secwatch.observer — SEC 8-K summary
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Issuer:     FATE THERAPEUTICS INC (FATE)
CIK:        0001434316
Form:       8-K
Filed at:   2026-05-13T12:32:07+00:00
Accession:  0001193125-26-220691
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fate Therapeutics Q1 2026: $174.8M cash, $1.3M revenue; FT819 lupus trial on track
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- Cash, equivalents, and investments of $174.8M as of March 31, 2026; operating runway extended into 2028.
- Total revenue $1.3M from Ono Pharmaceutical collaboration; total operating expenses $34.3M (R&D $24.7M, G&A $9.6M, including $3.9M stock-based comp).
- RECLAIM-LN Phase 2 potentially registrational trial of FT819 for lupus nephritis on track to initiate in H2 2026; approximately 53 patients planned.
- FT819 selected into FDA CDRP program for enhanced CMC engagement; also has RMAT designation for SLE.
- FT839 IND planned H2 2026 for autoimmune diseases; FT836 Phase 1 enrolling solid tumor patients with no ICANS/GvHD/CRS or DLTs observed.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1434316/000119312526220691/0001193125-26-220691-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1434316/000119312526220691/fate-20260513.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-220691

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