{"filings":[{"id":609160,"accession_number":"0001193125-26-236820","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-05-22T20:01:45+00:00","items":["8.01"],"status":"ready","headline":"Sensei Biotherapeutics delays Karen Vousden board appointment to later 2026; board size set to five","event_type":"other_material","confidence":"high","bullets":["Karen Vousden delays board appointment to later 2026 due to personal reasons; Board to consider appointment in Q3 or Q4 2026.","If stockholder matters pass at June 10 annual meeting, Bob Holmen to become chair of Nominating and Corporate Governance Committee on June 12.","Board size approved at five directors effective upon reconstitution.","Annual meeting scheduled June 10, 2026; definitive proxy filed April 27."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":584196,"accession_number":"0001193125-26-234882","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-05-21T21:12:40+00:00","items":["8.01","9.01"],"status":"ready","headline":"Sensei Biotherapeutics schedules June 10 vote on Series B conversion that would trigger change of control","event_type":"other_material","confidence":"high","bullets":["Annual meeting on June 10, 2026 to vote on conversion of Series B Preferred Stock into common stock.","Conversion would issue ~24.4M shares, representing >20% of outstanding and result in change of control per Nasdaq rules.","Pro forma shows reclassification of $321.9M from preferred stock to equity; net loss per share improves from $131.45 to $6.62.","Conversion contingent on stockholder approval; if approved, occurs three business days after vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":"2026-05-21","daily_digest_url":"/daily/2026-05-21","daily_digest_rank":7},{"id":452517,"accession_number":"0001193125-26-225323","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-05-15T11:35:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sensei Biotherapeutics Q1 net loss $170.2M; cash $202.8M; PIKTOR trial advances","event_type":"earnings","confidence":"high","bullets":["Net loss of $170.2M ($131.45 per share) vs $6.9M loss a year ago, driven by $133.0M acquired IPR&D charge from Faeth acquisition.","Cash, cash equivalents and marketable securities $202.8M, up from $21.2M at Dec 31, 2025, after $200M private placement in February.","First patient dosed in Phase 1b/2 trial of PIKTOR for HR+/HER2- advanced breast cancer; Phase 2 endometrial cancer topline data expected H2 2026.","R&D expenses $18.0M (vs $3.7M) and G&A $19.7M (vs $3.5M) both increased due to Faeth acquisition and one-time costs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95954,"accession_number":"0001193125-26-158951","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Three Sensei directors to resign, new CEO & CFO conditional on stockholder approval","event_type":"leadership","confidence":"high","bullets":["Christopher Gerry, Thomas Ricks, Kristian Humer resigning conditionally effective after June 10, 2026 annual meeting, contingent on stockholder approval of Conversion and Charter Amendment Proposals.","Conditional appointments of Stephen Hahn, Saira Ramasastry, Karen Vousden as new directors effective at same time.","If proposals approved, Anand Parikh (current COO) will become CEO; Brian Stephenson will become CFO. Gerry remains General Counsel, Craver remains SVP Finance.","Board adopted Severance and Change in Control Plan covering Parikh, Gerry, Craver with cash severance up to 18 months base salary and COBRA.","Conversion Proposal involves issuance of >20% of common upon Series B preferred conversion, resulting in change of control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95953,"accession_number":"0001193125-26-157038","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K/A","filed_at":"2026-04-15T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Sensei Biotherapeutics files audited Faeth financials; net loss $16M in 2025, going-concern doubt","event_type":"m_and_a","confidence":"high","bullets":["Faeth net loss $16.0M in 2025 ($18.3M in 2024); accumulated deficit $77.7M at Dec 31, 2025.","R&D expenses $12.0M (2025) vs $14.1M (2024); cash & equivalents $20.4M at Dec 31, 2025.","Auditor cites substantial doubt about going concern due to potential cash payments from $200M PIPE Series B preferred.","Acquisition of Faeth closed Feb 17, 2026; concurrent $200M PIPE closed Feb 20, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109417,"accession_number":"0001193125-26-130419","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sensei Biotherapeutics FY2025 net loss $21.1M; advances PIKTOR with $200M private placement","event_type":"earnings","confidence":"high","bullets":["Net loss of $21.1M, or $(16.72) per share, compared to $30.2M loss in prior year.","Cash and marketable securities $21.2M at Dec 31, 2025, down from $41.3M at Dec 31, 2024.","Completed acquisition of Faeth Therapeutics; adds oral PIKTOR candidate targeting PI3K/AKT/mTOR.","Concurrent $200M private placement supports Phase 2 endometrial and Phase 1b