SecBot SecBot

CGEM

Cullinan Therapeutics, Inc.
Nasdaq· Biological Products, (No Diagnostic Substances)· Inc. DE· CIK 0001789972 Biotech & Drug Discovery
$14.53 +0.16 (+1.11%)
Oct 26 4:00 PM ET · prev $14.37
Market cap
$960.2M
Small cap
Consensus
Buy
95% Buy or better · 19 analysts
Median target
$35.00
+141% · range $27.00–42.00
Next earnings
Nov 5
in 10 days · EPS est. −$0.84
1 year
+80.3%
from $8.06 · Oct 27
30 days
−2.6%
from $14.95
52-week range
$7.19–22.95
−37% from high · low Nov 7
Avg volume 20D
867.6K
shares / day
Short interest
7.63M
≈11.9% of shares · −20.7%
Days to cover
5.1
at average volume
Insider net
−$2.2M
0 buyers · 5 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
SecBot read BULLISH 6 reports · 90 days
Balance 0 bearish · 5 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 3/6 ·Next Earnings date, Nov 5, 2026
Strongest BULLISH Cullinan Therapeutics announced initiation of an NDA submission to the FDA for zipalertinib plus…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    5 insiders sold $2.2M.

  • InstitutionsBULLISH

    Q2 2026: 26 added (0 new), 13 trimmed or exited.

  • AnalystsBULLISH

    18 of 19 rate it Buy or better. Every target is above the price.

  • EstimatesRISING

    Current-quarter EPS estimate −$0.862 → −$0.840 over 90 days. 2 up, 0 down in 30 days.

  • Short sellersCOVERING

    Short interest −20.7% to 7.63M shares. 5.1 days to cover, ≈11.9% of shares.

  • TrendDOWNTREND

    21% below its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
PRICE T ROWE ASSOCIATES INC /MD/ADD3,825,950$69.7M
STATE STREET CORPADD3,668,627$66.8M
RTW INVESTMENTS, LPADD2,364,347$43.1M
GOLDMAN SACHS GROUP INCDOUBLED1,001,598$18.2M
VANGUARD PORTFOLIO MANAGEMENT LLCADD738,741$13.5M
NORTHERN TRUST CORPADD571,080$10.4M
Nuveen, LLCTRIM471,947$8.6M
CITADEL ADVISORS LLCADD397,484$7.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 95% rate it Buy or better
Strong Buy9Buy9Hold1Sell0Strong Sell0
12-month targets · 10 analysts

Price is below the lowest target. Median implies +141%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 19, 2026BTIG
REITERATE
REITERATEBuy
Oct 2, 2026HC Wainwright & Co.
REITERATE
REITERATEBuy
Sep 25, 2026HC Wainwright & Co.
MAINTAIN
MAINTAINBuy
Sep 25, 2026BTIG
REITERATE
REITERATEBuy
Sep 14, 2026BTIG
MAINTAIN
MAINTAINBuy
Aug 17, 2026HC Wainwright & Co.
REITERATE
REITERATEBuy

Insider ledger

Form 4
$0
bought · 0 insiders
$2.2M
sold · 5 insiders
DateInsiderTypeValue
Sep 8, 2026
Michaelson Jennifer
Chief Scientific Officer
EXERCISE$17.2K
Sep 8, 2026
Michaelson Jennifer
Chief Scientific Officer
SELL$172.6K
Aug 13, 2026
Michaelson Jennifer
Chief Scientific Officer
SELL$607.8K
Aug 13, 2026
Michaelson Jennifer
Chief Scientific Officer
EXERCISE$129.0K
Jul 6, 2026
Michaelson Jennifer
Chief Scientific Officer
EXERCISE$17.2K
Jul 6, 2026
Michaelson Jennifer
Chief Scientific Officer
SELL$142.6K
Jun 30, 2026
SUMER JACQUELYN L
Chief Legal Officer
AWARD$21.2K
Jun 30, 2026
Fenton Mary Kay
Chief Financial Officer
AWARD$13.3K

Earnings setup

Estimates
Nov 5
reports in 10 days
−$0.84
EPS estimate, this quarter
+3%
estimate change, 90 days
2↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.84-$1.04–-$0.71+0.9%$0.00
Next Q-$0.70-$1.16–$0.71+4.3%$11.6M
Current FY-$3.13-$3.79–-$1.85+1.2%$13.9M
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
7,634,127
shares short
-20.7%
vs prior settlement
5.1
days to cover
≈11.9%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Press
Cullinan Therapeutics announced initiation of an NDA submission to the FDA for zipalertinib plus chemotherapy in…
Impact 7/10
Oct 1, 2026 FDA
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
In the Phase 3 REZILIENT3 study, zipalertinib combination therapy demonstrated longest median progre
Sep 24, 2026 SEC
Cullinan Therapeutics outlined Q4 2026 milestones across its T cell engager pipeline, including multi-dose data for…
8-K — Impact 5/10
Sep 24, 2026 SEC
Cullinan Therapeutics announced upcoming Q4 2026 pipeline milestones for its T cell engager programs, including…
PRESS-RELEASE — Impact 6/10
Sep 22, 2026 SEC
CGEM saw strong institutional accumulation in Q2 2026, with 26 buyers adding $68.3M in net new holdings (led by T…
INST-CLUSTER — Impact 4/10
Sep 8, 2026 Insider
Michaelson Jennifer acquired via exercise 4,000 shares
Chief Scientific Officer @ $4.30 ($17.2K)
Sep 8, 2026 Insider
Michaelson Jennifer sold 8,000 shares
Chief Scientific Officer @ $21.57 ($172.6K)
Aug 13, 2026 Insider
Michaelson Jennifer sold 30,000 shares
Chief Scientific Officer @ $20.26 ($607.8K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 5, 2026
Earnings date
CGEM Q3 2026 Earnings Scheduled — 2026-11-05
Feb 27, 2027
FDA decision date
PDUFA: CGEM — zipalertinib in EGFR ex20ins NSCLC — 2027-02-27
FDA target action date 2027-02-27 for CGEM (Cullinan Therapeutics, Inc.). Drug: zipalertinib. Indication: EGFR ex20ins NSCLC. PDUFA target action…
Recent
Oct 1, 2026
FDA
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
In the Phase 3 REZILIENT3 study, zipalertinib combination therapy demonstrated longest median progression-free survival observed to date in…
Sep 30, 2026
Short interest
Short Interest: CGEM down 21% to 7.6M shares
Settlement 2026-09-30 | Days to cover: 5.07 | ≈11.86% of shares outstanding (est.)
Sep 24, 2026
Earnings
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
Sep 21, 2026
Press release
Cullinan Therapeutics to Participate in the Stifel 2026 Virtual Immunology and Inflammation Forum
CAMBRIDGE, Mass., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Cullinan Therapeutics, Inc. (Nasdaq: CGEM; “Cullinan”), a clinical-stage biopharmaceutical…
Sep 14, 2026
Press release
Cullinan Therapeutics to Host Virtual Analyst and Investor Event Today to Feature Zipalertinib Plus Chemotherapy Phase 3 REZILIENT3 Data Presented at the IASLC 2026 World Conference on Lung Cancer
Company to host a virtual event today at 8:00 a.m. ET Company to host a virtual event today at 8:00 a.m. ET

SecBot reports

11 filings · 5 press releases · 6 bullish · 3 bearish · 2 neutral
All CGEM filing & press-release reports (16)