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PBPBLS

Parabilis Medicines, Inc.

$PBLS·$102M·Biotechnology·Healthcare
$31.96+0.4%1Y+59.1%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 4 posts2026-07-22: 5 posts2026-07-23: 7 posts2026-07-24: 3 posts2026-07-25: 2 posts2026-07-26: 0 posts21+11%
Price updated 10m ago·X counts updated 2d ago
PBPBLS
$PBLSParabilis Medicines, Inc.
$31.96+0.44%21 posts+11%
AI analysisFundamentalsVoices on X
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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 eventWinding up for a moveAI verdict · as of 2026-07-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Parabilis just IPO'd at $20 and RA Capital bought $6.9M this week to build a 23.8% stake — Regeneron already invested and September 2 will be the first public print.

Parabilis Medicines (formerly Fog Pharmaceuticals) is a US-listed clinical-stage biotech developing cell-penetrating miniproteins (CPMPs) to target previously undruggable intracellular cancer proteins — the Helicon platform. Shares are trading at $31.28 (recently IPO'd June 10 at $20) and up 56% over twelve months with a $100M market cap and 3M tiny float, and September 2 Q2 earnings is the near-term catalyst.

  • RA Capital's insider-buying cluster is the defining event: July 20-22 RA Capital made 3 open-market purchases totaling $6.9M — large institutional accumulation post-IPO, with RA Capital already disclosing a 23.8% stake per the June 18 SC 13D as their #2 position.
  • The June 10 IPO plus Regeneron concurrent equity is the defining structural event: Parabilis priced its IPO at $20/share (33.5M shares gross), with Regeneron signing a concurrent Stock Purchase Agreement (June 11 8-K) — a specific IPO-plus-strategic-partner setup that positions Parabilis for the Helicon-platform commercial ramp.
  • The Helicon platform is the structural thesis: RA Capital's endorsement plus early efficacy in beta-catenin tumors (19 cPR with 90% DCR), though one analyst flags overvaluation outside clean desmoid indications — a platform-biotech setup where the multi-year opportunity is large but validation-dependent.
  • The June 6 Guy Levy (Soleus Capital) Form 3 is another institutional-signal: as a 10%+ beneficial owner — adding to the pattern of sophisticated healthcare-VC ownership that supports the equity as a validation-dependent long.

September 2 Q2 2026 earnings is the near-term hinge — commentary on the Helicon-platform clinical progression, Regeneron-partnership milestone attribution, and any additional beta-catenin tumor readout is what determines the tape; a specific clinical-milestone readout could extend the tape toward $40+, but a repeat platform-efficacy-attribution concern outside desmoid is the near-term risk.

Agrees with X sentimentX is bullish on RA Capital's 23.8% stake (their #2 position), the Helicon-platform opening previously-undruggable flat proteomic surfaces, and the early efficacy in beta-catenin tumors (19 cPR with 90% DCR), and I broadly agree — the RA Capital $6.9M this-week insider-buying cluster is a specific conviction signal, the Regeneron partnership validates the platform; my qualifier is the analyst-flagged overvaluation-outside-desmoid concern is worth watching.

What to watch: September 2 Q2 2026 earnings — Helicon-platform clinical progression, Regeneron-partnership milestone attribution, and any additional beta-catenin tumor readout; platform-efficacy-attribution concern outside desmoid is the sell tell.

On the calendar: 2026-09-02 — Q2 2026 earnings

recent ipoclinical stage biotechmicrocapinsider buying cluster

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-24

Parabilis Therapeutics gets strong endorsement around RA Capital holding a 23.8% stake as their #2 position, with the Helicon platform opening previously undruggable flat proteomic surfaces. Early efficacy in beta-catenin tumors shows 19 cPR with 90% DCR, though one analyst flags overvaluation outside clean desmoid indications.

Read the AI verdict + X sentiment for $PBLS

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  • 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.

Clinical-stage oncology company developing cell-penetrating miniproteins (CPMPs) to neutralize intracellular cancer-driving proteins.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $PBLS

Partial — Clinical-stage oncology company developing cell-penetrating miniproteins (CPMPs) to neutralize intracellular cancer-driving proteins; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.0%YTD
+40.4%1Y

Fundamentals & catalyst

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

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 19, 2026$-0.72——
Next earningsWed, Sep 2·consensus EPS $-0.17

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.0.3×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.

Insider activity

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

Recent transactions

BuyJul 22Ra Capital Management, L.p.Director47.3K sh$1.4MBuyJul 21Ra Capital Management, L.p.Director65.9K sh$1.9MBuyJul 20Ra Capital Management, L.p.Director131.4K sh$3.6M

See when $PBLS 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
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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

3New insider — initial holdingsJun 293
AI summary

Guy Levy (Soleus Capital Management, Greenwich CT) filed a Form 3 initial beneficial ownership statement as both a 10%+ owner and director of Parabilis Medicines as of June 9, 2026. Initial disclosure of a 10%+ institutional ownership position at this clinical-stage biotech.

SC 13DActivist position (5%+)Jun 18SC 13D
AI summary

RA Capital Management, L.P., with principals Peter Kolchinsky and Rajeev Shah and affiliated fund RA Capital Healthcare Fund, L.P., disclosed an initial Schedule 13D for Parabilis Medicines, Inc. (PBLS) dated June 11, 2026, reporting 28,933,371 shares beneficially owned at 23.8% of the company, all held with shared (not sole) voting and dispositive power consistent with a fund structure. This is a new 13D (not 13G), signaling RA Capital's potential intent to engage actively with management rather than holding as a passive investor. RA Capital is a major healthcare-focused fund; a 23.8% stake at PBLS makes it the dominant institutional holder with significant influence over corporate decisions.

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.

+ 21 other (11 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.

Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More247wallst.com·23d agoThis Parabilis Medicines Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Mondaybenzinga.com·23d agoThis Little-Known Biotech Just Delivered a Bigger IPO Pop Than SpaceX -- and Regeneron Is Already Investedfool.com·31d agoFresh Off IPO, A Director Buys $474,000 of Parabilis Medicines Stock. Is PBLS a Buy?fool.com·38d agoParabilis Medicines Announces Closing of Upsized Initial Public Offering, Including Full Exercise of Underwriters' Option to Purchase Additional Sharesglobenewswire.com·47d ago

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