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ININKT

MiNK Therapeutics, Inc.

$INKT·$53M·Biotechnology·Healthcare
$9.41-5.3%YTD-6.9%1Y-34.8%
Price updated 5h ago·X counts updated 5d ago
ININKT
$INKTMiNK Therapeutics, Inc.
$9.41-5.33%4 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $INKT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $INKT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-02

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

iNKT cell-therapy biotech at $12.73 with ARPA-H-funded room-temperature cell-therapy initiative and Phase 2 agenT-797 Acute Lung Injury readout.

MiNK Therapeutics develops invariant natural killer T (iNKT) cell therapies for cancer and inflammatory indications, with the lead asset agenT-797 in Phase 2 trials for Acute Lung Injury and other indications.

  • Pre-revenue through Q1 FY26 (zero revenue, operating losses $0.55-1.06 per share quarterly over four quarters)
  • TTM: -4.3x earnings (negative), 76% ROE (distorted), FCF yield -10.4%, debt-to-equity 0 — unlevered balance sheet
  • 2026 estimate: $125K revenue, -$2.75 EPS; 2027 $4.4M revenue, -$2.86 EPS — modeling minimal early revenue
  • YTD +15.8%, trailing-12m -13% at $12.73 against a $54.5M market cap
  • Selected for ARPA-H-funded initiative to advance room-temperature cell therapy — government funding signal
  • Reported Phase 2 agenT-797 observations in Acute Lung Injury

The equity is a clinical-stage biotech with ARPA-H government-funded initiative plus Phase 2 agenT-797 Acute Lung Injury read already producing observations — the thesis depends on continued readout quality and whether cell-therapy-at-room-temperature creates a differentiated platform.

What to watch: Nov 12 Q3 earnings and the full Phase 2 agenT-797 Acute Lung Injury dataset — whether the government-funded initiative translates to a disclosed award and whether the clinical readout extends.

On the calendar: 2026-11-12 Q3 earnings

Read the AI verdict on $INKT

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

What this means for $INKT

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%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
Q2 2026Aug 13, 2026$-0.62$-0.60-3.3%
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%
Next earningsThu, Nov 12·consensus EPS $-0.35

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 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4M$3.4M – $3.4M-$2.48-$2.48 – -$2.481
FY27$4.0M$4.0M – $4.0M-$2.65-$2.65 – -$2.651
FY28$4.6M$4.6M – $4.6M-$2.39-$2.39 – -$2.391
FY29$22.8M$22.8M – $22.8M-$1.67-$1.67 – -$1.671
FY30$50.5M$50.5M – $50.5M$0.06$0.06 – $0.061

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.0.6×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.17%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.-11.9%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.-12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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

SellOct 12Jennifer BuellCEO6.9K sh$73KSellJun 4Barbara RyanDirector1.5K sh$19K
+ 11 other (10 awards · 1 exempt) 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
Free, forever. No credit card.

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...

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8 · 1 ARS) in window

Recent news

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

MiNK Therapeutics to Present Data on Treatment-Resistant Colorectal Cancer and Clearance of Senescent Tumor Cells and Fibroblasts at SITC 2026globenewswire.com·15d agoMiNK Therapeutics Selected for ARPA-H-Funded Initiative to Advance Room-Temperature Cell Therapyglobenewswire.com·17d agoMiNK Therapeutics, Inc. (INKT) Q2 2026 Earnings Call Transcriptseekingalpha.com·65d agoMiNK Therapeutics Q2 Earnings Call Highlightsmarketbeat.com·65d agoMiNK Therapeutics Reports Second Quarter 2026 Financial Results and Reports Observations from Randomized Phase 2 Trial of agenT-797 in Acute Lung Injuryglobenewswire.com·65d ago

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Voices on X · last 7 days

No standout posts about $INKT on X in the last 7 days.

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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