Beam Therapeutics Inc. SEC Filings

Beam Therapeutics Inc. has a significant shareholder group led by Farallon Capital Management, L.L.C. and affiliated investment funds and individuals (together, the Reporting Persons). They collectively report beneficial ownership of 10,282,210 Shares of Beam’s common stock, representing 9.99% of the outstanding class as of the reporting date.

The Farallon funds directly hold 10,236,396 Shares and 1,404,988 Common Stock Purchase Warrants. Because the warrants are subject to a 9.99% Beneficial Ownership Limitation, only 45,814 Shares underlying the warrants are currently counted as beneficially owned, with the remaining 1,359,174 warrants treated as not exercisable within 60 days. The Farallon funds are entitled to receive dividends and sale proceeds from these securities.

Beam Therapeutics Inc. reported a net loss of $122.7 million for the quarter ended June 30, 2026, compared with $102.1 million a year earlier, on license and collaboration revenue of $0.5 million versus $8.5 million. For the first half of 2026, revenue was $32.2 million and the net loss was $217.0 million.

Operating expenses remained high, with first-half research and development of $199.6 million and general and administrative of $66.4 million. Net cash used in operating activities was $194.6 million. Cash, cash equivalents and marketable securities totaled about $1.2 billion at June 30, 2026, which the company expects to fund operations for at least 12 months. Beam also put in place a credit facility of up to $500 million with Sixth Street, drawing an initial $100 million at an effective interest rate of 10.5%.

Pipeline updates highlight risto-cel for sickle cell disease, where Phase 1/2 data showed mean fetal hemoglobin above 60%, hemoglobin S below 40%, durable high editing, and a safety profile consistent with busulfan-conditioned autologous transplant; a BLA filing is targeted as early as year-end 2026. In AATD, BEAM-302 produced rapid, durable increases in functional alpha-1 antitrypsin, large reductions in mutant Z-AAT, and predominantly corrected M-AAT, with mostly mild to moderate adverse events and transient liver enzyme elevations.

Beam Therapeutics Inc. reported results for the quarter ended June 30, 2026 and highlighted significant clinical milestones across its base-editing portfolio. License and collaboration revenue was $490 thousand. The company reported a net loss of $122.7 million, or $1.18 per share, and ended the quarter with $1.2 billion in cash, cash equivalents and marketable securities.

Beam expects its June 30, 2026 cash balance, together with $200 million expected from a credit facility with Sixth Street, to fund operations into mid-2029. Clinically, the first patient was dosed in the global pivotal cohort of the BEAM-302 AATD trial, dosing was completed in the BEACON risto-cel SCD trial with a planned BLA submission as early as year-end 2026, and the FDA cleared the IND for BEAM-304 in PKU. BEAM-301 continues in a Phase 1/2 GSDIa trial with initial data expected in 2026.

Beam Therapeutics Inc. reports that Chief Medical Officer Simon Amy sold 16,667 shares of common stock on July 27, 2026 at a weighted average price of $25.7417 per share, in multiple trades between $25.32 and $26.05, under a Rule 10b5-1 trading plan adopted on March 27, 2026. Following these sales, the reporting person directly owns 85,696 shares of Beam Therapeutics common stock.

Beam Therapeutics Inc. beneficial owner Amy Simon submitted a notice of intent to sell common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The notice covers up to 16,677 shares of common stock, with an aggregate market value of $429,294.33, to be sold on or after July 27, 2026 on the NASDAQ market.

The shares to be sold include 15,800 restricted stock shares dated March 31, 2026 and 877 restricted stock shares dated June 30, 2026. In addition, during the prior three months, Amy Simon sold 373 common shares on July 1, 2026 for $12,953.02.

Beam Therapeutics Inc. Chief Medical Officer Amy Simon reported an open-market sale of 373 shares of common stock at $34.73 per share. According to the disclosure, these shares were automatically sold in a non-discretionary transaction to cover tax withholding obligations upon vesting of restricted stock units granted under the 2019 Equity Incentive Plan. The sales were executed under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, Simon directly holds 102,363 shares of Beam Therapeutics common stock.

Beam Therapeutics Inc. CEO John M. Evans reported a series of option exercises and related share sales in Beam Therapeutics common stock. He exercised options covering 50,000 shares at strike prices of $1.03 and $0.67 per share, then sold 50,000 shares in open-market transactions at weighted average prices in the mid-$30s.

The filing shows these trades were executed pursuant to a Rule 10b5-1 trading plan. Following the transactions, Evans continues to hold over 1.0 million shares of Beam Therapeutics common stock directly, and 103,000 shares indirectly through the John M. Evans, III 2018 Irrevocable Trust.

BEAM filed a Rule 144 notice reporting a stock option exercise and a proposed sale of 25,000 shares on 06/30/2026. The filing lists three recent dispositions in the prior three months totaling disclosed proceeds of $2,195,872.04 from sales on 03/31/2026, 04/01/2026 and 06/29/2026.

BEAM notice of proposed sale: a planned sale of 25,000 common shares via a stock option exercise to the issuer for cash on 06/29/2026. The filing also lists prior dispositions by John M. Evans of 30,078, 25,000, and 25,000 common shares on 04/01/2026, 03/31/2026, and 03/30/2026 with the dollar amounts shown in the excerpt.