Follow-The-Filings

Security · featured owners

MBX Mbx Biosciences Inc.

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 1.3% (James Silverman - Opaleye Management) · not free-float ownership

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

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
James Silverman - Opaleye Management 2026 Q2 1.3% Hold 260,000 $14M history
Nathan Fischel - Dafna Capital Management 2026 Q2 0.12% Reduce −93.3% 11,809 $652K history

2 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders