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Boundless Bio, Inc. 8-K Filings

BOLD NASDAQ

Every 8-K that Boundless Bio, Inc. (BOLD) 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 BOLD 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 BOLD filings page.

Rhea-AI Summary

Boundless Bio, Inc. (BOLD) reports that on August 28, 2026 it entered into Amendment No. 1 to its Agreement and Plan of Merger and Reorganization with Boulder Merger Sub Corp. and Serapha Bio, Inc. The amendment refines mechanics around the planned merger under which Serapha will become a wholly owned subsidiary of Boundless Bio.

The amendment clarifies definitions and provisions related to the planned Company Pre-Closing Financing, specifies that all outstanding Serapha restricted stock units will convert into Boundless Bio restricted stock units adjusted by the Exchange Ratio, and introduces pre-funded warrants with a $0.00001 per-share exercise price as merger consideration when issuing common stock would breach a holder’s Beneficial Ownership Limitation. It also lowers the voting standard for increasing authorized Boundless Bio common shares to a majority of shares properly cast, rather than a majority of shares outstanding and entitled to vote. All other merger terms remain as previously disclosed. The company highlights multiple risks that could affect completion and outcomes of the merger and related financing, including regulatory approvals, satisfaction of closing conditions, exchange ratio adjustments, market price movements, and potential non-consummation of the pre-closing financing.

Rhea-AI Summary

Boundless Bio agreed to an all-stock merger with private biotech Serapha Bio, creating a combined company focused on Serapha’s in vivo base-editing therapy SERP-01 for Alpha‑1 Antitrypsin Deficiency. Based on the merger exchange ratio, Serapha equityholders are expected to own about 96.3% of the combined company on a fully diluted basis, with Boundless Bio equityholders owning about 3.7%.

Before closing, Boundless Bio may declare a cash dividend to its pre‑merger stockholders, currently expected to total roughly $44–$48 million, reflecting excess net cash. Serapha has already raised approximately $138 million in Series A preferred financing and secured an additional $92 million PIPE commitment, giving the combined company expected cash runway into the second half of 2029.

In connection with the merger, Boundless Bio will cut about 75% of its workforce, incurring one‑time charges of approximately $3.0–$5.0 million, and will wind down its BBI‑940 oncology program after early clinical data showed human exposure below preclinical expectations. CEO Zachary Hornby and several senior R&D leaders will depart, with Chief Legal Officer Jessica Oien becoming principal executive officer during the transition. All outstanding employee stock options have been fully vested and their exercise period extended, while underwater Boundless Bio options with exercise prices above $8.00 will be cancelled at closing.

Rhea-AI Summary

Boundless Bio, Inc. held its annual stockholder meeting on June 15, 2026, where two proposals were approved. Stockholders elected James Christensen, Ph.D. and Jennifer Lew as Class II directors to serve until the 2029 annual meeting and until their successors are elected and qualified.

Christensen received 9,287,096 votes for and 512,585 votes withheld, while Lew received 9,271,084 votes for and 528,597 votes withheld; each had 5,757,105 broker non-votes. Stockholders also ratified KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 15,376,973 votes for, 127,747 against and 52,066 abstentions.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Boundless Bio (BOLD) furnished an 8‑K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference. Consistent with General Instruction B.2, the information in this report, including Exhibit 99.1, is being furnished and not filed under the Exchange Act. The filing also lists the Cover Page Interactive Data File as Exhibit 104.

Rhea-AI Summary

Boundless Bio, Inc. (Nasdaq: BOLD) filed a Form 8-K detailing the results of its 23 June 2025 annual meeting of stockholders.

  • Director elections: Class I nominees Christine Brennan, Ph.D. (9,252,440 for / 5,046,258 withheld) and Nancy Whiting, Pharm.D. (9,758,214 for / 4,540,484 withheld) were elected to serve until the 2028 annual meeting; 3,540,518 broker non-votes were recorded for each candidate.
  • Auditor ratification: Shareholders ratified KPMG LLP as independent registered public accounting firm for fiscal 2025 with 17,791,309 votes for, 47,807 against and 100 abstentions.

No other matters were brought before shareholders and no additional material disclosures were made.