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BioAtla (BCAB) Q3 2025 Earnings Report
BCAB Q3 2025 EPS Results
- Actual EPS
- -$13.50
- Consensus EPS
- -$14.83
- Beat/Miss
- Beat by +$1.33
- One Year Ago EPS
- -$11.00
BCAB Q3 2025 Revenue Results
- Actual Revenue
- $0
- Expected Revenue
- $0
- Beat/Miss
- Met expectations
- YoY Revenue Growth
- -100.00%
Earnings Announcement Details
- Quarter
- Q3 2025
- Date
- 11/13/2025
- Time
- After Close
- Conference Call
- Thursday, November 13, 2025
BioAtla's next earnings date is estimated for November 18, 2026, based on past reporting schedules.
Q3 2025 Earnings Call Audio
Q3 2025 Earnings Slide Deck
Q3 2025 Earnings Call Summary
The earnings call highlighted significant progress in clinical trials, strategic transactions, and market potential for BioAtla's programs, with robust data supporting their CAB platform's potential. However, financial challenges were noted, including increased net loss and decreased cash reserves.
During BioAtla, Inc.'s third quarter 2025 earnings call, the company provided several key metrics and updates. They are in advanced stages of finalizing a strategic transaction with a potential partner by year-end. The FDA has aligned with their phase three OSV registrational trial design for second-line plus oropharyngeal squamous cell carcinoma (OPSCC), targeting dual primary endpoints of overall response rate and overall survival, with potential for accelerated approval. The estimated worldwide peak sales for their OSFI product in second-line OPSCC alone are approximately $800 million, with the total OPSCC market projected to reach $3 billion by 2032. They reported a net loss of $15.8 million for the quarter, an increase from a $10.6 million net loss in the same quarter of 2024. BioAtla, Inc. had $8.3 million in cash and cash equivalents as of September 30, 2025, and expects R&D expenses to decline as they concentrate resources on prioritized programs.
- FDA Alignment on Phase Three Trial DesignBioAtla achieved FDA alignment on the phase three OSV registrational trial design for OPSCC, which includes a dual primary endpoints design for potential accelerated approval followed by full approval.
- Development Milestone with Context TherapeuticsAchieved a development milestone under a license agreement with Context Therapeutics related to the dual CAB Nectin 4 TCE program, providing non-dilutive capital and further validating the CAB T cell engager platform.
- Compelling Data from CAB Platform ProgramsPresented compelling data for dual CAB EpCAM TCE and MACV programs, demonstrating potential for differentiated therapies for difficult-to-treat cancers.
- Potential Strategic TransactionBioAtla is in advanced stages to finalize a strategic transaction with a potential partner by year-end.
- Strong Phase Two Data for OSVPhase two data for OSV in late-line OPSCC patients showed an overall response rate of 45% and a median overall survival of 11.6 months, significantly higher than historical response rates and survival with standard therapies.
- Market Opportunity for OSFIOSFI has demonstrated clinical activity in HPV-positive OPSCC and is projected to achieve worldwide peak sales of $800 million in second-line and later OPS alone, with the total worldwide OPSCC market projected to reach $3 billion by 2032.
- Progress in Dual CAB EpCAM T Cell Engager ProgramPreliminary data from phase one trial in advanced adenocarcinomas indicate a manageable safety profile and encouraging signs of tumor reductions, with a confirmed partial response at 0.6 mg dose.
- MEKV Program's Potential in Soft Tissue SarcomaPhase two trial data for MEKV showed a median overall survival of 21.5 months in soft tissue sarcoma patients, compared to 11.5 to 13.6 months for approved agents, with a manageable safety profile.
BCAB Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Nov 18, 2026 | 2026 (Q3) | ―- | -0.27 | ― | ― |
| Aug 06, 2026 | 2026 (Q2) | ―0.27 | -16 | 101.70% (+16.27) | |
| May 13, 2026 | 2026 (Q1) | ―- | -0.26 | ― | |
| Mar 31, 2026 | 2025 (Q4) | -12.00-8.00 | -13 | 38.46% (+5.00) | |
| Nov 13, 2025 | 2025 (Q3) | -14.83-13.50 | -11 | -22.73% (-2.50) | |
| Aug 07, 2025 | 2025 (Q2) | -14.00-16.00 | -22 | 27.27% (+6.00) | |
| May 06, 2025 | 2025 (Q1) | -14.67-13.00 | -24 | 45.83% (+11.00) | |
| Mar 27, 2025 | 2024 (Q4) | -19.25-15.00 | -28 | 46.43% (+13.00) | |
| Nov 07, 2024 | 2024 (Q3) | -20.67-11.00 | -35 | 68.57% (+24.00) | |
| Aug 08, 2024 | 2024 (Q2) | -22.40-22.00 | -37.5 | 41.33% (+15.50) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
