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PBPBLS

Parabilis Medicines, Inc.

$PBLS·$89M·Biotechnology·Healthcare
$27.26-10.1%1Y+36.3%
Mentions · last 7 days
2026-06-06: 2 posts2026-06-07: 1 posts2026-06-08: 4 posts2026-06-09: 17 posts2026-06-10: 63 posts2026-06-11: 8 posts2026-06-12: 2 posts97+2%
Price updated 19h ago·X counts updated 19h ago
PBPBLS
Parabilis Medicines, Inc.$PBLS
$27.26-10.06%97 posts+2%
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PBLS, 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 2026-06-13

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

Parabilis Medicines (formerly Fog Pharmaceuticals) is a clinical-stage biopharmaceutical developing cell-penetrating miniproteins (CPMPs) designed to target cancer-causing proteins inside cancer cells and neutralize them — Cambridge MA, $89M market cap. The company IPO'd on 6/11 at $20.00 per share offering 33.5M shares for $670M gross proceeds, with Regeneron Pharmaceuticals concurrently purchasing $75M of shares at $18.00 (90% of IPO price) as an anchor investor — a major biotech validating the pipeline with a strategic research collaboration. Stock dropped 10% today to $27.26 — likely post-IPO volatility but well above the $20 IPO price. No quarterly financials disclosed yet; pre-revenue. PE not meaningful. Float not disclosed. Beta 0 (insufficient history). The Regeneron anchor investment is the dominant catalyst signal — major biotech partnership validates the CPMP technology pipeline.

What to watch: Whether the Regeneron strategic research collaboration translates to named clinical milestones in Q3 2026 AND a clear lead-asset clinical Phase 1 path is communicated — both green restart the move; a quarter of post-IPO drift without Regeneron milestones reseals toward the $20 IPO price.

sentiment missingearnings missingfloat missing

Read the AI verdict + X sentiment for $PBLS

  • 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
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What it does

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

Fog Pharmaceuticals, Inc. is a clinical-stage pharmaceutical company. It discovers and develops cell-penetrating miniproteins (CPMPs), which are specifically designed to target cancer-causing proteins inside cancer cells and neutralize them. The company was founded by Gregory L. Verdine, WeiQing Zhou and David Philip Lane in 2015 and is headquartered in Cambridge, MA.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

GLP-1 obesity pipeline competition and clinical binary events are the twin forces bifurcating biotech — ALT and VKTX carry high risk/reward ratios in the obesity race while IBRX's bladder/pancreatic immunotherapy catalysts define the oncology binary calendar. Gene editing (CRSP, BEAM, NTLA) is entering commercial maturation with Casgevy revenue scaling.

See how Biotechnology shapes $PBLS

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $PBLS's next move
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Top industry ETF

$IBBiShares Biotechnology ETF
+0.6%YTD
+32.3%1Y

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.—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.—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.—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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.005-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $PBLS is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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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

8-KMaterial agreementJun 118-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 5.03: Charter amendment
AI summary

Parabilis Medicines, Inc. entered into a Stock Purchase Agreement with Regeneron Pharmaceuticals, Inc. concurrent with its IPO, closing June 11, 2026. Regeneron purchased 4,166,666 shares of PBLS common stock at $18.00 per share (90% of the $20.00 IPO price) in a private placement totaling approximately $75 million. Regeneron received customary piggyback registration rights. This strategic anchor investment by a major biotech validates Parabilis's pipeline and provides meaningful non-dilutive-equivalent capital at a slight discount to the IPO price.

424B4Prospectus supplement (offering)Jun 10424B4
AI summary

Parabilis Medicines, Inc. priced its IPO at $20.00 per share, offering 33,500,000 shares of voting common stock for gross proceeds of $670 million, with underwriter overallotment for up to 5,025,000 additional shares. Concurrently, Regeneron Pharmaceuticals agreed to purchase approximately $75 million of shares in a private placement at 90% of the IPO price (4,166,666 shares) in connection with a strategic research collaboration. Shares are listed on Nasdaq under 'PBLS'; underwriters include Leerink Partners and BofA Securities; delivery expected June 11, 2026. The Regeneron strategic investment alongside a $670M IPO signals strong validation of Parabilis' pipeline, making this a transformative capital event for a pre-revenue biotech.

3New insider — initial holdingsJun 93
AI summary

RA Capital Management, L.P. filed an initial Form 3 on June 9, 2026, disclosing director status at Parabilis Medicines (PBLS) and indirect beneficial ownership through multiple funds, including Series E Preferred Stock convertible into at least 419,006 and 104,751 shares of voting common stock (multiple tranches across related entities). RA Capital is a prominent life sciences-focused investment firm. This is a routine Section 16 and 10%+ group disclosure in connection with Parabilis's IPO, confirming institutional investor backing from a major healthcare-focused fund.

3New insider — initial holdingsJun 93
AI summary

Mathai Mammen, President & CEO of Parabilis Medicines, filed a Form 3 on June 9, 2026, reporting initial beneficial ownership upon the company's IPO. He holds stock options to purchase 2,377,201 shares at $3.43 (expiring April 2033) and additional option tranches at earlier prices per the filing; no direct share ownership is reported in Table I. He is both a Director and officer. Routine initial IPO-related insider disclosure — the option stakes at well-below-IPO-price ($20.00) represent significant unrealized value but are administrative in nature.

3New insider — initial holdingsJun 93
AI summary

Alan Sebulsky, a Director of Parabilis Medicines, filed a Form 3 on June 9, 2026, reporting initial beneficial ownership upon the company's IPO. He reports no direct or indirect securities beneficially owned — no shares, options, or derivative securities are listed. Routine initial director disclosure at time of IPO — administrative, no market impact.

3New insider — initial holdingsJun 93
AI summary

Rohin Mhatre, an officer of Parabilis Medicines (role described in remarks), filed a Form 3 on June 9, 2026, reporting initial beneficial ownership upon the company's IPO. He holds stock options to purchase 38,988 shares at $1.48 (expiring March 2034) plus at least one additional option tranche per the filing; no direct share ownership is reported. Routine initial IPO-related officer disclosure — the in-the-money options at $1.48 vs. a $20.00 IPO price represent meaningful unrealized value but filing is administrative.

3New insider — initial holdingsJun 93
AI summary

Krishna Yeshwant, a Director of Parabilis Medicines, filed a Form 3 on June 9, 2026, reporting initial beneficial ownership upon the company's IPO. He reports no direct or indirect securities beneficially owned — no shares, options, or derivative securities are listed. Routine initial director disclosure at time of IPO — administrative, no market impact.

3New insider — initial holdingsJun 93
AI summary

James E. Flynn, a 10%+ owner and director of Parabilis Medicines (PBLS), filed an initial Form 3 on June 9, 2026, disclosing indirect beneficial ownership through Deerfield Private Design Fund III, L.P. and related entities, including Series A Preferred Stock convertible into approximately 122,990 shares of voting common stock plus additional series. Flynn is associated with Deerfield Management, a healthcare-focused investment firm. This is a routine Section 16 and beneficial ownership disclosure in connection with Parabilis's IPO registration, confirming significant institutional investor involvement.

+ 19 other (9 3s · 3 S-1/As · 1 S-8 · 1 EFFECT) in window

Recent news

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

Parabilis Medicines Announces Closing of Upsized Initial Public Offering, Including Full Exercise of Underwriters' Option to Purchase Additional Sharesglobenewswire.com·2d agoParabilis Medicines Announces Pricing of Upsized Initial Public Offeringglobenewswire.com·4d agoParabilis Medicines aims to raise $633 million in upsized US IPOreuters.com·4d ago

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