CRNXHIGH SIGNALFINANCIAL10-K

CRNX shows severe cash burn acceleration with operating cash outflow increasing 67% to $378M while cash reserves plummeted 62% to $101M, creating potential liquidity concerns.

The company is burning through cash at an alarming rate with only $101M remaining versus $377M in annual operating cash outflow, suggesting less than four months of runway at current burn rates. The 92% spike in SG&A expenses alongside increased R&D spending indicates the company is in heavy investment mode but with dramatically reduced financial cushion.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

CRNX experienced a dramatic deterioration across all financial metrics, with revenue declining 74% to just $1M while operating losses expanded 53% to $517M driven by explosive 92% growth in SG&A expenses and 38% increase in R&D spending. The company's cash position collapsed 62% to $101M while operating cash burn accelerated 67% to $378M annually, creating an immediate liquidity crisis. The overall picture signals a biotech company in late-stage development burning cash at an unsustainable rate with severely limited financial runway.

FINANCIAL STATEMENT CHANGES
SG&A Expense
P&L
+91.8%
$99.7M$191.3M

SG&A up 91.8% — significant increase in sales or administrative costs, monitor impact on operating leverage.

Revenue
P&L
-74.1%
$4.0M$1.0M

Revenue declined 74.1% — significant demand weakness or market share loss warrants investigation.

Operating Cash Flow
Cash Flow
-67.2%
-$226.0M-$377.9M

Operating cash flow fell 67.2% — earnings quality concerns; investigate working capital changes and non-cash items.

Cash & Equivalents
Balance Sheet
-61.6%
$264.5M$101.5M

Cash declined 61.6% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Net Income
P&L
-55.9%
-$298.4M-$465.3M

Net income declined 55.9% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-52.5%
-$338.9M-$516.8M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Capital Expenditure
Cash Flow
+49.9%
$3.8M$5.8M

Capital expenditure jumped 49.9% — major investment cycle underway; assess returns on deployment.

Current Liabilities
Balance Sheet
+42.5%
$59.7M$85.1M

Current liabilities surged 42.5% — significant near-term obligations; verify ability to meet short-term debt.

R&D Expense
P&L
+38.3%
$240.2M$332.1M

R&D investment increased 38.3% — signals commitment to future product development, though near-term margin impact.

Interest Expense
P&L
-27.3%
$11K$8K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
The number of outstanding shares of the registrant s common stock, par value $0.001 per share, as of February 13, 2026 was 104,705,330 .
We also have used several other terms in this Report, most of which are explained or defined below.
2024 Sales Agreement means the Sales Agreement by and between Crinetics and the Sales Agents, dated June 21, 2024.
CAPL means Crinetics Australia Pty Ltd, our wholly-owned subsidiary.
CHMP means the Committee for Medicinal Products for Human Use.
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REMOVED
The number of outstanding shares of the registrant s common stock, par value $0.001 per share, as of February 21, 2025 was 93,048,538 .
These statements involve known and unknown risks, uncertainties, assumptions, and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements.
In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expect," "plan," "anticipate," "could," "intend," "target," goal, aspire, "project," lead to, "contemplates," "believes," "estimates," "predicts," forecast, "potential" or "continue" or the negative of these terms or other similar expressions.
We use our registered trademark Crinetics in this Annual Report on Form 10-K.
This Annual Report on Form 10-K also includes trademarks, tradenames and service marks that are the property of other organizations.
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