced with a commercial-ready manufacturing process, in patients with hematologic malignancies undergoing allogenei...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
TScan Therapeutics Expands Authorized Shares After Stockholder Vote
Positive
May 22, 2026
On May 20, 2026, TScan Therapeutics, Inc. held its 2026 Annual Meeting of Stockholders, where shareholders elected Katina Dorton and R. Keith Woods as Class II directors to three-year terms ending in 2029 and ratified Deloitte Touche LLP as the i...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 09, 2026