Welcome to our dedicated page for Applied Therapeutics SEC filings (Ticker: APLT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Applied Therapeutics, Inc. (APLT) SEC filings page provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. These filings give detailed insight into how the clinical-stage biopharmaceutical company reports its financial condition, pipeline progress, capital structure, and material corporate events related to its rare disease programs.
Investors use Forms 10-K and 10-Q to review Applied Therapeutics’ audited and quarterly financial statements, research and development spending, license and collaboration arrangements, and risk factor disclosures tied to its lead drug candidate govorestat (AT-007) and other programs. These reports also describe the company’s focus on CNS rare metabolic diseases, including Classic Galactosemia, CMT-SORD, and PMM2-CDG, and summarize key regulatory designations such as Orphan Drug and Rare Pediatric Disease status.
Form 8-K current reports are especially important for APLT. Recent 8-K filings describe the Agreement and Plan of Merger with Cycle Group Holdings Limited, including the tender offer structure, cash consideration and non-tradeable contingent value rights (CVRs), as well as the board’s recommendation to stockholders. Other 8-Ks cover the initiation of a strategic alternatives review, workforce reductions, at-the-market equity offering agreements, Nasdaq bid price notifications and listing transfers, leadership changes, and quarterly earnings press releases.
Users interested in insider and security-holder activity can also reference ownership-related filings (such as Forms 3, 4, and 5 when available) to understand how directors, officers, and major holders transact in APLT securities around key clinical or corporate milestones.
On Stock Titan, these Applied Therapeutics filings are updated in near real time as they appear on EDGAR. AI-powered tools can help summarize lengthy 10-K and 10-Q reports, highlight material sections of 8-Ks related to the Cycle merger, strategic reviews, or Nasdaq notices, and make it easier to interpret complex capital structure and contingent value right provisions. This allows readers to quickly grasp what each filing means for APLT’s financial position, regulatory path for govorestat, and the status of the proposed acquisition.
Applied Therapeutics, Inc. filed an amendment to its Schedule 14D-9 updating the status of the tender offer by AT2B, Inc., an indirect wholly owned subsidiary of Cycle Group Holdings Limited. The offer price remains $0.088 in cash per share plus one non-tradeable contingent value right (CVR) per share, with each CVR providing a contractual right to receive up to four contingent cash payments of up to an aggregate $0.40 per CVR plus a pro rata portion of any qualifying Closing Cash amount, all as defined in the CVR Agreement.
On January 28, 2026, the purchaser extended the offer’s expiration to one minute after 11:59 p.m. Eastern time on January 28, 2026, unless further extended or earlier terminated under the Merger Agreement. As of one minute after 11:59 p.m. Eastern time on January 27, 2026, approximately 63,684,636 shares, including 3,735,684 shares subject to guaranteed delivery, had been validly tendered and not properly withdrawn, representing about 41.29% of the outstanding shares. Parent and purchaser state that they expect the offer to be consummated promptly following the extended expiration, subject to the remaining conditions in the Merger Agreement.
AT2B, Inc., an indirect wholly owned subsidiary of Cycle Group Holdings Limited, filed an amendment to extend its cash-and-CVR tender offer for all outstanding shares of Applied Therapeutics, Inc. common stock.
The offer price remains $0.088 per share in cash plus one non-tradeable contingent value right (CVR) per share, which may pay up to an additional $0.40 per CVR plus a pro rata share of any defined Closing Cash Payment if specified milestones and cash conditions in the CVR Agreement are met. The expiration time is extended from one minute after 11:59 p.m. Eastern on January 27, 2026 to the same time on January 28, 2026. As of one minute after 11:59 p.m. Eastern on January 27, 2026, 63,684,636 shares, including 3,735,684 shares subject to guaranteed delivery, had been validly tendered and not withdrawn, representing 41.29% of the outstanding shares.
AT2B, Inc., an indirect wholly owned subsidiary of Cycle Group Holdings Limited, filed an amendment to its tender offer for all outstanding shares of Applied Therapeutics, Inc. common stock. The offer price consists of a cash payment of $0.088 per share plus one non-tradeable contingent value right (CVR) per share. Each CVR entitles the holder to receive up to four contingent cash payments totaling up to $0.40 per CVR, plus a pro rata portion of any Closing Cash Payment tied to specified milestones and Closing Cash levels, all as defined in a contingent value rights agreement to be entered into with a rights agent. The amendment also adds as an exhibit a January 20, 2026 letter from Cycle Group Holdings Limited to Applied Therapeutics stockholders.
Applied Therapeutics, Inc.12/16/2025, the reporting person sold 43,000 shares of Applied Therapeutics common stock at a weighted average price of $0.112 per share. These shares were sold in multiple trades at prices ranging from $0.1111 to $0.1130. After this transaction, the director beneficially owned 65,000 shares of the company’s common stock.
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) filed its Q3 2025 10‑Q reporting a smaller loss but tight liquidity. The company posted total revenue of
Management concluded that conditions raise “substantial doubt” about the company’s ability to continue as a going concern within one year. Operating expenses were
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. prospectus supplement discloses risk factors and incorporates recent SEC filings by reference, including annual and quarterly reports and current reports. The company identifies key corporate risks such as regulatory matters, clinical development, intellectual property, competition, financing needs and macroeconomic impacts. The prospectus lists equity and equity-linked instruments outstanding as of June 30, 2025: 7,658,636 stock option shares (weighted-average exercise $1.54), 5,487,394 restricted stock units, 14,350,618 warrant shares (weighted-average exercise $0.78), 6,913,209 shares available under the 2019 Equity Incentive Plan and 1,747,091 shares available under the 2019 Employee Stock Purchase Plan. It references an FDA Complete Response Letter and Warning Letter dated November 27, 2024. The 2022 audited financials by Ernst & Young LLP include an explanatory paragraph noting substantial doubt about the company’s ability to continue as a going concern.
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