Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$749.5M
45M shares
52-week range
$8.80 – $32.71
34% from low
Sector
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Exchange
NASDAQ
CS
Borrow rate
0.44%
Easy to borrow
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| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue | $179.0K | $12.0M | $65.1M | $100.3M |
| Cost of revenue | $0 | $5.7M | $29.2M | $44.7M |
| Gross profit | $179.0K | $6.3M | $35.9M | $55.5M |
| Gross margin | 100.0% | 52.6% | 55.1% | 55.4% |
| R&D | $31.4M | $17.9M | $26.2M | $34.8M |
| Operating income | −$65.8M | −$35.9M | −$45.3M | −$71.7M |
| EBITDA | −$63.4M | −$42.9M | −$53.6M | −$70.3M |
| Net income | −$64.8M | −$44.1M | −$54.8M | −$73.2M |
| Net margin | -36173.7% | -367.6% | -84.1% | -73.0% |
| EPS (diluted) | -12.96 | -8.31 | -8.60 | -1.81 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $134M | $-2.18 | $-2.33–$-1.78 | 6 |
| 2027 | $181M | $-2.14 | $-2.66–$-1.65 | 6 |
| 2028 | $252M | $-1.54 | $-2.06–$-1.04 | 8 |
| 2029 | $343M | $-1.15 | $-1.21–$-1.08 | 6 |
Forward consensus · source: Financial Modeling Prep
Beta Bionics Inc is a commercial-stage medical device company engaged in the design, development, and commercialization of solutions to improve the health and quality of life of insulin-requiring people with diabetes (PWD) by utilizing adaptive closed-loop algorithms to simplify and improve the treatment of their disease. The company's product includes the iLet Bionic Pancreas (iLet). The company operates as a single segment, focused on the development, manufacture, and sale of the iLet.
www.betabionics.comNo one on the platform currently holds BBNX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 22,500 | $447.1K |
No one on the platform has traded BBNX yet.
| $1.5B |
| — |
| ORICORIC Pharmaceuticals, Inc. | $10.15 | +6.56% | $1.1B | — |
| PGENPrecigen, Inc. | $5.92 | +1.02% | $1.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$PODD I’m thinking about investing in the pump/CGM space and the field is getting crowded. I think $BBNX wins with simplicity for patients and doctors. It learns dosing itself and meals are not carbohydrate counting, but easy Bolus dosing based on historical learned meals: less, same, more than usual. This will win market share.
View on StockTwits ↗$BBNX the market seems reluctant to let this fade.
View on StockTwits ↗$BBNX volume is slowly increasing. This will be 2-3x soon
View on StockTwits ↗$BBNX https://www.globenewswire.com/news-release/2026/05/21/3299712/0/en/beta-bionics-updates-commercialization-timeline-expectations-for-mint-its-patch-pump-in-development.html No wonder what this is up the last few days…
View on StockTwits ↗$MODD $BBNX has a patch pump coming in late 2027. I wonder if they could slap the iLet AID on Pivot, and how long that would take to get through the FDA?
View on StockTwits ↗$BBNX Really good write-up that perfectly summarizes BBNX's present situation. So if you want to bring your BBNX knowledge up to date or just discover BBNX, this is required reading. https://everyticker.com/quote/BBNX/analysis/pharmacy-channel-inflection-how-beta-bionics-is-building-a-saas-like-diabetes-franchise-nasdaq-bbnx
View on StockTwits ↗$BBNX So, they had about $200 million end of Q1. That’s about 8 quarters at current burn. So, they’ll be out of money Q1 of 2028 unless they dilute. The growth is still good, considering they have no patch pump, but I’m not clear what’s going to happen when they burn through their stash.
View on StockTwits ↗https://marketbeat.com/a/8651341/ $BBNX Beta Bionics Touts Pharmacy Push, iLet Momentum and 2027 Mint Patch Pump Plans
View on StockTwits ↗$BBNX I would be surprised if we don’t get a bid given the crushed stock price here. Easy to consolidate and clean up the SG&A. Toss the iLet in another bag. Too many players in this space.
View on StockTwits ↗@BlowinMaBackOut I’m watching $BBNX . Similar to $MODD in that it’s an “ease-of-use” play. They’re both going to be taken out.
View on StockTwits ↗$BBNX My hunch is this company could be in play here. Tandem has supply and IP issues. DEKA is private. Minimed is still owned by Medtronic.
View on StockTwits ↗$BBNX as a T1D using this pump - we aren’t wrong, just early. (It’s the same thing!! I know) patience. This is unbelievably ahead of tandem, omnipod, twist, and the unmentionables. They must figure out how to get the doctors onboard. The pump castrates the endocrinologist and they don’t like that at all.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.