TickerTalks
Browse all tickers →
TickerTalks›$APGE
APAPGE

Apogee Therapeutics, Inc.

$APGE·$8.2B·Biotechnology·Healthcare
$134.00-0.1%YTD+76.4%1Y+243.6%
Mentions · last 7 days
2026-07-10: 2 posts2026-07-11: 2 posts2026-07-12: 1 posts2026-07-13: 17 posts2026-07-14: 5 posts2026-07-15: 6 posts2026-07-16: 1 posts35-6%
Price updated 4h ago·X counts updated 1d ago
APAPGE
$APGEApogee Therapeutics, Inc.
$134.00-0.06%35 posts-6%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $APGE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Trading at deal price after AbbVie's $10.9 billion takeout offer.

Apogee Therapeutics is now essentially a merger-arbitrage instrument after AbbVie agreed to acquire the company for roughly $10.9 billion, with the stock pinned at close to 100% of its fifty-two-week high while investors wait on the closing conditions.

  • The deal is the market's read on Apogee's atopic-dermatitis and other immunology antibodies as a strategic fit for AbbVie's post-Humira franchise, and it validates a valuation the standalone story had struggled to defend.
  • Standalone data readouts and pipeline commentary are effectively de-emphasized until closing, and the second-quarter print will function mainly as a deal-progress update rather than a value driver.
  • The risk from here is a specific regulatory or shareholder-vote objection rather than fundamentals, and the payoff profile is asymmetric with limited upside above the deal price and full downside if the transaction breaks.

Watch antitrust filings, tender-offer timing, and any AbbVie commentary that recharacterizes deal certainty.

Agrees with X sentimentChatter reflects the deal setup; there is no independent debate on standalone value while the process runs.

What to watch: Antitrust review, shareholder-vote or tender timeline, and any AbbVie commentary on deal certainty.

On the calendar: Deal closing expected in the coming months; interim milestones in proxy filings.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-10

Apogee Therapeutics is acquired by AbbVie for $10.9B (starting at $10B) via an exploding preemptive offer with no competitive process, projecting $9.3B peak sales in 2038 and $37B 10-yr cumulative. Read-throughs boost atopic dermatitis peers (ACRS, CRVS, KYMR). Sentiment is bullish on M&A validation of immunology assets.

Read the AI verdict + X sentiment for $APGE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Biotech developing extended-half-life biologics for atopic dermatitis, COPD, and related inflammatory diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $APGE.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $APGE

Partial — Biotech developing extended-half-life biologics for atopic dermatitis, COPD, and related inflammatory diseases; the GLP-1 pipeline bifurcation and ADA oral formulation competition creates tailwinds for one product line, not the full operation.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-22.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-24.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-32.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-1.06$-1.07+0.9%
Q4 2025Mar 2, 2026$-1.03$-1.05+1.9%
Q3 2025Nov 10, 2025$-1.11$-1.12+0.9%
Q2 2025Aug 11, 2025$-1.13$-1.03-9.7%
Next earningsMon, Aug 10·consensus EPS $-1.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-1.06$-55.6M
Q4 FY25$0———$-1.03$-62.8M
Q3 FY25$0———$-1.11$-54.3M
Q2 FY25$0———$-1.13$-62.8M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.1M$8.7M – $9.5M-$4.44-$4.78 – -$4.2411
FY27$11.5M$11.5M – $11.5M-$5.54-$6.30 – -$4.948
FY28$53.8M$52.8M – $54.8M-$6.08-$12.69 – -$2.7211
FY29$239.1M$239.1M – $239.1M-$5.57-$5.57 – -$5.575
FY30$801.4M$801.4M – $801.4M-$1.18-$1.18 – -$1.185

