Boundless Bio, Inc.(BOLD)
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Boundless Bio: An Underestimated Biotech With A First-In-Class EcDNA Targeted Kinesin Degrader
Seeking Alpha· 2026-03-20 07:25
Company Overview - Boundless Bio (BOLD) is a biotech company focused on developing treatments for oncology by targeting ecDNA (extrachromosomal DNA)-dependent tumors [1] - The company's lead clinical-stage asset is BBI-940, which aims to eliminate ecDNA from cancer cells [1] Investment Focus - The investment style is centered on clinical-stage biotech stocks, with a focus on both long-term ideas and event-driven trading [1] - The analyst involved has a background in clinical research, which aids in evaluating the scientific fundamentals of biotech stocks [1]
Boundless Bio Announces Upcoming Presentation of Oral Kinesin Degrader Program at the American Association for Cancer Research Annual Meeting 2026
Globenewswire· 2026-03-17 20:52
SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- Boundless Bio (Nasdaq: BOLD), a clinical-stage oncology company interrogating extrachromosomal DNA (ecDNA) biology to deliver transformative therapies to patients with previously intractable oncogene amplified cancers, today announced an upcoming poster presentation on their oral Kinesin degrader program at the American Association for Cancer Research (AACR) Annual Meeting 2026, which is being held April 17 – 22, in San Diego, CA. Boundless has identified a nove ...
DOT'S® INTRODUCES DOT'S ORIGINAL SNACK MIX - A BOLD NEW TAKE ON SNACKING
Prnewswire· 2026-03-10 13:00
Core Insights - Dot's® has launched Dot's Original Snack Mix, featuring its signature buttery-rich pretzels and bold seasoning, aiming to elevate the snack experience with no fillers and bold flavors [1][1][1] Product Details - Dot's Original Snack Mix includes four distinct components: Savory Garlic Rye Chips, Dot's® Bold Cheese Seasoned Pita Chips, Dot's® Original Seasoned Corn Cereal, and Dot's® Original Seasoned Mini Pretzels [1][1][1] - The product is designed to stand out in the snack aisle, transforming traditional snack mixes into memorable experiences with intentional flavor and texture [1][1][1] Target Audience and Usage - The snack mix is crafted for various occasions, including movie nights, game day parties, and everyday snacking, appealing to both hosts and casual snackers [1][1][1] - Dot's Original Snack Mix is positioned as a conversation starter, encouraging guests to engage and enjoy the unique flavors [1][1][1] Availability and Packaging - The snack mix is being rolled out nationwide in three sizes: 31 oz, 14 oz, and 4.4 oz bags, with pricing determined by individual retailers [1][1][1] Company Background - The Hershey Company, which owns Dot's, is a leading snacks company with over 20,000 employees and more than 90 brand names, generating over $11.2 billion in annual revenues [1][1][1] - Hershey has a long-standing commitment to ethical and sustainable operations, focusing on community support and educational access [1][1][1]
Boundless Bio, Inc.(BOLD) - 2025 Q4 - Annual Report
2026-03-09 11:10
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 001-41989 BOUNDLESS BIO, INC. (Exact name of registrant as specified in its charter) Delaware 83-0751369 (State or othe ...
