Every material Form 8-K FATE THERAPEUTICS INC has filed with the SEC since September 28, 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.
Fate Therapeutics entered a Sales Agreement with Leerink Partners for an at-the-market program allowing it to sell up to $100 million of common stock at its discretion, and terminated its earlier $100 million program with Jefferies. The company has already sold 2,801,602 shares for $8.0 million under the Jefferies program. The new program could add shares outstanding and dilute existing shareholders if the company chooses to sell.
Leerink Partners may sell up to $100,000,000 of common stock; the company pays a commission of up to 3.0% of gross proceeds.
The Jefferies program was terminated on November 5, 2026, with no termination penalties, after sales of 2,801,602 shares for $8.0 million.
The existing Form S-3 expires November 27, 2026; the company plans to file a new registration statement, and may sell under the existing one until the earlier of the new registration's effectiveness and May 26, 2027.
Fate Therapeutics reported third quarter 2026 results with a net loss of $30.7 million, or $(0.25) per share, compared with $32.3 million, or $(0.27) per share, a year earlier. Collaboration revenue was zero in the quarter, down from $1.7 million, and cash, cash equivalents, and investments totaled $139.1 million, which the company says extends its cash runway to mid-2028.
Net loss was $30.7 million, or $(0.25) per share, versus $32.3 million, or $(0.27) per share, in Q3 2025.
Collaboration revenue was $0 in Q3 2026, compared with $1.7 million in Q3 2025.
Total operating expenses were $32.2 million, down from $36.5 million a year earlier.
Cash and investments were $139.1 million at September 30, 2026, excluding a $15.0 million CIRM grant award.
Fate Therapeutics said the California Institute for Regenerative Medicine awarded it a $15.0 million grant through its CLIN2 program to support the Phase 2 RECLAIM-LN trial of FT819 in lupus nephritis. The filing does not state financial results or any change to company guidance, so the grant's direct effect on shareholders is not quantified.
CIRM awarded a $15.0 million grant on September 25, 2026, under its CLIN2 program.
The grant supports the Phase 2 RECLAIM-LN trial of FT819 in refractory lupus nephritis.
The trial is expected to enroll approximately 53 patients; the primary endpoint is complete renal response at Week 26.
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