CRBUNASDAQ

Caribou Biosciences

Caribou Biosciences, Inc. · Berkeley, CA · founded 2011

Caribou Biosciences is a Berkeley, California biotech using its proprietary chRDNA (CRISPR hybrid RNA-DNA) editing platform to develop allogeneic — off-the-shelf — CAR-T cell therapies for cancer. Unlike autologous CAR-T, which requires harvesting and engineering each patient's own cells, Caribou's approach edits donor T cells once and stockpiles them for any patient. Lead programs treat B-cell lymphoma and multiple myeloma.

Lead asset: CB-010 · Ph2 · B-cell Non-Hodgkin Lymphoma; cell therapy · allogeneic CRISPR-edited anti-CD19 CAR-T
Pipeline: 1 drug · 1 program; 1 Oncology - Heme
Modalities: cell therapy×1

FocusOncology - HemeGene Therapy

Last refresh · 1mo ago · PR

$3.20-2.14%1Y

CRBU · daily close · illustrative · 1 catalyst marked

PDUFA+44%

1Y high$3.811Y low$2.90range$0.91(31%)past catalysts

Peers in this space

same sector or modality · sorted by match strength + market cap

Oncology - Hemecell therapy

1 programmatch: sector + modality

Oncology - Hemecell therapy

1 programmatch: sector + modality

Oncology - Hemecell therapy

1 programmatch: sector + modality

Oncology - Hemesmall molecule

1 programmatch: sector

Pipeline & catalysts

1 drug · 1 programs · 2 upcoming catalysts

Pipeline by phase1programs

Preclin0
Ph10
Ph21
Ph30
Filed0
Approved0

CB-010

cell therapyallogeneic CRISPR-edited anti-CD19 CAR-T

B-cell Non-Hodgkin Lymphoma

Phase 2

1 program·1 trial·View drug →

Upcoming catalysts2

Conf.MAY–MAY2026·4 daysWINDOW

CB-010 ANTLER Dose-Expansion Cohort — ASGCT 2026

CB-010 dose-expansion data at ASGCT 2026 — bridge between the prior dataset and the year-end Phase 1 update. Watch: CR rate, CR durability, CRS / ICANS incidence.

Cited“Caribou will present an updated dose-expansion dataset from the ANTLER Phase 1 study of CB-010 at the ASGCT 28th Annual Meeting (May 4–8, 2026, San Diego).”

Conference Data·PR·disclosed 1mo ago·NCT05023239n=75

InterimQ4'26·5 monthsQTR

CB-010 ANTLER Phase 1 Dose-Expansion Update

Updated Phase 1 dose-expansion data for CB-010 — an allogeneic (off-the-shelf) CD19 CAR-T — in relapsed/refractory B-cell lymphoma. Reference benchmark: autologous CAR-Ts (Yescarta, Breyanzi). Watch: complete-response rate, durability past 6 months, lymphodepletion-related safety.

Cited“An updated dose-expansion dataset from the ANTLER Phase 1 study of CB-010 in r/r B-cell NHL is anticipated in Q4 2026.”

Interim Analysis·PR·disclosed 1mo ago·NCT05023239n=75

Past catalyst impact

4 historical events · % change vs announcement

DateKindEventOutcome+1W+1M+6M

Jun 29, 2025PDUFACB-010 — PDUFA — ApprovedPositive+43.5%+40.1%+38.1%

May 5, 2024PDUFACB-010 — PDUFA — CRL IssuedNegative-28.3%-19.4%-45.3%

Mar 6, 2024Enroll.CB-010 — Pivotal Enrollment CompleteMixed-3.6%-2.8%-6.2%

Dec 7, 2023ReadoutCB-010 — Phase 2b Topline Met Primary EndpointMixed+37.1%-23.3%-28.3%