Boundless Bio, Inc.(BOLD) - 2025 Q4 - Annual Results
2026-03-09 11:05
Financial Performance - Boundless Bio reported a net loss of $12.9 million for Q4 2025, compared to a net loss of $16.4 million in Q4 2024, and a full-year net loss of $58.2 million for 2025, down from $65.4 million in 2024[10]. - General and Administrative (G&A) expenses for Q4 2025 were $4.2 million, compared to $5.0 million in Q4 2024, while full-year G&A expenses were $18.7 million, slightly up from $18.0 million in 2024[10]. - Total operating expenses for Q4 2025 were $14.0 million, down from $18.3 million in Q4 2024, and full-year operating expenses were $63.6 million, compared to $73.3 million in 2024[10]. - Boundless Bio's accumulated deficit reached $259.7 million as of December 31, 2025, compared to $201.5 million in 2024[14]. - Total assets decreased to $157.1 million in 2025 from $206.4 million in 2024, while total liabilities increased slightly to $58.4 million from $55.8 million[14]. Research and Development - Research and Development (R&D) expenses for Q4 2025 were $9.8 million, a decrease from $13.3 million in Q4 2024, while full-year R&D expenses totaled $44.8 million, down from $55.3 million in 2024[10]. - Boundless Bio's KOMODO-1 trial for BBI-940, a novel oral Kinesin degrader, is currently open for enrollment, targeting patients with specific types of breast cancer[5]. - The company plans to deliver initial safety and efficacy clinical proof-of-concept data from the KOMODO-1 trial within its existing cash runway timeline[5]. - The company has ceased enrollment in the Phase 1/2 POTENTIATE trial to prioritize the BBI-940 program based on market considerations and available clinical data[4]. Cash Position - The company had cash, cash equivalents, and short-term investments of $107.6 million as of December 31, 2025, which is expected to fund operations into the second half of 2028[10].
Boundless Bio Reports Fourth Quarter and Full Year 2025 Financial Results and Business Highlights
Globenewswire· 2026-03-09 11:00
Core Insights - Boundless Bio has initiated the KOMODO-1 clinical trial for BBI-940, a first-in-class oral Kinesin degrader targeting breast cancer patients with limited treatment options [2][8] - The company reported a cash position of $107.6 million as of December 31, 2025, which is expected to fund operations into the second half of 2028 [9] - The company has ceased enrollment in the POTENTIATE trial to prioritize the BBI-940 program [4] Financial Performance - Research and Development (R&D) expenses for Q4 2025 were $9.8 million, down from $13.3 million in Q4 2024, and total R&D expenses for the full year 2025 were $44.8 million, compared to $55.3 million in 2024 [9][12] - General and Administrative (G&A) expenses for Q4 2025 were $4.2 million, compared to $5.0 million in Q4 2024, while total G&A expenses for the full year 2025 were $18.7 million, slightly up from $18.0 million in 2024 [9][12] - The net loss for Q4 2025 was $12.9 million, down from $16.4 million in Q4 2024, and the total net loss for the full year 2025 was $58.2 million, compared to $65.4 million in 2024 [9][12] Business Highlights - BBI-940 is designed to disrupt extrachromosomal DNA (ecDNA) segregation, targeting chromosomally unstable cancers, and is currently enrolling patients in the KOMODO-1 trial [2][6] - The company aims to deliver initial safety and efficacy proof-of-concept data for BBI-940 within its existing cash runway timeline [8] - Boundless Bio is focused on addressing the unmet needs in patients with oncogene amplified tumors, which represent 14% to 17% of cancer patients [6]
Boundless Bio (NasdaqGS:BOLD) Earnings Call Presentation
2026-03-09 11:00
Unlocking a New Paradigm in Cancer Treatment via ecDNA-Directed Therapies (ecDTx) Corporate Presentation March 2026 Nasdaq: BOLD @BoundlessBio Disclaimer: Forward-Looking Statements and Market Data We caution you that this presentation contains forward-looking statements about us and our industry. All statements other than statements of historical facts contained in this presentation are forward-looking statements. These statements involve known and unknown risks, uncertainties and other important factors t ...
