Welcome to our dedicated page for Rallybio SEC filings (Ticker: RLYB), 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.
The Rallybio Corporation (RLYB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed, clinical-stage biotechnology company focused on severe and rare diseases, Rallybio uses its Forms 10-K, 10-Q, and 8-K to report financial performance, pipeline developments, and material corporate events.
Rallybio’s filings include quarterly and annual reports that detail collaboration and license revenue, research and development expenses, general and administrative expenses, net income or loss, and cash, cash equivalents, and marketable securities. These reports also describe the status of key programs such as RLYB116, a differentiated C5 inhibitor in a confirmatory PK/PD Phase 1 study, and preclinical assets like RLYB332 for diseases of iron overload. Disclosures about discontinued programs, such as RLYB212 for the prevention of fetal and neonatal alloimmune thrombocytopenia (FNAIT), appear in these documents and related press releases.
Current Reports on Form 8-K provide timely updates on material events, including quarterly financial results, the sale of Rallybio’s interest in the ENPP1 inhibitor program REV102 to Recursion Pharmaceuticals, and Nasdaq listing matters. An August 2025 8-K, for example, describes the transfer of Rallybio’s listing to the Nasdaq Capital Market and the additional compliance period granted to regain the minimum bid price requirement.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand changes in Rallybio’s financial position, pipeline priorities, and corporate transactions. Users can review real-time updates from EDGAR, examine historical 10-K and 10-Q reports, and track 8-K disclosures related to financing, collaborations, and listing compliance, all in one place.
Rallybio Corporation approved and scheduled a 1-for-8 reverse stock split of its common stock. The split will become effective at 12:01 a.m. Eastern Time on February 6, 2026, after which the stock will trade on a post-split basis under a new CUSIP.
Stockholders approved the amendment at a special meeting, with 34,507,021 votes in favor, 464,514 against, and 11,939 abstentions. As of the December 30, 2025 record date, 42,243,774 shares were outstanding and entitled to vote, and 34,983,474 shares were represented, constituting a quorum.
Rallybio (RLYB) filed its Q3 2025 10‑Q reporting a swing to profitability driven by a joint‑venture sale. The company recorded net income of $16.0 million for the quarter, reflecting $22.5 million of total other income including a $22.4 million gain on the sale of its REV102 JV interest. Core operations remained loss‑making with loss from operations of $6.9 million as R&D fell to $4.1 million and G&A to $3.0 million. Revenue from collaboration and license activities was $212 thousand.
Cash, cash equivalents and marketable securities were $59.3 million as of September 30, 2025. Management states these resources are expected to fund operations for more than 12 months, and elsewhere indicates funding sufficiency through 2027. Weighted‑average shares outstanding were 45,058,591 for the quarter; shares outstanding were 42,243,774 as of October 31, 2025.
The lead asset RLYB116 advanced with a confirmatory PK/PD multiple‑dose study underway; top‑line data are anticipated in Q4 2025. The company discontinued the RLYB212 program in April 2025 and completed a workforce reduction in May 2025 to focus resources on RLYB116 and preclinical programs.
Rallybio Corporation (RLYB) furnished an 8-K stating it issued a press release announcing financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
The company noted that the information in Item 2.02, including Exhibit 99.1, is furnished and not deemed “filed” under the Exchange Act, which limits potential liability and incorporation by reference unless specifically stated.
Rallybio Corporation received an additional grace period from Nasdaq to fix a share price problem that threatens its stock market listing. After its common stock traded below the required $1.00 minimum closing bid price for 30 straight business days and failed to recover by the initial August 25, 2025 deadline, Nasdaq approved the company’s transfer from the Nasdaq Global Select Market to the Nasdaq Capital Market.
The transfer took effect at the opening of business on August 29, 2025, and the stock continues to trade under the symbol “RLYB”. Rallybio now has until February 23, 2026 to regain compliance with Nasdaq’s bid price rule. The company plans to monitor its share price and is considering options to restore compliance, including a potential reverse stock split if needed.
If Rallybio does not meet the minimum bid price requirement by the new deadline, Nasdaq may move to delist the stock, although the company would have the right to appeal that decision to a Nasdaq Hearings Panel.
Rallybio Corporation (NASDAQ: RLYB) has divested its 50 % ownership in RE Ventures I, LLC (the ENPP1 joint venture) to Recursion Pharmaceuticals for immediate and potential future consideration.
- Initial consideration: Recursion issued 1,457,952 Class A shares (VWAP $5.1442) valued at $7.5 million on 8 July 2025.
- Make-whole mechanism: If Rallybio’s net proceeds from selling the Initial Shares differ from $7.5 million, the party benefiting must true-up the difference in cash.
- Contingent equity: Upon achievement of specified development milestones for the ENPP1 compound, Rallybio may receive additional shares worth up to $12.5 million, with the same make-whole feature.
- Milestone & royalty stream: The agreement grants Rallybio undisclosed cash milestone payments and low-single-digit royalties on future net sales of ENPP1-related products.
- Following the sale, the ENPP1 JV becomes an indirect wholly-owned subsidiary of Recursion; Rallybio relinquishes all equity interest.
The transaction strengthens Rallybio’s liquidity with $7.5 million in equity that can be monetised, de-risks ongoing ENPP1 development costs, and leaves upside through contingent consideration and royalties. However, future value now depends on milestones achieved by Recursion, and Rallybio forgoes direct participation in the JV’s long-term upside.
Rallybio (NASDAQ:RLYB) filed an 8-K announcing a new employment agreement with Chief Medical Officer Steven Ryder, M.D.
Key terms
- Base salary: $531,227
- Annual target bonus: 40% of salary
- Initial one-year term with automatic one-year renewals
- Standard severance: 12 months salary, prior bonus and up to 12 months COBRA
- Change-in-control severance: 1.5× salary + target bonus, 18 months COBRA and full vesting of time-based equity
Severance requires a release of claims; a 12-month non-compete and non-solicitation applies. No other operational or financial updates were disclosed.