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MiNK Therapeutics

INKT Rare disease Lead: Phase 2 ★ Read the deep dive → 2 Biotech Distilled articles ↓ 17 filings & releases ↓ Cash $8.8M (Jun 30, 2026) ↓ 2 verdicts ↓ 2 timing quotes ↓
ImmunologyOncologyRespiratory Cell

Market cap $52.8M 5.1M shares (10-Q, Aug 11, 2026) × $10.35 close Nov 6, 2026

Most recent annual filing: 2026-03-31

Catalyst timeline

2 trackedQuarter catalyst calendar →
  1. agenT-797 GEJ readout2026agenT-797 GEJ readout, 2026, material
  2. agenT-797 topline2H 2026agenT-797 topline, 2H 2026, thesis-defining

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (8 active programs)

Technology platforms

CARDIS

Hybrid phage and mammalian display technology enabling highly selective and functionally optimized CAR, TCR, and bispecific engager discovery. Designed to produce candidates with improved pharmaceutical quality, minimal off-target toxicity, and reduced immunogenic risk through fully human antibody fragments. Applied to iNKT cell engineering for oncology and immune-mediated diseases.

allogeneic iNKT

MiNK's allogeneic invariant natural killer T (iNKT) cell therapy platform combining off-the-shelf unmodified cell therapy (agenT-797) with next-generation engineered CAR-iNKT candidates (e.g., MiNK-215); designed for scalable, cryopreserved delivery across cancer, immune-mediated diseases, and pulmonary immune failure

Targets: FAP, NKG2D

Capital (as filed)

Cash
$8.8M cash and cash equivalents · Jun 30, 2026 (10-Q)
Operating cash flow
−$2.1M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$9.5M cash per the update of Aug 6, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (2)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (2 calls)

Every verdict Biotech Distilled has published on MiNK Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-06-13 Watch MiNK Therapeutics (INKT) - Scientific Deep Dive for agenT-797 and the iNKT Cell Pipeline Compelling iNKT biology and a randomized ARDS readout in a zero-approved-therapy market warrant watching, but going-concern balance sheet, Agenus control, absent composition-of-matter IP, and no specialist smart money preclude a Buy ahead of H2 2026 data.
  2. 2026-08-07 Watch UPDATE: MiNK Therapeutics (INKT) - The First Patients Are Alive Encouraging early safety and biomarker data from C-1300-02 are positive but uncontrolled; the binary randomized readout has slipped to early 2027, adding two quarters of dilution risk with no change in the fundamental concerns that kept this off a Buy.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (2 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (17)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Aug 6, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

2 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)