Cullinan Therapeutics 将来の成長
Future 基準チェック /26
Cullinan Therapeuticsの収益は年間0.4%で減少すると予測されていますが、年間収益は年間52.7%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に-54.4% 16.3%なると予測されています。
主要情報
-0.4%
収益成長率
16.29%
EPS成長率
| Biotechs 収益成長 | 25.5% |
| 収益成長率 | 52.7% |
| 将来の株主資本利益率 | -54.38% |
| アナリストカバレッジ | Good |
| 最終更新日 | 19 May 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • Apr 30
Cullinan Therapeutics: Cash-Rich With A Major 2027 FDA Catalyst
Summary Cullinan Therapeutics’s Zipalertinib NDA has been accepted, making its February 27, 2027, PDUFA date their clearest near-term catalyst. Zipalertinib targets EGFR exon 20 insertion NSCLC, a niche but still meaningful demographic that could expand over time with more trials for new indications. CGEM’s CLN-978, Velinotamig, and CLN-049 add other interesting assets in their pipeline across autoimmune disease and AML. CGEM also has a cash-rich balance sheet and no financial debt while trading at a reasonable valuation. Thus, I remain bullish on the stock. Read the full article on Seeking Alpha分析記事 • Apr 23
We're Hopeful That Cullinan Therapeutics (NASDAQ:CGEM) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...分析記事 • Jan 23
Is Cullinan Therapeutics (NASDAQ:CGEM) In A Good Position To Invest In Growth?
We can readily understand why investors are attracted to unprofitable companies. For example, although...分析記事 • Oct 10
Here's Why We're Watching Cullinan Therapeutics' (NASDAQ:CGEM) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...分析記事 • Jun 21
Here's Why We're Watching Cullinan Therapeutics' (NASDAQ:CGEM) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Apr 08
Cullinan Therapeutics: Attractive Pipeline Progress, But We Will Wait For Complete Phase 2b Data
Summary Cullinan Therapeutics, in partnership with Taiho, presented positive phase 2b data for zipalertinib in EGFR lung cancer, meeting the primary endpoint of overall response rate. The company rebranded from oncology to immunology+oncology, focusing on CD19 TCEs for autoimmune diseases, addressing toxicity and infusion challenges. Financially, Cullinan has a market cap of $438mn and a cash runway of 16 quarters, despite recent stock declines since halting the NHL trial. While the pipeline progress is promising, I am cautious due to incomplete phase 2b data and the stock's downward trend, awaiting full trial results. Read the full article on Seeking Alpha分析記事 • Feb 27
Cullinan Therapeutics (NASDAQ:CGEM) Is In A Good Position To Deliver On Growth Plans
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Jan 08
Cullinan Therapeutics: Casting A Wide Net With Their Pipeline
Summary Cullinan Therapeutics is a multifocal biotech with promising programs in precision medicine and immunotherapy, despite recent market sentiment declines. Zipalertinib shows potential in treating exon 20 insertion mutation-positive NSCLC, with a 40% objective response rate in early phase trials. CGEM has a strong financial position with cash reserves projected to fund operations into 2028, reducing the need for immediate equity raises. With multiple programs in oncology and rheumatology, CGEM is poised for significant data readouts in 2025, making it a "Buy" consideration. Read the full article on Seeking Alpha分析記事 • Nov 20
Cullinan Therapeutics (NASDAQ:CGEM) Is In A Good Position To Deliver On Growth Plans
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Aug 30
Cullinan Therapeutics: Fundraising Capability, Emergence In Autoimmune Disease
Summary Cullinan Therapeutics, Inc. has an impressive ability to generate cash, with a current cash balance of $664mn and a market cap of $1.08bn. The company's lead asset, Zipalertinib, partnered with Taiho Pharmaceuticals, has shown promising but not outstanding data in the EGFRex20ins NSCLC space. A significant deal with Taiho in 2022 and a $280mn private placement in 2024 have bolstered Cullinan's financial position. Despite promising assets, I recommend observing Cullinan for 2-3 more months due to early-stage risks and the need for further differentiation. Read the full article on Seeking AlphaSeeking Alpha • Jun 09
Checking Into Cullinan Therapeutics
Summary Cullinan Therapeutics, Inc. has seen a recent pullback in its shares, but they are still up 50% since mid-April after rebranding and focusing on autoimmune diseases. The company's lead asset is zipalertinib, an oral EGFR inhibitor being evaluated in NSCLC. It is also developing CLN-619 for solid tumors and multiple myeloma. The reason for the recent rally is CLN-978, a CD19xCD3 T cell engager being explored for autoimmune indications, with a focus on SLE. An analysis around Cullinan Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Apr 23
Companies Like Cullinan Therapeutics (NASDAQ:CGEM) Are In A Position To Invest In Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Seeking Alpha • Sep 22
Cullinan Oncology: Modality-Agnostic Approach To Yield Fruit In Coming Years
Summary Shares have fallen by 40% since 2021 IPO was priced. I like management's unique approach of focusing on high-impact targets first and then determining the optimal modality after. Robust cash position (runway through 2026) allows them to prosecute clinical programs more efficiently, including CLN-619 parallel dose escalation as monotherapy and pembrolizumab combination. Taiho deal for CLN-081 provides for attractive economic participation while further fueling pipeline development. CGEM is a Buy for patient investors with multi-year timeframe. Key concerns include high competition in certain spaces (CD19, AML, MICA/B) and early-stage nature of the pipeline.Seeking Alpha • Sep 14
Cullinan Oncology: One Of The Leaders In Cancer Treatment Development
Summary Cullinan Oncology's total cash and short-term investment is $611 million, up 94% from the previous quarter. The company's portfolio consists of eight product candidates that can significantly improve the quality of life of patients suffering from various types of cancer. Cullinan Oncology has partnership agreements with Zai Lab and Taiho Pharmaceutical. Cullinan Oncology's total debt is $1.1 million, so the impact of the Fed's rate hike on the company's financial position is negligible. Cullinan Oncology (NASDAQ:CGEM) is a biopharmaceutical company developing product candidates for the treatment of deadly diseases such as non-small cell lung cancer, relapsed/refractory acute myeloid leukemia, and advanced tumors. Despite the persistence of the worrisome situation associated with rising inflation and the subsequent increase in the Fed interest rate, Cullinan Oncology's business continues to successfully cope with these difficulties through partnerships with industry leaders such as Zai Lab (NASDAQ:ZLAB), Taiho Pharmaceutical. The company's lead product candidate CLN-081 continues to show stunning efficacy and safety profile data in the treatment of NSCLC patients with EGFR exon 20 insertion mutations. Given the proven efficacy and safety of the company's product candidates in preclinical studies, the high level of cash and short-term investments, and the ability of the company's management to achieve its goals, Cullinan Oncology could be an excellent choice for long-term investors. Company's Financial Position When analyzing pharmaceutical companies that do not have approved medicines, it is first necessary to take into account spending on research and development, which accounts for the majority of the company's total expenses. Cullinan Oncology's R&D spending was $26.4 million in Q2 2022, up $14.6 million from Q2 2021 due to increased patient numbers in two Phase 1/2 clinical trials and expansion of CLN-617-related clinical activities. Source: Author's elaboration, based on Seeking Alpha In my estimation, the rate of increase in R&D spending will continue in the near future due to the start of a phase 3 clinical trial in the 2nd half of 2022, the purpose of which will be to confirm the shown effectiveness of CLN-081 in a proof-of-concept study. Development costs for the upcoming clinical trial will be shared equally with Taiho Pharmaceutical under a partnership agreement concluded in May 2022. Under this agreement, Cullinan Oncology received a payment of $275 million and is eligible to receive an additional $130 million upon reaching certain milestones. Moreover, Cullinan Oncology will retain the ability to co-commercialize the company's product candidate with Taiho Pharmaceutical and earn 50% of potential sales of CLN-081 if approved by the FDA. As a result of this strategic agreement, the company has high levels of cash and investments, which amounted to $611 million at the end of Q2 2022, up 74.8% from the previous year. Source: Author's elaboration, based on Seeking Alpha With the current level of costs and without additional cash payments from Taiho Pharmaceutical and Zai Lab, the company's current level of cash will last until at least 2026. As a result, this will allow Cullinan Oncology's management to actively expand the company's developments and invest in promising oncological assets, without the need to sell the company's shares to raise capital, which reduces the risks associated with stock dilution. Cullinan Oncology Pipeline Cullinan Oncology has an extensive pipeline of 8 product candidates, three of which are already in clinical trials with human participants. In this article, I will present an analysis of two of the company's key product candidates that continue to show promising results and are able to improve the quality of life of patients suffering from terminal illnesses. Cullinan Corporate Presentation Cullinan Oncology's Leading Product Candidate CLN-081 is the company's lead product candidate as an irreversible inhibitor of EGFR for the treatment of non-small cell lung cancer (NSCLC) patients with EGFR exon 20 insertion mutations. The American Cancer Society estimates that lung cancer is one of the most common cancers, with 130,180 deaths in the United States. The company estimates that each year approximately 2000-5000 patients in the US and approximately 1000 to 3000 patients in the EU5 develop NSCLC with EGFR exon 20 insertion (EGFRex20ins) mutations. Remarkable results have been shown in preclinical studies, which are necessary to model the biological effect of a product candidate, determine its preliminary efficacy and evaluate various types of toxicity associated with taking a medicine. The aim of one such study was to evaluate the in vitro selectivity profile of CLN-081 compared to competing EGFR inhibitors, namely Roche Holding's erlotinib (OTCQX:RHHBY) (OTCQX:RHHBF), Boehringer Ingelheim's afatinib, AstraZeneca's osimertinib (NASDAQ:AZN), Spectrum Pharmaceuticals' poziotinib (NASDAQ:SPPI). In this study, the selectivity index was equal to the ratio of the half-maximal inhibitory concentration (IC50) value for cells expressing wild-type EGFR compared to the IC50 value for cells expressing exon 20 insertion mutant EGFR. As shown in the graph below, the selectivity index of CLN-081 was not only higher than that of the compared medicines but also greater than 2, thus indicating a high efficiency of inhibition of EGFR with exon 20 insertion mutations by Cullinan Oncology's product candidate. Form 10-K In late 2019, a phase 1/2 clinical trial was initiated to determine the pharmacokinetics, preliminary efficacy, and safety of CLN-081 in adult patients. A total of 73 NSCLC patients with EGFRex20ins mutations were enrolled in different cohorts at dose levels ranging from 30 to 150mg to determine the optimal dose of the medicine. However, after enrollment of 11 patients in the group taking CLN-081 at the dose level of 150 mg twice daily, recruitment of new participants in this group was discontinued due to an unfavorable clinical profile at this dose level. Although this study was not pivotal, the company's management conducted it in various parts of the world, namely in the USA, Singapore, the Netherlands, Taiwan and Hong Kong. Thus, the results obtained on the efficacy and safety of the drug were more objective due to the presence of different groups of patients. Cullinan Corporate Presentation Cullinan Oncology presented updated data on side effects and tolerability of experimental treatment at the 2022 ASCO Annual Meeting. Before proceeding to the analysis of the safety profile of a company's product candidate, it should be noted that the severity of an adverse event is characterized from grade 1 to 5 based on a guideline created by the National Cancer Institute. Source: Author's elaboration, based on National Cancer Institute None of the 39 patients in the group treated with CLN-081 100 mg experienced treatment-related rash or diarrhea of Grade 3 or higher. At the same time, 82% and 36% of patients had treatment-related rash and diarrhea of Grade 1 or 2 severity. These adverse events are treatable with conventional supportive care and are not critical to the health of the patient. The table below provides details of adverse events that have occurred in the ongoing clinical study. CLN-081 ASCO Data Update Presentation Comparing the adverse events of CLN-081 with those that occurred in phase 3 clinical trials of the FDA-approved two drugs, namely Johnson & Johnson's (JNJ) Rybrevant (amivantamab-vmjw) and Takeda's Exkivity (mobocertinib), it can be seen that Cullinan Oncology's product candidate has a more favorable safety profile and tolerability, which is a significant advantage over competitors. Source: Author's elaboration, based on quarterly securities reports In early June 2022, Cullinan Oncology published positive results from an ongoing phase 1/2a clinical trial that, in addition to evaluating the safety profile of CLN-081, also evaluated its efficacy. Among 73 patients treated at all dose levels, 38% achieved a confirmed partial response, i.e., at least a 30% reduction in the sum of the diameters of the target lesions, relative to baseline values, and in 58% of patients the disease stabilized in according to RECIST guidelines. A higher level of efficacy was shown in a group of 39 patients with a dose of the medicine equal to 100 mg twice a day, as 41% of the participants had a confirmed partial response, and the estimated median duration of response exceeded 21 months. And one of the most important parameters, namely the median progression-free survival, was 12 months, which significantly exceeds the data on the effectiveness of already approved drugs. CLN-081 ASCO Data Update Presentation The swimmer's chart, which is a descriptive way to demonstrate the patient's response to CLN-081 treatment over time, is shown below and also indicates that the optimal dose of CLN-081 is 100mg twice daily. CLN-081 ASCO Data Update Presentation Comparing CLN-081 with other medicines, the company's product candidate currently has one of the highest efficacy rates relative to competitors. As a result, the FDA awarded CLN-081 breakthrough therapy status, which once again indicates its ability to demonstrate an improvement in clinically significant endpoints compared to current treatments for a deadly disease. Author's elaboration, based on quarterly securities reports CLN-049 is the company's second key product candidate CLN-049 is the company's second product candidate, a humanized bispecific antibody that has been developed for the treatment of acute myeloid leukemia (AML), which affects the blood and bone marrow. In December 2021, the company began a phase 1 clinical trial to evaluate the pharmacokinetics and safety of CLN-049, with the first results expected in mid-2023. According to the National Cancer Institute, 20,050 new cases of AML and approximately 11,540 deaths from this disease are expected in the US in 2022. Source: Author's elaboration, based on NCI CLN-049 can simultaneously bind FLT3 on the extracellular domain of target leukemic cells with CD3 on T cells and thereby destroy the target cancer cells responsible for the development of the deadly disease. The company estimates that Cullinan Oncology's product candidate has the potential to affect about 80% of AML patients, thereby providing an opportunity to treat a large group of people and increasing the chances of its commercial success if approved by regulatory authorities. One of the first tasks in preclinical studies, which was set for the company's employees was to determine the killing potential of CLN-049 in numerous cell lines expressing different levels of FLT3. As can be seen in the graph below, the company's product candidate does this effectively by killing cells in vitro in the AML cell lines analyzed. 2022 AACR In a preclinical study, CLN-049 has been shown to be effective in killing acute myeloid leukemia target cells even at low levels of FLT3 expression, both wild-type, and mutant origin. As a result, this increases the likelihood of achieving a more sustained response in clinical trials, with the potential to treat more subgroups of patients suffering from the disease.Seeking Alpha • Sep 02
Cullinan Oncology grants stock options for 125.7K shares
Cullinan Oncology (NASDAQ:CGEM) granted stock options to buy 125.7K common shares to three employees as an inducement material for entering into employment with the company. The stock options have an exercise price of $13.02, which is equal to the closing price of Cullinan's common stock on Sept. 1, the company said in a Sept. 1 press release. Each option has a ten-year term and vests over four years.分析記事 • Jun 24
Companies Like Cullinan Oncology (NASDAQ:CGEM) Are In A Position To Invest In Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 31 | -260 | -280 | -241 | 8 |
| 12/31/2027 | 49 | -173 | -252 | -213 | 11 |
| 12/31/2026 | 8 | -207 | -172 | -179 | 11 |
| 3/31/2026 | N/A | -221 | -179 | -179 | N/A |
| 12/31/2025 | N/A | -220 | -176 | -176 | N/A |
| 9/30/2025 | N/A | -217 | -174 | -174 | N/A |
| 6/30/2025 | N/A | -207 | -172 | -172 | N/A |
| 3/31/2025 | N/A | -179 | -150 | -150 | N/A |
| 12/31/2024 | N/A | -167 | -145 | -145 | N/A |
| 9/30/2024 | N/A | -144 | -127 | -127 | N/A |
| 6/30/2024 | N/A | -142 | -127 | -127 | N/A |
| 3/31/2024 | N/A | -132 | -122 | -122 | N/A |
| 12/31/2023 | N/A | -153 | -134 | -134 | N/A |
| 9/30/2023 | N/A | -156 | -142 | -141 | N/A |
| 6/30/2023 | N/A | -142 | -163 | -161 | N/A |
| 3/31/2023 | N/A | 65 | -157 | -156 | N/A |
| 12/31/2022 | N/A | 111 | -128 | -127 | N/A |
| 9/30/2022 | N/A | 105 | -117 | -117 | N/A |
| 6/30/2022 | N/A | 113 | -73 | -73 | N/A |
| 3/31/2022 | N/A | -78 | -64 | -64 | N/A |
| 12/31/2021 | 19 | -66 | -43 | -43 | N/A |
| 9/30/2021 | 19 | -61 | -38 | -38 | N/A |
| 6/30/2021 | 19 | -54 | -36 | -36 | N/A |
| 3/31/2021 | 19 | -47 | -26 | -26 | N/A |
| 12/31/2020 | N/A | -52 | -30 | -30 | N/A |
| 9/30/2020 | N/A | -28 | -25 | -25 | N/A |
| 6/30/2020 | N/A | -25 | -22 | -22 | N/A |
| 3/31/2020 | N/A | -21 | -21 | -21 | N/A |
| 12/31/2019 | N/A | -21 | N/A | -21 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: CGEM今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: CGEM今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: CGEM今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: CGEMの収益 ( 52.7% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。
高い収益成長: CGEMの収益 ( 52.7% ) 20%よりも速いペースで成長すると予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: CGEM 3 年以内に赤字になると予測されています。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 10:19 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cullinan Therapeutics, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Julian Harrison | BTIG |
| Samantha Lynn Semenkow | Citigroup Inc |
| Joshua Schimmer | Evercore ISI |