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1. Company Snapshot

1.a. Company Description

Atara Biotherapeutics, Inc., an off-the-shelf T-cell immunotherapy company, develops treatments for patients with cancer, autoimmune, and viral diseases in the United States.It is developing tabelecleucel, a T-cell immunotherapy that is Phase 3 clinical trials for the treatment of epstein-barr virus (EBV) driven post-transplant lymphoproliferative disease, as well as hematologic and solid tumors, including nasopharyngeal carcinoma.The company is also developing next-generation CAR T immunotherapies for patients with hematologic malignancies and solid tumors, including ATA2271 and ATA3271 for mesothelin; and ATA2431 and ATA3219 for B-cell malignancies, as well as ATA188 for the treatment of multiple sclerosis.


In addition, it develops ATA368 program for patients with human papillomavirus associated cancers.Atara Biotherapeutics, Inc.has a license agreement with Memorial Sloan Kettering Cancer Center; license, and research and development collaboration agreement with QIMR Berghofer Medical Research Institute; and strategic collaboration with H.


Lee Moffitt Cancer Center, as well as Bayer AG for mesothelin-targeted CAR T-cell therapies for solid tumors.The company was incorporated in 2012 and is headquartered in South San Francisco, California.

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1.b. Last Insights on ATRA

Atara Biotherapeutics' recent performance was driven by significant advancements in its pipeline, particularly with the transfer of the Investigational New Drug Application for tabelecleucel to Pierre Fabre Pharmaceuticals. This strategic move enables Pierre Fabre to assume global clinical trial activities for the tabelecleucel clinical program, with ongoing enrollment in pivotal Phase 3 studies. Furthermore, the company resubmitted the tabelecleucel Biologics License Application (BLA) to the FDA on July 11, and the FDA has accepted and granted Priority Review for the BLA, with a target action date of January 10, 2026.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Atara Biotherapeutics (ATRA) Surges 10.0%: Is This an Indication of Further Gains?

Nov -07

Source: zacks.com

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Pierre Fabre Pharmaceuticals Announces Transfer from Atara Biotherapeutics of the Biologics License Application (BLA) for Tabelecleucel as Treatment of Epstein-Barr Virus Positive Post-Transplant Lymphoproliferative Disease (EBV+ PTLD)

Nov -03

Source: prnewswire.com

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Atara Biotherapeutics (ATRA) Soars 10.0%: Is Further Upside Left in the Stock?

Sep -25

Source: zacks.com

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Atara Biotherapeutics Announces Changes to Its Board of Directors

Sep -03

Source: businesswire.com

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Pierre Fabre Pharmaceuticals Inc. Announces FDA Acceptance and Priority Review of the Biologics License Application (BLA) for Tabelecleucel for the Treatment of Epstein-Barr Virus Positive Post-Transplant Lymphoproliferative Disease (EBV+ PTLD)

Jul -24

Source: prnewswire.com

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Perre Fabre Pharmaceuticals, Inc. Announces Transfer of Investigational New Drug Application for Tabelecleucel from Atara Biotherapeutics, Inc.

Jul -15

Source: prnewswire.com

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Atara Biotherapeutics (ATRA) Moves to Buy: Rationale Behind the Upgrade

Mar -13

Source: zacks.com

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Atara Biotherapeutics (ATRA) Reports Q4 Loss, Tops Revenue Estimates

Mar -07

Source: zacks.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.30%)

6. Segments

Therapeutics

Expected Growth: 11.3%

Atara Biotherapeutics' 11.3% growth in therapeutics is driven by increasing adoption of off-the-shelf allogenic T-cell therapies, strong pipeline of novel CAR-T and TCR-based treatments, and strategic partnerships to expand manufacturing capabilities and global reach.

7. Detailed Products

Tab-cel

Tab-cel is an off-the-shelf, allogenic T-cell immunotherapy that targets Epstein-Barr virus (EBV) antigens as a potential treatment for EBV-positive cancers.

ATA188

ATA188 is an off-the-shelf, allogenic T-cell immunotherapy that targets EBV antigens as a potential treatment for multiple sclerosis.

ATA2271

ATA2271 is an off-the-shelf, allogenic T-cell immunotherapy that targets cytomegalovirus (CMV) antigens as a potential treatment for CMV infections in immunocompromised patients.

Allogenic CAR-T cell therapy

Allogenic CAR-T cell therapy is a type of immunotherapy that uses genetically modified T-cells to target and kill cancer cells.

8. Atara Biotherapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Atara Biotherapeutics, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the ongoing research and development in the biotechnology industry.

Bargaining Power Of Customers

Atara Biotherapeutics, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Atara Biotherapeutics, Inc. relies on a few key suppliers for raw materials and services. While the company has some bargaining power due to its size, the suppliers also have some leverage due to the specialized nature of their products.

Threat Of New Entrants

The biotechnology industry has high barriers to entry, including significant capital requirements, complex regulatory approvals, and specialized expertise. These barriers make it difficult for new entrants to compete with established companies like Atara Biotherapeutics, Inc.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established companies competing for market share. Atara Biotherapeutics, Inc. faces intense competition from companies with similar products and technologies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight -139.93%
Debt Cost 7.43%
Equity Weight 239.93%
Equity Cost 7.43%
WACC 7.43%
Leverage -58.32%

11. Quality Control: Atara Biotherapeutics, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Atara Bio

A-Score: 5.6/10

Value: 7.4

Growth: 8.0

Quality: 7.0

Yield: 0.0

Momentum: 10.0

Volatility: 1.0

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Eton Pharmaceuticals

A-Score: 4.4/10

Value: 2.2

Growth: 7.1

Quality: 4.6

Yield: 0.0

Momentum: 10.0

Volatility: 2.7

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Oramed Pharmaceuticals

A-Score: 4.1/10

Value: 7.8

Growth: 4.8

Quality: 3.0

Yield: 0.0

Momentum: 6.0

Volatility: 3.0

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Century Therapeutics

A-Score: 3.8/10

Value: 9.6

Growth: 5.4

Quality: 5.2

Yield: 0.0

Momentum: 0.5

Volatility: 2.0

1-Year Total Return ->

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Biora Therapeutics

A-Score: 3.0/10

Value: 8.8

Growth: 3.4

Quality: 5.2

Yield: 0.0

Momentum: 0.0

Volatility: 0.3

1-Year Total Return ->

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Stock-Card
Sutro Biopharma

A-Score: 3.0/10

Value: 9.4

Growth: 2.3

Quality: 4.9

Yield: 0.0

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

14.33$

Current Price

14.33$

Potential

-0.00%

Expected Cash-Flows