secwatch.observer — SEC 8-K summary ====================================== Issuer: BEACON TOPCO, INC. (CLYD) CIK: 0002094256 Form: 8-K Filed at: 2026-09-24T13:19:17+00:00 Accession: 0001104659-26-110241 Event type: other_material Sentiment: positive Materiality: 0.80 Item codes: 1.01, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Balomenib Phase 1b shows durable HbA1c improvement; Merger closing extended to Oct 31 -------------------------------------------------------------------------------- - Merger closing date for Clywedog acquisition amended to Oct 31, 2026 (or earlier mutual agreement); End Date also Oct 31, 2026. - Phase 1b: placebo-adjusted HbA1c -0.77% at Week 12 (p<0.01) and -0.70% at Week 16 (p<0.05) after 3-week dosing. - OGTT: placebo-adjusted reductions in total glucose AUC 203 mmol·min/L (p=0.019), peak glucose 2.03 mmol/L (p=0.013), 2-hr glucose 2.46 mmol/L (p=0.010). - FPG reduced by 1.29 mmol/L (23 mg/dL) at Week 12 (p<0.05); no drug-related serious/severe AEs or discontinuations. - Phase 2a with 12-week treatment course expected to initiate in Q4 2026. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/2094256/000110465926110241/0001104659-26-110241-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/2094256/000110465926110241/tm2625953d2_8k.htm HTML page: https://secwatch.observer/filing/0001104659-26-110241 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer