# Serina Therapeutics, Inc.: overview

SER · NYSE · CIK 1708599 · [Healthcare](/sectors/healthcare.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/ser.md) · [Financials](/companies/ser/financials.md) · [Filings](/companies/ser/filings.md) · [Insiders](/companies/ser/insiders.md)

Latest reported revenue: [$0](/filings/0001708599-26-000047.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 13, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001708599-26-000047).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $k | [14.0](/filings/0001708599-25-000133.md) | [(14.0) d](/filings/0001708599-26-000016.md) | [0.0](/filings/0001708599-25-000053.md) | [130](/filings/0001708599-26-000047.md) | [0.0](/filings/0001708599-25-000133.md) | [0.0 d](/filings/0001708599-26-000016.md) | not reported | [0.0](/filings/0001708599-26-000047.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(37942.9%)](/filings/0001708599-25-000133.md) | [39635.7% d](/filings/0001708599-26-000016.md) | not reported | [(4280.8%)](/filings/0001708599-26-000047.md) | not reported | not reported | not reported | not reported |
| Net margin | % | [10071.4%](/filings/0001708599-25-000133.md) | [19571.4% d](/filings/0001708599-26-000016.md) | not reported | [(4960.0%)](/filings/0001708599-26-000047.md) | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [0.13](/filings/0001708599-25-000133.md) | not reported | [(0.49)](/filings/0001708599-26-000035.md) | [(0.66)](/filings/0001708599-26-000047.md) | [(0.45)](/filings/0001708599-25-000133.md) | not reported | [(0.58)](/filings/0001708599-26-000035.md) | [(0.55)](/filings/0001708599-26-000047.md) |
| Free cash flow | $k | [(2,965) d](/filings/0001708599-25-000133.md) | [(4,594) d](/filings/0001708599-26-000016.md) | [(4,322)](/filings/0001708599-26-000035.md) | [(3,796) d](/filings/0001708599-26-000047.md) | [(3,863) d](/filings/0001708599-25-000133.md) | [(6,033) d](/filings/0001708599-26-000016.md) | [(4,593)](/filings/0001708599-26-000035.md) | [(6,712) d](/filings/0001708599-26-000047.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [0.1](/filings/0001493152-23-010285.md) | [0.0](/filings/0001493152-24-011022.md) | [3.2](/filings/0001708599-25-000027.md) | [0.1](/filings/0001708599-26-000016.md) | [0.1](/filings/0001708599-26-000016.md) |
| Gross margin | % | [86.8%](/filings/0001493152-23-010285.md) | [61.8%](/filings/0001493152-24-011022.md) | [3.2%](/filings/0001493152-24-011022.md) | not reported | not reported |
| Operating margin | % | [(5509.0%)](/filings/0001493152-23-010285.md) | [(20514.7%)](/filings/0001493152-24-011022.md) | [(99.2%)](/filings/0001708599-25-000027.md) | [(30442.9%)](/filings/0001708599-26-000016.md) | [(18478.5%)](/filings/0001708599-26-000016.md) |
| Net margin | % | [(6024.3%)](/filings/0001493152-23-010285.md) | [(30770.6%)](/filings/0001493152-24-011022.md) | [167.1%](/filings/0001708599-25-000027.md) | [(19894.6%)](/filings/0001708599-26-000016.md) | [(14755.4%)](/filings/0001708599-26-000016.md) |
| Diluted EPS | $ per share | [(0.23)](/filings/0001493152-22-008028.md) | [(9.70)](/filings/0001493152-24-011022.md) | [0.73](/filings/0001708599-25-000027.md) | [(1.51)](/filings/0001708599-26-000016.md) | [(1.91)](/filings/0001708599-26-000016.md) |
| Free cash flow | $m | not reported | not reported | [(3.0)](/filings/0001708599-25-000027.md) | [(17.2)](/filings/0001708599-26-000016.md) | [(18.0)](/filings/0001708599-26-000016.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareBasicAndDiluted; Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/ser/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Sio Capital Management, LLC](/funds/1482416.md) | 2026-06-30 | $1.9m | 1,000,000 |  | Unchanged |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $314.7k | 162,198 |  | Added +3,062 |
| [Waverly Advisors, LLC](/funds/1568787.md) | 2026-06-30 | $130.9k | 67,492 |  | Unchanged |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $99.0k | 51,007 |  | Reduced −13,966 |
| [Keel Point, LLC](/funds/1386935.md) | 2026-06-30 | $41.7k | 21,508 |  | Not compared |
| [NORTHERN TRUST CORP](/funds/73124.md) | 2026-06-30 | $40.3k | 20,771 |  | New +20,771 |
| [VANGUARD FIDUCIARY TRUST CO](/funds/933478.md) | 2026-06-30 | $38.8k | 20,009 |  | Unchanged |
| [Avidian Wealth Enterprises, LLC](/funds/1471474.md) | 2026-06-30 | $36.5k | 18,800 |  | Unchanged |
| [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $30.0k | 15,444 |  | Reduced −24,209 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $24.8k | 12,758 |  | Unchanged |

## Recent filings

[All 518 filings](/companies/ser/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-09 | 21:19 ET | [8-K](/filings/0001708599-26-000060.md) | 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001708599-26-000060 |
| 2026-09-09 | 11:43 ET | [8-K](/filings/0001708599-26-000054.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001708599-26-000054 |
| 2026-08-27 | 22:24 ET | [8-K](/filings/0001708599-26-000051.md) | 1.01 Entry into a material agreement; 3.02 Unregistered sale of equity; 9.01 Financial statements and exhibits | 0001708599-26-000051 |
| 2026-08-24 | 21:24 ET | [S-1](/filings/0001493152-26-039910.md) | Registration statement | 0001493152-26-039910 |
| 2026-08-13 | 20:05 ET | [8-K](/filings/0001708599-26-000048.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001708599-26-000048 |
| 2026-08-13 | 20:03 ET | [10-Q](/filings/0001708599-26-000047.md) | Quarterly report, period 2026-06-30 | 0001708599-26-000047 |
| 2026-07-23 | 20:51 ET | [8-K](/filings/0001628280-26-049426.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001628280-26-049426 |
| 2026-07-22 | 21:03 ET | [8-K](/filings/0001708599-26-000043.md) | 5.02 Departure or appointment of officers or directors | 0001708599-26-000043 |
| 2026-07-22 | 16:12 ET | [SCHEDULE 13D/A](/filings/0001104659-26-085696.md) | Ownership report, active investor, amended | 0001104659-26-085696 |
| 2026-06-24 | 20:10 ET | [8-K](/filings/0001708599-26-000040.md) | 5.03 Amendment to articles or bylaws; 5.07 Shareholder vote results | 0001708599-26-000040 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001708599-26-000016.md), filed Mar 25, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/c6dee244-caa3-4965-8e8f-777cc33bc083)

## About the filer

- CIK: 1708599
- Tickers: SER
- Exchange: NYSE
- SIC code: 2834 Pharmaceutical Preparations
- State of incorporation: AL
- Filer category: Non-accelerated filer<br>Smaller reporting company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:46 ET. No prices; not investment advice.
