earnings
confidence high
sentiment neutral
materiality 0.60
Rallybio Q2 net loss $9.7M, sells REV102 to Recursion for $25M; RLYB116 data Q3/Q4 2025
Rallybio Corp
2025-Q2 EPS reported
-$0.43
revenue$424,000
- Net loss of $9.7M ($0.22/share) vs $16.2M in Q2 2024; revenue $0.2M.
- Sold REV102 to Recursion for up to $25M, including $7.5M upfront equity; cash runway extended into mid-2027.
- RLYB116 confirmatory PK/PD study dosing started; Cohort 1 and Cohort 2 topline data expected Q3 and Q4 2025.
- RLYB212 program discontinued after Phase 2 PK data missed target concentrations.
- Cash, equivalents and marketable securities $45.7M at June 30, 2025; with REV102 payment, runway into mid-2027.
item 2.02item 9.01