$FATE

U.S. stock indices rose on Thursday, led by chipmaker stocks, with S&P 500 up 0.8%, Nasdaq 100 up 1.3%, and Dow Jones up 0.3%. Investors focused on SK Hynix's upcoming Nasdaq debut and upcoming earnings season. Oracle was downgraded by S&P Global Ratings, Starbucks is using AI to reduce reliance on legacy tech, TeraWulf plans $3.5B debt raise, Palo Alto Networks CEO commented on AI token prices, and Fate Therapeutics received FDA clearance for a clinical trial.

Fate Therapeutics (NASDAQ: FATE) dosed the first patient in its Phase 2 potentially registrational RECLAIM-LN trial of FT819 for refractory moderate-to-severe SLE with Class III or IV lupus nephritis. The single-arm study targets about 53 patients, with complete renal response at Week 26 as the primary endpoint. Enrollment is expected to finish in 15-18 months, by 1H2028.

FATE THERAPEUTICS INC (FATE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Fate Therapeutics Reports Second Quarter 2026 Financial Results and Business Updates First lupus nephritis patient dosed in RECLAIM-LN, a Phase 2 potentially registrational trial utilizing FT819, an iPSC-derived, off-the-shelf CAR T-cell therapy; patient was treated

Valamehr Bahram (President and CEO) sold 43,947 shares of FATE THERAPEUTICS INC (FATE) at $2.46 ($0.11M total) on 2026-08-04.

Fate Therapeutics (NASDAQ: FATE) said it granted inducement awards on Aug. 1, 2026 under Nasdaq Rule 5635(c)(4). One new non-executive employee received non-qualified stock options for 37,300 shares at $2.45 per share. Two employees received RSUs for 45,300 shares. Options and RSUs vest over four years.

Fate Therapeutics (NASDAQ: FATE) said the FDA cleared its IND for FT839, an off-the-shelf dual CAR T-cell candidate targeting CD19 and CD38. The company plans a Phase 1/2 multi-indication basket trial starting in 2H 2026 to test FT839 with standard-of-care for autoimmune diseases, with or without conditioning chemotherapy. Key initial indications include rheumatoid arthritis and lupus.

Fate Therapeutics (NASDAQ: FATE) said it will present preliminary Phase 1 basket-trial data for its off-the-shelf CD19 CAR T-cell FT819 in systemic sclerosis at the ISSCR 2026 meeting (July 8–11). As of June 12, four patients showed rCRISS25+ and mean mRSS improvement at 3 months, with no CRS, ICANS, GvHD, hypogammaglobulinemia, or deaths reported.

FATE THERAPEUTICS INC (FATE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 fate-ex10_1.htm EX-10.1 EX-10.1 FATE THERAPEUTICS, INC. THIRD AMENDED AND RESTATED 2022 STOCK OPTION AND INCENTIVE PLAN SECTION 1. GENERAL PURPOSE OF THE PLAN; DEFINITIONS The name of the plan is the Fate Therapeutics, Inc. Third Amended and Restated 2022 Stock Option a

The article says Fate Therapeutics’ cash burn is about $108m, roughly 33% of its $331m market capitalization. It notes the company’s cash runway appears “reassuring,” but flags falling revenue as a concern. The piece frames cash burn as a risk and mentions multiple warning signs, without providing further figures.

Fate Therapeutics showcased positive clinical data for its off-the-shelf CAR T-cell programs FT819, FT839, and FT836 at the 2026 ASGCT Annual Meeting. FT819 demonstrated efficacy in systemic lupus erythematosus (SLE) patients without conditioning chemotherapy, achieving lupus low disease activity and B cell remodeling. Preclinical data for FT839 and FT836 also showed promising results for autoimmune diseases and cancer, respectively, highlighting the potential for less intensive or no conditioning chemotherapy in cellular immunotherapies.