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Cullinan Therapeutics, Inc.

Cullinan Therapeutics, Inc.

NASDAQ•CGEM
CEO: Mr. Nadim Ahmed
セクター: Healthcare
業種: Medical - Pharmaceuticals
上場日: 2021-01-08
Cullinan Therapeutics, Inc., a biopharmaceutical company, focuses on developing oncology therapies for cancer patients in the United States. The company's lead program comprises CLN-619, a monoclonal antibody that is in Phase I clinical trial for the treatment of solid tumors. Its development portfolio also includes CLN-049, a humanized bispecific antibody that is in Phase I clinical trial for the treatment of acute myeloid leukemia or myelodysplastic syndrome; CLN-418, a human bispecific immune activator that is in Phase 1 clinical trial for the treatment of multiple solid tumors; and Zipalertinib, a bioavailable small-molecule for treating patients with non-small cell lung cancer. In addition, the company's development products comprise CLN-617, a fusion protein for the treatment of solid tumors; and CLN-978, a T cell engaging antibody for the treatment relapsed/refractory B-cell non-Hodgkin lymphoma. It has license and collaboration agreement with Adimab, LLC to discover and/or optimize antibodies; Harbour BioMed US Inc. for the development, manufacturing, and commercialization of CLN-418; and co-development agreement with Taiho Pharmaceutical Co., Ltd to develop Zipalertinib. Cullinan Therapeutics, Inc. was formerly known as Cullinan Oncology, Inc. and changed its name to Cullinan Therapeutics, Inc. in April 2024. Cullinan Therapeutics, Inc. was incorporated in 2016 and is headquartered in Cambridge, Massachusetts.
連絡先情報
One Main Street, Suite 1350, Cambridge, MA, 02142, United States
617-410-4650
cullinantherapeutics.com
時価総額
$684.69M
PER (TTM)
-3.2
474.9
配当利回り
--
52週高値
$13.43
52週安値
$5.68
52週レンジ
76%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$0.00+0.00%
直近4四半期の推移

EPS

-$0.86+22.57%
直近4四半期の推移

フリーCF

$0.00-100.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

R&D Spending Surge Nine month R&D expenses reached $144.5M, up 41.1%, driven by $20.0M upfront licensing fee.
Quarterly Net Loss Widens Net loss attributable to Cullinan for the quarter was $50.61M, compared to $40.56M loss previously reported.
Strategic Pipeline Addition Acquired global rights for velinotamig via Genrix agreement in June 2025, recording $20.0M expense.
Sufficient Liquidity Runway Cash, equivalents, and short-term investments totaled $332.6M, funding operations through at least twelve months.

リスク要因

Clinical Trial Enrollment Difficulty Difficulty enrolling patients delays clinical trials, potentially preventing regulatory approval and delaying future product revenue.
Program Discontinuation Impact Development discontinued for CLN-619 and CLN-617 in November 2025 following emerging clinical data review.
Future Capital Requirements Expect continued operating losses; future viability depends on success and ability to access additional capital funding.
Regulatory Submission Delays Ongoing U.S. government shutdown may delay acceptance and review of the planned zipalertinib NDA submission.

見通し

Zipalertinib Regulatory Filing Taiho plans rolling NDA submission for relapsed EGFR ex20ins NSCLC by the end of 2025.
CLN-978 Data Sharing Initial safety and B cell depletion data for CLN-978 in SLE and RA expected in first half 2026.
Velinotamig China Trial Genrix plans to initiate Phase 1 clinical trial for velinotamig in China by the end of 2025.
Office Lease Extension Operating lease extended through September 2028, increasing future minimum lease payments by $2.4 million.

同業比較

売上高 (TTM)

Community Health Systems, Inc.CYH
$12.64B
+0.7%
Enhabit, Inc.EHAB
$1.05B
+1.0%
Varex Imaging CorporationVREX
$854.40M
+4.1%

粗利益率 (最新四半期)

Bicycle Therapeutics plcBCYC
100.0%
+1705.8pp
ADC Therapeutics SAADCT
92.7%
-2.7pp
Standard BioTools Inc.LAB
48.5%
-3.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RAPT$954.54M-14.7-61.8%1.6%
OMER$828.83M-6.457.3%103.2%
CGEM$684.69M-3.2-41.6%0.2%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
N/M
売上高の変動が大きい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月26日
|
EPS:-$0.80
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.86+22.6%
    不明
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $0.00+0.0%
    |
    EPS: $-1.19+56.6%
    不明
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月8日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.82-4.7%
    不明
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $0.00+0.0%
    |
    EPS: $-3.11+15.7%
    不明
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.70-23.9%
    不明
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.76-6.2%
    不明
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月15日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.86-39.4%
    不明
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月14日|
    売上高: $0.00+0.0%
    |
    EPS: $-3.69-250.0%
    不明