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Pipeline (8 active programs)

Technology platforms

Discontinued (5)

• NKX019 — undisclosed · deprioritized to direct primary resources to NKX019 for autoimmune diseases; enrollment closed 2023
• NKX101 — Acute Myeloid Leukemia · deprioritized; oncology study closed patient enrollment in 2023
• NKX070 — undisclosed · Company has deprioritized further development of NKX070; CRISPR opted out of continuing research of initial collaboration product
• NKX019 — Large B-Cell Lymphoma · deprioritized based on data and highly competitive landscape for treatment of B-cell malignancies
• NKX101 — Myelodysplastic Syndrome · deprioritized following interim evaluation of response data

Capital (as filed)

Cash

$48.4M cash and cash equivalents · Sep 30, 2026 (10-Q)

Short-term investments

$108M Sep 30, 2026

Long-term investments

$56.7M Sep 30, 2026

Operating cash flow

−$25.8M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)

As stated in coverage

$243M cash per the update of Sep 8, 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 (3)

• 2026-09-09 UPDATE: Nkarta (NKTX) - The Clock Is Set for November 8 🔒 Paid
• 2026-08-11 UPDATE: Nkarta (NKTX) - Below Cash, Burning Faster, Still Waiting 🔒 Paid
• 2026-05-26 Nkarta (NKTX) — Scientific Deep Dive for NKX019 and Pipeline Products 🔒 Paid

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

Verdict history (3 calls)

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

1. 2026-05-26 Watch Nkarta (NKTX) — Scientific Deep Dive for NKX019 and Pipeline Products Differentiated outpatient CAR-NK thesis with credible biology and below-cash valuation, but zero autoimmune efficacy data and a stacked autologous CAR-T competitor field make this a wait-for-data situation.
2. 2026-08-11 Watch UPDATE: Nkarta (NKTX) - Below Cash, Burning Faster, Still Waiting Thesis intact but cash eroding and manufacturing footprint shrinking; outpatient dosing now operational but no efficacy data yet, maintaining watch ahead of H2 2026 readout.
3. 2026-09-09 Watch UPDATE: Nkarta (NKTX) - The Clock Is Set for November 8 ACR Convergence November 8 oral slots confirmed with management signaling early efficacy, but below-cash cushion has closed at $3.23 and no lupus nephritis abstract; position is now a straight data bet.

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.

Filings & releases (21)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Aug 10, 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 →

• Nov 6, 2026ReleaseNkarta to Host Webcast to Discuss Initial Clinical Data for NKX019 in Autoimmune Diseases at ACR Convergence 2026
• Nov 6, 20268-KCurrent report: Reg FD disclosure · EX-99.1
• Nov 5, 2026ReleaseNkarta Reports Third Quarter 2026 Financial Results and Provides Business UpdateSummary on the 8-K
• Nov 5, 20268-KCurrent report: results of operations · EX-99.1Three days before Nkarta's first NKX019 efficacy readout at ACR, the Q3 10-Q reveals burn accelerating to $33.3M/quarter, cash down to $216M, and a board member resigning — while the stock's -9.2% session move on the filing day suggests the market may already be reading the abstract tea leaves.
• Nov 5, 202610-QQuarterly reportSummary on the 8-K
• Sep 10, 2026ReleaseNkarta to Participate in September Investor Conferences
• Sep 8, 2026ReleaseNkarta to Present Initial Autoimmune Clinical Data for NKX019 at American College of Rheumatology (ACR) Convergence 2026→ BD updateNkarta just confirmed ACR Convergence (Nov 8–11) as the venue for the first NKX019 efficacy data — and the CEO's word choice ("early efficacy we're seeing") implies the data exists and is positive, explaining today's +31.3% stock surge.BD extracted 1 program update from this document → NKTX pipeline
• Aug 10, 2026ReleaseNkarta Reports Second Quarter 2026 Financial Results and Corporate Highlights
• Aug 10, 20268-KCurrent report: results of operations · EX-99.1
• Aug 10, 202610-QQuarterly report
• Jun 11, 20268-KCurrent report: shareholder vote
• May 19, 2026SCHEDULE 13D/A13D amendment
• May 12, 20268-KCurrent report: results of operations · EX-99.1
• May 12, 202610-QQuarterly report
• Apr 23, 2026DEFA14AProxy soliciting material
• Apr 23, 2026DEF 14AProxy statement
• Apr 3, 2026424B5Prospectus supplement (offering)
• Mar 26, 20268-KCurrent report: other events
• Mar 25, 2026S-3Shelf registration
• Mar 25, 20268-KCurrent report: results of operations · EX-99.1
• Mar 25, 202610-KAnnual report