secwatch.observer — SEC 8-K summary ====================================== Issuer: Neurogene Inc. (NGNE) CIK: 0001404644 Form: 8-K Filed at: 2026-08-11T11:32:26+00:00 Accession: 0001404644-26-000056 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Neurogene Q2 net loss $34.5M; NGN-401 100% milestone gains; cash to 1Q29 ------------------------------------------------------------------------ - Q2 2026 net loss $34.5M vs $22.0M YoY; R&D $25.5M, G&A $11.2M. - Cash $225.4M at June 30; pro forma $360.2M after $134.8M net from July offering; runway into 1Q29. - NGN-401 Phase 1/2: 100% (N=10) improved CGI-I and gained ≥1 milestone; avg 4.7 milestones, no plateau through 30 months. - Embolden topline data expected 2H 2027; PPQ runs for BLA complete by end-2026; NGN-401 well-tolerated (N=35). - Oversubscribed public offering raised ~$144M gross proceeds, including full underwriter option exercise. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1404644/000140464426000056/0001404644-26-000056-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1404644/000140464426000056/ngne-20260811.htm HTML page: https://secwatch.observer/filing/0001404644-26-000056 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer