RayzeBio is a clinical-stage radiopharmaceutical therapeutics (“RPT”) company with an innovation-leading position in actinium-based RPTs and a pipeline of potentially first-in-class and best-in-class drug development programs. Current pipeline programs are targeting the treatment of solid tumors, including gastroenteropancreatic neuroendocrine tumors (GEP-NETs), small cell lung cancer, hepatocellular carcinoma and other cancers. There remains a high, unmet need for more effective treatments in solid tumors, and RPTs enable a precision approach to patient treatment. RPTs bind to tumor cells and deliver targeted radiation to induce cancer cell death. Actinium-based RPTs offer potential advantages over currently available RPTs since the high potency and short firing range of the alpha-emitter create the possibility for stronger efficacy and more targeted delivery.
Company profile
Ticker
RYZB
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
RYZB stock data
Latest filings (excl ownership)
15-12G
Securities registration termination
7 Mar 24
S-8 POS
Registration of securities for employees (post-effective amendment)
26 Feb 24
8-K
Termination of a Material Definitive Agreement
26 Feb 24
25-NSE
Exchange delisting
26 Feb 24
SC 14D9/A
Tender offer solicitation (amended)
23 Feb 24
SC TO-T/A
Third party tender offer statement (amended)
23 Feb 24
SC TO-T/A
Third party tender offer statement (amended)
16 Feb 24
SC 14D9/A
Tender offer solicitation (amended)
14 Feb 24
SC 14D9/A
Tender offer solicitation (amended)
12 Feb 24
SC TO-T/A
Third party tender offer statement (amended)
12 Feb 24
Latest ownership filings
4
OLE ANDREAS HALVORSEN
28 Feb 24
4
OLE ANDREAS HALVORSEN
28 Feb 24
SC 13G/A
VIKING GLOBAL INVESTORS LP
28 Feb 24
4
Christy J. Oliger
27 Feb 24
4
Angie You
27 Feb 24
4
Hauwermeiren Timothy Van
27 Feb 24
4
MARY TAGLIAFERRI
27 Feb 24
4
Richard A. Heyman
27 Feb 24
4
Yi Larson
27 Feb 24
4
Maha Katabi
27 Feb 24
Financial summary
Quarter (USD) | Sep 23 | |
---|---|---|
Revenue | ||
Cost of revenue | ||
Operating income | ||
Operating margin | ||
Net income | ||
Net profit margin | ||
Cash on hand | ||
Change in cash | ||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | |||
---|---|---|---|---|---|---|
Cash on hand (at last report) | 252.30 mm | 252.30 mm | ||||
Cash burn (monthly) | 7.22 mm | 167.00 k | ||||
Cash used (since last report) | 49.94 mm | 1.16 mm | ||||
Cash remaining | 202.36 mm | 251.15 mm | ||||
Runway (months of cash) | 28.0 | 1503.9 |
Institutional ownership, Q3 2023
97.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 67 |
Opened positions | 67 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 1.19 tn |
Total shares | 58.17 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Viking Global Investors | 6.64 mm | $147.47 bn |
venBio Partners | 5.16 mm | $114.51 bn |
Versant Venture Management | 5.16 mm | $114.51 bn |
VR Adviser | 4.02 mm | $89.17 bn |
Venrock Healthcare Capital Partners III | 4.02 mm | $88.41 mm |
Wellington Management | 3.88 mm | $84.49 bn |
Orbimed Advisors | 2.62 mm | $58.23 bn |
Sofinnova Investments | 2.42 mm | $53.71 bn |
Redmile | 1.86 mm | $41.24 bn |
Samsara BioCapital | 1.85 mm | $40.98 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 Feb 24 | Christy J. Oliger | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 10.39 | 114,579 | 1.19 mm | 0 |
26 Feb 24 | Angie You | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 3.24 | 40,848 | 132.35 k | 0 |
26 Feb 24 | Angie You | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 3.24 | 73,731 | 238.89 k | 0 |
26 Feb 24 | Hauwermeiren Timothy Van | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 20.14 | 48,628 | 979.37 k | 0 |
26 Feb 24 | Mary Tagliaferri | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 3.24 | 40,848 | 132.35 k | 0 |
26 Feb 24 | Mary Tagliaferri | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 3.24 | 73,731 | 238.89 k | 0 |
26 Feb 24 | Heyman Richard A. | Common Stock | Sale back to company | Dispose D | No | No | 62.5 | 367,446 | 22.97 mm | 0 |
Press releases
Bristol Myers Squibb Completes Acquisition of RayzeBio, Adding Differentiated Actinium-Based Radiopharmaceutical Platform
26 Feb 24
Bristol Myers Squibb Announces Expiration of RayzeBio Tender Offer
23 Feb 24
SHAREHOLDER UPDATE: Halper Sadeh LLC Investigates AMAM, JNPR, INBX, RYZB
12 Feb 24
Bristol Myers Squibb and RayzeBio Announce Expiration of HSR Act Waiting Period
12 Feb 24
SHAREHOLDER UPDATE: Halper Sadeh LLC Investigates KRTX, DSKE, X, RYZB
10 Feb 24