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Market cap
$216.0M
28M shares
52-week range
$5.50 – $24.17
13% from low
Sector
PHARMACEUTICAL PREPARATIONS
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NASDAQ
CS
Arcturus Therapeutics Holdings Inc is an RNA medicines company focused on the development of infectious disease vaccines and opportunities within liver and respiratory rare diseases. It operates in one business segment, which includes all activities related to the discovery, development, and commercialization of messenger RNA medicines. The company's pipeline includes LUNAR-OTC and LUNAR-CF. Its Vaccine candidates include LUNAR-FLU, KOSTAIVE XBB.1.5, KOSTAIVE, and Others.
www.arcturusrx.comNo one on the platform currently holds ARCT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 178,300 | $1.4M |
No one on the platform has traded ARCT yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ARCT bullish trend is back. We will see 12 in a few weeks
View on StockTwits ↗$ARCT at the Canaccord conference, it was mentioned that the population for OTC deficiency for US and Europe is around 10,000. The treatment 810 is likely around USD1.2 million per patient. If we just capture 5-10% of this market, that would be USD600 million to USD1.2 billion revenue.
View on StockTwits ↗$ARCT after august 18 we should see a significant increase. those who are following will know why :)
View on StockTwits ↗$ARCT its not a question of "if", but "when" we get the news that arct032 is entering phase 3. once that happens, i see no reason we shouldnt be valued at least as highly as sionna was before the crash.
View on StockTwits ↗$ARCT Joe Payne dropped important context on ARCT-032 (Class 1 CF) at Canaccord today. People keep benchmarking mRNA therapies against Vertex modulators, but remember: Class 1 patients have zero CFTR protein. Modulators don't work for them at all. Key takeaway on how FDA / CF Foundation look at this: • There is no historical benchmark for inhaled mRNA in Class 1 CF. Arcturus is setting the baseline. • It's not just about FEV1 spikes. They're tracking 5 datasets: FEV1, LCI (lung clearance), HRCT imaging, and 2 QoL surveys. • Class 1 lungs decline naturally over time. Any positive signal or stabilization vs natural history is a huge win. As Payne put it: "Anything positive will be amazing." Decision on advancing to Phase 3 expected in Q4 (backed by $40M from Thermo Fisher). 🔥🫁
View on StockTwits ↗$ARCT Sounds like, from the today's conference, Thermo Fisher is already deploying part of $40M deal money for 032. 810 report most likely in September. It looks like continuing to enroll towards 20 class 1 CF patients but good chunk of the patients are already in the open label program...Data and phase 3 decision on 032 in October - December. Arcturus is looking for more motivated partner for Kostaive.
View on StockTwits ↗$SION it is unfortunate that Sionna has missed key endpoints in its cystic fibrosis phase 2 trials. Other companies like $ARCT and Recode are still continuing.
View on StockTwits ↗$ARCT sion lost $2B in market cap today. Yes that 2 billion. Dropped from $2.2b to $200MM wow!! Shows how much further advanced Arct is.
View on StockTwits ↗$ARCT Think we should get a meaningful bump today with the $SION trial update. $VRTX going up 7% premarket.
View on StockTwits ↗$ARCT here’s what I see playing out for the rest of the year. Arct partners with another company for kostaive. When CSL didn’t get approval in the US they essentially gave up. Covid is still a $10B market annually. With Moderna getting approval for their flu vaccine things have changed in the US. Kostaive is approved in 30 countries and has the potential to get approved in the US. This partnership could be worth significant money. With the money from the partnership they fund their therapeutic programs. A regulatory path for otc will be significant since it’s not been done before. Thermo saw the phase 2 cf results before entering into a deal with arct. Both programs are showing good signs of moving into phase 3. Is sionna is worth $2.2 b and arct’s cf program is further advanced, Arct should at a minimum be worth that much, or $77/share. This doesn’t take into account a potential settlement with abbvie. Makes the $7.40/share today a steal. I’m still buying.
View on StockTwits ↗$ARCT Could 1 Tiny Biotech Topple Vertex Pharmaceuticals' Cystic Fibrosis Empire? | The Motley Fool https://share.google/dwN0liPsNdfqNVgbA
View on StockTwits ↗$ARCT I don't think it's Siona therapeutics (SION) that Vertex has to worry about. I think both SION and VRTX will be under huge pressure when 032 can be used for non-type 1 CF as well as type 1 CF. Sion stabilize CFTR... Arcturus makes non-existent CFTR and do the Cl- transfer! SION - Summary - Fool IQ https://share.google/F69ArmM6Nt8HvsYEy
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $15M | -83.2% | $-4.03 | $-4.63–$-3.68 | — | 9 |
| 2027 | $25M | +64.4% | $-3.98 | $-5.00–$-3.17 | — | 9 |
| 2028 | $42M | +68.5% | $-3.53 | $-4.99–$-2.00 | — | 8 |
| 2029 | $118M | +178.6% | $-1.87 | $-7.20–$-0.14 | — | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-1.00 | $-0.84 | +15.7% |
| 2026-05-07 | $-1.03 | $-0.95 | +7.4% |
| 2026-03-03 | $-0.92 | $-1.03 | -12.0% |
| 2025-11-10 | $-0.80 | $-0.49 | +38.7% |
| 2025-08-11 | $-0.89 | $-0.34 | +61.9% |
| 2025-05-12 | $-1.58 | $-0.52 | +67.1% |
| 2025-03-06 | $-0.33 | $-1.11 | -236.4% |
| 2024-11-07 | $-0.70 |
| $-0.26 |
| +62.9% |
| $92M |
| — |
| IMRXImmuneering Corporation | $5.20 | +2.56% | $189M | — |
| SGMTSagimet Biosciences Inc. | $9.28 | -1.17% | $302M | — |
Source: Financial Modeling Prep · peers by sector/industry