The consensus price target for Cullinan Therapeutics, Inc. (NASDAQ: CGEM) has slightly decreased over the past year but remains stable in recent months.Morgan Stanley analysts have set a price target of $19 for CGEM, indicating a positive outlook for the stock.Cullinan's focus on developing therapies for cancer and immune-related diseases positions it well in the competitive biopharmaceutical industry.Cullinan Therapeutics, Inc. (NASDAQ: CGEM) is a clinical-stage biopharmaceutical company that focuses on de ...

Core Viewpoint - The article discusses the investment position in CGEM, highlighting a beneficial long position in the shares of the company through various means such as stock ownership and derivatives [1]. Group 1 - The analyst has a long position in CGEM shares, indicating confidence in the company's future performance [1]. - The article expresses personal opinions regarding CGEM without any external compensation, suggesting an independent analysis [1]. Group 2 - There is no specific financial data or performance metrics provided in the documents, focusing instead on the analyst's position and opinions [2][3].

Core Viewpoint - The session features Cullinan Therapeutics' leadership, highlighting the company's focus on oncology and its strategic direction in the biotech sector [1] Company Overview - Cullinan Therapeutics is represented by CEO Nadim Ahmed and CMO Jeff Jones during the Citi's Virtual Oncology Leadership Summit [1] Industry Context - The event is part of Citi's initiative to engage with key players in the oncology field, reflecting the growing importance of biotech in addressing cancer treatment [1]

Summary of Cullinan Therapeutics Conference Call Company Overview - **Company**: Cullinan Therapeutics (NasdaqGS: CGEM) - **Date**: February 19, 2026 - **Event**: Citi's Virtual Oncology Leadership Summit Key Points Oncology Pipeline Development - **2026 Significance**: Cullinan Therapeutics anticipates multiple catalysts across its oncology pipeline, particularly for T-cell engagers CLN-978 and CLN-049 [6][72] - **CLN-978**: A CD19 by CD3 T-cell engager targeting autoimmune diseases with a global development program aimed at lupus, rheumatoid arthritis (RA), and Sjögren's disease. The molecule is noted for its high binding affinity and potential to replace monoclonal antibodies [7][8] - **CLN-049**: A FLT3 x CD3 T-cell engager for acute myeloid leukemia (AML), presenting a first-in-class opportunity. The company aims to transition from dose escalation to dose expansion and is utilizing Fast Track designation from the FDA to select a recommended phase II dose [9][11] Clinical Data and Efficacy - **CLN-049 Efficacy**: Presented compelling monotherapy efficacy data at ASH 2025, with a complete response rate of approximately 30% and durable responses observed in patients, including those with P53 mutations [20][41] - **Safety Profile**: The safety profile of CLN-049 is favorable, with a lower incidence of cytokine release syndrome (CRS) compared to other T-cell engagers [21][22] Market Opportunity - **AML Market Size**: Approximately 20,000 new AML cases annually in the US, with a significant relapse/refractory patient pool. The potential market for CLN-049 in this segment is estimated to be a billion-dollar opportunity, with further expansion into frontline settings potentially unlocking multi-billion dollar opportunities [57][58] Financial Position - **Cash Reserves**: As of December 2025, Cullinan reported over $430 million in cash, providing a runway into 2029 to support ongoing programs [15] Zipalertinib Development - **Partnership with Taiho**: Zipalertinib, an EGFR exon 20 tyrosine kinase inhibitor, is in collaboration with Taiho, which is completing a rolling NDA submission. The agreement includes a 50/50 profit share in the US and $130 million in regulatory milestones [12][61] - **Market Potential**: The annual diagnosis of exon 20 non-small cell lung cancer in the US is estimated at 3,000-5,000 patients, presenting a significant market opportunity [60] Future Milestones - **Upcoming Data Releases**: Data updates for CLN-049 are expected in the second half of 2026, with dose expansion cohorts planned for initiation in Q2 2026 [70][71] - **Regulatory Pathway**: The company is confident in pursuing accelerated approval pathways for both CLN-049 and zipalertinib, with clear development strategies outlined [46][48] Conclusion - **2026 Outlook**: Cullinan Therapeutics is positioned for a transformative year with multiple catalysts across its oncology and autoimmune pipelines, aiming to create shareholder value through strategic advancements and regulatory approvals [72]

CAMBRIDGE, Mass., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Cullinan Therapeutics, Inc. (Nasdaq: CGEM; “Cullinan”), a clinical-stage biopharmaceutical company accelerating potential first- or best-in-class, high-impact therapies in autoimmune diseases and cancer, today announced that Nadim Ahmed, Chief Executive Officer, and Jeffrey Jones, M.D., M.B.A., Chief Medical Officer, will participate in a fireside chat at the Citi 2026 Virtual Oncology Leadership Summit on Thursday, February 19, 2026, at 10:00 a.m. ET. A w ...

