NASDAQ$CGEM

Cullinan Oncology Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Announced second quarter 2023 financial results and provided a corporate update.

Cullinan Oncology reported a cash and investment position of $512.1 million as of June 30, 2023, which is expected to provide runway into 2026. The company also announced the initiation of a Phase 3 study of zipalertinib and presented initial clinical monotherapy data for CLN-619 at ASCO 2023.

  • Phase 3 first-line study of zipalertinib in EGFR exon 20 insertion mutation non-small-cell lung cancer (NSCLC) patients (REZILIENT-3) is open for enrollment.
  • Initial monotherapy clinical data for CLN-619 was presented at ASCO 2023 Annual Meeting; monotherapy expansion cohorts in endometrial and cervical cancers were initiated.
  • The first patient was dosed in Phase 1 study of CLN-978 in relapsed/refractory (R/R) B Cell non-Hodgkin lymphoma (B-NHL).
  • Cash and investment position of $512.1 million as of June 30, 2023, which is expected to provide runway into 2026.

Headline financials

Total Revenue

$100K

Previous: $0.00
EPS (adj)

-$0.82

Previous: $3.77-121.8%
Capital Expenditures

-$208K

No prior period
Free Cash Flow

-$32.4M

Previous: $175M-118.5%
Net Income

-$32.2M

Previous: $175M-118.4%
Operating Income

-$37.6M

Previous: $240M-115.7%
Gross Profit

$100K

No prior period
Cash & Equivalents

$512M

Previous: $656M-21.9%
Total Assets

$522M

Previous: $667M-21.8%
Stock-Based Comp

$7.92M

Previous: $8.61M-8.0%

Revenue & EPS history

Cullinan Oncology · Revenue · Quarterly

$100K

Q2 2023
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Cullinan Oncology expects its cash resources to provide runway into 2026 based on its current operating plan.

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 2023

Historical avgQ2 2023

+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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