SecBot SecBot
8-K ·Filed Sep 30, 2026

JBIO

Jade Biosciences, Inc.
NEUTRAL
Impact 4/10
Horizonmonths Processed26d 16h ago SEC0001193125-26-408287
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Preclinical data are encouraging but early — the Phase 1 trial has not yet initiated. Monitor for trial start confirmation and any partnership or financing updates that could extend the cash runway through the data readout in H2 2027.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d
JBIO ▼ -1.99% at T+5d
NEUTRAL call -1.99% · α vs SPY -3.91% · entry $14.05 → $13.77
Next anchor: T+20d tomorrow
Latest observation: T+17 +16.19% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
-1.99%
call -1.99% · α -2.17%
$13.77
settled 26d ago
T+5d
-1.99%
call -1.99% · α -3.91%
$13.77
settled 20d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Jade Biosciences announced preclinical data for JADE301, an anti-IFN-β monoclonal antibody for dermatomyositis, showing superior potency and pharmacokinetics vs a dazukibart comparator. The company expects to initiate a Phase 1 trial in Q4 2026 with interim data in H2 2027. This is an early-stage pipeline update with no financial data or near-term revenue catalyst.

Key Facts

  • JADE301 is a fully human IgG1 monoclonal antibody targeting IFN-β for dermatomyositis (DM)
  • Preclinical data showed 2.5-fold higher binding affinity (KD 11.3 pM) vs dazukibart comparator
  • 8-fold more potent suppression of MX-1 in human dermal fibroblasts vs comparator (IC50 11 pM)
  • ~30-day half-life in NHPs (IV), ~3-fold longer than comparator; predicted human SC bioavailability 73-75% vs 43-44% for dazukibart
  • GLP toxicology in NHPs well tolerated at all doses (0, 50, 100, 200 mg/kg SC every 2 weeks)
  • Phase 1 placebo-controlled SAD trial in 24 healthy volunteers expected to start Q4 2026; interim data H2 2027

Financial Impact

No financial data disclosed; pre-revenue clinical-stage biotech with no near-term revenue impact

Risk Factors

  • Preclinical potency and PK may not translate to clinical efficacy in DM patients
  • Phase 1 trial could be delayed or fail to demonstrate adequate safety/tolerability
  • No disclosed cash position or financing plan to support development through Phase 1 completion
  • Dermatomyositis is a rare disease with limited commercial precedent for novel biologics

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-408287
Document: 0001193125-26-408287-index-headers.html0001193125-26-408287
Document: 0001193125-26-408287-index.html0001193125-26-408287
Document: 0001193125-26-408287.txt0001193125-26-408287
17 reports for JBIO
Performance horizon
83% Hit rate @ T+5 10 of 12 directional calls Went positive at some point 11 of 12 best @ T+20▲ +34.37%May 7, 2026
Filters
Rows
Reports for JBIO — sortable, filterable
TypeNow
Sep 30, 2026
26d ago
8-K
NEUTRAL ★ 4/10
$14.05 $13.77▼ −1.99%▼ −3.91%$14.50 (+3.20%)
Aug 10, 2026
11w ago
8-K
BULLISH ★ 7/10
$21.73 $23.45▲ +7.92%▲ +7.96%$14.50 (−33.27%)
Aug 10, 2026
11w ago
Press Release
BULLISH ★ 7/10
$21.73 $23.45▲ +7.92%▲ +7.96%$14.50 (−33.27%)
Jun 5, 2026
20w ago
Press Release
BEARISH ★ 6/10
$14.98 $16.10▼ −7.48%▼ −5.37%$14.50 (+3.20%)
Jun 4, 2026
20w ago
8-K
BEARISH ★ 6/10
$16.94 $15.34▲ +9.45%▲ +10.01%$14.50 (+14.40%)
Jun 4, 2026
20w ago
424B5
BEARISH ★ 7/10
$16.94 $15.34▲ +9.45%▲ +10.01%$14.50 (+14.40%)
Jun 3, 2026
20w ago
Press Release
BEARISH ★ 6/10
$17.74 $16.08▲ +9.36%▲ +6.80%$14.50 (+18.26%)
Jun 3, 2026
20w ago
424B5
BEARISH ★ 6/10
$17.74 $16.08▲ +9.36%▲ +6.80%$14.50 (+18.26%)
Jun 3, 2026
20w ago
Press Release
BEARISH ★ 6/10
$17.74 $16.08▲ +9.36%▲ +6.80%$14.50 (+18.26%)
Jun 1, 2026
21w ago
8-K
BULLISH ★ 7/10
$18.59 $16.94▼ −8.88%▼ −6.13%$14.50 (−22.00%)
Showing 10 of 17

US Market Status

Market Closed — Opens Wed (10h 5m)

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Report published Sep 30, 2026