RLYB
Rallybio Corporation0.7680
-0.0013-0.17%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
32.44MP/E (TTM)
-Basic EPS (TTM)
-0.32Dividend Yield
0%Recent Filings
10-K
FY2025 results
Rallybio posted a narrowed FY2025 net loss of $9.0M versus $57.8M in FY2024, driven by a $23.0M gain from selling its ENPP1 program to Recursion for $20.0M cash in Q3 while discontinuing the RLYB212 FNAIT effort after disappointing Phase 2 PK data. Q4 saw limited R&D burn as the firm wound down operations post-Q3 JV sale, with RLYB116 completing confirmatory Phase 1 (complete C5 inhibition, improved tolerability) and preclinical work on RLYB332 presented at ASH; cash stood at $54.7M. No quarterly breakdowns disclosed. Legacy assets tied to CVRs post-proposed Candid merger. Delays in clinical funding risk Nasdaq delisting.
8-K
Rallybio merges with Candid Therapeutics
Rallybio signed a merger agreement on March 1, 2026, to acquire Candid Therapeutics in a reverse merger, with Candid surviving as a wholly owned subsidiary. Candid's pre-merger equityholders will own ~57.55% of the combined company while Rallybio's hold ~3.65%, assuming $505.5M concurrent financing and Rallybio net cash of $37.5M. Ken Song becomes CEO post-close; Rallybio executives resign. Closing hinges on stockholder votes, HSR clearance, and $200M minimum financing.
8-K
1-for-8 reverse split approved
8-K
Q3 profit on REV102 sale
Rallybio swung to a $16.0 million net income in Q3 2025, fueled by $20 million from selling its REV102 interest to Recursion—$7.5 million upfront, $12.5 million for preclinical work. Cash hit $59.3 million, funding ops through 2027. RLYB116 Phase 1 Cohort 1 dosing wrapped; data due 4Q25. Balance sheet breathes easy.
10-Q
Q3 FY2025 results
Rallybio swung to Q3 net income of $16.0M ($0.36/share) from a $11.5M loss ($0.26/share) y/y, driven by a $22.4M gain on selling its REV102 joint venture stake for $20.0M cash plus $3.0M contingent value—while operating loss narrowed to $6.9M from $12.1M on 50% R&D cuts after axing RLYB212. Cash plus marketable securities held at $59.3M (down slightly y/y), funding operations through 2027. JV sale sharpens focus on RLYB116 confirmatory data due Q4. Clinical trial delays remain a key risk.
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