(RNAC) Cartesian Therapeutics - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8162121045

CAR-T, mRNA, Autoimmune, BCMA, Clinical Trials

Dividends

Currently no dividends paid
Risk via 10d forecast
Volatility 81.2%
Value at Risk 5%th 128%
Relative Tail Risk -4.49%
Reward TTM
Sharpe Ratio -0.96
Alpha -89.31
CAGR/Max DD -0.50
Character TTM
Hurst Exponent 0.359
Beta 1.913
Beta Downside 1.999
Drawdowns 3y
Max DD 88.27%
Mean DD 57.57%
Median DD 63.65%

Description: RNAC Cartesian Therapeutics October 27, 2025

Cartesian Therapeutics (NASDAQ: RNAC) is a clinical-stage biotech focused on autologous mRNA-based CAR-T therapies targeting B-cell maturation antigen (BCMA) for autoimmune indications, with its lead candidate Descartes-08 currently in a Phase 2b trial for generalized myasthenia gravis, systemic lupus erythematosus, and juvenile dermatomyositis (rare-pediatric-disease designation). Descartes-15, a second anti-BCMA mRNA CAR-T, is being positioned for relapsed/refractory multiple myeloma, expanding the company’s pipeline beyond autoimmune disease.

Key performance indicators as of Q2 2024 include a cash runway of roughly $120 million, a burn rate of ~$30 million per quarter, and enrollment of 45 patients in the Descartes-08 Phase 2b study-metrics that together set the timeline for a potential read-out by early 2025. The company’s R&D spend has risen 18 % YoY, reflecting accelerated pre-clinical work on Descartes-15.

Sector-wide, the mRNA therapeutic market is projected to grow at a CAGR of ~15 % through 2030, driven by rapid platform adoption post-COVID-19 and expanding payer acceptance of cell-based therapies. However, the high cost of autologous manufacturing and uncertain reimbursement pathways for autoimmune CAR-T treatments remain material risk factors.

For a deeper, data-driven assessment of RNAC’s valuation assumptions and scenario analysis, you may find the research tools on ValueRay useful.

Piotroski VR‑10 (Strict, 0-10) 0.0

Net Income (-48.0m TTM) > 0 and > 6% of Revenue (6% = 65.5k TTM)
FCFTA -0.18 (>2.0%) and ΔFCFTA -7.86pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 12.2k% (prev 433.3%; Δ 11.8kpp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA -0.17 (>3.0%) and CFO -63.2m <= Net Income -48.0m (YES >=105%, WARN >=100%)
NO Net Debt/EBITDA fails (EBITDA <= 0)
Current Ratio 10.67 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (26.0m) change vs 12m ago 21.10% (target <= -2.0% for YES)
Gross Margin -1073 % (prev 98.36%; Δ -1171 pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 0.26% (prev 10.53%; Δ -10.26pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio -12.41 (EBITDA TTM -49.0m / Interest Expense TTM -4.18m) >= 6 (WARN >= 3)

Altman Z'' -6.76

(A) 0.36 = (Total Current Assets 147.3m - Total Current Liabilities 13.8m) / Total Assets 372.7m
(B) -1.96 = Retained Earnings (Balance) -729.8m / Total Assets 372.7m
warn (B) unusual magnitude: -1.96 — check mapping/units
(C) -0.13 = EBIT TTM -51.9m / Avg Total Assets 414.0m
(D) -1.80 = Book Value of Equity -734.4m / Total Liabilities 408.5m
Total Rating: -6.76 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 46.68

1. Piotroski 0.0pt
2. FCF Yield data missing
3. FCF Margin data missing
4. Debt/Equity -0.35
5. Debt/Ebitda 2.67
6. ROIC - WACC (= 298.8)%
7. RoE 286.6%
8. Rev. Trend -83.45%
9. EPS Trend -66.23%

What is the price of RNAC shares?

As of December 04, 2025, the stock is trading at USD 6.65 with a total of 252,861 shares traded.
Over the past week, the price has changed by -12.50%, over one month by -18.20%, over three months by -35.12% and over the past year by -66.88%.

