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Cullinan Oncology Inc 10-Q Filings

CGEM NASDAQ

Every 10-Q that Cullinan Oncology Inc (CGEM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow CGEM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CGEM filings page.

Rhea-AI Summary

Cullinan Therapeutics, Inc. reported a Q2 2026 net loss of $53.7 million, improving from $70.1 million a year earlier, driven by lower R&D and G&A spending. Research and development expenses were $44.4 million in the quarter and $86.6 million for the first half of 2026.

Cash, cash equivalents and short-term investments totaled $334.5 million as of June 30, 2026, with an additional $21.4 million in long-term investments and interest receivable, which management expects to fund operations for at least 12 months. The company continues to invest in its T cell engager pipeline, including CLN-978 for autoimmune diseases, velinotamig for autoantibody-driven disorders and CLN-049 for AML and MDS.

For zipalertinib, co-developed with Taiho, the U.S. FDA accepted a new drug application for previously treated EGFR exon 20 insertion NSCLC and set a February 27, 2027 action date, with additional Phase 3 data expected by year-end 2026. Cullinan also plans potentially registrational Phase 2 trials for CLN-049. The company notes it will become a large accelerated filer in 2027, which will increase compliance and reporting requirements.

Rhea-AI Summary

Cullinan Therapeutics, Inc. reported a first‑quarter 2026 net loss of $49.661 million as it continued to invest heavily in autoimmune and oncology programs. Research and development expenses were $42.123 million and general and administrative expenses were $11.574 million.

Cash, cash equivalents, and short‑term investments totaled $351.9 million, with an additional $41.4 million in long‑term investments and interest receivable, which management believes can fund operations for at least twelve months. The company remains pre‑revenue and has an accumulated deficit of $637.8 million.

Pipelines advanced meaningfully. The U.S. FDA accepted a new drug application for zipalertinib in EGFR exon 20 insertion non‑small cell lung cancer, with a target action date of February 27, 2027, and a Phase 3 first‑line trial completed enrollment. Early immunology programs, including CLN‑978 and velinotamig, have multiple data readouts planned through 2026. Cullinan also established a $200.0 million at‑the‑market equity offering program to provide additional financing flexibility.

Rhea-AI Summary

Cullinan Therapeutics (CGEM) reported a Q3 2025 net loss of $50.6M as operating expenses rose with pipeline investment. Research and development was $41.97M and general and administrative was $13.63M, offset partly by $5.09M of interest income.

Liquidity remains strong with cash and cash equivalents of $103.3M, short‑term investments of $229.3M, and long‑term investments of $140.0M as of September 30, 2025. Management states these resources are sufficient to fund operations through at least the next twelve months. The company also has an at‑the‑market program with $85.6M capacity remaining.

Pipeline updates: Cullinan licensed velinotamig from Genrix with a $20.0M upfront fee recorded in R&D. Zipalertinib, co‑developed with Taiho, met the primary endpoint in a pivotal Phase 2b; following a positive Type B pre‑NDA meeting, Taiho plans a rolling NDA submission by year‑end 2025. Subsequent to quarter end, Cullinan decided not to pursue further development of CLN‑619 and CLN‑617. Common shares outstanding were 59,076,259 as of October 31, 2025.