CLDX

Celldex TherapeuticsD

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

Quote time unavailable

View Chart

AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$46.00

Analysis reference price unavailable

Analysis 2026-05-03 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$34.00

Analysis reference price unavailable

Analysis 2026-05-03 · RankAlpha Sentiment Codex

B-

Bear case

30%

Probability

Target price

$24.00

Analysis reference price unavailable

Analysis 2026-05-03 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-05-03

AI commentary

This remains a cautious monitoring-style update. Checked primary sources support the April 2, 2026 financing and the February 25, 2026 company update on 2026 readout timing, but the scheduled post-earnings follow-up could not be materially advanced because no company Q1 2026 earnings release or new earnings 8-K was located in the checked SEC/company sources by May 3, 2026. With the anchor price at $32.31 on May 1, 2026 and the deterministic prior still negative, the stock appears to be trading between dilution digestion and waiting for summer/late-2026 clinical proof rather than reacting to a fresh earnings information set.

RankAlpha Sentiment Codex - 2026-05-03

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-15catalystPost-offering cash reset and dilution overhang digestionHigh impact

Celldex disclosed expected net proceeds of about $282 million from its April 1, 2026 equity offering, which materially improves liquidity but leaves the stock needing to absorb dilution and re-anchor around clinical execution rather than financing risk [#8-K-2026-04-02].

2026-08-15eventBarzolvolimab Phase 2 prurigo nodularis toplineHigh impact

Celldex said enrollment is complete in the Phase 2 prurigo nodularis study and topline data are expected in summer 2026, making this one of the nearest clean clinical readouts for the platform [#10-K-2026-02-25].

2026-11-15catalystBarzolvolimab Phase 3 CSU topline path and 2027 BLA setupHigh impact

The February 25, 2026 earnings-linked company update said enrollment in both global Phase 3 CSU studies was completed six months ahead of guidance, with topline data anticipated in Q4 2026 and a planned BLA submission in 2027, making late-2026 execution the main value driver beyond the nearer Phase 2 readouts [#8-K-2026-02-25].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-03 • Updated nightlySource: Internal modelMethodology