Bolt Biotherapeutics (BOLT)
Develops Boltbody immune-stimulating antibody conjugates for cancer.
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Develops immune-stimulating antibody conjugates for cancer, centered on BDC-4182 in a first-in-human study for gastric and gastroesophageal-junction cancer. Revenue comes only from collaborations, while the company has no approved products or product-sale revenue.
Develops BDC-4182, a next-generation Boltbody immune-stimulating antibody conjugate being studied in gastric and gastroesophageal-junction cancer. Its ISAC design combines a tumor-targeting antibody, non-cleavable linker, and proprietary immune stimulant to activate myeloid cells and recruit broader immune responses in the tumor microenvironment. BDC-3042, CEA ISAC, and PD-L1 ISAC are paused or available for partnering.
Operates from Redwood City, California, with an Australian subsidiary supporting regional research and development, while Genmab and Toray are named strategic collaborators. Generates revenue only from collaboration arrangements and has never recorded product sales. Progress depends on clinical evidence for its single internally prioritized program, third-party manufacturing, licensed Stanford intellectual property, partner participation, additional capital, and FDA approval before U.S. marketing.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Oct 20, 2025 | H.C. Wainwright | Target | $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $17.6M · Total debt $21.6M · Total assets $40.3M · Shareholders' equity $12.6M
- Revenue
- $5.0K
- Operating income
- −$8.4M
- Net income
- −$7.7M
No dividends on record.
| Institutions24 holders · as of Mar 31, 2026 | 31.84% | 613.3K shares | |
| Insiders3 holders · as of Feb 4, 2026 | 2.21% | 42.6K shares | |
| Otherremainder | 65.95% | 1.27M shares |
1.93M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Sofinnova Investments, Inc.Institution | 7.15% | 137,721 | 13Fas of Mar 31, 2026 |
Renaissance Technologies LLCInstitution | 4.01% | 77,225 | 13Fas of Mar 31, 2026 |
Vivo Capital, LLCInstitution | 3.76% | 72,414 | 13Fas of Mar 31, 2026 |
Pivotal Bioventure Partners Investment Advisor LLCInstitution | 2.21% | 42,581 | 13Fas of Mar 31, 2026 |
Grant YonehiroInsiderofficer: Chief Operating Officer | 2.02% | 38,918 | Form 4filed Oct 24, 2025 ↗ |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 5, 2025 | Sarah Nemec | officer: Senior VP, Finance and PAO | +125 | $4.61 |
| Dec 5, 2025 | William P. Quinn | director, officer: President, CEO and CFO | +125 | $4.61 |
| Jun 6, 2025 | William P. Quinn | director, officer: President, CEO and CFO | +125 | $5.49 |
| Jun 6, 2025 | Sarah Nemec | officer: Senior VP, Finance and PAO | +125 | $5.49 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bolt Biotherapeutics | $3.84 | −5.65% | $7.4M | — | — | 1.6 | −99.7% |
| AstraZeneca (ADR) | $163.48 | +1.13% | $250.67B | 24.3 | 15.2 | 4.1 | +6.4% |
| Eikon Therapeutics | $11.38 | +4.60% | $616.1M | — | — | — | — |
| Median | 24.3 | 15.2 | 4.1 | +6.4% |




