Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$92.8M
6M shares
52-week range
$2.55 – $17.57
90% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
11.30%
Hard to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $636.0K | $858.0K |
| Cost of revenue | $26.3K | $62.0K | $109.0K | $167.0K | $150.0K | $131.0K | $92.0K |
| Gross profit | −$26.3K | −$62.0K | −$109.0K | −$167.0K | −$150.0K | $636.0K | $766.0K |
| Gross margin | — | — | — | — | — | 100.0% | 89.3% |
| R&D | $11.4M | $17.6M | $26.9M | $40.7M | $53.5M | $41.5M | $19.6M |
| Operating income | −$17.6M | −$25.3M | −$45.6M | −$67.9M | −$78.9M | −$60.5M | −$28.1M |
| EBITDA | −$17.4M | −$25.2M | −$45.4M | −$67.7M | −$78.8M | −$60.4M | −$28.0M |
| Net income | −$17.6M | −$26.4M | −$47.0M | −$66.7M | −$74.6M | −$57.8M | −$9.0M |
| Net margin | — | — | — | — | — | -9084.1% | -1046.4% |
| EPS (diluted) | -6.32 | -9.52 | -11.68 | -16.72 | -14.72 | -10.64 | -1.59 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $80000 | $-5.52 | $-5.52–$-5.52 | 1 |
| 2027 | $88M | $-11.52 | $-11.52–$-11.52 | 1 |
| 2028 | $88M | $-3.12 | $-3.12–$-3.12 | 1 |
| 2029 | $89M | $3.92 | $3.92–$3.92 | 1 |
Forward consensus · source: Financial Modeling Prep
Rallybio Corp is a clinical-stage biotechnology company comprised of experienced biopharma industry leaders with extensive research, development, and rare disease expertise with a mission to develop and commercialize life-transforming therapies for patients with severe and rare diseases. The company's program, RLYB116, is a differentiated complement component 5 (C5) inhibitor with the potential to treat diseases of complement dysregulation. The Company manages its operations as a single segment for the purposes of allocating resources, assessing performance, and making operating decisions. Rallybio's pipeline also includes RLYB332, a preclinical long-acting matriptase-2 antibody for the treatment of diseases of iron overload.
www.rallybio.comNo one on the platform currently holds RLYB.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 156,527 | $1.4M |
| Execution date | Ratio |
|---|---|
| 2026-02-06 | 1-for-8reverse |
No one on the platform has traded RLYB yet.
| $8M |
| — |
| ITRMIterum Therapeutics plc | $0.03 | -10.98% | $2M | — |
| KLTOKlotho Neurosciences, Inc. | $0.38 | -7.10% | $20M | — |
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.
OH LOOK -- LONGWOOD FUND PORTFOLIO CO AVENZO THERAPEUTICS REVERSE MERGING WITH $RLYB ANNOUNCED JUNE 1, 2026 WE THINK IMMUNITAS THERAPEUTICS IS LOOKING TO GO PUBLIC VIA REVERSE MERGER WITH $SPRO CASH SHELL AS WELL CONCURRENTLY WITH SELLING TEBI RIGHTS FOR 600 MILLION? IMMUNITAS FOUNDED BY LONGWOOD IN 2019 NEED CASH FOR THAT P3 IMT-009 TRIAL? IMMUNITAS CSO AN "ADVISOR" TO SPERO SINCE JANUARY 2026 SNAP TO IT $GSK https://www.bamsec.com/filing/119312526249790?cik=1739410
View on StockTwits ↗$FULC this thing was set up to begin reverse merge process in April. CFO announces his resignation April 23. Josh Lehrer appointed as a Board member on April 27. Josh Lehrer was CEO of Gossamer Bio who led the reverse merge into Lenz Therapeutics in 2023 after Gossamer pipeline blew up. I'm not sure when, but FULC will be reverse merge shell for a new private biotech to go public. FULC only had 55 employees as of 12/31 and burned $22 million Q1. My guess is they take burn rate down to $6-$8 million per quarter while looking for reverse merge target. They are in Cambridge MA so should have big network of private biotechs that could use their listing. After severance/cash burn, maybe $250 million is good net cash balance to think about for Exchange Ratio. Might not need a PIPE to go along with any deal. $RLYB just announced reverse merge partner (actually second one after Candid Therapeutics decided to be acquired for $2.2 billion)
View on StockTwits ↗$RLYB Rallybio announced a merger agreement with Avenzo Therapeutics to create a publicly traded, oncology-focused biotechnology company.
View on StockTwits ↗RLYB Stock Hits 2-Year Highs After Unveiling Merger With Avenzo – How Much Of The New Company Will Rallybio Shareholders Own? $RLYB https://stocktwits.com/news/equity/markets/rlyb-stock-rallies-on-avenzo-merger/cZ0gUckReH6
View on StockTwits ↗$RLYB 37.5m in cash after last merger was canceled, they then received 50m in breakup fee for total cash of 87.5m , less fees probably end up with 80m in cash. 215m PIPE in new company w/ 2.8% ownership is worth approx. ~10m for a total consideration of RLYB at 90m / 5.3m shares OS = ~17/share fair value. Trading right at that number. The math is MATHING
View on StockTwits ↗$RLYB already found its new reverse merge partner after Candid Therapeutics canceled its reverse merge with RallyBio (instead choosing to be acquired for $2.2 billion by UCB). $SPRO -- it is your turn!
View on StockTwits ↗$RLYB 08:37 on Jun. 01 2026 Rallybio Shares Resume Trade #tradeideas
View on StockTwits ↗$RLYB 08:25 on Jun. 01 2026 Trading Halt: Halt status updated at 8:25:00 AM ET: Quotation Resumption: News and Resumption Times #tradeideas
View on StockTwits ↗$RLYB 07:55 on Jun. 01 2026 Trading Halt: Halted at 7:55:00 a.m. ET - Trading Halt: Halt News Pending #tradeideas
View on StockTwits ↗$RLYB merges with Avenzo to boost cancer drug development; new $AVZO company gets $215M funding and Nasdaq listing. https://notreload.xyz/xy/rallybio-merges-with-avenzo-in-215m-cancer-drug-deal/
View on StockTwits ↗$RLYB states it has entered into a definitive merger agreement with Avenzo Therapeutics, planning to combine the companies with Rallybio as
View on StockTwits ↗$RLYB Rallybio Corporation and Avenzo Therapeutics Announce Merger Agreement to Advance Next-Generation Oncology Therapies and $215 Million Concurrent Private Placement
View on StockTwits ↗$RLYB This might spike but RLYB only gets 3-5% lol. Lots of issues here. Same structure as with last deal.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.