secwatch.observer — SEC 8-K summary
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Issuer:     Cullinan Therapeutics, Inc. (CGEM)
CIK:        0001789972
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001193125-26-210290
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1789972/000119312526210290/0001193125-26-210290-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1789972/000119312526210290/cgem-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-210290

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer