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Madison Avenue lifts Lakefront (NASDAQ: LKFT) ownership above 5% level

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Lakefront Biotherapeutics reported that Madison Avenue Partners and its affiliates have become a significant shareholder under Belgian transparency rules. Madison Avenue Partners crossed the 5% voting rights threshold on June 15, 2026, following acquisitions of Lakefront voting securities.

As of June 24, 2026, Madison Avenue Partners and its affiliates held 3,498,892 voting rights, representing 5.31% of Lakefront’s 65,897,071 currently outstanding shares. The notification confirms there are no equivalent financial instruments linked to this position.

Positive

  • None.

Negative

  • None.
Voting rights held 3,498,892 voting rights Held by Madison Avenue Partners group as of June 24, 2026
Ownership percentage 5.31% of voting rights Stake in Lakefront based on current outstanding shares
Shares outstanding 65,897,071 shares Denominator used to calculate voting rights percentage
Transparency threshold 5% of voting rights Belgian major shareholding disclosure trigger crossed June 15, 2026
Date threshold crossed June 15, 2026 Date Madison Avenue Partners exceeded 5% voting rights
Notification date June 24, 2026 Date of transparency notification from Madison Avenue Partners
Equivalent financial instruments 0 voting rights, 0.00% No additional exposure via financial instruments after transaction
transparency notification regulatory
"Lakefront Biotherapeutics NV ... received a transparency notification from Madison Avenue Partners."
A transparency notification is a public alert required by market rules when a shareholder’s stake in a listed company rises above or falls below specified levels of ownership. It tells investors who is gaining or losing influence — like seeing someone start to buy or sell large slices of a cake — and matters because such moves can signal changes in control, voting power, potential alliances or takeover interest, which can affect share value and investor decisions.
voting rights financial
"crossed above the threshold of 5% of Lakefront’ voting rights on an aggregated basis"
Voting rights are the ability of shareholders to have a say in important company decisions, like choosing leaders or approving big changes. They matter because they give owners a voice in how the company is run, similar to how voters influence elections, ensuring the company acts in shareholders’ interests.
equivalent financial instruments financial
"Equivalent financial instruments after the transaction"
Financial assets or contracts that provide the same or very similar economic exposure, risks, and returns as one another, such as two ways to gain the same market exposure through different products. For investors this matters because choosing between equivalents is often about cost, convenience, tax treatment or counterparty risk—like picking between two routes that get you to the same destination but differ in tolls, travel time and safety. Recognizing equivalents helps compare options and manage portfolio risk efficiently.
denominator financial
"Denominator 65,897,071"
The denominator is the number on the bottom of a fraction that shows the total population or base used to calculate a rate, percentage or ratio — for example, the total shares outstanding when calculating earnings per share, or all trial participants when reporting a safety rate. It matters to investors because changing the denominator (by issuing more shares, changing the population measured, or narrowing the base) can make percentages and per‑unit figures look better or worse even if the underlying raw numbers stay the same, much like changing the size of a pizza makes each slice appear larger or smaller.
threshold of voting rights regulatory
"Threshold of voting rights crossed (in %): 5%"
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

Form 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of June 2026

Commission File Number: 001-37384

Lakefront Biotherapeutics
(Translation of registrant's name into English)

Schaliënhoevedreef 20T, 2800 Mechelen, Belgium
(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F [ X ]      Form 40-F [   ]

The information contained in this Report on Form 6-K, including Exhibit 99.1, is hereby incorporated by reference into the Company's Registration Statements on Form S-8 (File Nos. 333-204567, 333-208697, 333-211834, 333-215783, 333- 218160, 333-225263, 333-231765, 333-249416, 333-260500, 333-268756, 333-275886, 333-283361, and 333-292050).


On June 29, 2026, the Registrant issued a press release, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Exhibit 99.1. Press release dated June 29, 2026


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

      Lakefront Biotherapeutics    
  (Registrant)
   
  
Date: June 30, 2026     /s/ Ying Deng    
  Ying Deng
  Authorized Officer
  

EXHIBIT 99.1

Lakefront Receives Transparency Notification from Madison Avenue Partners

Mechelen, Belgium; June 29, 2026, 22.01 CET; regulated information – Lakefront Biotherapeutics NV (Euronext & NASDAQ: LKFT) received a transparency notification from Madison Avenue Partners.

Pursuant to Belgian transparency legislation1, Lakefront received a transparency notification from Madison Avenue Partners on June 24, 2026. The notification indicates that Madison Avenue Partners, LP, jointly with Madison Avenue International, LP, EMAI Management, LLC, and Eli Samaha, crossed above the threshold of 5% of Lakefront’ voting rights on an aggregated basis on June 15, 2026, following the acquisition of Lakefront’ voting rights.