Summary of Cullinan Therapeutics 2026 Conference Call Company Overview - **Company**: Cullinan Therapeutics (NasdaqGS: CGEM) - **Focus**: Development of T cell engager programs for autoimmune diseases and oncology Key Priorities and Portfolio - **2026 Significance**: First year with catalysts across the entire portfolio, particularly for two high-priority T cell engager programs: - **CLN-978**: CD19 x CD3 bispecific T cell engager for autoimmune diseases - **CLN-049**: FLT3 x CD3 T cell engager for acute myeloid leukemia (AML) [5][6] CLN-978 Program - **Potential**: Considered a best-in-class molecule for autoimmune diseases with a global development program targeting lupus, rheumatoid arthritis (RA), and Sjögren's disease [6] - **Differentiation**: High binding affinity for CD19, small molecular size for better tissue penetration, and subcutaneous administration convenience [6] - **Data Readouts**: Planned throughout 2026 for all three indications [6] - **Market Interest**: B cell depletion remains a hot area, with strategic acquisitions in the sector, indicating strong market interest [7] CLN-049 Program - **Potential**: First-in-class potential for a broad group of AML patients, with compelling monotherapy efficacy data presented at ASH [8] - **Regulatory Designation**: Received Fast Track designation from the FDA, facilitating a pivotal single-arm study for potential approval [8] - **Commercial Opportunity**: Aiming for significant commercial potential in the AML market, with plans for a combination study later in the year [8][34] Financial Position - **Cash Reserves**: Over $430 million reported at the end of 2025, providing a runway into 2029 to advance programs without immediate capital raising needs [9] Clinical Development Updates - **Enrollment Progress**: Completed first two dose cohorts for CLN-978 and currently accruing into the 30 microgram dose level for lupus and RA studies [11] - **Efficacy Expectations**: Anticipating a dose-response effect for B cell depletion in upcoming data releases [14][15] Competitive Landscape - **Market Position**: The company aims to be the first to present company-sponsored data for a CD19 T-cell engager, enhancing competitive positioning [19] - **Strategic Acquisitions**: Acquired a BCMA TCE to expand the reach in autoimmune diseases, allowing for a broader patient base [27][28] Future Plans - **Pivotal Studies**: Plans to initiate a phase 2 single-arm study for CLN-049 in 2027, targeting relapsed refractory AML patients [40] - **Combination Studies**: Intent to begin a phase 1b/2 combination study with AZA in previously untreated AML patients [37] Zipalertinib Program - **NDA Submission**: Completion of the relapsed study marks a significant milestone, with Taiho leading further development [41] - **Financial Impact**: Potential for $130 million in regulatory milestones and a 50/50 profit share in the U.S. [42] Conclusion - **Outlook for 2026**: A defining year for Cullinan Therapeutics with multiple catalysts and significant potential in both autoimmune diseases and oncology, supported by a strong financial position and strategic development plans [9][43]

Core Insights - Cullinan Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on developing first- or best-in-class therapies for autoimmune diseases and cancer [3] Group 1: Company Overview - Cullinan Therapeutics is advancing high-impact therapies leveraging expertise in T cell engagers, which are currently established in oncology and expanding into autoimmune diseases [3] - The company has a clinical-stage pipeline built on a rigorous scientific approach and innovation aimed at delivering new standards of care for patients [3] Group 2: Upcoming Events - The CEO Nadim Ahmed and CMO Jeffrey Jones will participate in a fireside chat at the Guggenheim Emerging Outlook: Biotech Summit 2026 on February 12, 2026, at 11:00 a.m. ET [1] - A webcast of the fireside chat will be available on the company's investor relations website [2]

Core Insights - The article does not provide any specific insights or analysis related to a company or industry, focusing instead on the author's qualifications and disclosures [1][2][3]. Group 1 - The author holds multiple degrees in Electronics and Telecommunication Engineering, Computer Science, Business Management, and Computer Applications [1]. - The author collaborates with another professional but emphasizes independent analysis [1]. - There are no stock or derivative positions held by the author in any mentioned companies, nor plans to initiate such positions [2].

Company Overview - AIM ImmunoTech Inc. is a member of the Medical sector, which includes 931 individual stocks and currently holds a Zacks Sector Rank of 9 [2] - AIM ImmunoTech Inc. belongs to the Medical - Drugs industry, which consists of 141 individual stocks and is currently ranked 96 in the Zacks Industry Rank [5] Performance Analysis - AIM ImmunoTech Inc. has gained about 7.1% year-to-date, which matches the average return of Medical companies [4] - The Zacks Consensus Estimate for AIM's full-year earnings has increased by 3.8% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] - In comparison, Cullinan Therapeutics, another Medical stock, has outperformed the sector with a year-to-date increase of 19.2% [4] Industry Comparison - The Medical - Drugs industry, to which AIM belongs, has seen an average gain of 3.5% this year, indicating that AIM is performing better than its industry peers [5] - Cullinan Therapeutics is part of the Medical - Biomedical and Genetics industry, which has moved up by 22.9% so far this year, and is currently ranked 94 [6]

Financial Overview - As of December 31, 2025, Cullinan Therapeutics reported unaudited cash, cash equivalents, short- and long-term investments, and interest receivable totaling $439.0 million, expected to provide runway into 2029[6]. - The company emphasizes that preliminary financial data is subject to change and has not been audited[7]. Clinical Trials and Studies - The Phase 1 OUTRACE study for rheumatoid arthritis and systemic lupus erythematosus is ongoing, with no dose-limiting toxicities observed in completed cohorts[12]. - Initial clinical data from the Phase 1 study of velinotamig in autoimmune diseases is expected to be shared in Q4 2026[12]. - Initial data from the OUTRACE study in Sjögren's disease is expected to be shared in Q4 2026[12]. - The company anticipates sharing initial data on safety and biomarker activity from the OUTRACE study in Q2 2026[12]. - CLN-049 received Fast Track designation for relapsed/refractory acute myeloid leukemia (AML) and plans to share updates from the dose escalation study in the second half of 2026[18]. - The company plans to initiate monotherapy dose expansion cohorts for relapsed/refractory AML in Q2 2026 and complete enrollment for pivotal trials in Q4 2026[18]. Product Development and Approvals - Zipalertinib's NDA submission for accelerated approval is expected to be completed in Q1 2026, with potential milestone payments of up to $130.0 million[15]. - The company is co-developing zipalertinib with Taiho Pharmaceutical, sharing 50% of future pre-tax profits from U.S. sales[15].