ATRA Stock — Atara Biotherapeutics Inc.: Cash, EV, Pipeline

What they do

We partnered with Pierre Fabre Medicament (Pierre Fabre) for commercialization of tab-cel in Europe and potential commercialization, if approved, worldwide, including in the U.S. Tab-cel is currently in Phase 3 development in the U.S. for patients with EBV- associated post-transplant lymphoproliferative disease (EBV+ PTLD) who have failed rituximab or rituximab plus chemotherapy, as well as other EBV-driven diseases.

Source: 10-K FY2025 via SEC EDGAR

Share price

$7.80

Market cap

$79.4M

Cash

$9.9M

Enterprise value

$110.2M

Balance sheet

Cash	$9.9M
Debt	$0.0M
Royalty-sale liability	$40.7M
Net cash	$9.9M
Enterprise value	$110.2M
Basic shares	10.0M shares
Fully diluted shares	14.8M shares
Fully diluted market cap	$115.8M
Cash per share	$0.98
Quarterly burn	$3.3M
Cash runway	3.0 quarters

Cash figures as of 2026-06-30. Database snapshot: 2026-11-13.

Royalty-sale liability as of 2026-09-30 (10-Q); included in enterprise value.

Share structure

Common

10.0M

Pre-funded warrants

4.2M

Options

0.1M

RSUs

0.1M

Warrants

0.4M

Converts

0.0M

Conv preferred

0.0M

ESPP reserve

0.0M

FDSO

14.8M

Cap table as of 2026-06-30.

Price history

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Upcoming catalysts

No upcoming catalysts on file for this company.

Full readout calendar →

Pipeline assets

Tabelecleucel (tab-cel)

Approved · Active Modality: allogeneic T-cell immunotherapy

Aliases Ebvallo

Target EBV

Partnerships Pierre Fabre Medicament: worldwide rights (development, manufacturing, commercialization, regulatory); up to $308M Initial Territory + $556M Additional Territory milestones, $31M on BLA approval, double-digit tiered royalties; HCR Molag Fund: $31M investment for share of Pierre Fabre royalties/milestones (cap 185-250%); Memorial Sloan Kettering: in-license (mid-single-digit tiered royalties)

Indications

EBV+ post-transplant lymphoproliferative disease (PTLD) (Approved)
Other EBV-driven diseases (Phase 2 multi-cohort) (Phase 2)

Status note Approved in EU/UK/Switzerland for EBV+ PTLD. US BLA received second CRL January 2026; Type A meeting granted March 2026. Substantial doubt about going concern disclosed.

ATA3219

Phase 1 · Terminated Modality: allogeneic CAR T-cell therapy

Target CD19

Indications

B-cell NHL (Phase 1)
Systemic lupus erythematosus (SLE) (Phase 1)

Status note All CAR T operations discontinued March 2025; clinical trials terminated; wind-down nearly complete.

ATA3431

Stage not disclosed · Terminated Modality: allogeneic CAR T-cell therapy

Target CD19 / CD20

Indications

B-cell malignancies (Stage not disclosed)

Status note Dual CD19/CD20 CAR T; development discontinued March 2025 with all CAR T operations; wind-down nearly complete.

ATA188

Stage not disclosed · Terminated Modality: allogeneic T-cell immunotherapy

Partnerships QIMR Berghofer: rights returned May 2025

Indications

Multiple sclerosis (MS) (Stage not disclosed)

Status note Rights returned to QIMR Berghofer May 2025; development stopped.

ATA2271

Stage not disclosed · Terminated

Target mesothelin

Partnerships Memorial Sloan Kettering: license agreements terminated March 2024; rights returned

Indications

Solid tumors (mesothelin-expressing) (Stage not disclosed)

Status note Mesothelin-targeting program returned to MSK March 2024.

ATA3271

Stage not disclosed · Terminated

Target mesothelin

Partnerships Memorial Sloan Kettering: license agreements terminated March 2024; rights returned

Indications

Solid tumors (mesothelin-expressing) (Stage not disclosed)

Status note Mesothelin-targeting program returned to MSK March 2024.

Next-generation EBV vaccine

Stage not disclosed · Terminated Modality: vaccine

Target EBV

Partnerships QIMR Berghofer: rights returned May 2025

Indications

EBV (preventive) (Stage not disclosed)

Status note Rights returned to QIMR Berghofer May 2025; development stopped.

Per-asset detail extracted from the 10-Q filed 2026-08-12. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

No lead program on file for this company.

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT04577326	Phase 1	Active, not recruiting	Collaborator	Memorial Sloan Kettering Cancer Center	—	Malignant Pleural Mesothelioma (MPM)	—

Sponsor-matched active trials from ClinicalTrials.gov (0 as sponsor, 1 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 1 active trials for Memorial Sloan Kettering Cancer Center on ClinicalTrials.gov

Specialist fund holders

Tracked specialist funds: ADAR1 Capital Management, Aisling Capital, Ally Bridge Group, Avoro Capital Advisors, BVF Partners, Baker Bros. Advisors, Boxer Capital, Braidwell LP, Casdin Capital, Cormorant Asset Management, DAFNA Capital, Deerfield Management, EcoR1 Capital, Frazier Life Sciences, Great Point Partners, Ikarian Capital, Logos Global Management, OrbiMed Advisors, Perceptive Advisors, RA Capital Management, RTW Investments, Sphera Biotech, Stonepine Capital, Tang Capital Partners, Vivo Capital.

Fund	Shares	Q/Q change	% of portfolio	Filing
EcoR1 Capital	1,552,000	+1,452,407	0.88%	2026-08-14

Specialist-fund positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

Latest news

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ATRA — Atara Biotherapeutics Inc. ☆

What they do

Balance sheet

Share structure

Price history

Upcoming catalysts

Pipeline assets

Active clinical trials

Specialist fund holders

Latest news

ATRA — Atara Biotherapeutics Inc.