SNTIHIGH SIGNALFINANCIAL10-K

SNTI's financial position deteriorated significantly with stockholders' equity declining 78% and cash reserves falling by two-thirds to $16.4M.

The company burned through substantial cash reserves while expanding operating losses, creating potential going-concern risks for this clinical-stage biotech. The sharp decline in stockholders' equity combined with reduced cash runway suggests SNTI may need additional financing soon to continue operations.

Comparing 2026-03-27 vs 2025-03-20View on EDGAR →
FINANCIAL ANALYSIS

SNTI's balance sheet weakened dramatically with stockholders' equity falling 78% to $5.6M and cash declining 66% to $16.4M, while total assets dropped 48%. Operating losses expanded modestly to $68.8M from $61.0M, and net losses increased to $61.4M, indicating the company continues burning cash at an elevated rate with limited financial cushion remaining.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-78.2%
$25.6M$5.6M

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

Cash & Equivalents
Balance Sheet
-66%
$48.3M$16.4M

Cash declined 66% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Current Assets
Balance Sheet
-60.5%
$59.0M$23.3M

Current assets declined 60.5% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-47.6%
$97.8M$51.2M

Total assets contracted 47.6% — asset sales, write-downs, or balance sheet optimization underway.

Accounts Receivable
Balance Sheet
+29.6%
$483K$626K

Receivables grew 29.6% — monitor days sales outstanding for collection efficiency.

Net Income
P&L
-16.4%
-$52.8M-$61.4M

Net income declined 16.4% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-12.7%
-$61.0M-$68.8M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

LANGUAGE CHANGES
NEW — 2026-03-27
PRIOR — 2025-03-20
ADDED
As of March 19, 2026 there were 31,144,497 shares of the registrant s common stock, par value $0.0001 per share, issued and outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 123 Item 7A.
Our pipeline also includes additional preclinical programs: (i) a solid tumor cell therapy program, (ii) our partnered programs related to cell therapies for regenerative medicines with BlueRock Therapeutics, Inc.
Our most advanced program, SENTI-202, originates from our internal pipeline of programs.
SENTI-202 for the Potential Treatment of Hematologic Malignancies including Acute Myeloid Leukemia Overview Our lead product candidate SENTI-202 is a potentially first-in-class Logic Gated off-the-shelf CAR-NK cell therapy designed to selectively target and eliminate CD33 and/or FLT3 expressing hematologic malignancies, including AML, while sparing healthy bone marrow cells, even if they express CD33 and/or FLT3 due to our unique NOT gate design.
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REMOVED
As of March 18, 2025 there were 26,004,366 shares of the registrant s common stock, par value $0.0001 per share, issued and outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 122 Item 7A.
In 2024, we initiated a clinical trial of SENTI-202 for blood cancers and our partner, Celest Therapeutics, initiated a clinical trial for SN301A for solid tumors.
The second product candidate SN301A, is a multi-armed, off-the-shelf CAR-NK cell therapy for the treatment of solid tumors currently being studied in an investigator-initiated open-label single-center study for the treatment of hepatocellular carcinoma ( HCC ) in mainland China, in collaboration with Celest Therapeutics.
SN301A utilizes the SENTI-301A gene circuit developed by Senti and refers to the CAR-NK product candidate manufactured by Celest Therapeutics in China.
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