Cullinan Therapeutics, Inc. (CGEM) · Nov 4, 2026 · Other events

Cullinan CLN-049 data show safer dosing but mixed AML efficacy

Phase 2 dose selected — 12 µg/kg: 26% CRc and 53% ORR with low-step-up dosing

Cullinan’s CLN-049 clinical update supports a safer Phase 2 regimen in AML, though efficacy at the selected doses is mixed.

Cullinan is moving CLN-049, its FLT3xCD3 T-cell engager, from dose escalation into a potentially registrational Phase 2 program for relapsed/refractory AML; the first Phase 2 patient was dosed in October 2026, and the company had already flagged longer-follow-up data for December. This filing therefore confirms an expected milestone, but adds the regimen-specific safety and efficacy detail that matters for whether the program is genuinely improving.

The clearest advance is dosing optimization. Moving to two step-up doses reduced CRS from 36% with one step-up to 26%, and removed Grade 3 CRS in the 27-patient two-step group; transaminase elevations also fell to 4% in that group. The safety improvement is meaningful because it makes the selected regimen more workable for Phase 2, although febrile neutropenia remained the most common serious adverse event at 18%. 〔0〕

Efficacy is encouraging but not a clean step-up from the prior readout. In December 2025, the 12 µg/kg group had shown a 31% CRc rate in 16 patients; this update reports 21% CRc across 29 patients at 12 µg/kg, improving to 26% among patients who received the low starting step-up dose, with a 53% ORR. That suggests the dosing fix may preserve activity, but the small, non-randomized Phase 1 dataset does not yet establish a stronger response signal than the earlier snapshot.

Measure	Current data	Prior readout
Enrolled patients (Other Events)	87	45
CRS rate (Other Events)	26% two-step	36% one-step
CRc at 12 µg/kg (Other Events)	26% selected regimen	31%
ORR at 12 µg/kg, low step-up (Other Events)	53%	—
Grade ≥3 febrile neutropenia (Other Events)	18%	20%

The business story advances operationally more than clinically. The filing supports the company’s decision to take 6 and 12 µg/kg forward and adds signs of durable activity, including five MRD-negative responses, two patients treated beyond 12 months, and four patients bridged to transplant. But those observations remain too small and selected to rewrite the program’s efficacy case before Phase 2 data mature. 〔1〕〔2〕

Bottom line: This is a modestly positive development because Cullinan appears to have solved an important tolerability problem and kept meaningful activity at the intended Phase 2 doses. It strengthens the path into Phase 2, but the efficacy data are not yet a decisive upgrade from the earlier clinical signal.

What to watch next

ASH poster presentation, December 13, 2026

Original filing on SEC EDGAR

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8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

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Cullinan CLN-049 data show safer dosing but mixed AML efficacy

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