% change vs ticker close on the announcement date · backtest illustrative

Smart money

Insider activity

SEC EDGAR Form 4 · last 90 days

Insider activity · last 90 days

Form 4 trail · 6 transactions · 6 insiders

6 near a catalyst

Net flow

−$1.1M

Buys

0 txns

Sells

$1.1M

4 txns

Largest

−$476.1K

CEO sell

Net flow per quarter · last 8Q

8 txns · sum −$7.89M

24Q324Q425Q125Q225Q325Q426Q126Q2

buys · $0sells · $7.89M

Insider · roleActionSharesPriceValueDate

A. O'Connor

Director

Sell10,033$15.08−$151.3K

Apr 25, 2026

9d to catalyst

L. Reyes

SVP

Award2,228$11.12$24.8K

Apr 15, 2026

R. O'Connor

CEO

Sell30,879$15.42−$476.1K

Apr 10, 2026

24d to catalyst

J. Park

Director

Sell15,230$11.24−$171.3K

Apr 8, 2026

26d to catalyst

M. Schwarz

Chair

Option ex.10,810$15.32$165.6K

Mar 24, 2026

T. Morais

EVP

Sell18,829$14.67−$276.3K

Mar 11, 2026

54d to catalyst

Congressional trading

STOCK Act PTRs · House & Senate

Congressional trading · STOCK Act · last 365d

4 trades · 4 members

3 near a catalyst

Est. net flow

−$1.13M

midpoint · brackets only

Buys

Sells

Party mix

2 D1 R1 I

Member · chamberActionBracket~ midpointOwnerDate · disclosure

Rep. H. Patel

House · IL

Buy$1K–$15K~$8Kspouse

Apr 25, 2026

filed +29d

9d to catalyst

Rep. J. Calhoun

House · GA

Sell$1K–$15K~$8Kself

Apr 22, 2026

filed +28d

12d to catalyst

Sen. F. Park

Senate · ME

Sell$250K–$500K~$375Kself

Feb 16, 2026

filed +12d

77d to catalyst

Rep. P. Bowen

House · NJ

Partial sell$500K–$1.00M~$750Kjoint

Jan 30, 2026

filed +14d

Source: Senate eFD & House Clerk PTR feeds · members must disclose within 45 days · midpoints reflect bracket midpoint, not actual transaction value

Top ETF holders

ETF NAV disclosures · 13F filings

ETF holders · NAV disclosures

4 ETFs hold the position

Held by ETFs

$65.1M

aggregate position

Of market cap

27.11%

aggregate ETF share

Top holder

ARKG4.91%

ARK Genomic Revolution ETF

TickerETF · familyThemeNAV% of NAVPosition

ARKG

ARK Genomic Revolution ETF

ARK

Gene editing$1.20B4.91%$58.9M

GNOM

Global X Genomics & Biotechnology

VanEck

Genomics$90.0M4.86%$4.4M

SBIO

ALPS Medical Breakthroughs ETF

First Trust

Small-cap biotech$110.0M1.34%$1.5M

BBC

Virtus LifeSci Biotech Clinical Trials

WisdomTree

Small-cap biotech$60.0M0.51%$306K

Source: ETF NAV disclosures + quarterly 13F filings · narrow-theme ETFs disclose holdings daily; broad ETFs quarterly · % of NAV is the position weight inside the fund

KOL network

CMS OpenPayments · 2024 – 2025

KOL network · CMS OpenPayments

8 physicians paid · 32 disclosed records

Total 2025+2024

$2.55M

YoY

-16%

Research Grant$1.10MCo-Investigator$821.9KEquity / Ownership$489.0KConsulting$98.2KSpeaking$21.6KTravel & Lodging$21.0KFood & Beverage$1.4K

Physician · affiliationSpecialtyTop categoryTotalRecords

Dr. Ahmed Park

Cedars-Sinai

GeneticsResearch Grant$636.9K6

Dr. Theo Davies

Johns Hopkins

Hematology / OncologyCo-Investigator$563.8K4

Dr. Sarah Walsh

Mayo Clinic

GeneticsResearch Grant$406.4K3

Dr. Yuki Romano

Mayo Clinic

GeneticsCo-Investigator$324.8K7

Dr. Maya Singh

Johns Hopkins

Hematology / OncologyEquity / Ownership$212.1K3

Dr. Nadia Tanaka

Johns Hopkins

Pediatric GeneticsEquity / Ownership$181.0K3

Dr. Kavya Fischer

University of Washington

Hematology / OncologyCo-Investigator$151.1K2

Dr. Daniel Andersson

Cedars-Sinai

Hematology / OncologyCo-Investigator$73.8K4

Source: CMS OpenPayments · quarterly drops · physicians identified by NPI · aggregated across all programs

Government & IP

Federal lobbying

Senate LDA disclosures · last 8 quarters

Federal lobbying · LDA · last 8 quarters

No lobbying disclosures filed with the Senate LDA database in window.

