Every material Form 8-K Beta Bionics, Inc. has filed with the SEC since September 15, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Beta Bionics reported third-quarter 2026 net sales of $35.5 million, up 30% from a year earlier, but its net loss widened to $24.4 million from $14.2 million. The company narrowed its full-year 2026 revenue guidance to $124 million to $126 million, raising the low end, while noting a possible deferral of up to $8.5 million of fourth-quarter revenue as some users await the Mint launch.
Net sales were $35.5 million, up 30% from $27.3 million; pharmacy benefit plan channel sales rose 118% to $13.6 million.
Net loss was $24.4 million, or $0.52 per share, compared with $14.2 million, or $0.33 per share, in the third quarter of 2025.
2026 revenue guidance is $124 million to $126 million, up from $121 million to $126 million at the low end; gross margin guidance of 58.5% to 59.5% was unchanged.
The company withdrew its 3D Intelligence 510(k) application and plans to submit a revised one in mid-Q4 2026; it also completed a public offering netting about $161.3 million.
Beta Bionics priced an underwritten public offering of 7,652,175 common shares at $17.25 per share, plus pre-funded warrants for 1,043,484 shares, with gross proceeds expected to be about $150.0 million before underwriting discounts and expenses. The company expects to use the net proceeds for general corporate purposes, including costs of commercializing Mint and manufacturing expansion, and the offering is expected to close on September 17, 2026. The sale of new shares will increase the number of shares outstanding, which affects existing shareholders' ownership.
Offering of 7,652,175 common shares at $17.25 per share, plus pre-funded warrants for 1,043,484 shares at $17.2499 per share
Gross proceeds expected to be about $150.0 million before underwriting discounts and offering expenses
Underwriters have a 30-day option to buy up to 1,304,348 additional shares at the public offering price
Expected closing on September 17, 2026; J.P. Morgan, Piper Sandler, Wells Fargo Securities and Leerink Partners are the underwriters
Beta Bionics said the FDA cleared its Mint patch pump and that it submitted a 510(k) application for its 3D Intelligence algorithm. It also lowered its 2026 full-year revenue estimate from $131 million to $136 million to $121 million to $126 million, citing a possible deferral of up to $10 million in the fourth quarter as new iLet users may wait for Mint. The filing also discloses a securities class action filed September 4, 2026, which the company says it intends to defend vigorously.
2026 total revenue estimate cut to $121 million to $126 million, from $131 million to $136 million; the company cites a deferral of up to $10 million in Q4 2026
Mint full U.S. commercial launch expected in Q1 2027, ahead of the previous target; manufacturing capacity of at least 1.5 million disposable units in 2027
Expected initial pharmacy coverage of about 40% of insured U.S. lives, rising to at least 50% within the first year of full commercialization
Holtzman v. Beta Bionics, Inc. securities class action filed September 4, 2026 in the Central District of California; potential loss not currently probable or estimable
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