Recent 8-K filings for TIL

• May 15, 2026, 8:30 AM ET earnings materiality 0.40 neutral item 2.02item 9.01

  Instil Bio reports Q1 2026 cash of $74.7M, GAAP net loss per share $0.62

  Cash, equivalents, restricted cash and marketable securities $74.7M as of March 31, 2026; expected to fund operations beyond 2027.

• April 3, 2026, 7:59 PM ET other material materiality 0.30 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  Instil Bio replaces Deloitte with RSM as independent auditor for FY 2026

  Dismissed Deloitte & Touche LLP effective April 1, 2026; appointed RSM US LLP for fiscal year ending Dec 31, 2026.

• March 27, 2026, 7:59 PM ET other material materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Instil Bio discontinues AXN-2510, pivots to acquisitions; cash $76.3M

  Discontinued clinical development of AXN-2510; terminated license with ImmuneOnco.

• January 6, 2026, 6:59 PM ET other material materiality 0.60 negative item 1.02 ◈ Material Agreements

  Instil Bio subsidiary terminates license deal with ImmuneOnco for AXN-2510 and AXN-27M

  Axion Bio (Instil Bio subsidiary) terminated License and Collaboration Agreement with ImmuneOnco effective Jan 5, 2026.

• November 13, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Instil Bio reports Q3 net loss $2.01/share; first patient dosed in Phase 1 trial of AXN-2510

  Cash position $83.4M as of Sept 30, 2025, down from $115.1M at Dec 31, 2024; expects runway beyond 2026.

• August 13, 2025, 7:59 PM ET earnings materiality 0.55 neutral item 2.02item 9.01

  Instil Bio Q2 net loss $3.24/share; cash $103.6M; IND cleared for '2510

  Cash, equivalents, marketable securities and long-term investments of $103.6M as of June 30, 2025; funded beyond 2026.

• July 31, 2025, 7:59 PM ET other material materiality 0.70 positive item 8.01

  ImmuneOnco reports 62% partial response rate in Phase 2 NSCLC trial of IMM2510 + chemo

  As of July 1, 2025, 33 patients dosed at 10 mg/kg; 21 efficacy-evaluable patients.

• May 28, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Instil Bio stockholders elect Bronson Crouch as director, ratify Deloitte

  Bronson Crouch elected Class I director with 4,662,952 votes for, 281,585 withheld, 927,396 broker non-votes.

• May 27, 2025, 7:59 PM ET other material materiality 0.75 neutral item 7.01item 8.01item 9.01

  Instil Bio and ImmuneOnco report Phase 2 NSCLC trial of IMM2510 on track; initial data expected 2H 2025

  Phase 2 trial of IMM2510 + chemo in first-line NSCLC in China to complete enrollment of ~60 patients by Q3 2025.

• May 22, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  Instil Bio releases May 2025 corporate presentation with no material updates

  Filed under Regulation FD as a routine investor deck; no specific financial or operational metrics disclosed.

• May 13, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Instil Bio Q1 net loss $4.32/share; restructuring charges $16.1M; cash $111.8M

  Net loss per share $4.32 (GAAP) vs $3.74 YoY; non-GAAP $1.32 vs $2.39.

• March 31, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  Instil Bio enters $100M at-the-market stock offering with Jefferies

  Sales agreement with Jefferies LLC allows ATM sales of up to $100M in common stock.

• March 4, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01

  Instil Bio Q4 net loss $1.82/sh; cash $115.1M; AXN-2510 NSCLC data expected 1H2025

  GAAP net loss per share $1.82 in Q4, full year $11.39; non-GAAP $1.08 and $7.59 respectively.

• January 14, 2025, 6:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  ImmuneOnco doses first patient in Instil's IMM2510 Phase 1b/2 NSCLC trial; data in 2H 2025

  ImmuneOnco dosed first patient in combined-chemotherapy trial for advanced NSCLC in China.

• December 23, 2024, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 1.02item 2.03

  Instil Bio subsidiary closes $85.6M term loan at 6.35% to refinance property debt

  Loan from Midland National Life Insurance Co., fixed 6.35% interest-only, 2-year term with 1-year extension option.

• November 13, 2024, 6:59 PM ET other material materiality 0.65 neutral item 2.02item 9.01

  Instil Bio Q3 net loss $3.54/sh; cash $122.9M; licensed PD-L1xVEGF bispecific SYN-2510

  Licensed SYN-2510 (PD-L1xVEGF bispecific) and SYN-27M (CTLA-4 antibody) from ImmuneOnco for global ex-China rights.

• September 16, 2024, 7:59 PM ET other material materiality 0.55 neutral item 7.01item 8.01item 9.01

  Instil Bio and ImmuneOnco outline global registrational strategy for SYN-2510 in NSCLC and TNBC

  Global registrational strategy for SYN-2510/IMM2510 in front-line NSCLC and TNBC announced.

• September 6, 2024, 7:59 PM ET other material materiality 0.60 negative item 2.05

  Instil Bio to close remaining UK operations, cut workforce, incur up to $5.5M in restructuring costs

  Board approved restructuring plan to close Manchester, UK operations and eliminate remaining UK workforce.

• August 15, 2024, 7:59 PM ET other material materiality 0.30 neutral item 7.01item 9.01

  Instil Bio provides SYN-2510 program overview in investor presentation

  Company furnished presentation detailing its SYN-2510 program as of August 2024.

• August 13, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Instil Bio Q2 net loss $2.29/share; in-licenses two assets, leases facility to AstraZeneca

  Net loss per share $2.29 (GAAP), non-GAAP $1.57 for Q2 2024; improved from $2.87 and $2.03 in Q2 2023.

• August 1, 2024, 7:59 PM ET other material materiality 0.75 positive item 1.01

  Instil Bio licenses bispecific and CTLA-4 antibodies from ImmuneOnco in deal up to $2.15B

  SynBioTx (Instil subsidiary) gains exclusive license to IMM2510 (PD-L1/VEGF) and IMM27M (CTLA-4) outside Greater China.

• July 11, 2024, 7:59 PM ET other material materiality 0.55 positive item 1.01

  Instil Bio leases Tarzana facility to AstraZeneca for ~15 years at $7.5M/yr initial rent

  Initial term ~15 years from July 10, 2024 to July 31, 2039; two 5-year extension options.

• June 17, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Instil Bio stockholders elect two directors, ratify auditor at 2024 annual meeting

  R. Kent McGaughy, Jr. elected as Class III director with 4,499,758 votes for and 129,194 withheld.

• May 10, 2024, 7:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01 ◈ Earnings Releases

  Instil Bio reports Q1 net loss $3.74/share; cash runway beyond 2026

  Cash, equivalents and investments of $161.5M at March 31, 2024; runway extends beyond 2026.

• April 26, 2024, 7:59 PM ET leadership materiality 0.20 neutral item 5.02

  Director Jack B. Nielsen resigns from Instil Bio board; George Matcham appointed to Audit Committee

  Jack B. Nielsen resigned from the Board effective April 24, 2024 for personal reasons; not due to any disagreement.

• March 21, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

  Instil Bio reports Q4 net loss $1.99/share; ends ITIL-306 trial, closes UK facility

  Cash and investments of $175.0M as of Dec 31, 2023, down from $260.9M a year earlier; runway expected beyond 2026.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.60 · Most common event other_material

5 positive 5 negative 16 neutral

source · TIL on sec.gov