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BridgeBio Oncology Therapeutics, Inc 8-K Filings

BBOT NASDAQ

Every 8-K that BridgeBio Oncology Therapeutics, Inc (BBOT) 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 BBOT 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 BBOT filings page.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. (BBOT) reported new Phase 1 data for its KRAS-targeted pipeline and outlined a sharper strategic focus on select indications in KRAS‑mutant cancers. Lead asset BBO‑8520, a direct KRASG12C(ON/OFF) inhibitor, showed a 65% ORR in 2L+ KRASG12C inhibitor‑naïve NSCLC monotherapy and a 75% ORR at 500 mg once daily, and 53% ORR across doses, when combined with pembrolizumab in KRASG12C inhibitor‑experienced NSCLC.

The company is prioritizing BBO‑8520 plus pembrolizumab in 2L+ KRASG12C inhibitor‑experienced NSCLC and combinations of BBO‑11818 (pan‑KRAS ON/OFF) and BBO‑10203 (3Kα breaker) with or without standard of care in KRAS‑mutant colorectal and pancreatic cancers, while deprioritizing BBO‑8520 in 1L NSCLC and BBO‑10203 in breast cancer. BBOT reported $344.1 million in cash, cash equivalents and marketable securities as of June 30, 2026 and projects its cash runway will fund operations into 2028, including full Phase 1 development of all three programs, with multiple data readouts expected through mid‑2027.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. reported second quarter 2026 results and provided an update on its RAS-pathway oncology pipeline. The company is advancing three wholly owned clinical programs: BBO-8520 (KRAS G12C inhibitor), BBO-11818 (pan-KRAS inhibitor targeting KRASG12D/V), and BBO-10203 (blocking RAS–PI3Kα interaction) in multiple monotherapy and combination cohorts, including combinations with pembrolizumab, cetuximab, tucatinib, trastuzumab and internal combinations of its own assets.

As of June 30, 2026, cash, cash equivalents and marketable securities totaled $344.1 million, which management expects to fund operations into 2028. Second quarter 2026 research and development expenses were $49.2 million and general and administrative expenses were $11.0 million, both higher than the prior-year quarter, reflecting increased clinical and manufacturing activity and the start of standalone, post–de-SPAC operations. Net loss for the quarter was $56.5 million, with an accumulated deficit of $455.1 million and total stockholders’ equity of $323.1 million.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. reported results from its June 16, 2026 Annual Meeting of Stockholders and a board change. Director Michelle Doig resigned from the Board at the end of her term as a Class I director, and the company stated her resignation was not due to any disagreement regarding operations, policies or practices.

Stockholders elected two Class I directors. Peter Lebowitz received 31,822,504 votes for and 3,372 withheld. Frank P. McCormick received 25,654,119 votes for and 6,171,757 withheld. The company reported 2,713,439 broker non-votes and 13,805,126 no votes on this proposal.

Stockholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 34,535,875 votes for, 3,440 against and no abstentions, and 13,805,126 no votes reported for this proposal.

Rhea-AI Summary

BridgeBio Oncology Therapeutics reported a wider net loss for the first quarter of 2026 while advancing its three RAS‑pathway cancer programs. Net loss was $42.1 million for the quarter ended March 31, 2026, compared with $22.1 million a year earlier, driven mainly by higher research and development spending as multiple clinical trials progressed.

R&D expenses rose to $39.8 million from $20.6 million, and general and administrative costs increased to $6.4 million from $2.5 million, reflecting standalone operations after its de‑SPAC transaction. The company held $388.9 million in cash, cash equivalents and marketable securities as of March 31, 2026 and expects this to fund operations into 2028. BBOT highlighted encouraging early efficacy and safety signals from BBO‑8520, BBO‑11818 and BBO‑10203, with updated clinical data across all three programs expected in the second half of 2026.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. outlined new arrangements with former President, Chief Executive Officer and director Eli Wallace, Ph.D. The company entered into a Consulting Agreement effective retroactively from April 21, 2026, under which he will advise on research and development programs for 12 months unless ended earlier.

His compensation will be limited to continued vesting of equity awards outstanding as of the effective date, contingent on providing services through each vesting date. Vested stock options may be exercised for up to two years after his service ends or until their original expiration, whichever comes first. Under the company’s Executive Severance Plan and a Separation Agreement and Release, Wallace will also receive Tier 1 officer severance benefits tied to a termination by the company other than for cause.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. announced a broad leadership transition. Pedro Beltran, Ph.D., formerly Chief Scientific Officer, has been appointed President, Chief Executive Officer and Class III director, succeeding Eli Wallace, Ph.D., who resigned from the Board and will remain as an advisor.

The Board also promoted Idan Elmelech to Chief Operating Officer and named him principal financial officer, while appointing Marc Cobo as principal accounting officer following the planned departure of CFO Uneek Mehra. In addition, Neil Kumar, Ph.D., was appointed Executive Chairman as the company advances three clinical assets in RAS- and PI3Kα-driven cancers.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. reported that its board expanded to nine directors and appointed Peter Lebowitz, M.D., Ph.D. as a Class I director effective March 24, 2026. His term runs until the 2026 annual stockholders meeting and he will serve on the nominating and governance and compensation committees.

The board determined Dr. Lebowitz is independent under Nasdaq and applicable regulations and disclosed no related-party arrangements or transactions requiring Regulation S-K Item 404(a) disclosure. As a non-employee director, he will receive standard board compensation, including a one-time stock option for 63,350 common shares at an exercise price of $8.72 per share, matching the Nasdaq Global Market closing price on March 24, 2026. He also entered into the company’s standard indemnification agreement covering certain expenses and liabilities arising from his board service.

Rhea-AI Summary

BridgeBio Oncology Therapeutics reported fourth quarter and full year 2025 results alongside major progress in its RAS-pathway cancer pipeline. The company ended 2025 with cash, cash equivalents and marketable securities of $425.5 million, which it expects will fund operations into 2028.

For 2025, research and development expenses rose to $121.2 million from $73.1 million, and general and administrative costs increased to $24.6 million from $7.8 million, reflecting expanded clinical activity and standalone operations after its SPAC transaction. Net loss widened to $134.0 million from $74.3 million.

Clinically, BBO-8520 showed a 65% objective response rate and 68% 6‑month progression-free survival in KRASG12C lung cancer, BBO-11818 delivered a confirmed partial response with a 56% tumor reduction in pancreatic cancer, and BBO-10203 achieved full target engagement with no observed hyperglycemia. Updated readouts across all three programs are expected in the second half of 2026.

Rhea-AI Summary

BridgeBio Oncology Therapeutics, Inc. reported that it issued a press release sharing new clinical data for three innovative and differentiated RAS and PI3Kα pipeline programs.

The press release, dated January 7, 2026 and titled “BBOT Announces New Clinical Data Advancing Its Portfolio of Three Innovative and Differentiated RAS and PI3Kα Pipeline Programs,” is attached as an exhibit to this current report, with the full scientific and clinical details contained in that separate document.

Rhea-AI Summary

BridgeBio Oncology Therapeutics (BBOT) furnished an 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025. The company states the press release is provided under Item 2.02 and is being furnished, not filed, meaning it is not subject to Section 18 liabilities of the Exchange Act. The filing includes Exhibit 99.1 (the press release dated November 12, 2025) and Exhibit 104 (the cover page Inline XBRL data).