Mink Therapeutics, Inc. SEC Filings

MiNK Therapeutics (INKT) reported operational and financing updates in its Form 10-Q. The company completed an Option Exchange that re-priced 647,915 options to an exercise price of $7.43 with a 10-year term and unchanged vesting, producing approximately $0.6 million of incremental share-based compensation expense ($0.4 million recognized immediately and $0.2 million over the remaining vesting period). Agenus-related intercompany activities are disclosed, including a $14.5 million note receivable as of June 30, 2025 that Agenus agreed not to require repayment for the foreseeable future; interest accrues and may convert at Agenus’ election into equity at 80% of a qualified financing price. The company completed a 1-for-10 reverse stock split effective January 28, 2025. Nasdaq compliance for Minimum Value of Listed Securities was restored after MVLS exceeded $35.0 million for the required consecutive period. Clinical highlights include a durable complete remission in a refractory metastatic testicular cancer patient and a durable partial response in an advanced gastric cancer patient following agenT-797 plus checkpoint blockade.

MiNK Therapeutics, Inc. announced its financial results for the quarter ended June 30, 2025 and furnished a related press release as Exhibit 99.1 to this Current Report on Form 8-K. The filing states that the information under Item 2.02 and Exhibit 99.1 is being furnished and therefore is not intended to be deemed filed for purposes of Section 18 of the Exchange Act. The 8-K itself does not include the underlying financial figures; the press release referenced in Exhibit 99.1 contains the detailed results and the Cover Page Interactive Data File is included as Exhibit 104.

MiNK Therapeutics, Inc. (NASDAQ: INKT) filed a Form 8-K announcing that on 15 July 2025 it entered into an At-Market Issuance Sales Agreement with B. Riley Securities. The agreement allows the company to issue and sell up to $50 million of common stock from time to time on the open market.

The shares will be offered under the company’s effective Form S-3 shelf registration (File No. 333-268143) via a base prospectus (dated 8 Nov 2022) and a new prospectus supplement dated 15 July 2025. Sales will be made at prevailing market prices, with B. Riley acting as the agent for placement; compensation terms were not disclosed in this filing.

Exhibits include: (1) the full Sales Agreement (Ex 1.1); (2) the legal opinion and consent of Latham & Watkins LLP (Ex 5.1 & 23.1); and (3) the cover-page Inline XBRL file (Ex 104).

Key Implications for Investors

• The facility provides flexible, immediate access to capital that can support R&D, clinical trials or general corporate purposes without negotiating separate financing rounds.
• Issuances will be executed “at-the-market,” potentially creating incremental selling pressure and dilution as shares are sold into the market.
• The $50 million capacity should be evaluated relative to MiNK’s market capitalisation; if sizeable, ongoing issuance could materially increase the share count.

MiNK Therapeutics, Inc. (Nasdaq: INKT) filed an 8-K to highlight new clinical evidence supporting its allogeneic invariant natural killer T-cell therapy, agenT-797.

• Landmark peer-reviewed case: Nature’s Oncogene published a complete, durable remission (>2 years) in a patient with metastatic, treatment-refractory testicular cancer after a single agenT-797 infusion plus nivolumab (trial NCT05108623). No CRS or GVHD observed; donor iNKT cells persisted up to six months.
• Phase 2 gastric cancer signals: At the 2025 AACR Immuno-Oncology meeting, MiNK reported immune activation, increased tumor infiltration and early tumour-control signals in second-line gastric cancer patients previously refractory to checkpoint inhibitors; several patients lived >12 months post-treatment.
• Additional case report: A separate Oncogene paper detailed a metastatic gastric cancer patient who achieved a 42 % tumour reduction and >9 months progression-free survival following a single agenT-797 dose with nivolumab.
• Pipeline momentum: The ongoing Phase 2 gastric cancer study (NCT06251973) is actively enrolling, with further read-outs expected “in upcoming months.”

The filing contains forward-looking statements and reminds investors of risk factors detailed in MiNK’s March 31 2025 10-Q.

MiNK Therapeutics, Inc. (NASDAQ: INKT) filed a Form 8-K summarizing the results of its Annual Meeting of Stockholders held on 18 June 2025. A quorum was achieved with 2,793,022 shares (70.41% of outstanding) present in person or by proxy. Shareholders voted on three routine proposals outlined in the proxy dated 30 April 2025.

Proposal 1 – Election of Class I Directors: Incumbents Jennifer Buell and Ulf Wiinberg were each re-elected to serve until the 2028 meeting. Support levels were strong, with Buell receiving 2,337,073 “For” votes (98.7% of votes cast, excluding non-votes) and Wiinberg receiving 2,312,077 “For” votes (97.7%). Broker non-votes totaled 424,803 shares.

Proposal 2 – Option Exchange: Shareholders approved the company’s option exchange program, designed to allow eligible employees to exchange existing stock options for new options. The measure passed with 2,269,364 “For”, 97,538 “Against,” and 1,317 “Abstain,” while 424,803 broker non-votes were recorded.

Proposal 3 – Auditor Ratification: KPMG LLP was ratified as independent registered public accounting firm for fiscal 2025, receiving 2,773,188 “For” votes (99.1%), 12,846 “Against,” and 6,988 abstentions.

No other matters were brought before the meeting, and there were no disclosures regarding financial performance, strategic transactions, or changes in control. The filing is primarily procedural, confirming continued shareholder support for existing leadership and governance practices.