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+30.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+70.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Henderson Michael ThomasCEO20.0K sh$2.7MSellJul 1Carl DambkowskiChief Medical Officer5.5K sh$730KSellJun 22Carl DambkowskiChief Medical Officer26.4K sh$3.5MSellJun 22Henderson Michael ThomasCEO80.0K sh$10.6MSellJun 10Henderson Michael ThomasCEO20.0K sh$1.7MSellJun 3Carl DambkowskiChief Medical Officer5.5K sh$433KSellMay 13Henderson Michael ThomasCEO20.0K sh$1.6MSellMay 6Carl DambkowskiChief Medical Officer5.5K sh$463KSellMay 1Jane HendersonCFO2.0K sh$164KSellApr 16Jane HendersonCFO2.0K sh$180K
1–10 of 21
+ 15 other (7 exempts · 6 awards · 2 gifts) in window

See when $APGE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 23SC 13D/A
AI summary

Amendment No. 6 to Schedule 13D filed by Fairmount Funds Management LLC reporting beneficial ownership of Apogee Therapeutics, Inc. representing a 4% stake (7 shares), with investment intent. This SC 13D/A filing dated 2026-06-23 updates the holder's position and disclosed intentions.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Apogee Therapeutics, Inc. entered into an Agreement and Plan of Merger on June 18, 2026 with AbbVie Inc. (via subsidiaries Andor LLC and Andor Merger Co.), under which AbbVie will acquire Apogee in an all-cash transaction at $135.11 per share. All outstanding in-the-money stock options will be cancelled and converted to cash equal to the spread versus the merger consideration. The 8-K also covers annual meeting voting results and Reg FD disclosure of the deal investor presentation. A transformative, highly material all-cash buyout of a clinical-stage immunology biotech by a large-cap pharma at a substantial per-share premium.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement
AI summary

Apogee Therapeutics entered into an antibody discovery agreement and a concurrent license agreement with Paragon Therapeutics on June 17, 2026 for the generation and characterization of monospecific antibody candidates targeting interleukin 31 receptor (IL-31R). Paragon will be compensated through research fees and CRO reimbursements; optional CMC Activities would trigger additional fees of $1.3M-$2.0M depending on scope. Either party may terminate on specified notice. This IL-31R agreement was signed one day before the AbbVie merger announcement, making it an incremental pipeline investment now incorporated into the AbbVie deal.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Apogee Therapeutics, Inc. held its 2026 Annual Meeting on June 9, 2026, with 61,853,254 shares entitled to vote. Shareholders elected Class III directors Mark C. McKenna, Jennifer Fox, and William (BJ) Jones Jr. to serve until 2029; ratified Ernst & Young LLP as auditor (56.96M for, 1,361 against); and approved Say-on-Pay. Jones drew the most opposition (10.2M withheld), though all proposals passed. Standard annual governance filing with no consequential changes.

8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

APGE (APGE) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $100.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KPress release / Reg FDMay 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

APGE (APGE) disclosed its addition to Nasdaq Global Market Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases APGE's institutional ownership base and enhances its market visibility and liquidity profile.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change
AI summary

Apogee Therapeutics, Inc. (APGE) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Apogee Therapeutics, Its Charter. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

SC 13D/AActivist amendmentMar 27SC 13D/A
+ 27 other (9 13Gs · 6 proxys · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Big Pharma's $300 Billion Patent Problem Fuels Biotech Dealsetftrends.com·4d agoAre AVB, LPRO, APGE, TMHC Obtaining Fair Deals for their Shareholders?gurufocus.com·11d agoAre AVB, LPRO, APGE, TMHC Obtaining Fair Deals for their Shareholders?prnewswire.com·11d agoShareholder Alert: Ademi LLP investigates whether Apogee Therapeutics is obtaining a Fair Price for Public Shareholdersglobenewswire.com·16d agoShareholder Alert: Ademi LLP investigates whether Apogee Therapeutics is obtaining a Fair Price for Public Shareholdersglobenewswire.com·16d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SEER$QTTB$AGEN$REGN$MRNA$AURA$SLS$RXRX
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport