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ININKT

MiNK Therapeutics, Inc.

$INKT·$52M·Biotechnology·Healthcare
$11.07+3.6%YTD+0.7%1Y-16.3%
Mentions · last 7 days
2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 1 posts2026-08-01: 0 posts2026-08-02: 3 posts2026-08-03: 4 posts2026-08-04: 1 posts9+300%
Price updated 4h ago·X counts updated 4h ago
ININKT
$INKTMiNK Therapeutics, Inc.
$11.07+3.55%9 posts+300%
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 $INKT, 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.

Too early to tellEvent coming upAI verdict · as of 2026-08-03

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

MiNK Therapeutics is the allo-iNKT-cell-therapy clinical biotech at 21%-of-range down 31% t12m — Aug 13 Q2 print plus AGENT-797 Phase 2 Acute Lung Injury trial plus tiny 1.2M float is the substance.

MiNK Therapeutics Inc. is a specific US-listed clinical-stage biopharmaceutical franchise — allogeneic off-the-shelf invariant natural killer T (iNKT) cell therapies for cancer and immune-dysfunction diseases, with AGENT-797 as the lead program. Up 1% today, down 4% year to date, and down 31% over 12 months, sitting at the 21st percentile of the 52-week range on an Aug-13-earnings-plus-trial tape.

Where it stands:

  • The business is pre-revenue: reported quarters at $0 revenue with EPS -$1.06, -$0.65, -$0.55, -$0.57 — pure clinical-stage cash-burn.
  • The valuation is speculative: TTM P/E of -4.3 (loss-making), forward analyst estimates model FY26 EPS -$2.75 with $125K revenue rising to FY29 revenue $22.8M with EPS -$2.07 — the multi-year commercialization pathway is the whole thesis.
  • The 4-quarter earnings-surprise cadence is mostly positive: EPS -$0.57 vs -$0.77 (+26%), -$0.52 vs -$0.68 (+24%), -$0.65 vs -$0.86 (+24%), -$1.06 vs -$0.55 (-93%) — cost management landing below consensus mostly.
  • The specific positive catalyst is dated and named: MiNK Therapeutics Announces First Patient Dosed in Randomized Phase 2 Trial of agenT-797 in Acute Lung Injury and Critical Illness 5/28 plus MiNK Therapeutics Reports New Data on agenT-797 at ATS 2026 (Simultaneously Published in Clinical Immunology Communications) 5/20.
  • The framing signal is specific: Here's Why You Should Add INKT Stock to Your Portfolio Now (Zacks 7/16) — sell-side value framing.
  • The structural signal is a specific low-float setup: 1.2M share tiny float with 0.32% of float traded describes an extremely-tight setup where any modest inflow can move price.

Aug 13 Q2 earnings needs continued AGENT-797 Phase 2 trial-plus-data readouts plus dated commentary on the cash-runway and iNKT-cell-therapy platform trajectory to trigger the event-ahead tape; a specific Phase 2 walk-back or a further dilutive raise would take the stock back toward recent lows.

What to watch: Aug 13 Q2 earnings — good = continued AGENT-797 Phase 2 trial-plus-data readouts with dated commentary on the cash-runway and iNKT-cell-therapy platform trajectory; bad = a specific Phase 2 walk-back or a further dilutive raise, which takes the stock back toward recent lows.

On the calendar: 2026-08-13 — Q2 earnings

Read the AI verdict + X sentiment for $INKT

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What it does

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

Developing off-the-shelf allogeneic iNKT cell therapy (AGENT-797) for hematologic and solid tumor cancers.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $INKT

Neutral — Developing off-the-shelf allogeneic iNKT cell therapy (AGENT-797) for hematologic and solid tumor cancers; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+40.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-4.3How 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
-415%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
0.0%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
-10.4%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
0.0Same 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
76.0%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
0.0%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
0.0Total 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 15, 2026$-0.57$-0.77+26.0%
Q4 2025Mar 17, 2026$-0.52$-0.68+23.5%
Q3 2025Nov 14, 2025$-0.65$-0.86+24.4%
Q2 2025Aug 14, 2025$-1.06$-0.55-92.7%
Next earningsThu, Aug 13·consensus EPS $-0.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.57$-1.7M
Q4 FY25$0———$-0.55$-2.1M
Q3 FY25$0———$-0.65$-941K
Q2 FY25$0———$-1.06$-1.6M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$125K$125K – $125K-$2.75-$3.02 – -$2.462
FY27$4.4M$4.4M – $4.4M-$2.85-$3.31 – -$2.392
FY28$1.9M$1.9M – $1.9M-$3.49-$4.11 – -$2.872
FY29$22.8M$22.8M – $22.8M-$2.07-$2.07 – -$2.071
FY30$50.5M$50.5M – $50.5M$0.05$0.05 – $0.051

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.0.8×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.27%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.-3.0%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.-4.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 1.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.475-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.

Insider activity

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

Recent transactions

SellJun 4Barbara RyanDirector1.5K sh$19KSellMar 10Barbara RyanDirector1.3K sh$20KSellMar 9Barbara RyanDirector200 sh$2KSellMar 2Barbara RyanDirector100 sh$1KSellFeb 27Barbara RyanDirector400 sh$4K
+ 10 other (10 awards) in window

See when $INKT 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

8-KShareholder voteJun 238-K — Item 5.07: Shareholder vote
AI summary

Delaware 001-40908 82-2142067 disclosed voting results from its annual or special meeting. ndicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matters to a Vote of Security Holders. The Company held its Annual Meeting of Stockholders (the “Annual Meeting”) on June 17, 2026. A total of 3,277,906 sh...

3New insider — initial holdingsApr 93
3New insider — initial holdingsMar 233
8-KOfficer or director changeMar 198-K — Item 5.02: Officer or director change
+ 7 other (2 earnings 8-Ks · 1 10-Q · 1 ARS · 1 proxy) in window

Recent news

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

Here's Why You Should Add INKT Stock to Your Portfolio Nowzacks.com·20d agoMiNK Therapeutics Announces its Virtual 2026 Annual Shareholders Meetingglobenewswire.com·62d agoMiNK Therapeutics Announces First Patient Dosed in Randomized Phase 2 Trial of agenT-797 in Acute Lung Injury and Critical Illnessglobenewswire.com·69d agoMiNK Therapeutics Reports New Data on agenT-797, an allo-iNKT Cell Therapy at ATS 2026; Simultaneously Published in Clinical Immunology Communicationsglobenewswire.com·77d agoMiNK Therapeutics, Inc. (INKT) Q1 2026 Earnings Call Transcriptseekingalpha.com·81d ago

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