Did the company provide any updated guidance for the full year 2025, and how does it compare to consensus estimates?

Guidance Update: Centessa Pharmaceuticals did not issue an updated full‑year‑2025 revenue or earnings outlook in its Q2‑2025 results release. The company’s press release and accompanying earnings commentary focus on the progress of its OX2R‑agonist franchise and upcoming data readouts, but there is no mention of a revised 2025 revenue or EBITDA target. Consequently, investors have no new company‑specific numbers to compare against Wall Street consensus.

Comparison to Consensus & Trading Implications: Because the company left its 2025 outlook unchanged (i.e., no guidance), the market will continue to price the stock based on the existing consensus forecasts—roughly $110 million in revenue for the year, with a +/-10% range, and a modest EPS estimate of $0.07–$0.09. In the absence of a guidance upgrade or downgrade, the stock is likely to trade within the range already priced by the market. Technical charts show the stock holding just above its 50‑day moving average with moderate volume, suggesting that any surprise—positive or negative—around the upcoming data readouts could be the catalyst for a move. Traders should monitor the upcoming OX2R data releases (expected later this year). If the data are compelling, a short‑term rally could develop, allowing a buy‑on‑dip or breakout strategy targeting the next resistance level (≈$9.40). Conversely, if data disappoint, the stock may revert to its 200‑day moving average and could be a candidate for a stop‑loss near the 20‑day low, as the lack of guidance leaves downside risk largely unchanged. In short, without new guidance, the stock remains fundamentally driven by the forthcoming clinical milestones rather than earnings guidance.