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CUCUE

Cue Biopharma, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$CUE·$70M·Biotechnology·Healthcare
$28.46+6.5%YTD+206.7%1Y+44.7%
Mentions · last 7 days
2026-06-11: 50 posts2026-06-12: 57 posts2026-06-13: 2 posts2026-06-14: 8 posts2026-06-15: 20 posts2026-06-16: 44 posts2026-06-17: 73 posts255+40%
Price updated 11h ago·X counts updated 1d ago
CUCUE
Cue Biopharma, Inc.$CUE
$28.46+6.47%255 posts+40%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CUE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-06-19

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Precision-immunology microcap turnaround with credentialed new CEO, fresh PIPE, and H2 readout ahead; binary on Phase 2 data.

Cue Biopharma is the precision-immunology microcap turnaround — new CEO Shao-Lee Lin (who built Acelyrin to $2B valuation in 3 years) is joined by Daniel Camardo and Viola Meehan as fresh board additions, and the $30M PIPE from late April funds CUE-221's path to Phase 2 data in Chronic Spontaneous Urticaria expected H2 2026. The fresh S-3 shelf filed June 18 sets up future raises. The X conversation cites GSK's $2.2B RAPT Therapeutics acquisition as the anti-IgE benchmark and frames the $108-110M market cap as deep value. CEO Lin made an open-market P-Purchase on June 1. At $28.46 the stock is +207% YTD and +45% T12M on a $70M market cap. Gross margin 99.7% reflects collaboration-revenue recognition (Q1 grew from $0.4M to $5.7M YoY); ROE -98% and ROIC -78% are pre-pivot clinical signatures. Debt-to-equity 0.16. The bear case is that turnaround biotech microcaps face commercial scale-up uncertainty and the CUE-221 Phase 2 readout is binary; the offsetting case is that the leadership reset is real, the RAPT precedent shows $2B+ outcomes are possible in this space, and CEO insider-buy is a high-conviction signal.

Agrees with X sentimentX correctly identifies the management reset and RAPT-comparison framing; we agree.
micro cap risk

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment36 posts analyzed · as of 2026-06-18

Cue Biopharma is being framed as a precision-immunology turnaround micro-cap with bulls citing a fresh $30 million PIPE for Ascendant-221 funding, new CEO Shao-Lee Lin who built Acelyrin to a $2 billion valuation in 3 years, board additions of Daniel Camardo and Viola Meehan, and Q1 2026 collaboration revenue growth from $0.4M to $5.7M YoY. The dominant catalyst is CUE-221 Phase 2 data in Chronic Spontaneous Urticaria expected H2 2026. The GSK $2.2 billion RAPT Therapeutics acquisition as anti-IgE benchmark is being widely shared. Bulls cite the $108-$110 million market cap as deep value. Positioning chatter is heavily long with conviction-buyers accumulating ahead of the H2 catalysts.

Read the AI verdict + X sentiment for $CUE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cue Biopharma, Inc. is a clinical-stage biopharmaceutical enterprise focused on creating biological therapies. Its central objective is the precise manipulation of the human immune system to address a spectrum of severe conditions, such as various cancers, chronic infectious diseases, and autoimmune disorders. The company's leading investigational therapeutic is CUE-101, a specialized fusion protein biologic. This candidate is currently advancing through Phase 1b clinical trials, engineered to specifically identify and activate antigen-specific T cells involved in cancers originating from human papillomavirus. Beyond its flagship program, Cue Biopharma is also developing a range of other innovative platforms: CUE-102, another fusion protein biologic designed to stimulate specific T cells to combat cancer; CUE-103, an Immuno-STAT from the CUE-100 series, which is developed to target the KRAS G12V mutation relevant in diseases like colorectal, lung, and pancreatic cancers; CUE-200, which concentrates on cell surface receptors such as CD80 and/or 4-1BBL to counteract T cell exhaustion often seen in chronic infections; and the CUE-300 and CUE-400 frameworks, conceptual platforms aimed at treating diverse autoimmune conditions. Cue Biopharma maintains key strategic alliances, including collaborations with Merck Sharp & Dohme Corp. for the research and development of its unique biologics targeting autoimmune indications, with LG Chem Life Sciences for advancing Immuno-STATs in the field of oncology, and with the Albert Einstein College of Medicine. The company, founded in 2014, was initially known as Imagen Biopharma, Inc. before adopting its current name, Cue Biopharma, Inc., in October 2016. It is headquartered in Cambridge, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CUE.

Biotechnology · Healthcare

GLP-1 obesity pipeline competition is the dominant structural driver — the 'next phase' of obesity drugs (oral formulations, differentiated mechanisms) is reshaping clinical bets for NVO competitors. Gene editing (CRSP, BEAM, NTLA, PRME) is transitioning from clinical to commercial-maturation phase with Casgevy scaling; oncology binary events (IBRX, ALLO, KURA) define the near-term calendar.

