Nkarta Inc 2025年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period endedSeptember 30,2025 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 Nkarta, Inc. (Exact Name of Registrant as Specified in its Charter) (925)407-1049(Registrant’s telephone number, including area code) Not applicable(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen 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 be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, 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. Large accelerated filer☐Non-accelerated filer☒Emerging growth company☒ Smaller reporting company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☒ 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 November 5, 2025,the registrant had71,029,512shares of common stock, par value $0.0001 per share, outstanding. Table of Contents PART I.FINANCIAL INFORMATIONItem 1.Financial Statements (unaudited):1Condensed Balance Sheets as of September 30, 2025 and December 31, 20241Condensed Statements of Operations and Comprehensive Loss for the three and nine months endedSeptember 30, 2025 and 20242Condensed Statements of Stockholders’ Equity for the three and nine months ended September 30, 2025 and20243Condensed Statements of Cash Flows for the nine months ended September 30, 2025 and 20245Notes to Unaudited Condensed Financial Statements6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations17Item 3.Quantitative and Qualitative Disclosures About Market Risk25Item 4.Controls and Procedures25 PART II.OTHER INFORMATIONItem 1.Legal Proceedings26Item 1A.Risk Factors26Item 2.Unregistered Sales of Equity Securities and Use of Proceeds79Item 3.Defaults Upon Senior Securities79Item 4.Mine Safety Disclosures79Item 5.Other Information79Item 6.Exhibits80SIGNATURES81 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q, and the information incorporated herein by reference, particularly in the sectionscaptioned “Management’s Discussion and Analysis of Financial Condition and Results of Operations” under Part I, Item 2 and“Risk Factors” under Part II, Item 1A, contains forward-looking statements within the meaning of Section 27A of the SecuritiesAct of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identifyforward-looking statements by the words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,”“might,” “objective,” “ongoing,” “plan,” “predict,” “project,” “potential,” “should,” “will,” or “would,” or the negative of theseterms, or other comparable terminology intended to identify statements about the future. Examples of these forward-lookingstatements include, but are not limited to, statements concerning our financial and business performance, including our futurefunding requirements, our position, plans, strategies, and timelines (including the potential impact of modified lymphodepletingconditioning on our clinical trials, initiation of further clinical trials and the availability of disclosure of clinical data from ourclinical trials) for the continued and future clinical development and commercial potential of our product candidates and thetherapeutic potential, accessibility, tolerability, advantages, and safety profile of NK cell therapies, including NKX019 for thetreatment of autoimmune diseases. These statements involve known and unknown risks, uncertainties and other factors that maycause our actual results, levels of activity, performance or achievements to be materially different from the information expressedor implied by these forward-looking statements. I