CGEM
Cullinan Therapeutics, Inc.
$13.70
+5.55%
$842.0M
No data for this timeframe.
Vol
Market Cap$842.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$309.3M
Inst. Activity15 buys / 8 sells
Insider Activity0B / 14S
Insider Net $-$1.1M
Reddit Sentiment50° Neutral
SEC Reports6
Press Releases4
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001789972·Prev Close $12.98
Recent Activity
Feb 27, 2027
fda_pdufa
PDUFA: CGEM — zipalertinib in EGFR ex20ins NSCLC — 2027-02-27
FDA target action date 2027-02-27 for CGEM (Cullinan Therapeutics, Inc.). Drug: zipalertinib. Indica
Jun 11, 2026
SEC
Three institutional investors (Morgan Stanley, Invesco, RenTech) added to their CGEM positions in Q3 2025, while two (Fi
INST-CLUSTER — Impact 3/10
Jun 8, 2026
SEC
Cullinan Therapeutics presented initial Phase 1 data for CLN-978 (CD19xCD3 T cell engager) in SLE and RA at EULAR 2026.
8-K — Impact 6/10
May 18, 2026
SEC
Cullinan Therapeutics announced initial Phase 1 clinical data for CLN-978 in RA and SLE, showing robust B cell depletion
8-K — Impact 5/10
May 5, 2026
Insider
Michaelson Jennifer sold 7,800 shares
Chief Scientific Officer @ $14.60 ($113.9K)
May 5, 2026
Insider
Michaelson Jennifer acquired via exercise 4,000 shares
Chief Scientific Officer @ $4.30 ($17.2K)
Mar 5, 2026
Insider
Michaelson Jennifer sold 8,000 shares
Chief Scientific Officer @ $15.68 ($125.4K)
Inst.
MARSHALL WACE, LLP — DOUBLED
1,049,581 shares ($14.9M)
Price Targets
$31.55
+130.3% upside
Strong Buy
Current $13.70
Low $24.00
Median $30.00
High $38.00
11 analysts
$24.00
$38.00
Analyst Ratings
9Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 11, 2026 | Wedbush | REITERATE | Outperform → Outperform |
| Jun 8, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| May 19, 2026 | BTIG | REITERATE | Buy → Buy |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform → Outperform |
| May 4, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.85 ▲ +0.9% | $-1.00 — $-0.74 | 20% YoY | 9 |
| Next Q | $-0.86 ▲ +0.7% | $-1.09 — $-0.71 | -12% YoY | 9 |
| Current FY | $-3.15 ▲ +1.8% | $-3.54 — $-2.48 | 6% YoY | 8 |
| Next FY | $-2.53 ▼ -1.6% | $-3.73 — $-0.34 | 20% YoY | 8 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Three institutional investors (Morgan Stanley, Invesco, RenTech) added to their CGEM positions in Q3 2025, while two (Fi
Jun 11, 2026
NEUTRAL
Press
4/10
Cullinan Therapeutics released clinical data on two T cell engager programs (CLN-978 and velinotamig) for autoimmune dis
Jun 10, 2026
BULLISH
8-K
6/10
Cullinan Therapeutics presented initial Phase 1 data for CLN-978 (CD19xCD3 T cell engager) in SLE and RA at EULAR 2026.
