Every 8-K that Applied Therapeutics, Inc. (APLT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow APLT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full APLT filings page.
Applied Therapeutics, Inc. has been acquired by Cycle Group Holdings Limited through a completed tender offer and merger. Stockholders receive $0.088 in cash per share plus one contingent value right (CVR) that may pay up to an additional $0.40 per CVR and a share of any specified Closing Cash Payment if certain milestones are met. Approximately 79,518,606 shares, or about 51.56% of outstanding shares, were tendered, and total consideration for the equity was about $14.3 million. Following the merger, Applied Therapeutics became an indirect wholly owned subsidiary of Cycle Group, its Nasdaq-listed common stock will be delisted, SEC reporting will be terminated, and the board and leadership were replaced with Cycle Group’s designees.
Applied Therapeutics agreed to be acquired by Cycle Group Holdings through a tender offer for all shares at $0.088 in cash plus one non-tradeable contingent value right (CVR) per share. Each CVR can pay up to $0.40 in additional cash, plus a pro rata share of any closing cash between $500,000 and $1,500,000, if specified milestones for the AT-007 (govorestat) program and cash levels are met.
After a successful tender for at least a majority of shares, a follow-on merger under Delaware law would give remaining holders the same package. Equity awards and warrants will be cashed out or cancelled based on whether they are in-the-money. The board unanimously approved the deal and recommends that stockholders tender. Parent also agreed to provide up to $8.5 million of unsecured funding via a promissory note bearing 24% annual interest to fund working capital under an agreed budget until closing or termination.
Applied Therapeutics, Inc. has begun a broad review of strategic alternatives aimed at maximizing shareholder value, which may include possible business combinations. The company has not set a timetable and does not plan to provide updates unless its board approves a specific path or additional disclosure is deemed appropriate.
As part of this process, Applied Therapeutics is cutting its workforce by approximately 46% and implementing other cost-containment and cash conservation measures. The workforce reduction is expected to be substantially completed by the end of the quarter ending December 31, 2025, indicating a significant downsizing alongside the strategic review.
Applied Therapeutics (APLT) reported two updates. The company disclosed that Executive Chairman and director John H. Johnson resigned from the board, effective immediately on November 9, 2025. The company stated his resignation was not due to any disagreement with management, the board, or company practices.
Applied Therapeutics also furnished a press release with its financial results for the quarter ended September 30, 2025. The release was provided as an exhibit and designated as furnished rather than filed under the Exchange Act. The 8‑K was signed by Interim CEO and CFO Les Funtleyder.
Applied Therapeutics, Inc. entered into a new Controlled Equity OfferingSM Sales Agreement with Cantor Fitzgerald & Co., allowing the company to offer and sell, from time to time, shares of its common stock with an aggregate offering price of up to $75,000,000 in at-the-market transactions under its existing Form S-3 shelf registration and a new prospectus supplement.
The company is not obligated to sell any shares, and Cantor will receive a commission of 3.0% of the aggregate gross proceeds of any shares sold. At the same time, Applied Therapeutics terminated its prior at-the-market Sales Agreement with Leerink Partners LLC, under which it had sold 20,615,976 shares of common stock from August 11, 2023 to August 29, 2025 for net proceeds of approximately $49.3 million.
Applied Therapeutics, Inc. disclosed that Nasdaq notified the company its closing bid price had been below the $1.00 minimum for the last 30 consecutive business days, triggering an initial compliance period. Nasdaq has now granted an additional 180-calendar-day extension to regain compliance with the $1.00 bid-price requirement, extending the deadline to February 2, 2026. In connection with the extension, the company’s listing will be transferred from the Nasdaq Global Market to the Nasdaq Capital Market, effective August 15, 2025. The Extension Notice does not immediately affect the listing, and the company says it will monitor the bid price and consider available options, including a reverse stock split, to attempt to regain compliance. If the bid price reaches at least $1.00 for 10 consecutive business days before the deadline, Nasdaq will confirm compliance; otherwise Nasdaq may initiate delisting procedures and the company could appeal.
Applied Therapeutics, Inc. filed a current report to disclose that it issued a press release announcing its financial results for the quarter ended June 30, 2025. The company furnished this press release as Exhibit 99.1 to the report, meaning it is provided for information purposes rather than being treated as filed under certain liability provisions of the Exchange Act. The report also notes that the cover page inline XBRL data is included as Exhibit 104, and it is signed by Les Funtleyder as Interim Chief Executive Officer and Chief Financial Officer.