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].

PresentationSamantha SemenkowCitigroup Inc., Research Division Good morning, and thank you for joining our session of Citi's Virtual Oncology Leadership Summit. I'm Sam Semenkow, one of the senior biotech analysts here at Citi. And it's my pleasure today to be hosting Cullinan Therapeutics' CEO, Nadim Ahmed; and CFO (sic) [ CMO ], Jeff Jones. Nadim, Jeff, thank you very much for joining us today. ...

Cullinan Therapeutics (NasdaqGS:CGEM) 2026 Conference February 19, 2026 10:00 AM ET Company ParticipantsJeffrey Jones - CMONadim Ahmed - President, CEO and DirectorSamantha Semenkow - VP of SMid Biotech Equity ResearchSamantha SemenkowGood morning, and thank you for joining our session of Citi's Virtual Oncology Leadership Summit. I'm Samantha Semenkow, one of the senior biotech analysts here at Citi, and it's my pleasure today to be hosting Cullinan Therapeutics CEO, Nadim Ahmed, and CMO, Jeff Jones. Nadim ...

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].

Core Insights - Cullinan Therapeutics is advancing multiple clinical programs in autoimmune diseases and cancer, with significant data readouts expected in 2026 [1][2][3] Group 1: Autoimmune Programs - The company has made progress with CLN-978, completing multiple dose cohorts in OUTRACE RA and OUTRACE SLE studies, and has initiated dosing in the Sjögren's disease study [2] - Initial data from the single target dose escalation for OUTRACE RA and OUTRACE SLE is expected in Q2 2026, focusing on safety and B cell depletion [4] - Repeat dosing data for OUTRACE RA is anticipated in Q3 2026, while initial data for OUTRACE SjD is expected in Q4 2026 [4][5] Group 2: Oncology Programs - The CLN-049 program is progressing with plans to complete dose expansion cohorts for relapsed/refractory AML and TP53m AML in Q2 2026, and to initiate a frontline combination study in Q4 2026 [3][11] - Zipalertinib's rolling NDA submission is expected to be completed in Q1 2026, with full enrollment of the REZILIENT3 frontline study anticipated in H1 2026 [1][11] Group 3: Financial Position - As of December 31, 2025, the company reported preliminary cash and investments of $439.0 million, providing a runway into 2029 under its current operating plan [1][8]