Jun 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $63.2M | — |
| STATE STREET CORP | $36.2M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $35.3M | — |
| RTW INVESTMENTS, LP | $24.2M | — |
| MARSHALL WACE, LLP | $14.9M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 5, 2026 | Michaelson Jennifer | SELL | $113.9K |
| May 5, 2026 | Michaelson Jennifer | M | $17.2K |
| Mar 5, 2026 | Michaelson Jennifer | SELL | $125.4K |
| Mar 5, 2026 | Michaelson Jennifer | M | $17.2K |
| Feb 25, 2026 | Michaelson Jennifer | SELL | $25.2K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $309.3M total value (21,789,594 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 15 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,449,966 | $63.2M | 20.4% | — |
| 2 | STATE STREET CORP | 2,544,115 | $36.2M | 11.7% | ADD +31.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,483,034 | $35.3M | 11.4% | — |
| 4 | RTW INVESTMENTS, LP | 1,705,960 | $24.2M | 7.8% | — |
| 5 | MARSHALL WACE, LLP | 1,049,581 | $14.9M | 4.8% | DOUBLED +153.3% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 906,028 | $12.9M | 4.2% | TRIM -28.3% |
| 7 | Point72 Asset Management, L.P. | 905,376 | $12.9M | 4.2% | DOUBLED +151.4% |
| 8 | Nuveen, LLC | 805,700 | $11.4M | 3.7% | ADD +39.1% |
| 9 | MORGAN STANLEY | 589,483 | $8.4M | 2.7% | ADD +91.7% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 552,553 | $7.9M | 2.5% | — |
| 11 | TWO SIGMA INVESTMENTS, LP | 522,047 | $7.4M | 2.4% | DOUBLED +688.5% |
| 12 | BANK OF AMERICA CORP /DE/ | 516,724 | $7.3M | 2.4% | ADD +49.2% |
| 13 | GOLDMAN SACHS GROUP INC | 455,449 | $6.5M | 2.1% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 432,893 | $6.2M | 2.0% | — |
| 15 | DEUTSCHE BANK AG\ | 367,906 | $5.2M | 1.7% | TRIM -37.3% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 342,852 | $4.9M | 1.6% | — |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 324,111 | $4.6M | 1.5% | TRIM -48.7% |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 289,115 | $4.1M | 1.3% | ADD +75.5% |
| 19 | CITADEL ADVISORS LLC | 252,778 | $3.6M | 1.2% | — |
| 20 | Invesco Ltd. | 244,150 | $3.5M | 1.1% | ADD +87.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | DOUBLED | 414,359 | 1,049,581 | +153.3% | $14.9M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 360,162 | 905,376 | +151.4% | $12.9M | 2026-Q1 |
| Nuveen, LLC | ADD | 579,095 | 805,700 | +39.1% | $11.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 346,307 | 516,724 | +49.2% | $7.3M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 586,636 | 367,906 | -37.3% | $5.2M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 631,706 | 324,111 | -48.7% | $4.6M | 2026-Q1 |
| Invesco Ltd. | ADD | 130,323 | 244,150 | +87.3% | $3.5M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 381,535 | 168,473 | -55.8% | $2.4M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 343,667 | 173,740 | -49.4% | $2.3M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 16,822 | 75,310 | +347.7% | $1.1M | 2026-Q1 |
| Mariner, LLC | ADD | 49,131 | 62,718 | +27.7% | $891.1K | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 10,128 | 28,988 | +186.2% | $411.9K | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 10,970 | 24,078 | +119.5% | $342.1K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 28,628 | 18,701 | -34.7% | $265.7K | 2026-Q1 |
| CWM, LLC | DOUBLED | 3,876 | 12,196 | +214.7% | $173.3K | 2026-Q1 |
| FMR LLC | ADD | 4,598 | 7,232 | +57.3% | $102.8K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 300 | 5,800 | +1833.3% | $82.4K | 2026-Q1 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 24,409 | 4,272 | -82.5% | $60.7K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | 47,187 | 2,029,719 | +4201.4% | $28.8K | 2026-Q1 |
| Allworth Financial LP | ADD | 645 | 1,146 | +77.7% | $16.3K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 1,081 | 306 | -71.7% | $4.3K | 2026-Q1 |
| HRT FINANCIAL LP | TRIM | 84,067 | 38,586 | -54.1% | $548.00 | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 5 | 18 | +260.0% | $256.00 | 2026-Q1 |
