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Rallybio Corporation is seeking stockholder approval for an all‑stock merger with Avenzo Therapeutics, Inc., under which a Rallybio subsidiary will merge into Avenzo, leaving Avenzo as a wholly owned subsidiary. Rallybio will change its name to Avenzo Therapeutics, Inc., complete a reverse stock split, and maintain a Nasdaq listing, with the combined company expected to trade under the symbol AVZO.
Each share of Avenzo common and preferred stock will convert into Rallybio common stock at an assumed 0.5020 Exchange Ratio, subject to adjustments tied mainly to Rallybio’s final Net Cash and share count. Avenzo has also arranged a $215.0 million concurrent equity financing to close immediately before the merger. Based on current assumptions, Avenzo pre‑merger equityholders are expected to own 56.6% of the combined company, Rallybio equityholders 2.8%, and concurrent financing investors 40.6%, all on a fully diluted basis.
Rallybio estimates Net Cash of about $83.2 million as of June 30, 2026 and plans to distribute substantially all of this to pre‑closing securityholders through cash “Parent Distributions” and non‑transferable contingent value rights linked to potential future proceeds from Rallybio’s legacy assets.
Rallybio Corp director Helen M. Boudreau exercised options to acquire 3,562 shares of Common Stock on July 6, 2026 at an exercise price of $2.38 per share. Following the transaction, she directly holds 6,542 shares of Common Stock. The options exercised were originally rights to buy Rallybio common stock.
Rallybio Corporation: ADAR1 Capital Management, LLC and Daniel Schneeberger report beneficial ownership of 926,352 shares of Common Stock, representing 17.5% of the class. The filing states this percentage is based on 5,298,137 shares outstanding as of May 8, 2026. The shares are owned directly by private funds and separately managed accounts advised by ADAR1; Mr. Schneeberger is the sole manager and files as a control person.
Rallybio Corporation entered into a merger agreement to combine with Avenzo Therapeutics, Inc., under which Merger Sub will merge into Avenzo and Avenzo will become a wholly owned subsidiary of Rallybio. Concurrently, Avenzo has secured a $215.0 million private financing (the Concurrent Financing).
On a pro forma fully diluted basis (assuming the Concurrent Financing), pre-Merger Avenzo equityholders are expected to own 56.6% of the combined company, investors 40.6% and pre-Merger Rallybio equityholders 2.8%, based on assumed valuations of $300.0 million for Avenzo and $15.0 million for Rallybio. The transaction contemplates a Form S-4 registration, a reverse stock split, a name change to “Avenzo Therapeutics, Inc.,” a Contingent Value Right program, support and lock-up agreements, management of Avenzo leading the combined company, and customary closing conditions and termination fees.
Rallybio Corporation announced a definitive agreement to acquire Avenzo Therapeutics in an all‑stock reverse‑triangular merger combined with a $215.0 million concurrent private financing. Avenzo will become a wholly owned Rallybio subsidiary, and the combined company is expected to be renamed Avenzo Therapeutics and trade on Nasdaq as “AVZO.”
Based on an implied valuation of $15.0 million for Rallybio and $300.0 million for Avenzo and assuming Rallybio distributes substantially all pre‑closing net cash, pre‑transaction Rallybio equityholders are expected to own about 2.8% of the combined company and pre‑transaction Avenzo equityholders, including financing investors, about 97.2%, on a fully diluted treasury‑stock basis.
Rallybio stockholders will also receive contingent value rights tied to potential future proceeds from legacy asset dispositions. The combined company expects its cash at closing, including the $215.0 million financing, to fund operations into late 2028 and advance four clinical‑stage oncology programs through multiple Phase 1 updates and the start of several Phase 2 studies.
Rallybio Corp disclosed that private investment funds and separately managed accounts managed by ADAR1 Capital Management, LLC made open-market purchases of Rallybio common stock. Across May 18–19, 2026, these ADAR1-managed vehicles bought a total of 16,209 shares at weighted average prices near $14 per share.
Following these transactions, the ADAR1-managed funds and accounts indirectly held 926,352 Rallybio shares. ADAR1 Capital Management and Daniel Schneeberger, each a 10% owner, may be deemed indirect beneficial owners but expressly disclaim beneficial ownership beyond any pecuniary interest.
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.