Nkarta Inc 2026年季度报告

FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended June 30, 2026 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) 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☐ Accelerated filer☐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 August 5, 2026, the registrant had 71,624,791 shares 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 June 30, 2026 and December 31, 20251Condensed Statements of Operations and Comprehensive Loss for the three and six months ended June 30,2026 and 20252Condensed Statements of Stockholders’ Equity for the three and six months ended June 30, 2026 and 20253Condensed Statements of Cash Flows for the six months ended June 30, 2026 and 20255Notes to Unaudited Condensed Financial Statements6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations18Item 3.Quantitative and Qualitative Disclosures About Market Risk26Item 4.Controls and Procedures26 PART II.OTHER INFORMATIONItem 1.Legal Proceedings27Item 1A.Risk Factors27Item 2.Unregistered Sales of Equity Securities and Use of Proceeds81Item 3.Defaults Upon Senior Securities81Item 4.Mine Safety Disclosures81Item 5.Other Information81Item 6.Exhibits82SIGNATURES83 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 Securities Actof 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 future availability and disclosure of clinical dataand other updates from our clinical trials) for the continued and future clinical development and commercial potential of ourproduct candidates and the therapeutic potential, accessibility, tolerability, advantages, and safety profile of NK cell therapies,including NKX019 for the treatment of autoimmune diseases. These statements involve known and unknown risks, uncertaintiesand other factors that may cause our actual results, levels of activity, performance or achievements to be materially different fromthe information expressed or implied by these forward-looking statements. In addition, these statements are based on ourmanagement’s beliefs and assumptions and on information currently available to our management as of the date of this Q