See how Biotechnology shapes $CUE

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CUE's next move
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Top industry ETF

$IBBiShares Biotechnology ETF
+2.4%YTD
+38.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-78.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-59.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-35.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-98.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
99.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-1.08$-3.30+67.3%
Q4 2025Mar 16, 2026$0.30$-2.70+111.1%
Q3 2025Nov 12, 2025$-0.07$-0.10+30.0%
Q2 2025Aug 12, 2025$-0.09$-0.13+30.8%
Next earningsTue, Aug 18·consensus EPS $-1.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.7M+1250.6%100%-94.3%$-1.08$-11.1M
Q4 FY25$21.9M+1292.3%100%8.9%$0.44$-1.1M
Q3 FY25$2.1M-35.6%96.3%-351%$-2.21$-9.0M
Q2 FY25$3.0M+11.1%100%-292%$-2.66$-3.4M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.8M$12.8M – $12.8M-$6.64-$6.64 – -$6.641
FY27$1.0M$1.0M – $1.0M-$9.45-$9.45 – -$9.451
FY28$1.0M$1.0M – $1.0M-$15.30-$15.30 – -$15.301
FY29$1.0M$1.0M – $1.0M-$15.60-$15.60 – -$15.601

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+67.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.535-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $CUE is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 1Shao-lee LinCEO136.4K sh$500KBuyDec 30, 2025Pasha SarrafDirector323.9K sh$100K
+ 12 other (12 awards) in window

See when $CUE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationJun 18S-3
AI summary

Cue Biopharma (CUE) filed a Form S-3 shelf registration statement on June 18, 2026, signed by CEO Shao-Lee Lin. The registration covers future securities offerings; the specific aggregate offering amount was not disclosed in the excerpt. This is a routine shelf filing enabling future capital raises.

3New insider — initial holdingsJun 113
AI summary

Michael Vincent Meluzio filed a Form 3 on June 1, 2026, as a newly appointed officer of Cue Biopharma, Inc. (CUE), serving as VP and Principal Accounting Officer, reporting no direct or indirect securities owned at the time of filing. This is a routine initial ownership disclosure for a new finance executive with no immediate financial impact.

3New insider — initial holdingsJun 113
AI summary

Sumita Ray filed a Form 3 on June 1, 2026, as a newly appointed officer of Cue Biopharma, Inc. (CUE), serving as Chief Legal & Compliance Officer and Corporate Secretary, reporting direct ownership of 54,589 shares of common stock. This is a routine initial ownership statement for a new executive appointment with no financial impact on the company.

3New insider — initial holdingsJun 83
AI summary

Daniel A. Camardo filed a Form 3 on May 30, 2026, as a newly appointed Director of Cue Biopharma, Inc. (CUE), reporting no direct or indirect securities owned at the time of the filing. This is a routine initial ownership disclosure for a new board member with no financial impact on the company.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Cue Biopharma, Inc. filed an 8-K on June 3, 2026 covering Items 5.02 (officer/director change) and 5.07 (shareholder vote results) from the June 1, 2026 annual meeting. The excerpt is boilerplate header only; specific vote tallies and the nature of the director/officer change are in the attached exhibits. The combination of 5.02 and 5.07 suggests a director election or departure was among the annual meeting agenda items — a routine governance event.

S-3Shelf registrationJun 3S-3
AI summary

Cue Biopharma, Inc. (Boston, CEO Shao-Lee Lin) filed an S-3 shelf registration statement on June 3, 2026, registering securities for offer and sale on a delayed or continuous basis under Rule 415. The total dollar amount being registered is not stated in the excerpt; it would appear in the prospectus body or a subsequent supplement. Filed the same day as the annual meeting 8-K, this shelf registration establishes future fundraising capacity — not immediate dilution, but a signal the company is positioning to access capital markets.

3New insider — initial holdingsJun 23
AI summary

Viola Mong Meehan filed a Form 3 (initial statement of beneficial ownership) as a new director of Cue Biopharma, Inc. as of May 30, 2026, reporting no directly-held non-derivative securities. This is a routine administrative filing required upon joining the board; no shares owned, no immediate market impact.

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Cue Biopharma, Inc. filed an 8-K on June 2, 2026 (event date May 29, 2026) covering Items 5.02 (officer/director change) and 8.01 (other events). The excerpt is boilerplate only; the specific personnel change and the other material event are disclosed in the attached exhibits. The pairing of a director/officer change with an Item 8.01 other event suggests this may involve a leadership transition with an accompanying strategic announcement — material for a clinical-stage biotech.

+ 26 other (5 8-Ks · 3 proxys · 2 EFFECTs · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cue Biopharma Announces Board Transition and Addition of New Directors with Continued Company Evolutionglobenewswire.com·17d agoCue Biopharma to Present at the 2026 Jefferies Global Healthcare Conferenceglobenewswire.com·29d agoCue Biopharma Reports First Quarter 2026 Financial Results and Recent Strategic Developmentsglobenewswire.com·36d agoCue Biopharma Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·43d agoCue Biopharma Announces $30 Million Private Placementglobenewswire.com·50d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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