CAPRICOR THERAPEUTICS, INC. (CAPR) FY2025 10-K Annual Report

Filed: Mar 17, 2026
Health Care
Pharmaceutical PreparationsSEC EDGAR

CAPRICOR THERAPEUTICS, INC. (CAPR) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 17, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

CAPRICOR THERAPEUTICS, INC. FY2025 10-K Analysis

Business Overview

  • Core business model: development and manufacturing of cell-based therapies and exosome technologies, focus on Deramiocel for commercial and clinical use
  • New emphasis on potential vaccine candidates using exosome technologies with unique manufacturing and regulatory challenges highlighted
  • Strategic focus on scaling manufacturing capacity including addition of 22,000 sq ft expansion to San Diego GMP facility ahead of potential commercial launch
  • Quantitative manufacturing milestone: completed San Diego facility with FDA pre-license inspection, received acceptable responses to Form 483 observations, lease at Cedars-Sinai expiring July 2026
  • Noteworthy risks this year: detailed impact of May 2025 U.S. MFN drug pricing initiatives and CMS GENEROUS, GLOBE, and GUARD models on future product revenues and federal reimbursement

Management Discussion & Analysis

  • No specific revenue figures or YoY changes disclosed in provided text
  • No profitability, margin, or segment performance metrics mentioned
  • No cash flow, buybacks, dividends, or capital expenditure details provided
  • Forward-looking statements referenced but without specific management outlook or guidance

Risk Factors

  • Regulatory risk: FDA Complete Response Letter in July 2025 for Deramiocel BLA, requiring additional Phase 3 HOPE-3 trial data, new PDUFA date August 22, 2026
  • Geopolitical/macro risk: Exposure to U.S. public health policy through NIH/NIAID collaboration on StealthX™ vaccine under Project NextGen initiative
  • Operational risk: Dependence on qualified donated human hearts as source material for CDCs in Deramiocel manufacturing scale-up
  • Competitive risk: Potential market disruption from alternative DMD therapies, including gene editing and exon skipping technologies by competitors like Sarepta Therapeutics
  • Financial risk: Reliance on equity financings with $318.1M cash (2025 year end) but net loss increased to $105.0M in 2025, risking dilution or funding gaps for further development

CAPRICOR THERAPEUTICS, INC. FY2025 Key Financial Metrics
XBRL

Revenue

$0

-100.0% YoY

Net Income

-$105M

-159.6% YoY

ROE

-34.4%

-653bp YoY

Total Assets

$356M

+108.8% YoY

EPS (Diluted)

$-2.26

-96.5% YoY

Operating Cash Flow

-$70M

-74.5% YoY

Source: XBRL data from CAPRICOR THERAPEUTICS, INC. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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