Follow The Filings

MBX MBX Biosciences Inc.

Health Care, filed as MBX BIOSCIENCES INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 2 Owners
  • Max 1.3%
  • $15M
  • 1 reduce

In 2026 Q2 Nathan Fischel trimmed MBX Biosciences.

Who owns this now

Largest portfolio weights among holders, up to 1.3% (James Silverman, Opaleye Management). Not free-float ownership.

  1. James Silverman 1.3%
  2. Nathan Fischel Reduce 0.12%

Who owns MBX

Sorted by value, long equity only, as of 2026 Q2.

History
James Silverman, Opaleye Management 1.3% Hold 260,000 $14M History
Nathan Fischel, Dafna Capital Management 0.12%, was 1.2% Reduce −93.3% 11,809 $652K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MBX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MBX insider trades
  • $526K bought by 1 insider
  • None no sales outside a trading plan
  • $2.7M sold by 1 insider under 10b5-1 plans
  1. Salomon Azoulay Chief Medical Officer
    Planned sale
    $2.7M 70,003 shares at $38.36 83% of stake
    Traded May 8 Filed May 11
    ↗
  2. P. Kent Hawryluk CEO
    Buy
    $526K 18,500 shares at $28.41 +4% to stake
    Traded Mar 13 Filed Mar 16
    ↗
  3. P. Kent Hawryluk CEO
    Buy
    $273K 20,000 shares at $13.64 +4.5% to stake
    Traded Oct 20, 2025 Filed Oct 21, 2025
    ↗
  4. Steven L. Hoerter Director
    Buy
    $265K 20,000 shares at $13.25 New stake
    Traded Oct 17, 2025 Filed Oct 20, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 6 stock grants, 4 option exercises, and 3 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
DEFA14A Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2024 FY2025
Net income -$61.92M -$86.97M

Balance sheet

Metric FY2024 FY2025
Total current assets $267.29M $381.54M
Total non-current assets * $1.25M $3.6M
Total assets $268.54M $385.14M
Total current liabilities $11.05M $15.5M
Total non-current liabilities * $42,000 $426,000
Total equity $257.44M $369.22M

Cash flow

Metric FY2024 FY2025
Cash from operations -$54.68M -$79.95M
Cash from investing -$160.6M -$83.7M
Cash from financing $234.1M $189.59M
Net change in cash $18.83M $25.94M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.