SNTIHIGH SIGNALFINANCIAL10-K

SNTI shows severe financial deterioration with stockholders' equity plummeting 78% and cash reserves declining 66% while losses increased.

The company faces a potential liquidity crisis with cash dropping from $48.3M to $16.4M and stockholders' equity falling to just $5.6M, raising serious going concern questions. Despite the financial deterioration, the company appears to be advancing its SENTI-202 program with reported clinical data from 20 AML patients, though this progress hasn't translated to improved financial performance.

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

SNTI's financial position has deteriorated dramatically across all key metrics, with stockholders' equity falling 78% to $5.6M and cash reserves declining 66% to $16.4M, while total assets dropped nearly 48%. Operating losses worsened by 12.7% to $68.8M and net losses increased 16.4% to $61.4M, indicating accelerating cash burn. The only positive was a modest 29.6% increase in accounts receivable, but this is insignificant compared to the overall financial distress that suggests potential funding needs or going concern issues.

FINANCIAL STATEMENT CHANGES
Capital Expenditure
Cash Flow
+653.8%
$26K$196K

Capital expenditure jumped 653.8% — major investment cycle underway; assess returns on deployment.

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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