The EPS beat and positive clinical data are likely to drive near-term upside. The key catalyst is the Phase 2 proof-of-concept data for BGE-102 in cardiovascular risk, expected by year-end 2026. Monitor initiation of trials in mid-2026 and any partnership updates.
Price Chart
Executive Summary
BioAge Labs reported Q1 2026 collaboration revenue of $2.8M (up from $1.5M YoY) and an EPS beat of $-0.52 vs consensus $-0.71 (26.8% beat). Net loss widened to $22.3M from $12.9M, driven by increased R&D spending on BGE-102 and APJ programs. The company highlighted positive Phase 1 data for BGE-102 and plans to initiate Phase 2 trials in mid-2026, with a strong cash position of $384.9M.
Key Financial Metrics
Key Facts
- Collaboration revenue of $2.8 million in Q1 2026 vs $1.5 million in Q1 2025
- Net loss of $22.3 million ($0.52 per share) vs consensus estimates of $-0.71 per share
- Positive topline Phase 1 data for BGE-102 (oral NLRP3 inhibitor) showing 86% median hsCRP reduction
- Phase 2 dose-ranging trial in cardiovascular risk planned for mid-2026, data expected by year-end
- Phase 1b/2a trial in diabetic macular edema also planned for mid-2026
- Cash, cash equivalents, and marketable securities of $384.9 million, sufficient through 2029
Financial Impact
Net loss per share beat consensus by 26.8% ($-0.52 vs $-0.71); collaboration revenue more than doubled YoY to $2.8M
Risk Factors
- Clinical trial failure or delays for BGE-102
- Rising operating losses and cash burn
- No approved products or recurring revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-213472 |
| Document: bioa-20260508.htm | 0001193125-26-213472 |
| Document: 0001193125-26-213472-index-headers.html | 0001193125-26-213472 |
| Document: 0001193125-26-213472-index.html | 0001193125-26-213472 |
| Document: 0001193125-26-213472.txt | 0001193125-26-213472 |
| 8-K Data (Synthetic) | 0001193125-26-213472 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 16, 2026 15w ago | Press Release | $20.49 $8.65 | ▼ −57.78% | ▼ −58.78% | $6.72 (−67.20%) |
May 8, 2026 21w ago | 8-K | $17.99 $11.20 | ▼ −37.74% | ▼ −42.58% | $6.72 (−62.65%) |
Apr 21, 2026 23w ago | DEFA14A | $18.36 $22.81 | ▲ +24.24% | ▲ +19.46% | $6.72 (−63.40%) |
Apr 21, 2026 23w ago | Press Release | $19.61 $22.16 | ▲ +13.00% | ▲ +6.10% | $6.72 (−65.73%) |
Apr 1, 2026 26w ago | 144 | $17.73 $24.95 | ▲ +40.72% | ▲ +27.34% | $6.72 (−62.10%) |
Mar 24, 2026 27w ago | Press Release | $16.11 $20.77 | ▲ +28.93% | ▲ +14.60% | $6.72 (−58.29%) |
Mar 2, 2026 30w ago | Court Ruling | $21.71 $16.95 | ▼ −21.93% | ▼ −31.26% | $6.72 (−69.05%) |
Feb 28, 2026 30w ago | Institutional Cluster | $21.71 $16.20 | ▼ −25.38% | ▼ −34.71% | $6.72 (−69.05%) |
US Market Status
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