other material
confidence high
sentiment positive
materiality 0.55
Cullinan reports $439M cash as of Dec 31, 2025; outlines 2026 clinical milestones for CLN-978, CLN-049, zipalertinib
Cullinan Therapeutics, Inc.
- Preliminary cash, equivalents, investments, interest receivable $439.0M at Dec 31, 2025; runway into 2029.
- CLN-978: Phase 1 dose escalation in RA, SLE, SjD ongoing; initial data readouts in Q2/Q3/Q4 2026.
- CLN-049: Fast Track for relapsed/refractory AML; dose expansion to determine RP2D in Q4 2026; pivotal trial expected.
- Zipalertinib: NDA submission completion expected Q1 2026; REZILIENT3 enrollment complete H1 2026; $130M US milestones + 50% profit share.
- Velinotamig: Genrix Bio Phase 1 in China initiated; initial data in Q4 2026.