$CGEM

Cullinan Therapeutics, Inc.

AlphAI earnings readsecond quarter 2026 · AUG 6 · NEXT NOV 14Cullinan Therapeutics Provides Corporate Update and Reports Second Quarter 2026 Financial ResultsVerdict: mixed

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No enriched coverage for $CGEM in the last 7 days.

No SEC Form 4 filings for $CGEM in the last 30 days.

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H.C. Wainwright reiterates Cullinan Oncology stock rating on NDA filing

H.C. Wainwright reiterated a Buy rating and $35 price target for Cullinan Oncology (CGEM) after its rolling NDA submission for zipalertinib. The stock is up 153% over a year, trading at $14.53. Positive Phase 3 trial results showed improved outcomes for zipalertinib plus chemotherapy in NSCLC. Approval could trigger milestone payments. CGEM has strong cash position but high annual burn rate.

CGEM sentiment & insider activity

Recent CGEM coverage spans financial news, regulation and technology.

What's driving CGEM

  • The start of a pivotal Phase 2 trial reduces development risk and may lift sentiment toward CGEM.

    globenewswire.com · Oct 8, 2026

  • Reiterated Buy rating could sustain or modestly boost the stock.

    theglobeandmail.com · Oct 3, 2026

  • Analyst rating reinforcement and NDA filing suggest potential FDA approval, likely driving the stock higher.

    investing.com · Oct 2, 2026

  • HC Wainwright reiterated a Buy rating on Cullinan Therapeutics with a $35 price target, implying 140.9% upside from the Oct 1 close. The firm cited strong clinical data for zipalertinib, including a 65% overall response rate, and potential milestone payments of $100 million upon approval.

    tradingview.com · Oct 2, 2026

  • The NDA filing signals progress toward potential FDA approval, likely prompting buying interest.

    investing.com · Oct 1, 2026

AlphAI scores every news story that mentions CGEM with an AI model for sentiment and relevance, and aggregates insider trades from Cullinan Therapeutics, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CGEM

Score
$CGEMMedAI 8/10

H.C. Wainwright reiterates Cullinan Oncology stock rating on NDA filing

H.C. Wainwright reiterated a Buy rating and $35 price target for Cullinan Oncology (CGEM) after its rolling NDA submission for zipalertinib. The stock is up 153% over a year, trading at $14.53. Positive Phase 3 trial results showed improved outcomes for zipalertinib plus chemotherapy in NSCLC. Approval could trigger milestone payments. CGEM has strong cash position but high annual burn rate.

$CGEMHighAI 8/10

Cullinan initiates FDA filing for lung cancer drug zipalertinib

Cullinan Therapeutics (CGEM) initiated an FDA filing for zipalertinib, a lung cancer drug, in combination with chemotherapy. The Phase 3 trial met its primary endpoint, showing improved progression-free survival. The company expects to complete the NDA submission by year-end 2026 and could receive $130 million in milestones upon approvals. Zipalertinib is being developed with Taiho Oncology and Taiho Pharmaceutical.

$CGEMHighAI 8/10

New Drug Application Submission Initiated for Zipalertinib Plus Chemotherapy in First-Line EGFR Exon 20 Insertion Mutation NSCLC for Review Under FDA Real-Time Oncology Review Program

Cullinan Therapeutics (CGEM) initiated NDA submission for zipalertinib plus chemotherapy in first-line EGFR exon20ins NSCLC under FDA's RTOR program, with completion expected by year-end 2026. The submission follows positive Phase 3 REZILIENT3 trial results, showing significant improvement in progression-free survival. Zipalertinib has FDA Breakthrough Therapy designation, and Cullinan may receive $100M in milestone payments upon approval.

CGEM Stock Extends Losses After Cullinan Delays Arthritis Update To December — Zipalertinib Safety Worries Linger

Cullinan Therapeutics (CGEM) shares fell 5% after delaying rheumatoid arthritis data to December, later than expected. The company also faces safety concerns about zipalertinib. Cullinan plans to present data on other drugs at upcoming conferences. TD Cowen maintains a Buy rating, citing potential catalysts. CGEM stock is up 55% year-to-date.

$CGEMLow

Cullinan Therapeutics Highlights Fourth Quarter 2026 Milestones Across Immunology and Oncology T Cell Engager Portfolio

Cullinan Therapeutics, Inc. (CGEM) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 Cullinan Therapeutics Highlights Fourth Quarter 2026 Milestones Across Immunology and Oncology T Cell Engager Portfolio Velinotamig (BCMA TCE) multi-dose regimen data in SLE at ACR Convergence 2026 in November CLN-978 (CD19 TCE) multi-dose regimen data in SLE, RA and

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