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Cullinan Therapeutics, Inc. (CGEM)

Healthcare | Biotechnology | Cambridge, United States | NasdaqGS
21.70 USD -0.90 (-3.982%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 21.70

Short-term:★★★★☆Long-term:★★☆☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 3:12 a.m. EDT

The recent price surge is a dangerous illusion masking a fundamentally broken business. While the stock rallied 30% in the last two weeks, the underlying reality is stark: the company has lost over 70% of its value over the past four years, with revenue collapsing 54% last year and burning through cash at a rapid pace. The balance sheet is deteriorating, with negative free cash flow and no path to profitability visible in the current data. Despite the 'strong buy' analyst ratings, these appear to be based on speculative clinical trial hopes rather than financial substance. The options market confirms this fear, with traders stacking up cheap insurance (deep OTM puts) for a potential collapse, while the statistical forecast models see almost no chance of a short-term bounce. This is a classic value trap where the hype cycle has detached completely from the financials.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.264560
AutoARIMA0.264737
AutoTheta0.265259
MSTL0.273036

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 30%
H-stat 1.79
Ljung-Box p 0.000
Jarque-Bera p 0.000
Excess Kurtosis 1.92
Attribute Value
Sector Healthcare
Debt to Equity Ratio 0.644
Market Cap 1,396,496,896
Forward P/E -8.01
Beta -0.02
Previous Name Cullinan Management, Inc.
Website https://cullinantherapeutics.com

As of Aug. 22, 2026, 3:12 a.m. EDT: Speculators are aggressively positioning for a significant downside move, evidenced by massive open interest in deep out-of-the-money puts (strikes 10, 12, 15) expiring late in 2027, which dwarfs call volume. Conversely, call activity is concentrated in the money or slightly out-of-the-money, suggesting a 'long' bias that is heavily hedged by the put wall. The implied volatility skew is extreme, with deep puts trading at premiums far exceeding ATM calls, indicating a market pricing in a high probability of a crash or severe drawdown despite the recent price rally.


Info Dump

Attribute Value
52 Week Change 2.0173564
Address1 One Main Street
Address2 Suite 1350
All Time High 59.85
All Time Low 5.68
Ask 21.74
Ask Size 1
Audit Risk 7
Average Analyst Rating 1.1 - Strong Buy
Average Daily Volume10 Day 671,480
Average Daily Volume3 Month 923,011
Average Volume 923,011
Average Volume10Days 671,480
Beta -0.023
Bid 16.16
Bid Size 2
Board Risk 6
Book Value 5.0
City Cambridge
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 21.7
Current Ratio 8.417
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 22.88
Day Low 21.565
Debt To Equity 0.644
Display Name Cullinan Therapeutics
Earnings Timestamp 1,786,019,400
Earnings Timestamp End 1,793,881,800
Earnings Timestamp Start 1,793,881,800
Ebitda -221,488,992
Ebitda Margins 0.0
Enterprise To Ebitda -4.804
Enterprise Value 1,064,029,888
Eps Current Year -3.16502
Eps Forward -2.71048
Eps Trailing Twelve Months -2.99
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 18.492
Fifty Day Average Change 3.2080002
Fifty Day Average Change Percent 0.17348042
Fifty Two Week Change Percent 201.73564
Fifty Two Week High 23.19
Fifty Two Week High Change -1.4899998
Fifty Two Week High Change Percent -0.06425182
Fifty Two Week Low 5.68
Fifty Two Week Low Change 16.02
Fifty Two Week Low Change Percent 2.8204226
Fifty Two Week Range 5.68 - 23.19
Financial Currency USD
First Trade Date Milliseconds 1,610,116,200,000
Float Shares 48,082,610
Forward Eps -2.71048
Forward P E -8.005962
Free Cashflow -89,228,128
Full Exchange Name NasdaqGS
Full Time Employees 109
Fullday Change -0.9
Fullday Change Percent -3.9823
Fullday Price 21.7
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.0
Has Pre Post Market Data 1
Held Percent Insiders 0.00425
Held Percent Institutions 1.12581
Implied Shares Outstanding 64,354,694
Industry Biotechnology
Industry Disp Biotechnology
Industry Key biotechnology
Ipo Expected Date 2,021-01-08
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Cullinan Therapeutics, Inc., a clinical-stage biopharmaceutical company, develops therapies for autoimmune diseases and cancer in the United States. It engages in the development of CLN-978, a CD19xCD3 bispecific T cell engager for autoimmune diseases in Phase 1 clinical trials; Velinotamig, a BCMAxCD3 bispecific T cell in Phase 1 clinical trials in patients with autoimmune diseases; and CLN-049, a FLT3xCD3 bispecific T cell engager, which is in Phase 1 clinical trials in patients with relapsed and refractory acute myeloid leukemia or myelodysplastic syndrome. The company is also developing Zipalertinib, an orally available small-molecule, irreversible epidermal growth factor receptor inhibitor in Phase 2b portion of the REZILIENT1 clinical trial in patients with EGFR ex20ins non-small cell lung cancer. It has a license agreement with Chongqing Genrix Biopharmaceutical Co., Ltd to develop and commercialize velinotamig; a co-development agreement with Taiho Pharmaceutical Co., Ltd to develop zipalertinib; and a collaboration agreement with Adimab, LLC to discover and/or optimize antibodies. The company was formerly known as Cullinan Oncology, Inc. and changed its name to Cullinan Therapeutics, Inc. in April 2024. Cullinan Therapeutics, Inc. was incorporated in 2016 and is headquartered in Cambridge, Massachusetts.
Long Name Cullinan Therapeutics, Inc.
Market us_market
Market Cap 1,396,496,896
Market State CLOSED
Max Age 86,400
Message Board Id finmb_539392639
Most Recent Quarter 1,782,777,600
Name Change Date 2,026-08-28
Net Income To Common -208,343,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 1,454,416,084
Number Of Analyst Opinions 11
Open 22.6
Operating Cashflow -159,250,000
Operating Margins 0.0
Overall Risk 8
Payout Ratio 0.0
Phone 617 410 4650
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 21.7
Post Market Time 1,787,959,806
Prev Name Cullinan Management, Inc.
Previous Close 22.6
Price Eps Current Year -6.856197
Price Hint 2
Price To Book 4.34
Profit Margins 0.0
Quick Ratio 8.293
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.09091
Region US
Regular Market Change -0.9
Regular Market Change Percent -3.9823
Regular Market Day High 22.88
Regular Market Day Low 21.565
Regular Market Day Range 21.565 - 22.88
Regular Market Open 22.6
Regular Market Previous Close 22.6
Regular Market Price 21.7
Regular Market Time 1,787,947,201
Regular Market Volume 630,052
Return On Assets -0.3136
Return On Equity -0.50298
Sand P52 Week Change 0.20504117
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Share Holder Rights Risk 8
Shares Outstanding 64,354,694
Shares Percent Shares Out 0.16450001
Shares Short 10,588,430
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 10,285,963
Short Name Cullinan Therapeutics, Inc.
Short Percent Of Float 0.2291
Short Ratio 17.37
Source Interval 15
State MA
Symbol CGEM
Target High Price 42.0
Target Low Price 23.0
Target Mean Price 32.36364
Target Median Price 30.0
Total Cash 334,537,984
Total Cash Per Share 5.198
Total Debt 2,071,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -2.99
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 14.207925
Two Hundred Day Average Change 7.492076
Two Hundred Day Average Change Percent 0.5273167
Type Disp Equity
Volume 630,052
Website https://cullinantherapeutics.com
Zip 2,142