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.
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 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.
Rallybio Corporation’s planned merger with Candid Therapeutics will not proceed after Candid ended their agreement and signed a Permitted Alternative Agreement with UCB S.A. Instead of completing the transaction, Rallybio is entitled to receive a $50,000,000 Parent Termination Fee from Candid under the merger terms.
Rallybio, Candid and UCB also signed a waiver on May 1, 2026 that adjusts certain notice rights, allows payment of the termination fee and expense reimbursements on the first business day after termination, and includes broad mutual releases of claims related to the merger agreements and contemplated transactions. Rallybio plans to withdraw its previously filed Form S-4 registration statement.
Rallybio Corp Schedule 13G reports that Laurion Capital Management and two co-managing members beneficially own 302,756 shares of Rallybio Common Stock, representing 5.72% of the class as of 03/31/2026. The filing states the shares are held by Laurion Funds, with shared voting and dispositive power among Laurion Capital, Benjamin A. Smith, and Janaka S. Maduraperuma. The statement clarifies that Laurion Capital Master Fund Ltd. holds more than 5% of the class and identifies the reporting persons and their business address.
The registrant Rallybio Corporation and Candid Therapeutics, Inc. have entered a Merger Agreement under which Merger Sub will merge into Candid and Rallybio will be renamed Candid Therapeutics, Inc. At the Effective Time, each share of Candid capital stock will convert into the right to receive shares of Rallybio common stock based on an assumed Exchange Ratio of 0.0716 (which assumes a 1-for-2.5 reverse stock split of Rallybio). Candid has committed to a Concurrent Financing of $505.5 million immediately prior to closing. On a pro forma, fully diluted basis (assuming the stated assumptions), pre-Merger Candid equityholders are expected to own approximately 57.55% of the combined company, Concurrent Financing investors 38.80%, and pre-Merger Rallybio equityholders 3.65%. Rallybio reports Rallybio Net Cash of approximately $35.81 million as of April 15, 2026 (approximately $39.47 million as of December 31, 2025) and expects to incur ongoing losses related to the Merger.
Johnson & Johnson and Johnson & Johnson Innovation‑JJDC, Inc. amend a Schedule 13G/A to report beneficial ownership of 152,901 shares of Rallybio Corporation common stock, representing 2.9% of the class. Percentage ownership is calculated using 5,289,675 shares outstanding as of March 6, 2026. The filing states the securities are directly owned by JJDC and that J&J may be deemed to indirectly beneficially own them; the amendment is signed April 13, 2026.
Rallybio Corporation reported that Chief Medical Officer Steven Ryder, M.D., who has served in that role since January 2019, has left the company effective immediately. His departure occurs as Rallybio pursues a pending business combination with Candid Therapeutics, Inc. under a previously announced merger agreement.
Under a new separation agreement, Dr. Ryder will receive severance payments and benefits consistent with a termination by Rallybio without cause, as outlined in his existing employment agreement. After the closing of the Candid merger and related change of control, he is entitled to additional severance owed for a without-cause termination following a change of control, reduced by the initial severance amounts already paid.
Rallybio states that Dr. Ryder’s restricted stock, stock options and other equity awards will remain outstanding and may continue to vest according to the merger agreement. These awards will remain exercisable until 90 days following the closing of the merger, providing a limited post-closing window for exercise.