Every material Form 8-K Caribou Biosciences, Inc. has filed with the SEC since August 13, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Caribou Biosciences reported third quarter 2026 results with a net loss of $26.6 million, or $0.25 per share, compared with $27.5 million, or $0.30 per share, a year earlier, while licensing revenue fell to $1.6 million from $2.2 million. The company also disclosed an October 6, 2026 restructuring: it plans to discontinue clinical trials and development of vispa-cel and CB-011, cut its workforce substantially, and explore strategic alternatives that may include a merger or dissolution and liquidation, with no timeline set.
Q3 2026 net loss was $26.6 million, or $0.25 per share, versus $27.5 million, or $0.30 per share, in Q3 2025.
Licensing and other third-party revenue was $1.6 million, down from $2.2 million.
Cash, cash equivalents, and marketable securities were $94.8 million at September 30, 2026, down from $142.8 million at December 31, 2025.
The October 6, 2026 restructuring includes discontinuing vispa-cel and CB-011 and a substantial workforce reduction; the company has not set a timeline for its strategic review.
Caribou Biosciences' Board approved a restructuring on October 2, 2026 that includes discontinuing clinical trials and development of its vispa-cel and CB-011 allogeneic CAR-T programs, a substantial workforce reduction, and a review of strategic alternatives, including a possible merger or acquisition. The company expects restructuring expenses of $15 million to $19 million, and its CFO's employment will end when it signs a binding agreement for a strategic alternative, which shareholders should weigh against the company's remaining cash of $113.8 million as of June 30, 2026.
Estimated total restructuring expenses of $15 million to $19 million, with a substantial portion expected in the fourth quarter of 2026; charges for lease, contract and asset impairments are not yet estimated.
Clinical development ends for vispa-cel and CB-011; the majority of affected employees are expected to depart in the fourth quarter of 2026.
CFO Sriram Ryali's employment will terminate when the company executes a binding definitive agreement for a strategic alternative, treated as a termination without cause.
Wedbush Securities Inc. is the exclusive financial advisor; the company has not set a timeline for the review.
Caribou Biosciences reported a second-quarter 2026 net loss of $24.3 million, or $0.24 per share, compared with $54.1 million, or $0.58 per share, a year earlier. The prior-year figure included $21.3 million in non-cash impairment charges, and licensing and other third-party revenue fell to $1.5 million from $2.7 million. The company now expects its cash to fund its current operating plan to the end of 2027, but cash, cash equivalents, and marketable securities declined to $113.8 million as of June 30, 2026, and the company said it is exploring options to fully fund its planned ANTLER-3 trial.
Net loss of $24.3 million, or $0.24 per share, for the quarter ended June 30, 2026, versus $54.1 million, or $0.58 per share, a year earlier
Licensing and other third-party revenue of $1.5 million, down from $2.7 million in the same period of 2025
Cash, cash equivalents, and marketable securities of $113.8 million at June 30, 2026, down from $142.8 million at December 31, 2025
Cash now expected to fund the current operating plan to the end of 2027; the company is exploring multiple options to fully fund the ANTLER-3 trial
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