BioAge Labs (BIOA)
Develops metabolic-disease drug candidates from human-aging biology.
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Develops clinical-stage metabolic-disease therapies using human-aging biology datasets, with BGE-102 now the lead program. The business has one reportable segment, no approved product sales in context, and relies on clinical execution plus discovery collaborations after azelaprag development ended.
Develops clinical-stage therapies for metabolic diseases by using human-aging biology and differentiated human datasets to identify drug targets. The current portfolio is led by BGE-102, an oral NLRP3 inhibitor being tested for elevated cardiovascular risk and related inflammatory conditions.
Keeps APJ biology in scope through long-acting injectable, oral small-molecule, and nanobody agonist programs after discontinuing azelaprag. External discovery work includes Novartis and Lilly collaborations around aging biology, exercise physiology, and metabolic-aging targets.
Operates from Emeryville with one reportable segment and no approved product-sales base in the opened context. The business depends on clinical safety, BGE-102 execution, and partner-supported discovery work after the late-2024 azelaprag safety stop.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Roth Capital | Reiterate | Buy | $36 | $25 | |
| Jul 31, 2026 | Jefferies | Target | $62 | $21 | ||
| May 27, 2026 | Roth Capital | Target | $36 | |||
| May 13, 2026 | BTIG | Target | $40 | |||
| Mar 27, 2026 | Needham | Target | $50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $318.7M · Total debt $2.8M · Total assets $396.9M · Shareholders' equity $374.9M
- Revenue
- $2.5M
- Operating income
- −$29.3M
- Net income
- −$26.1M
No dividends on record.
| Institutions164 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 82.07% | 37.67M shares | |
| Insiders5 holders · as of Apr 24, 2026 | 8.56% | 3.93M shares | |
| Otherremainder | ≈ 9.37% | 4.30M shares |
45.90M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (45.90M in the company's Sep 3, 2026 report, 37.65M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Ah Capital Management, L.L.C.Institution | 7.04% | 3.23M | 13Fas of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.21% | 2.85M | 13Fas of Jun 30, 2026 |
Kristen Fortney1Insiderdirector, officer: Chief Executive Officer | 5.89% | 2.70M | 13Gfiled Feb 13, 2026 ↗ |
Cormorant Asset Management, LPInstitution | 5.21% | 2.39M | 13Fas of Jun 30, 2026 |
Sofinnova Investments, Inc.Institution | 5.00% | 2.29M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
- Kristen Fortney's transaction reports restate only vehicles that traded; the 2026 ownership statement (2.70M) is used instead.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 29, 2026 | Shane Barton | officer: Principal Accounting Officer | −42,350 | $25.21 |
| Jun 30, 2026 | Shane Barton | officer: Principal Accounting Officer | −20,216 | $25.19 |
| Apr 1, 2026 | Paul D. Rubin | officer: Chief Medical Officer | −8,820 | $17.81 |
| Mar 2, 2026 | Paul D. Rubin | officer: Chief Medical Officer | −7,433 | $20.30 |
| Feb 2, 2026 | Paul D. Rubin | officer: Chief Medical Officer | −7,433 | $18.75 |
- Eli Lilly
Ventyx-backed NLRP3 pipeline and obesity scale.
- Novo Nordisk (ADR)
Metabolic-disease leader with licensed NLRP3 work.
- Merck
Large pharma competitor named for NLRP3 pipeline overlap.
- AstraZeneca (ADR)
AZD4144 creates direct NLRP3 and cardiorenal overlap.
- Structure Therapeutics (ADR)
Oral metabolic pipeline overlaps with APJ obesity strategy.
- Sanofi (ADR)
Public APJ competitor named by BioAge's 10-K.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BioAge Labs | $9.53 | −2.01% | $366.3M | — | — | 35.4 | +1.6% |
| Eli Lilly | $1,165.91 | +0.56% | $1.09T | 38.9 | 28.4 | 13.7 | +47.7% |
| Novo Nordisk (ADR) | $47.45 | +1.49% | $207.69B | 11.5 | 18.9 | 4.1 | +0.0% |
| Merck | $151.14 | −0.33% | $374.52B | 121.3 | 17.6 | 5.6 | +5.1% |
| AstraZeneca (ADR) | $163.48 | +1.13% | $250.67B | 24.3 | 15.2 | 4.1 | +6.4% |
| Structure Therapeutics (ADR) | $47.80 | +0.06% | $2.75B | — | — | — | — |
| Sanofi (ADR) | $44.52 | +0.12% | $106.78B | 78.2 | — | 1.9 | +11.2% |
| Median | 38.9 | 18.2 | 4.1 | +6.4% |