breast cancer trials.","Topline data from Phase 2 endometrial and start of Phase 1b breast cancer expected by year-end 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109416,"accession_number":"0001193125-26-056135","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["1.01","5.03","2.01","3.02","5.02","7.01","9.01"],"status":"ready","headline":"Sensei Biotherapeutics closes merger with Faeth and $200M PIPE; existing holders diluted to ~4.9%","event_type":"m_and_a","confidence":"high","bullets":["Issued ~10,602 Series B Preferred shares (each convertible into 1,000 common) to acquire Faeth; pre-PIPE: Faeth holders ~89.3%, Sensei ~10.7%.","Sold 14,440 Series B Preferred shares in $200M PIPE; post-PIPE: PIPE investors ~54.3%, Faeth ~40.8%, Sensei ~4.9%.","Anand Parikh (ex-Faeth CEO) appointed as COO and director; granted 1,239,305 option inducement award vesting over 4 years.","Certificate of Designation filed; conversion of Series B requires stockholder approval and beneficial ownership limits of 4.99%-19.99%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109415,"accession_number":"0001193125-26-051815","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sensei Biotherapeutics appoints two new directors, expanding board to five","event_type":"leadership","confidence":"high","bullets":["Board increased from 3 to 5 members; Christopher W. Gerry (President & GC) and Phillip B. Donenberg appointed Feb 13, 2026.","Gerry already serves as President and General Counsel of the company.","Donenberg brings CFO and audit committee experience from Taysha, Tectonic, Jaguar Gene Therapy, and AveXis.","Donenberg will receive non-employee director compensation per 2025 proxy statement.","Each appointee entered standard indemnification agreement with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125894,"accession_number":"0001193125-25-331113","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sensei Bio sets CEO salary at $425K, SVP at $400K; retention bonuses tied to Feb 2026","event_type":"leadership","confidence":"high","bullets":["Annual base salaries: Christopher Gerry $425,000, Josiah Craver $400,000, effective Nov 14, 2025.","Each eligible for target annual bonus equal to 40% of base salary beginning FY 2026.","First retention bonus equals full 2025 target bonus if employed through Feb 13, 2026 or terminated without cause.","Second retention bonus is prorated 2026 target bonus if terminated without cause before 2026 bonus payment; 2x multiplier if not change-in-control.","Severance benefits require execution of separation agreement and release of claims."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125893,"accession_number":"0001193125-25-281581","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sensei discontinues solnerstotug, starts strategic review; workforce cut 65%","event_type":"other_material","confidence":"high","bullets":["Discontinued solnerstotug development; Board considering sale, merger, or wind-down.","Workforce cut ~65% to preserve cash; small team retained for strategic review.","Cash $25.0M as of Sep 30, 2025, down from $41.3M at Dec 31, 2024.","Q3 2025 net loss $4.6M (vs $7.3M YoY); R&D $2.5M (vs $4.6M YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125892,"accession_number":"0001193125-25-257621","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Sensei Biotherapeutics discontinues solnerstotug, initiates strategic review for sale or wind-down","event_type":"other_material","confidence":"high","bullets":["Board discontinues development of solnerstotug after review of pipeline and market conditions.","Initiated comprehensive review of strategic alternatives, including sale, merger, licensing, or orderly wind-down.","Workforce reduction planned to preserve cash; details to be disclosed separately.","Small team retained to assist with strategic review, regulatory compliance, and orderly cessation of development."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125891,"accession_number":"0001193125-25-242007","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Sensei Biotherapeutics reports 50% 6-month PFS for solnerstotug in PD-(L)1 resistant tumors at ESMO 2025","event_type":"other_material","confidence":"high","bullets":["6-month PFS of 50% in 15 mg/kg dose cohort in PD-(L)1 resistant patients vs historical ~10-20% for docetaxel.","Complete response in Merkel cell carcinoma patient; duration of response 54+ weeks. Four of six responders had late onset responses (18-54 weeks).","Favorable safety: only six mild Grade 1 CRS events across all 98 patients; no new safety signals.","Phase 2 studies planned in 2L NSCLC and Merkel cell carcinoma in 2026, subject to FDA feedback and capital raise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142655,"accession_number":"0001193125-25-173043","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sensei Biotherapeutics Q2 net loss $4.9M; cash runway into Q2 2026; Phase 1/2 data year-end","event_type":"earnings","confidence":"high","bullets":["Cash, cash equivalents and marketable securities $28.6M at June 30, 2025 (down from $41.3M at Dec 31, 2024).","Net loss $4.9M for Q2 2025 vs $7.1M for Q2 2024; R&D expenses decreased to $2.5M from $4.6M.","Phase 1/2 dose expansion cohort enrollment complete (64 patients); full data including 6-month PFS expected by year-end 2025.","Data to be presented at ESMO Congress 2025 (Oct 17-21) in a mini oral session.","Regained Nasdaq compliance after 1-for-20 reverse split effective June 16, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-9.