On June 24, 2026, Madison Avenue Partners (taking into account the holding of its affiliates) owned 3,498,892 voting rights, representing 5.31% of Lakefront’ currently outstanding 65,897,071 shares.

Summary of the transaction:

Date on which the threshold was crossed Date of notification Direct voting rights after the transaction Equivalent financial instruments after the transaction Total (%)
voting rights
June 15, 2026 June 24, 2026 3,498,892 0.00% 5.31%

Content of the notification from Madison Avenue Partners:
The notification dated June 24, 2026, contains the following information:
·        Date of notification: June 24, 2026
·        Date on which the threshold is crossed: June 15, 2026
·        Threshold of voting rights crossed (in %): 5%
·        Notification by: Madison Avenue Partners
·        Denominator: 65,897,071
·        Reason for the notification: Acquisition or disposal of voting securities or voting rights
·        Notified details:

A) Voting Rights Previous notification After the transaction
  # of voting rights # of voting rights % of voting rights
Holder of voting rights   Linked to securities Not linked to securities Linked to securities Not linked to securities
Madison Avenue Partners, LP 0 3,498,892   5.31%  


B) Equivalent financial instruments After the transaction
Holder of equivalent financial instruments Type of financial instrument Expiration date Exercise period or date # of voting rights that may be acquired if the instrument is exercised % of voting rights Settlement
             
  TOTAL     0 0.00%  


TOTAL (A&B) # of voting rights % of voting rights
  3,498,892 5.31%

The chain of control has been described at the end of the notification (section 11) and can be found here.

About Lakefront® Biotherapeutics
Lakefront Biotherapeutics (formerly known as Galapagos) is a biotechnology company dedicated to building a differentiated pipeline of medicines for patients with serious diseases in areas of high unmet need. The Company has established a clinical‑stage portfolio in immunology and inflammation, anchored by gamgertamig, a potential first‑in‑class BCMAxCD3 T‑cell engager for autoimmune diseases. Backed by deep deal‑making expertise, operational flexibility, and a strong capital position, Lakefront identifies, acquires, and advances high‑quality assets with clear potential to deliver meaningful patient impact and long‑term shareholder value. For more information, visit https://www.lakefrontbio.com or follow us on LinkedIn or X.

For further information, contact Lakefront Biotherapeutics:
Investor Relations
Sherri Spear
+1 412 522 6418
sherri.spear@lakefrontbio.com


1 Belgian Act of 2 May 2007 on the disclosure of major shareholdings in issuers whose shares are admitted to trading on a regulated market and regarding miscellaneous provisions, as amended from time to time.

FAQ

What did Lakefront Biotherapeutics (LKFT) disclose in this Form 6-K?

Lakefront Biotherapeutics disclosed that Madison Avenue Partners and affiliates crossed the 5% voting rights threshold. The group now holds 3,498,892 voting rights, or 5.31% of Lakefront’s 65,897,071 outstanding shares, triggering a mandatory transparency notification under Belgian law.

How large is Madison Avenue Partners’ stake in Lakefront Biotherapeutics (LKFT)?

Madison Avenue Partners and its affiliates reported holding 3,498,892 voting rights in Lakefront. This position represents 5.31% of Lakefront’s currently outstanding 65,897,071 shares, making the group a significant shareholder under Belgian transparency legislation requiring disclosure above the 5% threshold.

When did Madison Avenue Partners cross the 5% threshold in LKFT voting rights?

Madison Avenue Partners crossed the 5% voting rights threshold in Lakefront Biotherapeutics on June 15, 2026. The transparency notification was dated June 24, 2026, and reported that the group held 5.31% of the company’s voting rights as of that date.

Does Madison Avenue Partners hold equivalent financial instruments in Lakefront Biotherapeutics (LKFT)?

The notification states that Madison Avenue Partners and its affiliates do not hold any equivalent financial instruments in Lakefront. After the transaction, the table for equivalent financial instruments shows zero voting rights and 0.00% of voting rights attributable to such instruments.

How many shares of Lakefront Biotherapeutics (LKFT) are currently outstanding?

Lakefront Biotherapeutics reported a denominator of 65,897,071 shares. Madison Avenue Partners’ 3,498,892 voting rights correspond to 5.31% of these currently outstanding shares, which is the basis for the transparency notification under Belgian major shareholdings rules.

Does this Lakefront Biotherapeutics (LKFT) filing include earnings or financial results?

The filing focuses on a transparency notification about a major shareholding by Madison Avenue Partners. It details voting rights, percentages, and dates related to the 5% threshold crossing, but does not present earnings figures or broader financial performance information.

Filing Exhibits & Attachments

1 document