ELTX Stock — Elicio Therapeutics Inc.: Cash, EV, Pipeline

What they do

We are a clinical-stage biotechnology company advancing novel immunotherapies for the treatment of cancer, including mutant Kirsten rat sarcoma viral oncogene homolog (“mKRAS”) - positive pancreatic cancer, colorectal cancer (“CRC”), lung cancer and other mKRAS positive cancers.

Source: 10-K FY2025 via SEC EDGAR

Share price

$1.51

Market cap

$40.9M

Cash

$30.9M

Enterprise value

$19.6M

Balance sheet

Cash	$30.9M
Debt	$9.6M
Net cash	$21.3M
Enterprise value	$19.6M
Basic shares	28.3M shares
Fully diluted shares	36.1M shares
Fully diluted market cap	$54.5M
Cash per share	$1.09
Quarterly burn	$8.2M
Cash runway	4.3 quarters

Cash figures as of 2026-09-30. Database snapshot: 2026-11-07.

Share structure

Common

26.3M

Pre-funded warrants

2.6M

Options

3.1M

RSUs

0.2M

Warrants

3.6M

Converts

0.0M

Conv preferred

0.0M

ESPP reserve

0.3M

FDSO

36.1M

Cap table as of 2026-08-11.

Price history

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Recently reported

ELI-002 7P Phase 2 Positive · 2026-10-23

AMPLIFY-7P

Primary: Disease-free survival (DFS) in the intent-to-treat population — Did not meet its pre-specified primary disease-free survival (DFS) endpoint in the intent-to-treat (ITT) population (HR 0.85)

· Baseline ctDNA positivity was more prevalent in the camupepimut arm (20.8% vs. 12.5%)

· ctDNA-negative (n=93): median DFS not reached vs. 21.2 months (HR 0.51; nominal p=0.0280); recurrence or death 27.4% (17/62) vs. 48.4% (15/31)

· ctDNA-positive (n=26): median DFS 4.3 months vs. 1.9 months (HR 0.57; nominal p=0.0489)

· No prior radiation (n=106): median DFS 23.8 months vs. 10.4 months (HR 0.59; nominal p=0.0221)

· Multivariable adjusted HR 0.47; p=0.0086

· Mutant KRAS-specific T-cell responses in 99% of evaluable treated patients

Safety: Generally well tolerated, no new safety signals; Grade 3 or higher adverse events 10.4% vs. 14.6% under observation, serious adverse events 6.3% and 8.3% respectively, no adverse events led to withdrawal

Source release →

Upcoming catalysts

No upcoming catalysts on file for this company.

Full readout calendar →

Pipeline assets

ELI-002 7P

Phase 2 · Active Modality: lymph node-targeted cancer immunotherapy (Amphiphile/AMP)

Target mKRAS (7 KRAS mutations)

Partnerships MIT (license)

Indications

adjuvant mKRAS-driven pancreatic ductal adenocarcinoma (Phase 2)
mKRAS-positive cancers (Phase 2)

Status note AMPLIFY-7P Phase 2 failure reported June 2026; company evaluating pre-specified subgroups and refining Phase 3 strategy; no discontinuation disclosed.

ELI-002 2P

Phase 1 · Active Modality: lymph node-targeted cancer immunotherapy (Amphiphile/AMP)

Target mKRAS

Partnerships MIT (license)

Indications

mKRAS-driven solid tumors (PDAC, CRC) (Phase 1)

Status note Studied in Phase 1 AMPLIFY-201; no discontinuation disclosed.

ELI-007

Preclinical · Active Modality: lymph node-targeted immunotherapy

Target mutant BRAF

Partnerships MIT (license)

Indications

mutant BRAF-driven cancers (Preclinical)

Status note Preclinical; no discontinuation disclosed.

ELI-008

Preclinical · Active Modality: lymph node-targeted immunotherapy

Target mutant p53

Partnerships MIT (license)

Indications

mutant p53-expressing cancers (Preclinical)

Status note Preclinical; no discontinuation disclosed.

Per-asset detail extracted from the 10-Q filed 2026-08-13. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	ELI-002 7P
Lead indication	Pancreatic Ductal Adenocarcinoma
Lead phase	Phase 2
Active trials	1
Collaborator trials	1

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT05726864	Phase 1/2	Active, not recruiting	Sponsor	Elicio Therapeutics	—	Pancreatic Ductal Adenocarcinoma; Colorectal Cancer; KRAS G12D	—
NCT07671339	Phase 1	Recruiting	Collaborator	Memorial Sloan Kettering Cancer Center	—	Pancreatic Cancer	—

Sponsor-matched active trials from ClinicalTrials.gov (1 as sponsor, 1 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 2 active trials for Elicio Therapeutics on ClinicalTrials.gov

Specialist fund holders

Tracked specialist funds: ADAR1 Capital Management, Aisling Capital, Ally Bridge Group, Avoro Capital Advisors, BVF Partners, Baker Bros. Advisors, Boxer Capital, Braidwell LP, Casdin Capital, Cormorant Asset Management, DAFNA Capital, Deerfield Management, EcoR1 Capital, Frazier Life Sciences, Great Point Partners, Ikarian Capital, Logos Global Management, OrbiMed Advisors, Perceptive Advisors, RA Capital Management, RTW Investments, Sphera Biotech, Stonepine Capital, Tang Capital Partners, Vivo Capital.

Fund	Shares	Q/Q change	% of portfolio	Filing
Ikarian Capital	100,000	+100,000	0.06%	2026-08-14

Specialist-fund positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

Latest news

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ELTX — Elicio Therapeutics Inc. ☆

What they do

Balance sheet

Share structure

Price history

Recently reported

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Specialist fund holders

Latest news

ELTX — Elicio Therapeutics Inc.