Ikena Oncology Inc 2025年季度报告

FORM 10-Q (Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period from __________________ to __________________Commission File Number: 001-40287IKENA ONCOLOGY, INC. (Exact Name of Registrant as Specified in its Charter) Registrant’s telephone number, including area code: (857) 273-8343 Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required tofile such reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for suchshorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,”“smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the ExchangeAct.☐Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒As of May 1, 2025, the registrant had 48,258,111 shares of common stock, $0.001 par value per share, outstanding. Table of Contents Page PART I.FINANCIAL INFORMATION1Item 1.Condensed Consolidated Financial Statements (Unaudited)1Condensed Consolidated Balance Sheets1Condensed Consolidated Statements of Operations and Comprehensive Loss2Condensed Consolidated Statements of Stockholders' Equity3Condensed Consolidated Statements of Cash Flows4Notes to Unaudited Condensed Consolidated Financial Statements5Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations12Item 3.Quantitative and Qualitative Disclosures About Market Risk20Item 4.Controls and Procedures20PART II.OTHER INFORMATION21Item 1.Legal Proceedings21Item 1A.Risk Factors21Item 2.Unregistered Sales of Equity Securities and Use of Proceeds69Item 3.Defaults Upon Senior Securities69Item 4.Mine Safety Disclosures69Item 5.Other Information69Item 6.Exhibits70Signatures72 Special Note Regarding Forward-Looking Statements This Quarterly Report on Form 10-Q contains express or implied forward-looking statements which are madepursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21Eof the Securities Exchange Act of 1934, as amended (the “Exchange Act”). These statements involve risks,uncertainties, and other factors that may cause actual results, performance, or achievements to be materiallydifferent from the information expressed or implied by these forward-looking statements. All statements, otherthan statements of historical facts, contained in this Quarterly Report on Form 10-Q, including statementsregarding our strategy, future operations, future financial position, future revenue, projected costs, prospects,plans and objectives of management and expected market growth are forward-looking statements. The words“anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,”“predict,” “project,” “should,” “target,” “would” and similar expressions are intended to identify forward-lookingstatements, although not all forward-looking statements contain these identifying words. Forward-looking statements in this Quarterly Report on Form 10-Q include, but are not limited to, statementsabout: •the timing and completion of the proposed merger with Inmagene Biopharmaceuticals and the related financing; •our ability to retain our remaining employees to facilitate the consummation of the merger; •the timing, progress, results, and cost of our current clinical trials; •our ability and the potential to successfully manufacture our product candidates for clinical trials, and on a largerscale, for commercial use, if approved;•the ability and willingness of our third-party strategic collaborators to continue research and development activities relating to our product candidates;•our ability to obtain funding for our operations necessary to complete further development and commercialization of our product candidates;•our ability to obtain and maintain regulatory approval of our product candid