TOP TIERMARKET NEWSWIRE
Movers explained · 2026-09-23

Archived explainer. For the current picture see today's CLDX page.

Why Is CELLDEX THERAPEUTICS (CLDX) Stock Down Today?

By the Top Tier Newswire AI Desk · September 23, 2026 at 12:04 AM ET · reviewed against 16 wire stories

CELLDEX THERAPEUTICS (CLDX) is down -11.56% in the latest session. Our newswire has captured 16 stories on CLDX across 10 sources in the last 36 hours, with AI sentiment reading mixed (avg 57/100).

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Celldex Therapeutics (CLDX) fell 11.56% to $33.51 in a single session, marking a sharp reversal for the biopharmaceutical company. The decline followed the release of positive Phase 3 trial results for barzolvolimab in chronic spontaneous urticaria, which were accompanied by growing concerns over safety data. While the drug met its primary and secondary endpoints, investor sentiment turned negative as reports highlighted potential safety issues that could delay regulatory approval.

What Happened

Celldex Therapeutics announced positive topline data from the EMBARQ-CSU1 and EMBARQ-CSU2 trials, showing barzolvolimab achieved a complete response rate of nearly 54% at 24 weeks in antihistamine-refractory chronic spontaneous urticaria patients. The company presented the results in a slide deck on September 22, 2026. However, media reports and analyst commentary quickly shifted focus to safety concerns, with Reuters noting that these issues overshadowed the clinical success. H.C. Wainwright called the safety concerns “misplaced” and reiterated a positive view, while Stifel and other analysts maintained Buy ratings. Despite this, the market reacted negatively, sending the stock sharply lower.

What The Data Shows

The stock has declined 8.1% over the last eight sessions, moving from $36.90 to $33.92. On September 22, it printed 22 fresh 52-week lows and only four 52-week highs, reflecting heightened volatility. The 52-week range remains $22.10 to $45.14. Celldex operates with a market cap of $3.0 billion but remains unprofitable, with a TTM EPS of -4.33 and TTM revenue down 97.3%. H.C. Wainwright raised its price target to $64 from $42, and both Morgan Stanley and Barclays increased their targets to $46 and $53, respectively.

What To Watch

Celldex is preparing for a 2027 FDA submission for barzolvolimab in chronic skin disease. Investors should monitor how regulatory agencies assess the safety data and whether the company can address concerns ahead of its filing.

AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.

CLDX by the numbers

Last: $33.51Session: -11.56%7 sessions: -8.08%Coverage: 16 stories / 10 sourcesAI sentiment: 57/100 (mixed)Mkt cap: $3.0B52w: $22.10 to $45.14
AI sentiment, last 36h · averaged over 16 stories · 57/100 bullish
AI sentiment 57/100 (bullish)0 · bearish50bullish · 100

The headlines behind the move

Story flow · 8 stories on the wire, last 36h · hover or tap a dot for the headline
36h ago24h ago12h agopublishReuters · sentiment 38 · Celldex shares slip as safety concerns cloud skin drug trial winReuters · 38Celldex shares slip as safety concerns cloud skin drug trial winInvesting.com Analyst Ratings · sentiment 61 · Stifel reiterates Celldex Therapeutics stock Buy rating after trial dataInvesting.com Analyst Ratings · 61Stifel reiterates Celldex Therapeutics stock Buy rating after trial dataMarketChameleon · sentiment 76 · Celldex Highlights Phase 3 Barzolvolimab Data With Complete Response Near 54% at 24 Weeks in CSU September 22, 2026MarketChameleon · 76Celldex Highlights Phase 3 Barzolvolimab Data With Complete Response Near 54% at 24 Weeks…The Fly · sentiment 67 · Celldex price target raised to $64 from $42 at H.C. WainwrightThe Fly · 67Celldex price target raised to $64 from $42 at H.C. WainwrightThe Fly · sentiment 34 · Celldex falls -11.4%The Fly · 34Celldex falls -11.4%Stocktwits News · sentiment 54 · CLDX Stock Slumps 11% – This Analyst Sees Nearly 90% Upside, Calls Phase 3 Trial Safety Concerns ‘Misplaced’Stocktwits News · 54CLDX Stock Slumps 11% – This Analyst Sees Nearly 90% Upside, Calls Phase 3 Trial Safety C…Investing.com Markets · sentiment 34 · Why is Celldex Therapeutics stock sliding today?Investing.com Markets · 34Why is Celldex Therapeutics stock sliding today?Seeking Alpha · sentiment 73 · Celldex Therapeutics, Inc. (CLDX) Discusses Positive Phase 3 Results for Barzolvolimab in Chronic Spontaneous Urticaria - SlideshowSeeking Alpha · 73Celldex Therapeutics, Inc. (CLDX) Discusses Positive Phase 3 Results for Barzolvolimab in…
13h agoSeeking AlphaBULLISH 73Product/PR

Celldex Therapeutics, Inc. (CLDX) Discusses Positive Phase 3 Results for Barzolvolimab in Chronic Spontaneous Urticaria - Slideshow

2026-09-22. The following slide deck was published by Celldex Therapeutics, Inc.

15h agoInvesting.com MarketsBEARISH 34General

Why is Celldex Therapeutics stock sliding today?

Why is Celldex Therapeutics stock sliding today?

15h agoStocktwits NewsNEUTRAL 54Analyst

CLDX Stock Slumps 11% – This Analyst Sees Nearly 90% Upside, Calls Phase 3 Trial Safety Concerns ‘Misplaced’

H.C. Wainwright called the Phase 3 results a “compelling” late-stage assessment of Barzolvolimab in a patient population with a significant unmet need.

16h agoThe FlyBEARISH 34General

Celldex falls -11.4%

16h agoThe FlyBULLISH 67Analyst

Celldex price target raised to $64 from $42 at H.C. Wainwright

17h agoMarketChameleonBULLISH 76Product/PR

Celldex Highlights Phase 3 Barzolvolimab Data With Complete Response Near 54% at 24 Weeks in CSU September 22, 2026

Celldex reported positive topline Phase 3 results from EMBARQ-CSU1 and EMBARQ-CSU2, with barzolvolimab meeting the primary endpoint and all key secondary endpoints in antihistamine-refractory chronic spontaneous urticaria. Complete response (UAS7=0) reached as high as 54.0% at 24 weeks, with statistically significant benefits also shown in omalizumab-refractory patients and in angioedema resolution. The program continues to 52 weeks, and Celldex said a BLA submission is anticipated in 2027.

17h agoInvesting.com Analyst RatingsBULLISH 61Analyst

Stifel reiterates Celldex Therapeutics stock Buy rating after trial data

Stifel reiterates Celldex Therapeutics stock Buy rating after trial data

17h agoReutersBEARISH 38General

Celldex shares slip as safety concerns cloud skin drug trial win

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More on CLDX: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.

Earlier CLDX move explainers: 2026-09-23 · 2026-09-22