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142654,"accession_number":"0001193125-25-157113","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Sensei Biotherapeutics regains Nasdaq minimum bid price compliance","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq letter on July 2, 2025 confirming compliance with Rule 5550(a)(2).","Closing bid price was at or above $1.00 for 10 consecutive business days (June 17 to July 1, 2025).","No further action required; delisting risk removed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160704,"accession_number":"0001193125-25-140329","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Sensei Biotherapeutics announces 1-for-20 reverse stock split effective June 16","event_type":"other_material","confidence":"high","bullets":["Reverse stock split at 1-for-20 ratio effective 5:00 p.m. ET on June 16, 2025.","Authorized shares reduced from 250,000,000 to 12,500,000; par value unchanged.","No fractional shares issued; stockholders receive cash payment in lieu.","Common stock trades on split-adjusted basis on Nasdaq Capital Market starting June 17, 2025.","Outstanding stock options, RSUs, and warrants proportionately adjusted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160703,"accession_number":"0001193125-25-125484","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sensei Biotherapeutics shareholders approve reverse stock split at 1:10-1:30 ratio","event_type":"other","confidence":"high","bullets":["Elected directors William Ringo (8.9M for) and John Celebi (9.2M for) to three-year terms.","Ratified Deloitte & Touche as independent auditor for FY2025: 15.8M for, 369.9K against.","Approved reverse stock split authorization (ratio 1:10 to 1:30) at board discretion; 14.7M for, 1.6M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160702,"accession_number":"0001193125-25-113299","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sensei Biotherapeutics Reports Q1 2025 Results; Clinical Progress for Solnerstotug in PD-(L)1 Resistant Tumors","event_type":"earnings","confidence":"high","bullets":["Net loss of $6.9 million for Q1 2025, down from $8.0 million in Q1 2024.","Cash, cash equivalents and marketable securities were $34.3 million as of March 31, 2025, expected to fund operations into Q2 2026.","Dose expansion enrollment complete with 63 patients; full Phase 1/2 data expected by year-end 2025.","Favorable clinical activity observed in PD-(L)1 resistant 'hot' tumors, with response rates nearly three times higher than typical rechallenge."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178911,"accession_number":"0001193125-25-066261","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-03-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sensei Bio reports Q4 2024 cash of $41.3M; Phase 1/2 solnerstotug data shows 14% ORR in PD-(L)1 resistant tumors","event_type":"earnings","confidence":"high","bullets":["Preliminary Phase 1/2 dose expansion data: 14% ORR (3x historical PD-(L)1 rechallenge rates) and 62% DCR in PD-(L)1 resistant hot tumors; one complete response in Merkel cell carcinoma.","Target enrollment of 60 patients achieved in dose expansion cohort; full data expected by year-end 2025.","Net loss $30.2M for FY2024 (vs $34.1M FY2023); cash, equivalents and marketable securities $41.3M as of Dec 31, 2024, with runway into Q2 2026.","Solnerstotug well-tolerated: no dose-limiting toxicities; majority of adverse events Grade 1-2; 7% Grade 1 cytokine release syndrome.","Corporate updates: Q4 restructuring, appointment of Josiah Craver as Principal Financial Officer, and Dr. Ron Weitzman as part-time CMO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178910,"accession_number":"0001193125-25-065634","cik":1829802,"company_name":"Sensei Biotherapeutics, Inc.","ticker":"SNSE","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Sensei reports solnerstotug 14% ORR in PD-(L)1 resistant tumors; Phase 2 planned Q1 2026","event_type":"other_material","confidence":"high","bullets":["14% ORR (3/21 evaluable) and 62% DCR in PD-(L)1 resistant 'hot' tumors; nearly 3x historical rechallenge response.","One durable CR in Merkel Cell Carcinoma (42+ weeks) and two PRs (MCC and MSI-H CRC, 12+ and 36+ weeks).","All patients with tumor shrinkage remain on study, suggesting potential for deepening responses.","Solnerstotug well tolerated: no DLTs; mild CRS in 4/60 patients (Grade 1 only).","Phase 2 initiation expected Q1 2026, subject to sufficient capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}