LBRX at a glance
LB PHARMACEUTICALS INC (LBRX, SEC CIK 1691082) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding LB PHARMACEUTICALS INC (LBRX) shares worth $258.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Deep Track Biotechnology Master Fund, Ltd. on July 30, 2026 of 286,205 shares at $34.94 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $258.8M · +3 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 5.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Newly triggered risk: LB-102 development expansion into adjunctive MDD and additional neuropsychiatric indications increasing anticipated expenses
- Clinical risk: Phase 3 schizophrenia endpoint relies on subjective PANSS assessments, increasing variability and placebo-effect uncertainty
- Regulatory risk: FDA may require additional preclinical studies or protocol amendments before future trial initiation
- Financial risk: $327.8 million cash, equivalents, and marketable securities funding operations for at least 12 months
- Royalty risk: LB-102 obligations reach 2.75% of worldwide net sales through 2035 and 3.25% thereafter in perpetuity
AI summary of the LBRX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Susan G. Kozauer appointed Chief Medical Officer effective September 14, 2026
- Background includes clinical-development leadership at Centessa Pharmaceuticals and Intra-Cellular Therapies
Item 7.01: Regulation FD Disclosure
- Dr. Kozauer appointed Chief Medical Officer, strengthening clinical and development leadership
- Appointment disclosed under Regulation FD; accompanying press release provides additional background and terms
Item EX-99.1: Item EX-99.1
- Susan G. Kozauer appointed Chief Medical Officer, strengthening clinical and regulatory leadership
- Prior CAPLYTA development experience spans schizophrenia, mood disorders, pediatric indications, and multiple FDA approvals
Item EX-99.1: Item EX-99.1
- Joseph Miller appointed CFO, adding commercialization and public-biotech finance experience ahead of pivotal NOVA-2 results
- Miller previously supported Aurinia Pharmaceuticals through LUPKYNIS launch and commercial infrastructure expansion
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Joseph M. Miller appointed CFO effective September 2, 2026, bringing over two decades of biotech and pharmaceutical finance experience
- Annual base salary $530,000 plus 40% target discretionary bonus, increasing ongoing executive compensation costs
Item 7.01: Regulation FD Disclosure
- CFO appointment disclosed under Regulation FD, making the leadership change broadly available to investors
- Mr. Miller’s appointment may affect financial strategy, reporting, capital allocation, and investor communications
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
Item EX-99.1: Item EX-99.1
- Q2 net loss $51.6M, versus $4.9M; R&D reached $44.1M as Phase 3 NOVA-2 spending accelerated
- NOVA-2 schizophrenia topline data pulled forward to first half 2027, with planned FDA pre-NDA meeting in second half 2027
AI summaries of LBRX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LBRX
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- Fund moves. Which tracked funds opened, added or cut LBRX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Deep Track Biotechnology Master Fund, Ltd. | Buy | Jul 30, 2026 | 286,205 | $34.94 |
| Garland J. Scott | A | Jun 3, 2026 | 10,000 | - |
| Kane William P Jr | A | Jun 3, 2026 | 10,000 | - |
| Hemrajani Rekha | A | Jun 3, 2026 | 10,000 | - |
| Nussbaum Ran | A | Jun 3, 2026 | 10,000 | - |
| Luse Rebecca | A | Jun 3, 2026 | 10,000 | - |
| Lenz Robert A. | A | Jun 3, 2026 | 12,500 | - |
| RUFFOLO ROBERT R | A | Jun 3, 2026 | 10,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Net Income | - | -$63.1M | -$25.2M |
| Balance Sheet | |||
| Total Assets | - | $33.5M | $312.9M |
| Equity | -$34.5M | -$94.6M | $301.3M |
| ROE | - | 66.7% | -8.4% |
| Per Share | |||
| EPS | - | $-176.15 | $-3.13 |
| Cash Flow | |||
| Operating CF | - | -$53.1M | -$35.2M |
| CapEx | - | $769K | $52K |
Source: XBRL data in LB PHARMACEUTICALS INC (LBRX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LBRX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $258.8M |
| Q1 2026 | 20 | $169.9M |
| Q4 2025 | 17 | $148.0M |
| Q3 2025 | 12 | $82.4M |
- BlackRock+263.5K (+11%)
- Goldman Sachs Group+212.7K (+58%)
- Millennium Management+122.3K (+89%)
- Ameriprise Financial+119.2K (+110%)
- State Street Corp+97.7K (+19%)
- Citadel Advisors LLC−200.9K (-48%)
- FMR LLC (Fidelity)−33.6K (-15%)
- Raymond James Financial+91.7K
- D.E. Shaw & Co+13.5K
- Fifth Third Bancorp+390
Source: 13F-HR filings on SEC EDGAR (aggregated from 72 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LBRX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| SC 13G | Jul 16, 2026 | - | - | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | May 12, 2026 | Mar 31, 2026 | Analysis | |
| 10-K | Mar 26, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 26, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 4 | Mar 10, 2026 | - | - | - |
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LBRX SEC filings: frequently asked questions
Which institutions hold LBRX stock?
As of June 30, 2026, the largest LB PHARMACEUTICALS INC (LBRX) holders among the 13F filers tracked by SignalX were BlackRock ($88.7 million), JPMorgan Chase & Co ($48.9 million), Vanguard Capital Management LLC ($31.5 million), State Street Corp ($19.5 million), Goldman Sachs Group ($18.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did LBRX report in its latest 8-K?
LB PHARMACEUTICALS INC (LBRX) filed an 8-K on September 15, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Susan G. Kozauer appointed Chief Medical Officer effective September 14, 2026.
What are the latest LBRX SEC filings?
LB PHARMACEUTICALS INC (LBRX) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on August 3, 2026.
What is LBRX's SEC CIK number?
LB PHARMACEUTICALS INC (LBRX)'s SEC Central Index Key (CIK) is 1691082. EDGAR lists every LBRX filing under that number.
Ask anything about LBRX
The research agent reads LBRX's filings, financials, insider trades and 13F holders, then answers with sources.