MiNK Therapeutics Inc 2026年季度报告

FORM 10-Q ☒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 For the transition period from _______________ to _______________Commission File Number: 001-40908 MiNK Therapeutics, Inc.(Exact Name of Registrant as Specified in its Charter) 82-2142067(I.R.S. EmployerIdentification No.) Delaware(State or other jurisdiction ofincorporation or organization)149 Fifth AvenueSuite 500New York, NY10010(Address of principal executive offices)(Zip Code)Registrant’s telephone number, including area code: 212-994-8250 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, a 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☒ Accelerated filer☐Smaller reporting company☒Emerging growth 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 11, 2026, the registrant had 5,103,002 shares of common stock, $0.00001 par value per share, outstanding. Table of Contents PART I.FINANCIAL INFORMATION Item 1.Financial Statements1Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 20251Condensed Consolidated Statements of Operations and Comprehensive Loss for the three and six monthsended June 30, 2026 and 20252Condensed Consolidated Statements of Stockholders’ Deficit for the three and six months ended June 30, 2026and 20253Condensed Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 20255Notes to Unaudited Interim Condensed Consolidated Financial Statements6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations13Item 3.Quantitative and Qualitative Disclosures About Market Risk19Item 4.Controls and Procedures19 PART II.OTHER INFORMATION 20 Item 1.Legal Proceedings20Item 1A.Risk Factors20Item 5.Other Information20Item 6.Exhibits21Signatures22 MINK THERAPEUTICS, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ DEFICIT(Unaudited) MINK THERAPEUTICS, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ DEFICIT(Unaudited) MINK THERAPEUTICS, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS(Unaudited) MINK THERAPEUTICS, INC. AND SUBSIDIARIESNOTES TO UNAUDITED INTERIM CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(Unaudited) (1) Business and Liquidity MiNK Therapeutics, Inc. (“MiNK” or the “Company”) is a clinical-stage biopharmaceutical company pioneering thediscovery, development and manufacturing of allogeneic, off-the-shelf, invariant natural killer T (“iNKT”) cell therapies to treatcancer and other immune-mediated diseases. iNKT cells are a distinct T cell population that combine durable memory responseswith the rapid cytolytic features of natural killer cells. iNKT cells offer distinct therapeutic advantages as a platform for allogeneictherapy in that the cells naturally home to tissues, aid clearance of tumors and infected cells, and suppress graft-versus-host-disease.MiNK’s proprietary platform is designed to facilitate scalable and reproducible manufacturing for off-the-shelf delivery. As such,the Company believes that its approach represents a highly versatile application for therapeutic development in cancer and immunediseases. MiNK is leveraging its platform and manufacturing capabilities to develop a wholly owned or exclusively licensedpipeline of both native and engineered iNKT cells. Since its inception in 2017, MiNK has incurred losses and expects to continue incurring operating losses and negative cashflows in the future until it is able to generate sales and pr