{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-094445","form_type":"8-K","ticker":"CYPH","cik":"0001509745","company_name":"CYPHERPUNK TECHNOLOGIES INC.","filed_at":"2026-08-12T11:10:23+00:00","discovered_at":"2026-08-12T11:15:00.235966+00:00","generated_at":"2026-08-12T11:15:09.472042+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cypherpunk Q2 net income $39.4M on ZEC gain; FDA aligns on Phase 3 for sirexatamab","bullets":["Net income $39.4M ($0.18/diluted) vs net loss $16.6M in Q2 2025, driven by $46.0M unrealized gain on ZEC treasury.","ZEC treasury 323,394.38 ZEC (avg cost $341.83, ~1.92% of supply); ZEC price rose from $243.35 to $400.09 in Q2.","FDA aligned on randomized Phase 3 trial (~270 DKK1-high 2L mCRC patients) with dual endpoints ORR/OS; Fast Track granted May 2026.","DeFianCe Phase 2 published: in DKK1-high above median, sirexatamab improved ORR 38% vs 23.7%, PFS HR 0.61, OS HR 0.42; primary endpoint missed in ITT.","Cash $7.6M; G&A up to $4.5M from $1.8M; R&D down to $0.2M from $10.5M."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-094445","json":"https://secwatch.observer/filing/0001104659-26-094445.json","markdown":"https://secwatch.observer/filing/0001104659-26-094445.md","text":"https://secwatch.observer/filing/0001104659-26-094445.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1509745/000110465926094445/0001104659-26-094445-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1509745/000110465926094445/tm2620947d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-12T11:15:09.472042+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}