| STATE STREET CORP | ADD | 1,677,314 | 2,197,338 | +31.0% | $22.7M | 2025-Q4 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,183,821 | 848,769 | -28.3% | $8.8M | 2025-Q4 |
5 unique insiders with 19 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 7,800 | $14.60 | $113.9K |
| May 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | EXERCISE | 4,000 | $4.30 | $17.2K |
| Mar 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 8,000 | $15.68 | $125.4K |
| Mar 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | EXERCISE | 4,000 | $4.30 | $17.2K |
| Feb 25, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 1,780 | $14.14 | $25.2K |
| Feb 24, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 3,601 | $14.47 | $52.1K |
| Feb 24, 2026 | SUMER JACQUELYN L | Chief Legal Officer | SELL | 3,601 | $14.47 | $52.1K |
| Feb 24, 2026 | AHMED NADIM | President and CEO | SELL | 13,515 | $14.47 | $195.6K |
| Feb 24, 2026 | Jones Jeffrey Alan | Chief Medical Officer | SELL | 4,582 | $14.47 | $66.3K |
| Feb 23, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 1,752 | $13.99 | $24.5K |
| Feb 20, 2026 | Fenton Mary Kay | Chief Financial Officer | SELL | 4,398 | $13.62 | $59.9K |
| Feb 20, 2026 | Jones Jeffrey Alan | Chief Medical Officer | SELL | 4,982 | $13.62 | $67.9K |
| Feb 20, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 3,742 | $13.62 | $51.0K |
| Feb 20, 2026 | Michaelson Jennifer | Chief Scientific Officer | EXERCISE | 8,000 | $4.30 | $34.4K |
| Feb 20, 2026 | SUMER JACQUELYN L | Chief Legal Officer | SELL | 3,742 | $13.62 | $51.0K |
| Feb 20, 2026 | AHMED NADIM | President and CEO | SELL | 16,381 | $13.62 | $223.1K |
| Feb 18, 2026 | Michaelson Jennifer | Chief Scientific Officer | AWARD | 57,500 | — | — |
| Feb 18, 2026 | Michaelson Jennifer | Chief Scientific Officer | AWARD | 115,000 | — | — |
| Feb 12, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 416 | $12.03 | $5.0K |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 3 bearish, 0 mixed, 1 neutral. Avg impact: 5.2/10.
NEUTRAL
INST-CLUSTER
3/10
Three institutional investors (Morgan Stanley, Invesco, RenTech) added to their CGEM positions in Q3
Jun 11, 2026
BULLISH
8-K
6/10
Cullinan Therapeutics presented initial Phase 1 data for CLN-978 (CD19xCD3 T cell engager) in SLE an
Jun 8, 2026
BULLISH
8-K
5/10
Cullinan Therapeutics announced initial Phase 1 clinical data for CLN-978 in RA and SLE, showing rob
May 18, 2026
BEARISH
CLUSTER
5/10
Six open-market share sales by Cullinan Therapeutics insiders over the past seven days, including th
Feb 26, 2026
BEARISH
CLUSTER
6/10
Five corporate insiders at Cullinan Therapeutics (CGEM), including the CEO, CLO, CMO, and CSO, sold
Feb 26, 2026
BEARISH
CLUSTER
6/10
Five insider trades occurred at Cullinan Therapeutics (CGEM) over the past seven days, all involving
Feb 26, 2026
NEUTRAL
4/10
Cullinan Therapeutics released clinical data on two T cell engager programs (CLN-978 and velinotamig
Jun 10, 2026
BULLISH
5/10
Cullinan Therapeutics announced that the FDA granted Orphan Drug Designation (ODD) to its CLN-049, a
May 19, 2026
NEUTRAL
5/10
Cullinan Therapeutics announced that interim Phase 1 data for CLN-978 (CD19xCD3 T cell engager) in R
May 18, 2026
NEUTRAL
5/10
Cullinan Therapeutics reported Q4 and full-year 2025 financial results, showing increased R&D spendi
Mar 10, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 9 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$31.55 mean target
+130.3% upside
Strong Buy (1.08)
$24.00 Low
$38.00 High
| Metric | Value |
|---|---|
| Current Price | $13.70 |
| Target Low | $24.00 |
| Target Mean | $31.55 |
| Target Median | $30.00 |
| Target High | $38.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.08) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.85 | $-1.00 | $-0.74 | 20.4% | +0.9% | 4↑ 0↓ | $0.0B | 0.0% | 9 |
| Next Q 2026-09-30 |
$-0.86 | $-1.09 | $-0.71 | -12.0% | +0.7% | 4↑ 1↓ | $0.0B | 0.0% | 9 |
| Current FY 2026-12-31 |
$-3.15 | $-3.54 | $-2.48 | 6.2% | +1.8% | 6↑ 1↓ | $0.0B | 0.0% | 8 |
| Next FY 2027-12-31 |
