Rallybio Corporation's SEC filings document material events for a clinical-stage biotechnology issuer developing rare-disease therapies in complement dysregulation and hematology. Its 8-K disclosures cover operating and financial results, clinical or regulatory updates, material agreements, and capital-structure matters tied to its common stock.
The filing record also includes stockholder voting results and governance disclosures, including certificate-of-incorporation amendments, reverse stock split disclosure, Nasdaq Capital Market listing matters, and registered common stock information. Agreement filings describe transactions involving Rallybio IPB, LLC, RE Ventures I, LLC, Recursion and the REV102 ENPP1 program, alongside emerging-growth-company reporting status and other material-event disclosures.
Rallybio Corp reported insider-related buying activity by entities associated with ADAR1 Capital Management, LLC and Daniel Schneeberger. Private funds and separately managed accounts managed by ADAR1 purchased a total of 79,559 shares of Rallybio common stock in open-market transactions on May 13, 2026 and May 15, 2026.
Reported purchase prices ranged from $13.7700 to $14.0000 per share, with some trades disclosed on a weighted-average basis. The filing states these securities are owned directly by ADAR1-managed investment vehicles and may be deemed indirectly beneficially owned by ADAR1 and Schneeberger, who each disclaim beneficial ownership except to the extent of any pecuniary interest.
Rallybio Corporation — amended Schedule 13G/A discloses that Viking Global-related reporting persons beneficially own 528,954 shares of Common Stock, representing 9.99% of the class. The filing states 5,290,236 shares outstanding as of March 31, 2026.
The stake combines 524,347 directly owned shares and Warrants exercisable for 416,673 shares subject to a 9.99% ownership blocker; 4,607 Warrant shares are currently exercisable and included in the reported total. The amendment removes David C. Ott as a reporting person effective March 31, 2026.
RallyBio Corporation: Nantahala Capital Management, LLC and its principals, Wilmot B. Harkey and Daniel Mack, report beneficial ownership of 300,635 shares of RallyBio Common Stock, representing 5.68% of the class as of March 31, 2026.
The filing states the reported shares are held by funds and separately managed accounts under Nantahala's control and that the Reporting Persons have shared voting and dispositive power over these shares.
Rallybio Corp disclosure: Cormorant Asset Management, LP and Bihua Chen report beneficial ownership of 400,000 shares of Rallybio common stock, representing 7.56% of the class. The percentage is calculated using 5,289,675 shares outstanding as of March 6, 2026.
The filing states the shares are held by Cormorant Funds and that Cormorant Global Healthcare Master Fund, LP holds more than 5% of the class. Voting and dispositive power are reported as shared for 400,000 shares; sole power is reported as 0.
Rallybio Corp ownership disclosure: reporting persons from Balyasny report beneficial ownership of 376,573 shares of Rallybio common stock, representing approximately 7.12% of the class based on 5,289,675 shares outstanding as of March 6, 2026. The shares are held directly by Atlas Diversified Master Fund, Ltd. (ADMF); Balyasny entities and Dmitry Balyasny state they may be deemed to beneficially own the shares by virtue of their management and GP/member roles. The principal business address for the reporting persons is 444 West Lake Street, Chicago, IL.
Rallybio Corp reported that private investment funds and separately managed accounts managed by ADAR1 Capital Management, LLC, which may be deemed to be indirectly beneficially owned by ADAR1 and Daniel Schneeberger, completed a series of open-market purchases of common stock. On May 11–12, 2026, these accounts bought a total of 50,800 shares of Rallybio common stock in four transactions at weighted average prices around $13.83–$14.00 per share, within disclosed trading ranges from $13.75 to $14.00. Following the most recent transaction, the filing reports 830,584 shares indirectly owned. The reporting persons disclaim beneficial ownership of the securities beyond any pecuniary interest.
Rallybio Corporation reported a smaller quarterly loss while reinforcing its cash position. For the three months ended March 31, 2026, revenue was $0.2 million, flat year over year, all from a Johnson & Johnson collaboration.
Research and development expenses fell to $2.9 million from $5.7 million, mainly after discontinuing the RLYB212 FNAIT program, while general and administrative costs rose to $6.1 million due largely to legal, professional, and severance charges tied to a terminated merger with Candid Therapeutics. Net loss narrowed to $8.3 million, or $1.46 per share, versus $9.4 million, or $1.69, a year earlier.
As of March 31, 2026, Rallybio held $46.8 million in cash, cash equivalents and marketable securities and expects this to fund operations for more than 12 months. After quarter-end, the company received a $50.0 million termination fee plus $0.4 million of expense reimbursement following Candid’s decision to end their merger agreement.
Rallybio Corp reported that private investment funds and separately managed accounts overseen by ADAR1 Capital Management, LLC made open‑market purchases of its common stock. Across three transactions on May 4–5, 2026, these accounts bought 155,905 shares at per‑share prices around $13.9–$14.0, increasing their indirect position to 779,784 shares. The securities may be deemed indirectly beneficially owned by ADAR1 and by Daniel Schneeberger, though each reporting person disclaims beneficial ownership beyond any pecuniary interest.
Rallybio Corp reported that investment manager ADAR1 Capital Management, LLC and Daniel Schneeberger are each 10% owners of the company’s common stock. The Form 3 shows 623,879 shares of common stock held indirectly through private investment funds and separately managed accounts managed by ADAR1.
ADAR1 and Schneeberger may be deemed to indirectly beneficially own these shares but each disclaims beneficial ownership except to the extent of any pecuniary interest. The filing records an existing indirect holding rather than a new purchase or sale.
Rallybio Corp’s major venture backer 5AM Ventures and related entities now report owning no common stock in the company. In this Amendment No. 3 to Schedule 13D, 5AM Ventures V, 5AM Opportunities I and their managing members disclose aggregate beneficial ownership of 0 shares, or 0.0% of Rallybio’s common stock.
The filing notes that on May 4, 2026, 5AM Ventures V sold 135,319 shares and 5AM Opportunities I sold 156,469 shares in open market transactions, at prices between $13.72 and $14.50 per share, with a weighted average sale price of $13.95 per share for each fund.