FATE Fate Therapeutics Inc

$FATE — key upcoming catalyst: Sept. 18, 2026. Fate Therapeutics is presenting new clinical data for FT819 at CCR-West 2026, plus preclinical data on FT839. The market will be watching: • FT819 efficacy in autoimmune disease • Safety profile • Durability of responses • Additional lupus nephritis data • Progress toward the RECLAIM-LN study Sept. 18 could be an important data-driven event for $FATE.

$FATE The leading role of $FATE in the autoimmune CAR-T race became more prominent after $NVS and $BMY recently paused their autoimmune CAR-T programs, which caused patient deaths and severe toxicities. Fate Therapeutics (FT819 / FT839) has many unique advantages, including a quality-controlled iPSC master cell bank (millions of doses); CRISPR TRAC-targeted (non-viral); FDA CDRP & RMAT; full-speed enrollment for a pivotal phase 2 trial; mild or no conditioning chemotherapy; same-day outpatient discharge, which will dominate as the first mass-market, off-the-shelf, outpatient therapy for Lupus. Buy and hold strong! 🤑🤑🤑 Cheers! 🤞✌️

$FATE Cantor highlights — some important FT819 guidance: • New renal CRR data coming late 2026 / early 2027. Management says existing UPCR data — including ~1.8 g/g reduction at 6 months with bendamustine — may indicate how strong the undisclosed renal responses are. • Fate says ~30–40% CRR is the range they're striving for in RECLAIM-LN vs management-estimated historical refractory-LN CRR closer to ~10–20% (likely closer to 10%). • RECLAIM-LN interim analysis targeted for H2'27, currently contemplating roughly half the 53 patients reaching 6-month follow-up. • Conditioning-free FT819 update expected around ACR. CEO: “I'm actually very excited about that update.” Will update the initial 3/3 SRI-4, 2/3 LLDAS experience and discuss additional dosing.

$FATE One thing I would not dismiss ... FATE remains the type of small biotech that could attract a strategic buyer. Its autoimmune pipeline and off-the-shelf iPSC-derived CAR-T platform make it potentially interesting to larger pharma/cell-therapy companies. Recent biotech M&A activity also remains strong.

$FATE THE leader in this space. $3000 a pop. Do no discount the value of this manufacturing advantage. Accumualtion is heavy right now. $3K vs $250K is a big difference. Oh and same day release?

$FATE oh so they just bringing it down for massive buys to come in, i see whats happening

$FATE feels like that sketchy kind of whippy trading before absolute volume rocket comes in

#meow #challenge #Saturdays? What’s the most underrated biotech of 2026 or comment one? #Saturday is #Caturday #meow #challenge day until any #biotech reaches #trending #numberone? How many #biotechs can reach #top10? $FATE $HURA $INO $XBI

$FATE Novartis paused its autologous car-t autoimmune studies after 3 unfortunate deaths…BMS also paused its autologous car-t autoimmune studies after inflammatory events…FATE’s allogeneic approach should be rewarded by market especially with its safety record. Step up Novartis…$2.5B is fair

$FATE FT836 trial update: Fate updated the Phase 1 FT836 solid-tumor study on Aug. 31. Key changes: trial expands 6 → 8 arms and 113 → 119 patients, with greater focus on combining FT836 with SOC chemotherapy and cetuximab/trastuzumab. New design also compares CY/FLU conditioning vs SOC chemo in combination regimens. Primary completion remains Jan 2028. Looks like Fate is actively optimizing FT836 after the early CRC signal rather than deprioritizing the program. No new efficacy data in this update.

$FATE ACR sept 9, Fate has now promised updated FT819 human data at ACR, including the conditioning-free patients.

$FATE What is your opinion? If a takeover were to happen, how much could it be worth—how many billions?

$FATE Potential buyer Strategic fit My view Bristol Myers Squibb ⭐⭐⭐⭐⭐ Very strong Novartis ⭐⭐⭐⭐⭐ Very strong Roche/Genentech ⭐⭐⭐⭐½ Strong AbbVie ⭐⭐⭐⭐½ Strong autoimmune rationale Gilead/Kite ⭐⭐⭐⭐½ Strong CAR-T expertise AstraZeneca ⭐⭐⭐⭐ Strong autoimmune interest Sanofi ⭐⭐⭐⭐ Strong immunology fit Johnson & Johnson ⭐⭐⭐½ Possible Pfizer ⭐⭐⭐ Possible Merck ⭐⭐⭐ Possible

$FATE * Institutional interest is notable: BlackRock disclosed a new position of about 7.3 million shares, roughly 6.26% of FATE, based on its latest filing. * FATE also recently received FDA clearance to proceed with FT839, its next-generation autoimmune CAR-T program. * FATE was around $2.48 at the September 4 close, and the current analyst consensus price target reported by MarketBeat is about $5.90.

$FATE has the strongest sustained overnight accumulation in our entire scan universe. two years of data. someone has been buying the close every single night while the intraday stays negative. Phase 1 lupus nephritis data already confirmed positive. RMAT designation from FDA. registrational trial initiated august 14. stock at 2.48. was 121 in 2021. CEO fireside chat at Cantor Global Healthcare Conference tuesday 9:45 AM EDT. 15 minutes after the open. live. unscripted. going to discuss clinical activity specifically. options IV rank at 9.52 percent. market is completely asleep on this name. the footprint has been building for months. tuesday is the first public look at the data.

$FATE * The most important recent catalyst remains FT819 / RECLAIM-LN. Fate initiated the potentially registrational lupus-nephritis trial in August. * Institutional activity is also interesting: Connor Clark & Lunn reported a new 574,995-share position.

$FATE HCW conference was packed earlier this week! GANX is also another small biotech that has been secretive and may be buyout as well.

$FATE expanding patients clinical trial locations and aggressive engagement with investment banks may be a precursor to buyout. $2.5B would be nice for long term investors.

$FATE Novartis stopped CAR-T program in autoimmunity due to 3 deaths. Question is if Fate (CAR-NK) will be beaten down alongside or may potentially profit from it because CAR-T were a competitor to potentially safer CAR-NK