Every material Form 8-K BioAge Labs, Inc. has filed with the SEC since August 05, 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.
BioAge Labs reported third quarter 2026 results on November 5, 2026. Collaboration revenue fell to $0.3 million from $2.1 million, and the net loss widened to $33.5 million, or $0.73 per share, from $20.2 million, or $0.56 per share, a year earlier, mainly due to clinical trial costs for BGE-102. The company had about $352.3 million in cash, cash equivalents and marketable securities, which it says will fund operations through 2029.
Net loss was $33.5 million ($0.73 per share) for the quarter ended September 30, 2026, versus $20.2 million ($0.56 per share) a year earlier.
Research and development expenses rose to $30.2 million from $18.5 million, driven by a $13.2 million increase in BGE-102 direct costs tied to the QUELL-CV and QUELL-DME trials.
Collaboration revenue was $0.3 million, down from $2.1 million, mainly due to a $1.7 million cumulative catch-up adjustment tied to a September 2026 Novartis agreement amendment.
Cash, cash equivalents and marketable securities totaled about $352.3 million as of September 30, 2026; QUELL-CV topline data are expected in the fourth quarter of 2026.
BioAge Labs said the first participant has been dosed in QUELL-DME, a randomized, controlled Phase 2 trial of once-daily oral BGE-102 in adults with diabetic macular edema. The filing also updated the trial design, with topline results expected in the second half of 2027, which is a clinical milestone rather than a financial result for shareholders.
First participant dosed in QUELL-DME, a Phase 2 trial of oral BGE-102, an NLRP3 inhibitor
Trial plans about 180 participants randomized 1:1:1 across three arms over 12 weeks of dosing, with a four-week follow-up
Primary endpoint is change in best-corrected visual acuity at week 12
Topline results expected in the second half of 2027
BioAge Labs reported second quarter 2026 results with a net loss of $26.1 million, or $0.58 per share, up from $21.6 million, or $0.60 per share, a year earlier. Collaboration revenue was flat at $2.4 million, while research and development expenses rose to $24.4 million, driven mainly by the QUELL-CV trial of BGE-102. The company had about $381.3 million in cash, cash equivalents, and marketable securities at June 30, 2026, and said that is enough to fund operations through 2029.
Net loss was $26.1 million for the quarter ended June 30, 2026, versus $21.6 million a year earlier; loss per share was $0.58 versus $0.60.
Research and development expenses rose $4.6 million to $24.4 million, mainly from a $7.9 million increase in BGE-102 program costs tied to QUELL-CV.
General and administrative expenses were $7.4 million, compared with $7.3 million a year earlier.
Cash, cash equivalents, and marketable securities totaled about $381.3 million as of June 30, 2026, which the company says will fund operations through 2029.
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