$-2.53 | $-3.73 | $-0.34 | 19.8% | -1.6% | 5↑ 1↓ | $0.0B | 382.9% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.851 | |
| 7d ago | $-0.854 | +0.003 |
| 30d ago | $-0.859 | +0.007 |
| 60d ago | $-0.888 | +0.037 |
| 90d ago | $-0.879 | +0.028 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 11, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| Jun 8, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| May 19, 2026 | BTIG | REITERATE | Buy | Buy |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| May 4, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 28, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | BTIG | REITERATE | Buy | Buy |
| Mar 11, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 17, 2026 | Citigroup | INITIATE | — | Buy |
| Feb 2, 2026 | Guggenheim | INITIATE | — | Buy |
| Jan 8, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 9 | 1 | 0 | 0 | 94% | |
| Jan 1, 2026 | 7 | 9 | 1 | 0 | 0 | 94% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 22, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Feb 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Feb 27, 2027
fda_pdufa
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 date
Jun 12, 2026
short_volume
Short Volume: CGEM — 62.7% short (0.4M / 0.7M)
Short: 440,268 | Exempt: 0 | TRF Vol: 702,001 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
fda
Cullinan Therapeutics Shares New Clinical Data Across Its Portfolio of T Cell Engager Programs Targeting CD19 and BCMA in Autoimmune Diseases
<p align="center"><em>CLN-978 (CD19 TCE) EULAR data demonstrated potential for immune reset, including remissions, in both systemic lupus erythematosu
Jun 10, 2026
short_volume
Short Volume: CGEM — 73.7% short (0.6M / 0.8M)
Short: 611,652 | Exempt: 2,531 | TRF Vol: 829,721 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
Jun 6, 2026
other
Cullinan Therapeutics Presents Initial Clinical Data for CLN-978, a CD19xCD3 T Cell Engager, at the EULAR 2026 Congress
<p align="center"><em>Clinical benefit, including remissions, demonstrated in both systemic lupus erythematosus (SLE) and rheumatoid arthritis (RA) pa
May 27, 2026
short_volume
Short Volume: CGEM — 56.2% short (0.3M / 0.6M)
Short: 319,294 | Exempt: 10,427 | TRF Vol: 567,750 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 19, 2026
fda
Cullinan Therapeutics Receives FDA Orphan Drug Designation for CLN-049, a Novel FLT3xCD3 T Cell Engager, in Relapsed/Refractory Acute Myeloid Leukemia
<p align="center"><em>Orphan Drug Designation underscores the potential of CLN-049, a novel FLT3xCD3 T cell engager, to address significant unmet need
May 18, 2026
fda
Cullinan Therapeutics to Present Initial Clinical Data for CLN-978 in Treatment-Refractory Rheumatoid Arthritis and Systemic Lupus Erythematosus at EULAR 2026 Congress
<p>CAMBRIDGE, Mass., May 18, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=Wyl8Fmu3KgczUn1HJczjlPC4ori5pUgdOXhEwngCr6
May 12, 2026
short_volume
Short Volume: CGEM — 87.7% short (0.7M / 0.8M)
Short: 699,067 | Exempt: 0 | TRF Vol: 797,376 | Short Ratio: 87.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Cullinan Therapeutics Provides Corporate Update and Reports First Quarter 2026 Financial Results
<p align="center"><em>Initial clinical data in SLE and RA for CLN-978, a CD19 T cell engager, to be presented at the EULAR 2026 Congress in June; mult
May 7, 2026
earnings_calendar
CGEM Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
earnings_calendar
CGEM Q1 2026 Earnings Scheduled — 2026-05-06
Apr 13, 2026
short_volume
Short Volume: CGEM — 76.3% short (0.4M / 0.5M)
Short: 396,057 | Exempt: 500 | TRF Vol: 518,908 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)
Mar 10, 2026
earnings
Cullinan Therapeutics Provides Corporate Update and Reports Fourth Quarter and Full Year 2025 Financial Results
<p align="center"><em>Initial clinical data for CLN-978 in SLE and RA confirmed for Q2 2026; repeat dosing data in RA confirmed for Q3 2026</em></p>
Mar 5, 2026
earnings_calendar
CGEM Q4 2025 Earnings After Market Close — 2026-03-05