Cullinan Therapeutics is rated a Buy, driven by a robust T-cell engager pipeline, savvy management, and a strong $430M+ cash position. CLN-049 (FLT3xCD3) shows ~30% CR rates in AML, with broad applicability, favorable safety, and a clear accelerated approval path via single-arm study. A clear path to market for CLN-049 and regulatory precedent set by predecessors in AML increase the attractiveness of this setup, along with long-lived IP.
Cullinan Therapeutics, Inc. (CGEM) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Cullinan Therapeutics is a cash-rich clinical-stage biotech with great autoimmune and AML T-cell research, which has promising catalysts for 2026. CGEM also partnered for zipalertinib, which is nearing NDA completion in Q1 2026. I believe this program alone could quickly unlock considerable shareholder value. Additionally, CGEM's CLN-978 (CD19xCD3) will enter Phase 1 and is progressing well as a potential long-term core value driver post-zipalertinib.
| Pharmaceuticals Industry | Healthcare Sector | Nadim Ahmed CEO | NASDAQ (NGS) Exchange | 230031106 CUSIP |
| US Country | 111 Employees | - Last Dividend | 31 Aug 2009 Last Split | - IPO Date |
Cullinan Therapeutics, Inc. is a leading biopharmaceutical company based in Cambridge, Massachusetts, dedicated to discovering and developing innovative oncology therapies aimed at improving the lives of cancer patients across the United States. Initially established in 2016 as Cullinan Oncology, Inc., the company underwent a name change to Cullinan Therapeutics, Inc. in April 2024, reflecting its broadened focus on a range of therapeutic solutions beyond oncology. Through its commitment to cutting-edge research and development, Cullinan Therapeutics has positioned itself at the forefront of the biopharmaceutical industry, leveraging strategic partnerships and advanced scientific methodologies to tackle some of the most challenging cancers.
In addition, Cullinan Therapeutics has forged crucial strategic alliances, including a license and collaboration agreement with Adimab, LLC for antibody discovery and/or optimization. These partnerships enable the enhancement of its R&D capabilities and ensure the development of forward-thinking cancer therapies.