Curis (CRIS) Q3 2026 earnings summary

Executive summary

• Emavusertib plus BTKi showed PCNSL ORRs of 86% in BTKi-naive patients and 26% in BTKi-experienced patients; evaluable-patient rates were 100% and 33%, respectively.

• TakeAim CLL and registrational TakeAim Lymphoma studies are enrolling; initial CLL data are expected in December 2026.

Financial highlights

• Q3 2026 net loss was $8.1M, or $1.94/share, vs. $7.7M, or $9.86/share, in Q3 2025; 9M net loss was $40.9M, or $16.77/share, vs. $26.9M, or $43.82/share.

• Revenue was $0 in Q3 and 9M 2026 following the Q4 2025 Erivedge royalty sale; comparable 2025 revenue was $3.2M and $8.3M.

• Q3 R&D expense was $5.6M vs. $6.4M; 9M R&D was $18.8M vs. $22.4M, primarily reflecting lower employee costs, partly offset by higher clinical costs.

• Q3 G&A expense was $3.2M vs. $3.7M; 9M G&A was $11.4M vs. $11.2M, with lower employee costs partly offset by higher legal costs.

• Q3 other income was $0.6M vs. $0.8M other expense in Q3 2025; 9M other expense was $10.7M vs. $1.6M.

Outlook and guidance

• PCNSL registrational-study enrollment is expected to complete by end-2027; management expects ~6 months of follow-up after last-patient enrollment and an accelerated-approval NDA filing in 2028, subject to enrollment timing.

• Initial TakeAim CLL data are expected in December 2026 and may include available safety and clinical-activity data from patients with varying follow-up.

• Existing cash plus October private-placement proceeds was expected to fund operations into Q1 2027; risk disclosure says resources are insufficient for the next 12 months.

• FDA and EMA guidance indicated the ongoing registrational PCNSL study could support accelerated-approval applications.