Atara Biotherapeutics, Inc. (ATRA) Earnings
Atara Biotherapeutics, Inc. is expected to report next earnings on August 10, 2026 (in NaN days), with a consensus EPS estimate of $-0.32. ATRA has beaten EPS estimates in 8 of its last 12 reported quarters (average surprise +61.3% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 12, 2026 | $-0.33 | $-0.29 | +12.0% | $516000 | -82.2% |
| Mar 16, 2026 | $-0.18 | $-0.25 | -42.1% | $2M | -2.3% |
| Nov 12, 2025 | $-0.83 | $-0.32 | +61.4% | $3M | +393.3% |
| May 15, 2025 | $-3.07 | $3.50 | +214.0% | $98M | +2182.5% |
| Mar 7, 2025 | $-3.82 | $-1.19 | +68.8% | $33M | +59.1% |
| May 9, 2024 | $-9.25 | $-5.75 | +37.8% | $27M | +10.8% |
| Nov 1, 2023 | $-15.75 | $-16.50 | -4.8% | $2M | -55.1% |
| Feb 8, 2023 | $-15.25 | $-18.00 | -18.0% | $221000 | -99.4% |
| May 5, 2022 | $-24.50 | $-21.75 | +11.2% | $7M | +26.4% |
| Feb 28, 2022 | $-15.00 | $-24.00 | -60.0% | $8M | -75.9% |
| Nov 4, 2021 | $-23.00 | $-22.50 | +2.2% | $5M | +53.9% |
| May 4, 2021 | $-23.25 | $-21.50 | +7.5% | $4M | -6.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q3 FY2023 · November 4, 2023
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
1. Announced expanded tab-cel global partnership with Pierre Fabre Laboratories for commercialization in the U.S. and remaining global markets. 2. Undertook strategic restructuring to reduce cash burn over 2 years, extending Atara’s cash runway to Q3 2025. 3. Upcoming clinical milestones include early November EMBOLD data readout, key data for ATA3219 in lymphoma and autoimmune disease, and initial data from Phase II multi-cohort study at ESMO I-O in December. 4. Regulatory progress: Positive FDA comparability assessment supports BLA submission in Q2 2024 with latest ALLELE study data. 5. ATA188 Phase II EMBOLD study primary analysis on track for early November, including EDSS and biomarker data. 6. ATA3219 Phase I study in relapsed or refractory B-cell NHL progressing, ATA3431 moving into IND-enabling studies.
Guidance
1. Planned cash runway extended to Q3 2025 due to partnership and restructuring. 2. Anticipated clinical milestones such as EMBOLD data readout, ATA3219 data, and ATA3431 IND-enabling studies. 3. BLA submission for tab-cel expected in Q2 2024.
Risks & headwinds
1. Uncertainties in EMBOLD study data meeting criteria for advancing to Phase III. 2. Regulatory risks related to BLA submission and approval processes. 3. Dependence on partnership success for commercialization and milestone payments.
Analyst Q&A
Q: Congrats on the deal. One on the process. Rationale to go with Pierre Fabre and breakdown of $500 million U.S. peak sales.
A: Decision based on financial, commitment, and easier management. $500 million linked to different indications and potential pricing.
Q: Update on tab-cel regulatory process and commercial plans for ATA188.
A: Data cleaning ongoing for BLA submission, commercial plans for ATA188 depend on Phase III discussion with FDA.
Q: Royalty magnitude and go/no-go for EMBOLD data.
A: Significant double-digit tiered royalties not disclosed. Go/no-go based on statistical significance, clinical impact, and biomarkers.
Q: Pipeline and runway impact.
A: Expenses covered by Pierre Fabre for tab-cel, including ATA3219 and ATA3431 studies.
Q: Financial impact into year-end and MS release detail.
A: Upfront payment impact in late December/early January, MS release to include more than p values with trends in quantitative measures.