{"filings":[{"id":609365,"accession_number":"0001171843-26-003648","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2026-05-22T20:05:18+00:00","items":["5.07"],"status":"ready","headline":"Beta Bionics reports 2026 Annual Meeting voting results; directors elected, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class I directors Sean D. Carney and Christy Jones elected with 30.7M and 25.9M votes for, respectively.","Ratification of Ernst & Young as independent auditor for FY 2026 approved with 36.0M votes for, 41,527 against.","Quorum of 36.1M shares out of 44.6M outstanding represented at the meeting.","No other items were submitted for stockholder approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":581838,"accession_number":"0001171843-26-003617","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2026-05-21T20:06:17+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Beta Bionics targets Q2 2027 commercialization for Mint patch pump","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Expects full commercialization of Mint patch pump by end of Q2 2027, subject to FDA clearance.","Timeline based on FDA initial responses to 510(k) ACE insulin pump application and manufacturing scale progress.","Mint features: 200-unit reservoir, 3-day wear, waterproof, smartphone controlled, no recharging needed.","Compatible with Beta Bionics' iAGC algorithm and Dexcom G7, Abbott FreeStyle Libre 3 Plus CGMs.","Exclusively available in pharmacy channel; manufacturing capacity expected to meet launch demand."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94596,"accession_number":"0001171843-26-002614","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics Q1 net sales up 57% YoY to $27.6M; raises FY 2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Net sales $27.6M (+57% YoY); PBP channel $10.7M (+181% YoY).","Gross margin 59.5% (+864 bps); loss from ops $24.3M (-88% of sales vs -106%).","Net loss $21.9M vs $28.7M YoY; adjusted EBITDA -$17.7M (-64% vs -88% of sales).","Cash and investments $239.5M; raised full year 2026 guidance (quantified details not provided).","New patient starts declined 10-20% sequentially; 70% from MDI users."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":27626000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107098,"accession_number":"0001171843-26-000859","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics Q4 2025 revenue $32.1M (+57% YoY); guides FY2026 $130-135M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $32.1M in Q4 (+57% YoY); full year $100.3M (+54%). Installed base 35,011 users (+129%).","Gross margin 59% Q4 (up 179bps); FY gross margin 55.4%. Net loss $13.5M Q4 (improved from $18.1M).","2026 guidance: revenue $130M-$135M; PBP channel 36-38% of new starts; gross margin 55.5%-57.5%.","Bihormonal system Phase 2a first-in-human trial completed in New Zealand; additional Phase 2a expected H1 2026.","Cash $264.7M as of Dec 31, 2025. New patient starts up 37% Q4 to 5,592."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":100251000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107097,"accession_number":"0001171843-26-000538","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Beta Bionics receives FDA Warning Letter after June 2025 inspection; cites quality system deficiencies","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA Warning Letter follows June 2025 inspection of Irvine facility; cites non-conformities in Quality Management System, Medical Device Reporting, and Corrections/Removals.","Warning Letter does not restrict production, marketing, manufacturing, or distribution, nor ability to seek FDA 510(k) clearance.","Company preparing written response; corrective actions already underway; no assurance FDA will be satisfied with outcome.","Company reiterates Mint commercialization guidance for end of 2027 is not materially impacted by Warning Letter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107096,"accession_number":"0001171843-26-000145","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics preliminary Q4 2025 net sales ≥$32M, up >56% YoY; installed base >35K","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales expected ≥$32.0M, up >56% from $20.4M in Q4 2024.","DME channel net sales ≥$22.3M (+23% YoY); PBP channel ≥$9.7M (+308% YoY).","Installed customer base ≥35,000 users (+128% YoY); new patient starts ≥5,581 (+36% YoY).","~69% of new starts from multiple daily injections; 25-30% are type 2 diabetes patients.","Full Q4 and FY 2025 results to be reported Feb 17, 2026; conference call scheduled."