Government contracts

USAspending.gov · BARDA · NIH · DoD · HHS · VA

Federal contracts · USAspending.gov

1 award · 1 agency

Total awarded

$44.6M

across all programs

Active

option periods incl.

Top agency

NIH / NIAID$44.6M

AgencyTitle · type · award IDStatusValueAwarded → ends

NIH / NIAID

Antiviral Drug Discovery Cooperative

Cooperative Agreement · NIH-87788081

completed$44.6MOct 2023→ Apr 2025

Source: USAspending.gov · SAM.gov · every federal contract / grant / cooperative agreement is public · values are obligated awards (may include option periods)

U.S. Patents

USPTO PEDS & Patent Public Search

U.S. Patents · USPTO

3 granted · 2 pending

Total in portfolio

Granted in last 12mo

Expiring < 2yr

Nearest expiry

Apr 2030

Patent #Title · inventor · drugTypeStatus · filedExpiry

12,129,368

Modified RNA constructs and methods of use thereof CB-010

S. Kim + 4 · CB-010

Composition of Matter

grantedfiled Apr 2026

exp. Apr 2046

20.0y left

10,742,394

Antibody-drug conjugates with novel linkers for CB-010

C. Hoffman · CB-010

Composition of Matter

grantedfiled Apr 2025

exp. Apr 2045

19.0y left

US 2025/0708625 A1

Methods of treating advanced disease using CB-010

K. Patel + 4 · CB-010

Method of Use

pendingfiled Apr 2025

in prosecution

US 2023/8712332 A1

Dosing regimens for chronic administration of CB-010

M. Iyer + 4 · CB-010

Method of Use

pendingfiled Apr 2023

in prosecution

10,867,970

Small molecule modulators of CB-010

M. Kim · CB-010

Composition of Matter

grantedfiled Apr 2010

exp. Apr 2030

4.0y left

Source: USPTO PEDS & Patent Public Search · composition-of-matter is the headline asset · expiration = 20 years from filing

News

PR wires · biotech trades · company IR · last 90 days

News · last 90 days

7 items from 3 categories

clinical4regulatory2analyst1

just now

CRBU receives Orphan Drug Designation for CB-010

Endpoints News$·regulatory

1d ago

Analyst downgrades CRBU citing dilution risk

Reuters·analyst

3d ago

CRBU reports topline results from Phase 2 trial of CB-010

PR Newswire·clinical

4d ago

CRBU doses first patient in Phase 3 CB-010 study

PR Newswire·clinical

29d ago

FDA grants Fast Track Designation to CRBU's CB-010 program

PR Newswire·regulatory

2mo ago

CRBU announces interim analysis from CB-010 pivotal study

FierceBiotech·clinical

2mo ago

CRBU announces interim analysis from CB-010 pivotal study

FierceBiotech·clinical

Sources: PR wires + biotech-trade publications + company IR · paywalled outlets ($) link to publisher · we never paraphrase the headline

Financials

snapshot · sourced to filings · refreshed at next 10-Q

Trading

Previous close

$3.20

Open

$3.21

Day Δ

-0.01

-0.31%

Day range

$3.18 – $3.23

52W range

$2.90 – $3.81

Avg daily volume

825K

Valuation & ownership

Enterprise value

$123M

Shares out

75.00M

Float

68.25M

Insider %

9.30%

Institutional %

64.30%

Beta

1.30

vs SPY · 52w

Balance sheet & burn

Cash + invest

$224M

Total debt

$130M

Debt / equity

1.30

Cash burn / Q

$28M

R&D spend TTM

$98M

44% of cash

ATM available

$36M

dilution risk

Earnings

EPS latest

$-0.05

EPS Δ vs prior

+0.10

EPS estimate

$-0.15

next quarter

EPS prior

$-0.15

Next earnings

Jun 2, 2026

Rev guidance

$1M

All values reflect the most recent 10-Q / 10-K filing or seeded equivalent. Beta, IV, short interest, and borrow availability are derived from broker-feed conventions. Upgrade to Pro for live updates.

Recent disclosure activity

last 2 observations

1mo agoCB-010CB-010 ANTLER Phase 1 Dose-Expansion UpdateMedPR

1mo agoCB-010CB-010 ANTLER Dose-Expansion Cohort — ASGCT 2026HighPR