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Mar 31, 2022

Cullinan Oncology Q1 2022 Earnings Report

Reported first quarter 2022 financial results and provided a corporate update.

Key Takeaways

Cullinan Oncology reported its Q1 2022 financial results, highlighting a cash position of $685 million, including an upfront payment from the Taiho collaboration, expected to provide runway through 2026. The company also made progress in advancing its pipeline, including CLN-081, CLN-049, and CLN-619.

Announced a U.S. co-development and co-commercialization agreement for CLN-081 with Taiho Pharmaceutical.

Updated CLN-081 data was accepted for oral presentation at the ASCO meeting in June.

Phase I dosing continues for CLN-049 and CLN-619, with initial clinical data expected by mid-2023.

IND submissions for CLN-081 and CLN-978 are on track for 1H 2023.

EPS
-$0.27
Previous year: -$2.86
-90.6%
Cash and Equivalents
$410M
Previous year: $294M
+39.7%
Free Cash Flow
-$21.9M
Total Assets
$437M

Cullinan Oncology

Cullinan Oncology

Forward Guidance

Cullinan Oncology anticipates continued advancement of its pipeline programs and expects to file INDs for CLN-617 and CLN-978 in the first half of next year. The company's cash runway is expected to extend through 2026.

Positive Outlook

  • Advancing lead asset, CLN-081, and continuing to progress diversified pipeline.
  • Sharing additional clinical update in an oral presentation at the upcoming ASCO meeting.
  • Proceeds from the Taiho transaction will allow acceleration and expansion of the development of diverse pipeline.
  • On track to file INDs for two additional programs, CLN-617 and CLN-978, in the first half of next year.
  • Stronger financial position to continue advancing strategically built pipeline of diversified assets.

Challenges Ahead

  • Uncertainty regarding the timing and results of regulatory submissions.
  • Success of clinical trials and preclinical studies is not guaranteed.
  • Risks related to ability to protect and maintain intellectual property position.
  • Risks related to manufacturing, supply, and distribution of product candidates.
  • The risk that results of preclinical studies or clinical studies will not be predictive of future results in connection with future studies.