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":100251000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123437,"accession_number":"0001171843-25-006720","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics Q3 sales up 63% YoY to $27.3M; raises full-year 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $27.3M (+63% YoY); DME $21.0M (+45%), PBP $6.2M (+178%).","Gross margin 55.5% (+212 bps); net loss $14.2M vs $9.7M prior year.","Installed base 29,419 users (+162%); new patient starts 5,334 (+68%); 70% from MDI.","Adjusted EBITDA -$12.2M (negative 45% of sales); cash $274.0M.","Raised full-year 2025 guidance; specific numbers not disclosed in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":68130000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140104,"accession_number":"0001171843-25-004780","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics Q2 net sales up 54% to $23.2M; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $23.2M (+54% YoY); DME channel $18.6M (+31%), PBP channel $4.6M (+498%).","Installed base 24,085 users (+200%); new patient starts 4,934 (+57%), 71% from MDI.","Net loss $16.9M (negative 73% of sales) vs $14.5M (negative 96%) in Q2 2024.","Adjusted EBITDA -$14.5M (negative 63% of sales) vs -$10.0M (negative 66%).","Cash and investments $280.9M as of June 30; raised full-year 2025 revenue and adjusted EBITDA guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":40877000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157751,"accession_number":"0001171843-25-004016","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Beta Bionics reports real-world iLet data: HbA1c drops from 8.9% to 7.3% in 14,952 users","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["16,439 iLet users uploaded data in first 2 years; 14,952 with baseline HbA1c showed avg drop from 8.9% to 7.3% GMI.","8,802 prior MDI users improved from 9.2% to 7.3%; 2,910 prior HCL users improved from 8.1% to 7.3%.","2,416 'fully-closed loop' users (≤1 meal announcement/day) improved from 9.4% to 7.5% GMI; 83% met ADA hypoglycemia goals.","Adaptive algorithm reaches steady state in ~2 days; similar outcomes seen in primary care and endocrinology practices.","Company highlights pharmacy channel strategy and bionic portal for HCPs; no financial guidance provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157750,"accession_number":"0001171843-25-002817","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics Q1 revenue up 36% to $17.6M; net loss widens; raises 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $17.6M (+36% YoY); DME $13.8M (+14%), PBP $3.8M (+360%).","Installed customer base 19,151 (+291%); 3,853 new patient starts (+48%).","Gross margin 50.9% (down 482 bps); operating loss $18.6M; net loss $28.7M.","Cash and investments $295.5M as of March 31, 2025.","Raised full-year 2025 annual guidance (specific numeric targets not in excerpt)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":17639000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176122,"accession_number":"0001171843-25-001785","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Beta Bionics appoints Gerard Michel as Class III director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerard Michel appointed to board effective March 26, 2025; term expires at 2028 annual meeting.","Michel currently CEO of Delcath Systems; former CFO of Vericel, Biodel, and NPS Pharmaceuticals.","Annual cash retainer of $50,000; initial RSU grant of 12,547 shares vesting on one-year anniversary.","No material arrangements or transactions with Michel requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176121,"accession_number":"0001171843-25-001690","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-03-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beta Bionics Q4 revenue up 145% to $20.4M; FY2025 guidance $80-85M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $20.4M (+145% YoY); FY2024 net sales $65.1M (+443% YoY). Installed base 15,298 users (+564%).","Operating loss Q4 $13.0M (neg 64% of sales); net loss $18.1M. Full year operating loss $45.3M.","Cash $103.6M at Dec 31, 2024; raised ~$206M net from IPO/private placement in Jan 2025.","FY2025 guidance: revenue $80-85M, >20% new patient starts from PBP channel, gross margin ≥50%.","Prime Therapeutics added iLet to national commercial formulary; first-to-market integration with Abbott FreeStyle Libre 3 Plus."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176120,"accession_number":"0001193125-25-018471","cik":1674632,"company_name":"Beta Bionics, Inc.","ticker":"BBNX","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["3.02","5.03","8.01","9.01"],"status":"ready","headline":"Beta Bionics closes upsized IPO of 13.8M shares at $17.00, raises $229.1M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 13,800,000 shares at $17.00/share, including full exercise of underwriters' option for 1,800,000 additional shares.","Gross proceeds to Beta Bionics from IPO total $212.1M; combined with concurrent private placement, aggregate proceeds $229.1M.","Private placement: 1,000,000 shares sold to existing investor at IPO price of $17.00/share.","Shares began trading on Nasdaq Global Market on January 30, 2025 under ticker BBNX.","Lead bookrunners: BofA Securities, Piper Sandler, and Leerink Partners; Stifel bookrunner; Lake Street co-manager."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":524713964.8516767,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}