Cerenome第三季总收入70万美元全为诊断收入：净亏损870万美元、每股1.14美元、现金490万美元
中枢神经系统肿瘤公司 Cerenome 于 2026 年 11 月 13 日在得克萨斯州休斯顿公布第三季业绩，业绩期截至 2026 年 9 月 30 日，并给出业务进展。公司在纳斯达克的股票代码为 CNSY，本季内由 Plus Therapeutics 更名而来，8 月 3 日起以新代码交易。
公司第三季总收入为 70 万美元，全部为净诊断收入。本季公司按目录价提交了约 155 万美元的总开单索赔，经预估的付款方调整与价格让步后确认净诊断收入 70 万美元，这也是公司首个确认 CNSide 诊断收入的季度，商业付款自 10 月开始。
第三季收入成本为 90 万美元，研发开支为 210 万美元，上年同期为 240 万美元；销售、一般与行政开支为 520 万美元，上年同期为 340 万美元。运营亏损为 750 万美元，上年同期为 450 万美元；净亏损为 870 万美元、每股 1.14 美元，上年同期为净亏损 440 万美元、每股 1.03 美元。
截至 2026 年 9 月 30 日，公司现金、现金等价物与投资合计 490 万美元，6 月 30 日时为 860 万美元。公司 9 月宣布完成一笔最高 2000 万美元的高级担保融资安排，季后又在股权分销协议下筹集了 380 万美元。
业务面上，公司称其签约覆盖范围现约代表 1.9 亿参保人，约占美国私人付款方的 80%，其中 Aetna 的协议自 11 月 1 日生效，是首份同时涵盖肿瘤细胞计数与分子谱分析的全国性 CNSide 付款方协议。REYOBIQ 的 2 期 ReSPECT-GBM 复发胶质母细胞瘤试验已于 10 月完成入组，公司预期 2027 年年中给出顶线数据。公司将于 11 月 16 日上午 8 时 30 分（美东时间）举行电话会说明业绩。
Cerenome Third-Quarter Total Revenue of 0.7 Million Dollars Comes Entirely From Diagnostic Revenue: a Net Loss of 8.7 Million Dollars, or 1.14 Dollars per Share, and Cash of 4.9 Million Dollars
Cerenome, Inc. (Nasdaq: CNSY), a central nervous system oncology company, announced financial results for the third quarter ended September 30, 2026 in Houston on November 13, 2026, and provided an overview of recent business progress. The company rebranded from Plus Therapeutics during the quarter, and its stock began trading under the CNSY symbol on August 3, 2026.
Total revenue was 0.7 million dollars, consisting entirely of net diagnostic revenue. The company submitted billing claims for approximately 1.55 million dollars in gross billings at list prices and recognized 0.7 million dollars in net diagnostic revenue in the quarter after estimated payer adjustments and price concessions, in its first quarter of recognized CNSide diagnostic revenue, with commercial payments beginning in October.
Cost of revenue was 0.9 million dollars. Research and development expense was 2.1 million dollars, compared with 2.4 million dollars a year earlier, and selling, general and administrative expense was 5.2 million dollars, compared with 3.4 million dollars a year earlier. Operating loss was 7.5 million dollars, compared with 4.5 million dollars a year earlier. Net loss was 8.7 million dollars, or 1.14 dollars per share, compared with 4.4 million dollars, or 1.03 dollars per share, a year earlier.
Cash, cash equivalents and investments totaled 4.9 million dollars as of September 30, 2026, compared with 8.6 million dollars as of June 30, 2026. In September the company announced the closing of a senior secured financing facility of up to 20 million dollars, and it raised 3.8 million dollars under its Equity Distribution Agreement after the quarter ended.
On the business side, the company said its contracted coverage footprint now represents approximately 190 million covered lives and about 80 percent of United States private payers, with the Aetna agreement effective November 1 as the first national CNSide payer agreement to include both tumor cell enumeration and molecular profiling. Enrollment was completed in October in the Phase 2 ReSPECT-GBM study of REYOBIQ in recurrent glioblastoma, with topline data expected in mid-2027. The company will host a conference call on November 16, 2026 at 8:30 a.m. Eastern Time.
来源：Cerenome
发布：GSM·美国（发布链接）
图片来源：图：脑部核磁共振影像（Cerenome相关资料图）。Raymond F Sekula Jr，CC BY 2.0，Wikimedia Commons。 / Photo: An MRI scan of the brain. Raymond F Sekula Jr, CC BY 2.0, via Wikimedia Commons.
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