Welcome to our dedicated page for BOUNDLESS BIO SEC filings (Ticker: BOLD), 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.
Boundless Bio, Inc. filings document a clinical-stage oncology issuer focused on ecDNA-directed cancer therapeutics, with formal disclosures on operating results, research programs, and material events. Recent 8-K reports furnish quarterly and annual financial results and business updates for BBI-940, KOMODO-1, and the discontinued POTENTIATE program involving BBI-355 and BBI-825.
Its proxy and current reports also cover board composition, director elections, auditor ratification, stockholder voting results, and facility-related obligations, including lease-termination arrangements. These filings frame the company’s clinical-development disclosures, public-company governance, capital allocation, and operating obligations.
Boundless Bio, Inc. reported a Q1 2026 net loss of $13.6 million, narrowing from $15.8 million a year earlier, as it advances its lead ecDNA-directed cancer therapy BBI-940.
R&D expenses fell to $9.7 million and G&A to $4.7 million, reflecting portfolio and cost reductions.
Cash, cash equivalents, and short-term investments totaled $92.8 million, and the company currently expects this to fund operations into the second half of 2028.
Subsequent to quarter-end, Boundless Bio terminated its large San Diego headquarters lease with a $10.0 million payment plus forfeiture of a $0.5 million deposit, and signed a much smaller 10,822-square-foot La Jolla lease at about $56,000 per month, expecting a related non-cash charge of approximately $2.4 million in Q2 2026.
Boundless Bio reported first quarter 2026 results and progress on its lead oncology program BBI-940. Enrollment is ongoing in KOMODO-1, a first-in-human trial in specific breast cancer subtypes, supported by preclinical data presented at the 2026 AACR meeting showing Kinesin degradation can reduce ecDNA and drive tumor regression in ecDNA+ models.
Cash, cash equivalents, and short-term investments were $92.8 million as of March 31, 2026, and the company expects this to fund operations into the second half of 2028. R&D expenses were $9.7 million versus $12.1 million a year earlier, and G&A expenses were $4.7 million versus $5.2 million.
Net loss for the quarter was $13.6 million compared with $15.8 million in 2025, or $0.60 per share basic and diluted versus $0.71. Total assets were $141.0 million and stockholders’ equity was $85.0 million as of March 31, 2026.
Boundless Bio, Inc. is holding its 2026 Annual Meeting of Stockholders as a virtual-only audio webcast on June 15, 2026 at 11:00 a.m. Pacific Time. Stockholders are being asked to elect James Christensen, Ph.D. and Jennifer Lew as Class II directors to serve until the 2029 annual meeting and to ratify KPMG LLP as independent registered public accounting firm for the year ending December 31, 2026.
The record date is April 20, 2026, when 22,418,751 shares of common stock were outstanding and entitled to vote, with one vote per share. The proxy explains how stockholders of record and beneficial owners can register, attend online, vote in advance or during the meeting, and change previously submitted votes. It also details board structure, independence, executive officers, and 2025 executive compensation, including salary, bonus, and stock option awards, along with the company’s severance and change in control plan for senior management and its non-employee director compensation program.
Boundless Bio, Inc. has agreed to terminate its long-term laboratory and office lease in San Diego. The Lease covered approximately 80,168 rentable square feet at 10955 Alexandria Way and was previously scheduled to run until October 31, 2034. Under a Lease Termination Agreement with the landlord, the Lease will now end effective May 31, 2026. As consideration, Boundless Bio will pay a lease modification amount of $10.0 million, and the landlord will draw and retain the Company’s security deposit of about $0.5 million. The agreement became effective after the landlord secured a new tenant for the premises.
Boundless Bio, Inc. is a clinical-stage oncology company focused on cancers driven by extrachromosomal DNA (ecDNA), which it estimates occur in 14–17% of patients and are linked to poor survival and resistance to current therapies. Using its Spyglass discovery platform, the company designs small-molecule ecDNA-directed therapeutic candidates (ecDTx) that aim to exploit synthetic lethal vulnerabilities in ecDNA-positive tumors.
Lead candidate BBI-940, an oral degrader of a kinesin involved in DNA segregation, entered a Phase 1 first-in-human trial (KOMODO‑1) in February 2026 in ER+/HER2‑ metastatic breast cancer and TNBC‑LAR, with initial proof-of-concept data expected within the current cash runway. Boundless has discontinued development of CHK1 inhibitor BBI‑355 and RNR inhibitor BBI‑825 after a strategic portfolio review to prioritize BBI‑940. The company reports a limited operating history, expects significant losses for the foreseeable future, requires substantial additional capital, and highlights numerous clinical, regulatory, competitive, and listing risks. The aggregate market value of non‑affiliate common stock was approximately $18.0 million based on a $1.01 share price, and 22,407,251 common shares were outstanding as of March 2, 2026.
Boundless Bio, Inc. reported a full-year 2025 net loss of $58.2 million, improved from $65.4 million in 2024, as it narrowed operating expenses. Cash, cash equivalents, and short-term investments were $107.6 million as of December 31, 2025, which the company expects will fund operations into the second half of 2028, including an initial clinical proof-of-concept readout from its KOMODO-1 trial.
The FDA accepted the Investigational New Drug application for BBI-940, and the first-in-human KOMODO-1 study in difficult-to-treat breast cancers is open for enrollment. Boundless plans to cease enrollment in the POTENTIATE trial combining BBI-355 and BBI-825 to prioritize BBI-940. Effective March 3, 2026, director Christine Brennan, Ph.D. resigned from the board in connection with a new role at Johnson & Johnson Development Corporation, and her departure was not due to any disagreement with the company.
Boundless Bio, Inc. (BOLD) received an amended Schedule 13G/A indicating that former reporting holders now report zero ownership of its common stock as of December 31, 2025. Nextech VI Oncology SCSp, Nextech VI GP S.a. r.l., Ian Charoub, Costas Constantinides and Rocco Sgobbo each report beneficial ownership of 0 shares, representing 0.0% of the common stock.
The filers state that they own 5 percent or less of the class and certify that the securities referenced were not acquired and are not held for the purpose of changing or influencing control of Boundless Bio, and are not held in connection with any control-related transaction.
FMR LLC and Abigail P. Johnson filed an amended Schedule 13G reporting beneficial ownership of 2,684,022 shares of Boundless Bio Inc. common stock, representing 12.0% of the class as of 12/31/2025. The filing states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
The interest of Fidelity Growth Company Commingled Pool in Boundless Bio’s common stock amounted to 1,237,265 shares, or 5.5% of the outstanding common stock as of 12/31/2025.
Boundless Bio, Inc. granted a stock option to Chief Legal Officer and Corporate Secretary Jessica Oien. The option covers 220,000 shares of common stock at an exercise price of $1.26 per share.
The option was awarded on January 23, 2026 and expires on January 22, 2036. Vesting starts on January 1, 2026 and occurs in 48 substantially equal monthly installments, so 1/48th of the option vests on February 1, 2026 and monthly thereafter, aligning the award with long-term service at the company.