secwatch.observer — SEC 8-K summary ====================================== Issuer: MBX Biosciences, Inc. (MBX) CIK: 0001776111 Form: 8-K Filed at: 2026-08-06T12:03:59+00:00 Accession: 0001193125-26-336841 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 MBX Biosciences Q2 net loss $37.1M; cash $418.6M; canvuparatide Phase 3 recruiting; MBX 4291 7% weight loss -------------------------------------------------------------------------------- - Net loss of $37.1M for Q2 2026 vs $19.4M in Q2 2025; R&D expenses rose to $31.0M from $17.7M. - Cash, cash equivalents and marketable securities of $418.6M as of June 30, 2026; expected to fund operations into 2029. - Phase 3 oPTimize trial of once-weekly canvuparatide in hypoparathyroidism now recruiting; sites activated. - MBX 4291 Phase 1 data: 7% mean weight loss at 8 weeks in first MAD cohort; 12-week MAD data on track for Q4 2026. - Steve Hoerter appointed Chairman and CEO; John Smither appointed CFO. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1776111/000119312526336841/0001193125-26-336841-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1776111/000119312526336841/mbx-20260806.htm HTML page: https://secwatch.observer/filing/0001193125-26-336841 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer