Jonathan Hooks

$FATE Catalyst Calendar 🧬 📅 May 19 — HC Wainwright Conference 📅 June 2026 — ASCO: FT836 clinical data (9+ patients, clean safety) 📅 June 2026 — EULAR: FT819 updated data (19 SLE patients) 📅 June 4 — Jefferies Conference 📅 Mid-2026 — FT836 daratumumab IIT begins (myeloma) 📅 H2 2026 — RECLAIM-LN Phase 2 starts (registrational) 📅 H2 2026 — FT839 IND submission 📅 Q3 2026 — Regimen B DL2 data (900M cells) 27 patients treated. 3 programs advancing simultaneously. Market pricing in none of it. $FATE 52W low: $0.91 | Mizuho PT: $8 | HC Wainwright PT: $7

@maddstone1 @JessieChimni @ny1972_47 Claude’s explanation above.

@Hooks_JP Cleared further inds indicates rather good clinical activity, doesn’t it? $fate @JessieChimni @ny1972_47

$FATE FT836 As of April 20, 2026, nine patients have been treated with FT836 in the Phase 1 basket solid tumor study, including patients in the cetuximab combination (Regimen C) and trastuzumab combination (Regimen E) arms. To date, FT836 has been well-tolerated with no ICANS, GvHD, CRS, or dose-limiting toxicities at dose level 1 of Regimen C, supporting its potential as a broadly accessible treatment with a favorable emerging safety profile. The Company expects to present updated FT836 clinical data across a larger patient cohort at the American Society of Clinical Oncology Annual Meeting in June 2026. Additionally, the FDA has cleared an IND for an investigator-initiated trial for FT836 in combination with daratumumab for a novel treatment strategy in multiple myeloma to be conducted at the Medical College of Wisconsin. Patient treatment in this IIT is expected to commence in mid-2026. The Company plans to provide further updates on FT836 at American Society of Gene and Cell TherapyAnnual Meeting and at American Society of Clinical Oncology in May of 2026.

@maddstone1 @JessieChimni @ny1972_47

$FATE FT836

$FATE FT839

$FATE

We're excited to share that Fate Therapeutics has been selected for the FDA’s CDRP pilot program to support manufacturing readiness of FT819. shorturl.at/xhPZQ $FATE

The Fate team is proud to attend the ASGCT 2026 Annual Meeting, May 11–15. We look forward to connecting with the community, sharing our latest science, and advancing the conversation around transformative off-the-shelf cellular therapies. shorturl.at/syjK0 $FATE #ASGCT

@JessieChimni This is very well done. Exceptional work, and thank you for doing this!

@JessieChimni @BiomedicalRX @FinanceKamal Very much looking forward to this!

@BiomedicalRX I will share my notes later this week on my conversation with $FATE Bob and @FinanceKamal.

Positions I am looking forward to accumulating the rest of the year, hoping thus for unjustified or geopolitical reasons for continued weakness. $PRME $ARWR $XERS $FATE $IPSC $BEAM Others as well, but these are my alpha picks for the coming few years.

$FATE abc7.com/amp/post/uci-h…

It will be very interesting to see the updates (hopefully very promising) on the FT836 trial. $FATE

jitc.bmj.com/content/13/Sup… $FATE

A single dose of a new cancer drug made a brain tumor almost disappear – in just five days. Doctors at Massachusetts General Hospital reported “dramatic and rapid” tumor regression in the first patients treated with a next-generation form of CAR T-cell therapy for glioblastoma, one of the most aggressive brain cancers known. The therapy, called CARv3-TEAM-E, was developed to overcome a major hurdle in treating solid tumors: their ability to hide from the immune system. The personalized treatment reprograms a patient’s immune cells to attack the tumor, and in one extraordinary case, nearly eliminated the cancer within just five days. This novel therapy is designed to target multiple features of the tumor at once, a strategy that may help overcome the common challenge of treatment resistance in solid tumors like glioblastoma. Although the tumors eventually returned, the early outcomes were described as unprecedented. One patient saw a 60% reduction in tumor size that lasted for half a year—an impressive result in a cancer known for its aggressiveness. The trial’s success marks a major step forward for immunotherapy in brain cancer and raises new hopes for long-term control or even a cure. Researchers are now working to refine the treatment and extend its effects, with the ultimate goal of turning a once-terminal diagnosis into a survivable condition.

@JessieChimni What is your valuation prediction if 836 is successful?

$FATE has started recruiting patients for 836, their pan-cancer solid tumor CAR-T which does NOT require LD. Though only 1 site is recruiting, I assume the remaining 16 sites that recruited for 819, in oncology, would eventually be leveraged. Initial patient population is across: 1) Non-Small Cell Lung Cancer 2) Colorectal Cancer 3) Breast Cancer 4) Ovarian Cancer 5) Endometrial Carcinoma 6) Head and Neck Squamous Cell Carcinoma. This is a lager patient population. The prospects for Fate are huge if 836 is successful only in one indication. However, I am staying conservative and valuing the potential only based on 819. #Genomics #Oncology #SolidTumor clinicaltrials.gov/study/NCT07216…