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Pipeline (4 active programs)

Capital (as filed)

As stated in coverage

€290M cash, runway 1H 2029 per the update of Jun 23, 2026 — the company's own words as read there, not the filed figure; stated in EUR

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (4)

• 2026-10-02 UPDATE: Agomab Therapeutics (AGMB) - The Safety Gate Opens, the Scope Stays Dark 🔒 Paid
• 2026-09-15 UPDATE: Agomab Therapeutics (AGMB) - The Second Lottery Ticket Gets Scratched 🔒 Paid
• 2026-06-23 UPDATE: Agomab Therapeutics (AGMB) - The FDA Just Blessed the Right Endpoint 🔒 Paid
• 2026-06-15 Agomab Therapeutics (AGMB) — Scientific Deep Dive for Ontunisertib (AGMB-129), AGMB-447 and Pipeline Products

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (4 calls)

Every verdict Biotech Distilled has published on Agomab Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

1. 2026-06-15 Watch Agomab Therapeutics (AGMB) — Scientific Deep Dive for Ontunisertib (AGMB-129), AGMB-447 and Pipeline Products Best-executed organ-restriction PK package in the ALK5 space with real white-space indication and fully-funded balance sheet, but efficacy is exploratory POC and the powered readout is years out.
2. 2026-06-23 Speculative buy speculative UPDATE: Agomab Therapeutics (AGMB) - The FDA Just Blessed the Right Endpoint The FDA aligned on endoscopic passability as the NOV-ERA Phase 2b primary endpoint, resolving the sharpest bear-case risk that the powered trial would inherit the wrong-pathway endpoint.
3. 2026-09-15 Speculative buy speculative UPDATE: Agomab Therapeutics (AGMB) - The Second Lottery Ticket Gets Scratched AGMB-447 demonstrated lung-restriction PK and >50% pSMAD3 target engagement in actual IPF patients with manageable tolerability, moving the lung asset from healthy-volunteer data to patient-level proof of mechanism.
4. 2026-10-02 Speculative buy speculative UPDATE: Agomab Therapeutics (AGMB) - The Safety Gate Opens, the Scope Stays Dark 60 weeks of OLE data showed no cardiac, clotting, or liver signals, clearing the safety gate for 400 mg BID in NOV-ERA, though no usable endoscopic efficacy data emerged and the stock fell ~30%.

• Long call · opened Jun 24, 2026 at $12.68 · -39.7% vs XBI +1.7% (Nov 6, 2026)

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Filings & releases (19)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Aug 6, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

• Oct 13, 2026ReleaseAgomab Announces First Patient Dosed in Global NOV-ERA Phase 2b Study of Ontunisertib in Fibrostenosing Crohn’s DiseaseSummary on the 6-K
• Oct 13, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1NOV-ERA is officially enrolling: the first patient has been dosed in the 320-patient, three-arm, FDA-aligned Phase 2b of ontunisertib in fibrostenosing Crohn's disease — the exact milestone the October 1 update told readers to watch for, and the starting gun on the clock to the Week-24 passability readout.
• Oct 8, 2026ReleaseAgomab to Present STENOVA Open-Label Extension Data of Ontunisertib at UEG Week 2026 and Host Scientific Symposium on Fibro-Inflammation
• Oct 1, 2026ReleaseAgomab Reports Positive Topline Data from STENOVA Open-Label Extension Study of Ontunisertib in Fibrostenosing Crohn’s Disease→ BD updateSummary on the 6-K
• Oct 1, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateThe STENOVA open-label extension delivered what the prior thesis needed: 60-week safety with no cardiac or thrombotic signals, a 3% annualized FSCD event rate (vs. 23–35% historical), and MRE stricture stabilization — yet AGMB is down ~30% since the September update, raising the question of whether the market is reading something the data isn't saying.
• Sep 14, 2026ReleaseAgomab Announces Positive Phase 1 Results for AGMB-447 in Patients with Idiopathic Pulmonary Fibrosis and Design of Phase 2 INSPIRIA Study→ BD updateSummary on the 6-K
• Sep 14, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateAGMB-447's Phase 1b in n=10 IPF patients just confirmed lung-restricted PK and >50% pSMAD3 knockdown in fibrotic lungs — proof-of-mechanism in actual patients, not healthy volunteers — and the INSPIRIA Phase 2 (n=120, FVC primary, CTA submitted) is ready to launch before year-end.BD extracted 2 program updates from this document → AGMB pipeline
• Sep 11, 2026ReleaseAgomab Announces Appointments of Marino Garcia and Dr. Naimish Patel to Board of Directors
• Sep 11, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1
• Sep 3, 2026ReleaseAgomab to Participate in Upcoming Investor Conferences
• Aug 10, 2026ReleaseAgomab Announces Proposed Appointments of Marino Garcia and Dr. Naimish Patel to Board of Directors
• Aug 10, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1
• Aug 6, 2026ReleaseAgomab Reports Half Year 2026 Financial Results and Confirms 2026 Outlook
• Aug 6, 20266-KForeign issuer report · EX-99.1
• Jun 23, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1
• May 27, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1
• Apr 24, 20266-KForeign issuer report · EX-99.1 EXHIBIT 99.1
• Apr 23, 202620-FAnnual report (foreign)
• Mar 5, 20266-KForeign issuer report