TScan pivots to blood cancers, pauses solid tumor trial, cuts staff; FDA clears path to approval

Filed May 6, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 6, 2025 · ~2 min read

Key Changes

• high

  FDA agreed on registrational path for lead program TSC-101 in acute myeloid leukemia and myelodysplastic syndromes, using relapse-free survival as primary endpoint—a major regulatory milestone reducing approval uncertainty.

  MD&A: Strategic Focus verify on EDGAR →
• high

  Company paused enrollment in solid tumor Phase 1 trial and removed all seven solid tumor candidates from disclosure, shifting to early-stage in vivo engineering approach described as 'promising and cost-efficient' but explicitly in 'early stages.'

  MD&A: Pipeline Changes verify on EDGAR →
• high

  Headcount reduction and strategic pivot extended cash runway to second half of 2027 despite cash declining from $251.7M to $128.1M year-over-year; quarterly net loss improved $5.5M to $28.7M.

  MD&A: Liquidity verify on EDGAR →