Boundless Bio to Participate in the Leerink Global Healthcare Conference
Globenewswire· 2026-03-04 12:00
Core Insights - Boundless Bio is a clinical-stage oncology company focused on developing therapies for patients with oncogene amplified cancers, specifically targeting extrachromosomal DNA (ecDNA) biology [1][3] - The company is set to participate in a fireside chat at the Leerink Global Healthcare Conference on March 11, 2026, in Miami, Florida [2] - Boundless Bio is developing BBI-940, a potentially first-in-class oral therapeutic candidate aimed at degrading Kinesin as an ecDNA-directed therapeutic [3] Company Overview - Boundless Bio is headquartered in San Diego, California, and aims to address the unmet needs of patients with oncogene amplified tumors, which affect 14% to 17% of cancer patients [3] - The company is dedicated to unlocking new paradigms in cancer therapeutics through its research on ecDNA [3]
Boundless Bio, Inc. (BOLD) Upgraded to Buy: Here's Why
ZACKS· 2026-02-13 18:01
Boundless Bio, Inc. (BOLD) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the syst ...
Boundless Bio (NasdaqGS:BOLD) 2026 Conference Transcript
2026-02-12 21:02
Summary of Conference Call with Boundless Bio Company Overview - **Company**: Boundless Bio - **CEO**: Zach Hornby Industry Insights - **Focus**: Oncology and cancer treatment - **Unmet Need**: Significant unmet need exists for patients with oncogene amplification, which accounts for approximately 25% of all cancer cases. These patients currently lack effective standard care and have worse survival outcomes compared to those with tumors driven by gene fusions or point mutations [5][3][4]. Core Concepts Discussed - **ecDNA**: - Stands for extrachromosomal DNA, which is a unique feature of cancer cells that allows for genomic diversity and tumor survival [7][9]. - Found in 15%-17% of tumors at diagnosis, ecDNA plays a critical role in oncogene amplification [10]. - **Spyglass Platform**: - A platform developed by Boundless Bio to study ecDNA and identify potential therapeutic targets. It includes hundreds of in vitro models and thousands of in silico models to analyze the effects of pharmacological inhibition on ecDNA-positive and negative tumor models [10][11]. Product Development - **BBI-940**: - A novel kinesin-targeting compound developed through the Spyglass platform. It has recently received IND acceptance and is set to enter Phase 1 clinical trials [12][13]. - The compound is designed to degrade a kinesin that is essential for the movement of ecDNA during cell division, which is not essential in healthy cells, potentially leading to a favorable therapeutic index [16][13]. Clinical Trial Design - **Phase 1 Study**: - The study will enroll patients with two subtypes of breast cancer: ER-positive, HER2-negative and a specific subset of triple-negative breast cancer (TNBC LAR) [24][25]. - The trial will focus on pharmacokinetics (PK), pharmacodynamics (PD), safety, and tolerability, with an aim to achieve 70% target degradation for efficacy [34][40]. - FGFR1 amplification will be a key biomarker for patient selection, particularly in ER-positive breast cancer, where it is associated with rapid resistance to existing therapies [26][27]. Market Potential - **Breast Cancer**: - The breast cancer market is significant, and the company anticipates good enrollment for the trial due to the large patient population [40]. - FGFR1 amplification is found in about 15% of ER-positive breast cancer patients at baseline, increasing to 30% upon resistance to treatment [30][26]. Future Directions - **Additional Opportunities**: - Beyond breast cancer, Boundless Bio is exploring other tissue-specific cancers that may respond to BBI-940, with ongoing preclinical profiling [41]. - **Pipeline Expansion**: - The company has identified approximately a dozen additional targets related to ecDNA biology for future drug discovery efforts, contingent on the success of the current clinical study and available resources [42][43]. Financial Outlook - **Cash Runway**: - Boundless Bio projects its balance sheet will extend into the second half of 2028, allowing for potential capital-raising events based on clinical data generated by mid-next year [43]. Conclusion - The conference highlighted Boundless Bio's innovative approach to addressing significant unmet needs in cancer treatment through the development of BBI-940 and the utilization of the Spyglass platform to target ecDNA-driven oncogene amplifications. The company is positioned to make impactful advancements in oncology, particularly in breast cancer, while maintaining a focus on financial sustainability and future growth opportunities.