---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-210290"
form_type: "8-K"
ticker: "CGEM"
cik: "0001789972"
company_name: "Cullinan Therapeutics, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:57:20.388587+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Cullinan Therapeutics Q1 net loss $49.7M, cash $393.3M; zipalertinib NDA accepted with PDUFA Feb 2027

## Summary
- Net loss of $49.7M for Q1 2026 vs $48.5M in Q1 2025; R&D expense $42.1M, G&A $11.6M.
- Cash and investments $393.3M as of March 31, 2026; runway into 2029 under current plan.
- FDA accepted NDA for zipalertinib in EGFR ex20ins NSCLC; PDUFA target date February 27, 2027.
- Initial CLN-978 SLE and RA data to be presented at EULAR June 6, 2026; multi-dose RA data due Q3 2026.
- Velinotamig initial SLE data expected Q4 2026; CLN-049 RP2D and AML update planned by Q4 2026.

## SEC filing metadata
- accession: 0001193125-26-210290
- form_type: 8-K
- ticker: CGEM
- cik: 0001789972
- company_name: Cullinan Therapeutics, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1789972/000119312526210290/0001193125-26-210290-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1789972/000119312526210290/cgem-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-210290
- JSON: https://secwatch.observer/filing/0001193125-26-210290.json
- Plain text: https://secwatch.observer/filing/0001193125-26-210290.txt

## Source-grounded claims
- claim_id: b7f8864803bff4fb25642459b3563a3d4451f477
  claim: Cullinan Therapeutics, Inc. reported first quarter ended March 31, 2026 results: net income Net loss was $49.7 million for the first quarter of 2026.
  evidence_excerpt: On May 7, 2026, Cullinan Therapeutics, Inc. (the "Company") announced its financial results for the three months ended March 31, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1789972/000119312526210290/0001193125-26-210290-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
