ATRA
Atara Biotherapeutics, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeAtara faces significant headwinds following the FDA's January 2026 Complete Response Letter for EBVALLO, with a potential resubmission pathway confirmed via Type A meeting with Pierre Fabre as partner. Q2 2026 results showed a sharp $17M revenue decline year-over-year and net loss of $4.8M, with cash runway extending only to mid-2027, while multiple securities fraud investigations by shareholders are underway regarding pre-rejection disclosures.
Red flags
- •FDA Complete Response Letter rejection of lead asset EBVALLO (Jan 2026)
- •Revenue collapsed 96.6% YoY ($17.6M to $0.6M); net loss swing of $7.2M
- •Cash runway only to mid-2027; no clear path to profitability
- •Multiple shareholder securities fraud investigations related to FDA disclosure timing
- •CFO/principal accounting officer transition; CAO departure (July 2026)
- •Board member departure after 13 years (Carol Gallagher, June 2026)
- •Stock trading at $9.76 with ~$88.7M market cap; technical 'Strong Sell' signal
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).