Is RNAC a buy, sell or hold?

Cartesian Therapeutics has received a consensus analysts rating of 4.25. Therefore, it is recommended to buy RNAC.
  • Strong Buy: 4
  • Buy: 2
  • Hold: 2
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the RNAC price?

Issuer Target Up/Down from current
Wallstreet Target Price 35.3 430.7%
Analysts Target Price 35.3 430.7%
ValueRay Target Price 3.7 -45%

RNAC Fundamental Data Overview November 21, 2025

Market Cap USD = 185.9m (185.9m USD * 1.0 USD.USD)
P/E Forward = 25.4453
P/S = 170.4178
P/B = 31.2575
Beta = 0.39
Revenue TTM = 1.09m USD
EBIT TTM = -51.9m USD
EBITDA TTM = -49.0m USD
Long Term Debt = 12.6m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 3.88m USD (from shortTermDebt, last quarter)
Debt = 12.6m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -130.8m USD (from netDebt column, last quarter)
Enterprise Value = 55.1m USD (185.9m + Debt 12.6m - CCE 143.4m)
Interest Coverage Ratio = -12.41 (Ebit TTM -51.9m / Interest Expense TTM -4.18m)
FCF Yield = -124.9% (FCF TTM -68.9m / Enterprise Value 55.1m)
FCF Margin = -6315 % (FCF TTM -68.9m / Revenue TTM 1.09m)
Net Margin = -4398 % (Net Income TTM -48.0m / Revenue TTM 1.09m)
Gross Margin = -1073 % ((Revenue TTM 1.09m - Cost of Revenue TTM 12.8m) / Revenue TTM)
Gross Margin QoQ = -2731 % (prev 100.0%)
Tobins Q-Ratio = 0.15 (Enterprise Value 55.1m / Total Assets 372.7m)
Interest Expense / Debt = -33.16% (Interest Expense -4.18m / Debt 12.6m)
Taxrate = -0.37% (negative due to tax credits) (287.0k / -77.1m)
NOPAT = -52.1m (EBIT -51.9m * (1 - -0.37%)) [loss with tax shield] [negative tax rate / tax credits]
Current Ratio = 10.67 (Total Current Assets 147.3m / Total Current Liabilities 13.8m)
Debt / Equity = -0.35 (negative equity) (Debt 12.6m / totalStockholderEquity, last quarter -35.8m)
Debt / EBITDA = 2.67 (negative EBITDA) (Net Debt -130.8m / EBITDA -49.0m)
Debt / FCF = 1.90 (negative FCF - burning cash) (Net Debt -130.8m / FCF TTM -68.9m)
Total Stockholder Equity = -16.7m (last 4 quarters mean from totalStockholderEquity)
RoA = -12.87% (Net Income -48.0m / Total Assets 372.7m)
RoE = 286.6% (negative equity) (Net Income TTM -48.0m / Total Stockholder Equity -16.7m)
RoCE = 1254 % (out of range, set to none) (EBIT -51.9m / Capital Employed (Equity -16.7m + L.T.Debt 12.6m))
RoIC = 311.0% (negative operating profit) (NOPAT -52.1m / Invested Capital -16.7m)
WACC = 12.23% (E(185.9m)/V(198.5m) * Re(13.06%) + (debt cost/tax rate unavailable))
Discount Rate = 13.06% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 124.3%
Fair Price DCF = unknown (Cash Flow -68.9m)
EPS Correlation: -66.23 | EPS CAGR: -45.40% | SUE: -0.35 | # QB: 0
Revenue Correlation: -83.45 | Revenue CAGR: -67.31% | SUE: 0.02 | # QB: 0
EPS next Quarter (2026-03-31): EPS=-0.91 | Chg30d=-0.058 | Revisions Net=+2 | Analysts=5
EPS next Year (2026-12-31): EPS=-2.58 | Chg30d=-0.710 | Revisions Net=-1 | Growth EPS=-33.7% | Growth Revenue=-73.6%

Additional Sources for RNAC Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle