Recent 8-K filings for TIL

• 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.

• 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 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 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.

• 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 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 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.

• 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