secwatch.observer — SEC 8-K summary
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Issuer:     Sensei Biotherapeutics, Inc. (SNSE)
CIK:        0001829802
Form:       8-K
Filed at:   2026-05-15T11:35:06+00:00
Accession:  0001193125-26-225323
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sensei Biotherapeutics Q1 net loss $170.2M; cash $202.8M; PIKTOR trial advances
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- Net loss of $170.2M ($131.45 per share) vs $6.9M loss a year ago, driven by $133.0M acquired IPR&D charge from Faeth acquisition.
- Cash, cash equivalents and marketable securities $202.8M, up from $21.2M at Dec 31, 2025, after $200M private placement in February.
- First patient dosed in Phase 1b/2 trial of PIKTOR for HR+/HER2- advanced breast cancer; Phase 2 endometrial cancer topline data expected H2 2026.
- R&D expenses $18.0M (vs $3.7M) and G&A $19.7M (vs $3.5M) both increased due to Faeth acquisition and one-time costs.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1829802/000119312526225323/0001193125-26-225323-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1829802/000119312526225323/d125741d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-225323

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