Senti Biosciences Inc (SNTI)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · SNTI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We entered 2026 with a clear focus on advancing SENTI-202 and extending our operational runway while positioning the company for its next phase of clinical development,” said Timothy Lu, M.D., Ph.D.…
Stated in 1 of 1 supplied quarters. Management reported: ““We entered 2026 with a clear focus on advancing SENTI-202 and extending our operational runway while positioning the company for its next phase of clinical development,” said Timothy Lu, M.D., Ph.D., Chief Executive Officer and Co-Founder of Senti Bio.” “Based on the positive outcome of this meeting, Senti Bio has finalized its pivotal clinical and chemistry, manufacturing and controls (CMC) strategy for SENTI-202, which includes a single-arm, multi-center pivotal trial to support registration in R/R AML with SENTI-202 administered after LD chemotherapy.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““We entered 2026 with a clear focus on advancing SENTI-202 and extending our operational runway while positioning the company for its next phase of clinical development,” said Timothy Lu, M.D., Ph.D.…”
After the closing of the transaction, SBH plans to seek additional financing to allow its team to focus on advancing early-stage programs built around its proprietary Regulator Dial™ platform, includ…
Stated in a supplied disclosure. Management reported: “After the closing of the transaction, SBH plans to seek additional financing to allow its team to focus on advancing early-stage programs built around its proprietary Regulator Dial™ platform, including a controllable gene therapy for Rett Syndrome and controllable, armored tumor-infiltrating lymphocytes (“TILs”) for solid tumors designed to improve efficacy and safety.” “The Company will be advancing programs in Rett syndrome and programmable armored TIL therapies through its Regulator DialT M technology and leverages expertise in synthetic biology and artificial intelligence to engineer safer, more effective, and more controllable cell and gene therapies.”
Operational and Financial Restructuring Progress During the first quarter, Senti Bio completed amendments to its Alameda lease and related GeneFab sublease arrangements, significantly reducing future…
Stated in 1 of 1 supplied quarters. Management reported: “Operational and Financial Restructuring Progress During the first quarter, Senti Bio completed amendments to its Alameda lease and related GeneFab sublease arrangements, significantly reducing future lease obligations and streamlining operations.” “• Cash Burn: Net cash used in operating activities was $7.5 million during the first quarter of 2026, compared to $14.1 million during the same period in 2025, reflecting continued operational discipline and restructuring actions.” Operating cash flow was $-7.481 million in 2026-Q1.
“Operational and Financial Restructuring Progress During the first quarter, Senti Bio completed amendments to its Alameda lease and related GeneFab sublease arrangements, significantly reducing future…”
Strategic Financing Agreement In April 2026, Senti Bio entered into a securities purchase agreement with an affiliate of Celadon Partners SPV 24, pursuant to which Senti Biosciences, Inc., the Compan…
Stated in 1 of 1 supplied quarters. Management reported: “Strategic Financing Agreement In April 2026, Senti Bio entered into a securities purchase agreement with an affiliate of Celadon Partners SPV 24, pursuant to which Senti Biosciences, Inc., the Company’s wholly owned subsidiary, may issue up to $40 million aggregate principal amount of senior secured convertible notes in up to two tranches.” “First Quarter 2026 Financial Results • Cash Position: Cash and cash equivalents were $8.9 million as of March 31, 2026, compared to $16.4 million as of December 31, 2025.”
“Strategic Financing Agreement In April 2026, Senti Bio entered into a securities purchase agreement with an affiliate of Celadon Partners SPV 24, pursuant to which Senti Biosciences, Inc., the Compan…”
Pursue mergers, acquisitions, and strategic transactions to unlock value and focus on core technology platforms.
Over the trailing year it converted 0.40x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
30 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated volatile grew net income 45% of the time over the next year (vs 45% for the rest of the cohort, n=10076).
Not investment advice. As of 2026-11-05.