NASDAQ$CGEM

Cullinan Oncology Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Cullinan Oncology reported second quarter 2022 financial results and provided a corporate update.

Cullinan Oncology reported a net income of $174.1 million for the second quarter of 2022, driven by a $275 million upfront payment from the sale of Cullinan Pearl. The company's cash and investments were $656 million as of June 30, 2022, expected to fund operations through 2026.

  • Completed agreement for strategic collaboration to jointly develop and commercialize CLN-081 with Taiho Pharmaceutical.
  • Presented updated Phase 1/2a data for CLN-081 at ASCO 2022 Annual Meeting.
  • Cash and investments of $656 million as of June 30, 2022, expected to provide runway through 2026.
  • Intends to initiate a pivotal study for CLN-081 in the second half of 2022 under the co-development agreement with Taiho Oncology.

Headline financials

Total Revenue

$0.00

Previous: $18.9M-100.0%
EPS (adj)

$3.77

Previous: -$0.36+1147.2%
Free Cash Flow

$175M

Previous: -$15.6M+1218.1%
Net Income

$175M

Previous: -$15.6M+1218.6%
Operating Income

$240M

Previous: -$16.6M+1543.5%
Cash & Equivalents

$656M

Previous: $124M+430.4%
Total Assets

$667M

Previous: $464M+43.7%
Stock-Based Comp

$8.61M

Previous: $4.17M+106.7%

Revenue & EPS history

Cullinan Oncology · Revenue · Quarterly

$0

Q2 2022-100%vs Q2 2021
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Cullinan Oncology anticipates several milestones including initial Phase 1 data readouts for CLN-619 and CLN-049 by mid-2023, and IND filings for CLN-617 and CLN-978 in the first half of next year.

Tailwinds

  • Advancing earlier-stage programs, including CLN-619 and CLN-049, with initial Phase 1 data readouts expected by mid-2023.
  • Preparing for IND filings in the first half of next year for CLN-617 and CLN-978.
  • Progressing additional preclinical programs, including Jade, Opal, and the HPK1 degrader collaboration with Icahn Mount Sinai.
  • Received cash proceeds of $270 million from the sale of Cullinan Pearl during the second quarter of 2022.
  • Expects to release the remaining $5 million of the $275 million upfront payment held in escrow in the third quarter of 2022.

Headwinds

  • Uncertainty regarding the timing and results of regulatory submissions.
  • Risks related to the company's ability to protect and maintain its 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.
  • Success of any collaboration, partnership, license or similar agreements is not guaranteed.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.5%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-2.1%

Avg return

30 days after

55%

11 / 20 earnings

Positive

+13.5%

Q1 2022

Best reaction

-10.8%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.6%+7.7%-10.0%
Q3 2025+0.8%+6.7%+44.9%
Q2 2025-10.8%-7.7%-11.3%
Q1 2025+2.3%+1.3%+5.8%
Q4 2024+1.9%-3.8%-5.1%
Q3 2024-2.8%-2.8%-20.8%
Q1 2024-9.7%-9.1%-28.4%
Q4 2023-6.2%-8.7%-1.8%
Q3 2023-2.7%-11.1%-17.7%
Q2 2023+4.3%-1.4%-0.6%
Q1 2023+1.2%-5.3%+36.0%
Q4 2022-1.5%+3.3%-9.1%
Q3 2022+3.8%+1.0%-3.0%
Q2 2022-5.6%+0.8%-3.5%
Q1 2022+13.5%+6.8%+12.1%
Q4 2021+8.8%+3.0%-8.6%
Q3 2021-4.5%-10.1%-28.8%
Q2 2021+7.8%+3.8%+8.0%
Q1 2021+2.2%+12.4%+13.1%
Q4 2020+9.5%+8.4%-13.9%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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