Cullinan Oncology
CGEM
About: Cullinan Therapeutics Inc is a biopharmaceutical company. It has a diversified portfolio of clinical-stage assets that inhibit key drivers of disease or harness the immune system to eliminate diseased cells in both oncology and autoimmune diseases. Its understanding of oncology, immunology, and translational medicine, creates differentiated ideas, identifies the appropriate targets, and selects the optimal modality to develop transformative therapeutics across a variety of cancer and autoimmune indications. It has one reporting and one operating segment, which is the business of developing immunology and oncology therapies.
Employees: 111
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 44
4% less capital invested
Capital invested by funds: $490M [Q1] → $471M (-$18.1M) [Q2]
4% less funds holding
Funds holding: 148 [Q1] → 142 (-6) [Q2]
4.43% less ownership
Funds ownership: 110.53% [Q1] → 106.09% (-4.43%) [Q2]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
99% less call options, than puts
Call options by funds: $101K | Put options by funds: $7.55M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
HC Wainwright & Co.
Robert Burns
|
$24
|
Buy
Reiterated
|
12 Sep 2025 |
BTIG
Julian Harrison
|
$32
|
Buy
Reiterated
|
10 Sep 2025 |
Morgan Stanley
Jeffrey Hung
|
$28
|
Overweight
Maintained
|
18 Aug 2025 |
Financial journalist opinion
Based on 4 articles about CGEM published over the past 30 days