RNACHIGH SIGNALFINANCIAL10-K

RNAC experienced a dramatic financial deterioration with revenue collapsing 93% from $38.9M to $2.8M while operating losses tripled and stockholders' equity turned severely negative at -$126.2M.

The company appears to be in severe financial distress with the massive revenue decline suggesting a fundamental business disruption, potentially from loss of a major contract or business line. The negative stockholders' equity of $126.2M indicates the company is technically insolvent, while the tripling of operating losses despite reduced capital expenditures suggests management is struggling to control costs amid the revenue collapse.

Comparing 2026-03-09 vs 2025-03-13View on EDGAR →
FINANCIAL ANALYSIS

RNAC's financial position deteriorated catastrophically across all metrics, with revenue plummeting 93% from $38.9M to just $2.8M while operating losses expanded from -$43.9M to -$143.4M. The company burned through $87.5M in cash reserves and now shows negative stockholders' equity of $126.2M, indicating technical insolvency. Operating cash flow worsened significantly to -$73.9M, painting a picture of a company in severe financial distress facing potential viability concerns.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-1755.9%
-$6.8M-$126.2M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Operating Income
P&L
-226.7%
-$43.9M-$143.4M

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

Operating Cash Flow
Cash Flow
-212.3%
-$23.7M-$73.9M

Operating cash flow fell 212.3% — earnings quality concerns; investigate working capital changes and non-cash items.

Revenue
P&L
-92.8%
$38.9M$2.8M

Revenue declined 92.8% — significant demand weakness or market share loss warrants investigation.

Net Income
P&L
-68.3%
-$77.4M-$130.3M

Net income declined 68.3% — review whether driven by operations, interest costs, or non-recurring items.

Cash & Equivalents
Balance Sheet
-41.1%
$212.6M$125.1M

Cash declined 41.1% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Current Assets
Balance Sheet
-40.3%
$216.6M$129.3M

Current assets declined 40.3% — monitor working capital adequacy and short-term liquidity.

Capital Expenditure
Cash Flow
-40%
$9.1M$5.5M

Capex reduced 40% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Current Liabilities
Balance Sheet
-35%
$23.0M$14.9M

Current liabilities reduced — improved short-term financial position and working capital health.

Total Assets
Balance Sheet
-31.9%
$435.0M$296.4M

Total assets contracted 31.9% — asset sales, write-downs, or balance sheet optimization underway.

LANGUAGE CHANGES
NEW — 2026-03-09
PRIOR — 2025-03-13
ADDED
As of February 28, 2026, the registrant had 26,509,024 shares of common stock, par value $0.0001 per share, outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 59 Item 7A.
Food and Drug Administration, or FDA, regulation of our product candidates; our ability to obtain and retain key executives and retain qualified personnel: developments relating to our competitors and our industry: any future payouts under the contingent value right, or CVR, issued to our holders of record as of the close of business on December 4, 2023; and our ability to monetize any of our legacy assets.
We leverage our proprietary technology and manufacturing platform to introduce mRNA into cells to provide a therapeutic effect to patients suffering from a variety of autoimmune conditions.
Our cell therapies are designed to be dosed repeatedly like conventional drugs, administered in an outpatient setting and given without pre-treatment chemotherapy required with many conventional cell therapies.
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REMOVED
As of February 28, 2025, the registrant had 25,907,101 shares of common stock, par value $0.0001 per share, outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 56 Item 7A.
Food and Drug Administration, or FDA, regulation of our product candidates; our ability to obtain and retain key executives and retain qualified personnel; and developments relating to our competitors and our industry, including the impact of government regulation.
We leverage our proprietary technology and manufacturing platform to introduce one or more mRNA molecules into cells to enhance their function.
Therefore, our mRNA cell therapies are distinguished by their capacity to be dosed repeatedly like conventional drugs, administered in an outpatient setting, and given without pre-treatment chemotherapy required with many conventional cell therapies.
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