Welcome to our dedicated page for Cullinan Oncology SEC filings (Ticker: CGEM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Cullinan Therapeutics, Inc. filings document formal disclosures for a clinical-stage biopharmaceutical company developing therapies for autoimmune diseases and cancer. Recent Form 8-K reports furnish operating results and financial-condition updates, Regulation FD materials, and clinical disclosures tied to programs including CLN-978, CLN-049 and zipalertinib.
The filing record also covers corporate and governance matters, including definitive proxy disclosures on executive and director compensation, equity awards and shareholder voting matters. Material-event filings document portfolio and contractual actions, including the termination of an exclusive patent license related to CLN-617 through Cullinan Amber Corp.
Cullinan Therapeutics reported initial data from its Phase 1 OUTRACE Program testing CLN-978 in treatment‑refractory rheumatoid arthritis (RA) and systemic lupus erythematosus (SLE). As of a January 14, 2026 cutoff, 14 patients were dosed across RA (5 patients) and SLE (9 patients) cohorts.
Single subcutaneous step‑up and target doses of 10, 20, or 30 micrograms produced robust B cell depletion. After 10 micrograms, 9 of 11 patients showed more than 75% B cell reduction versus baseline; after 20 micrograms, three of six fell below quantification, with the others showing reductions of 98.5%, 77%, and 64%.
Among patients with at least four weeks of follow‑up, four of five RA patients had lower DAS28‑ESR scores, including four of four improving from high disease activity to moderate activity or remission. Five of six SLE patients had SLEDAI score reductions greater than four points. CLN‑978 was described as well tolerated with a favorable safety profile, and dose escalation is ongoing. Updated data will be presented at the EULAR Congress in June 2026.
Cullinan Therapeutics ownership update: A group of reporting persons led by Biotechnology Value Fund and affiliates reports shared beneficial ownership positions in the issuer's Common Stock as of 03/31/2026. The group holds Series A convertible preferred stock convertible into 4,819,890 shares, and an aggregate convertible position limited by a Conversion Blocker to 410,786 shares for conversion at that date. Reported beneficial holdings include 3,551,482 shares attributable to BVF, 2,272,849 shares to BVF2, and 224,641 shares to Trading Fund OS. The filing bases its percentages on 60,526,128 Shares outstanding as of 02/23/2026 and states BVF beneficially owned approximately 5.8% and BVF2 approximately 3.7% of outstanding shares.
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.
Cullinan Therapeutics reported first quarter 2026 results and highlighted key pipeline milestones in autoimmune disease and oncology. Cash, cash equivalents, investments and interest receivable were $393.3 million as of March 31, 2026, which the company expects will fund operations into 2029 under its current plan.
The company booked a net loss of $49.7 million, with research and development expenses of $42.1 million and general and administrative expenses of $11.6 million for the quarter. Cullinan’s partner-led NDA for zipalertinib in EGFR ex20ins NSCLC was accepted by the U.S. FDA, with a PDUFA target action date of February 27, 2027.
Cullinan Therapeutics Chief Scientific Officer Jennifer Michaelson reported an exercise-and-sell transaction in company stock. She sold a total of 8,000 shares of Common Stock in open-market transactions at weighted average prices of $14.60 and $15.58, with actual trade prices ranging from $14.24 to $15.60. These sales were executed pursuant to a pre-established Rule 10b5-1 trading plan dated August 7, 2025. On the same day, she exercised stock options for 4,000 shares of Common Stock at an exercise price of $4.30 per share, converting a derivative position into additional common shares while using part of her holdings for liquidity.
CGEM-related insider reported proposed sales. The filing lists multiple proposed and completed dispositions of Common stock, including 10b5-1 sales on 03/05/2026 for 8,000 shares at $125,453.60 and an exercise of stock options to sell 4,000 shares on 05/05/2026. The excerpt also shows 4,000 RSUs dated 02/22/2024.
Cullinan Therapeutics, Inc. has registered securities on a Form S-3 shelf and may sell up to $200,000,000 of its common stock through an at-the-market sales agreement with TD Securities (USA) LLC (TD Cowen). Sales may occur "from time to time" at market-determined prices under the sales agreement.
The prospectus covers multiple security types but the accompanying base prospectus and sales agreement specifically permit the company to offer common stock with proceeds to be used for general corporate purposes, including R&D, clinical trials, in-licensing and potential acquisitions.
Cullinan Therapeutics, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 16, 2026. The agenda includes electing two Class III directors, Nadim Ahmed and Stephen Webster, to serve until the 2029 annual meeting, ratifying KPMG LLP as independent auditor for 2026, and approving an advisory vote on named executive officer compensation.
The record date is April 20, 2026, with 61,451,380 common shares entitled to vote. The proxy details virtual-only access, board and committee structure, director pay, and executive pay, including 2025 total compensation of $5,100,006 for CEO Nadim Ahmed, $2,221,578 for CMO Jeffrey Jones, and $2,078,837 for CFO Mary Kay Fenton.
Cullinan Therapeutics Inc ownership update: The Vanguard Group reports beneficial ownership of 0 shares of Common Stock as of the amendment filing, following an internal realignment. The filing states on January 12, 2026 certain Vanguard subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.