secwatch.observer — SEC 8-K summary ====================================== Issuer: Cullinan Therapeutics, Inc. (CGEM) CIK: 0001789972 Form: 8-K Filed at: 2026-08-06T11:06:30+00:00 Accession: 0001193125-26-336700 Event type: earnings Sentiment: neutral Materiality: 0.65 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Cullinan Therapeutics Q2 2026 net loss $53.7M; cash $356M; pipeline on track ---------------------------------------------------------------------------- - Net loss $53.7M vs $70.1M YoY; R&D expenses $44.4M vs $61.0M; G&A $12.8M vs $14.8M. - Cash and investments $356M as of June 30, 2026; runway into 2029. - CLN-049 Phase 2 in R/R AML to start Q3 2026 after positive FDA End-of-Phase 1 meeting. - CLN-978 multi-dose data in RA Q3 2026, SLE Q4 2026; Phase 2 expansion early 2027. - Zipalertinib NDA accepted; PDUFA Feb 27, 2027; Cullinan eligible for $30M on 2L approval. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1789972/000119312526336700/0001193125-26-336700-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1789972/000119312526336700/cgem-20260806.htm HTML page: https://secwatch.observer/filing/0001193125-26-336700 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer