Apogee Therapeutics
Most recent annual filing: 2026-03-02
Pipeline (9 active programs)
APG990
APG279
APG333
- Undisclosed indication
APG273
APG808
Capital (as filed)
- Cash
- $106M cash and cash equivalents · Jun 30, 2026 (10-Q)
- Short-term investments
- $866M Jun 30, 2026
- Long-term investments
- $322M Jun 30, 2026
- Operating cash flow
- −$71.4M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
- As stated in coverage
- $1.30B cash per the update of May 27, 2026 — the company's own words as read there, not the filed figure
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 (3)
- 2026-06-22 UPDATE: Apogee Therapeutics (APGE) - The Takeout Lands at $135.11 🔒 Paid
- 2026-05-27 UPDATE: Apogee Therapeutics (APGE) - The Catalyst Lands, and the Stock Sells the News 🔒 Paid
- 2026-05-05 Apogee Therapeutics (APGE) - Scientific Deep Dive for ZUMILOKIBART and Pipeline Products 🔒 Paid
Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.
Verdict history (3 calls)
Every verdict Biotech Distilled has published on Apogee Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.
- 2026-05-05 Buy core Apogee Therapeutics (APGE) - Scientific Deep Dive for ZUMILOKIBART and Pipeline Products De-risked clinical execution play with best-in-class pharmacokinetics, strong cash runway, and high M&A appeal as a potential takeout target for Big Pharma needing a next-gen I&I asset.
- 2026-05-27 Buy core UPDATE: Apogee Therapeutics (APGE) - The Catalyst Lands, and the Stock Sells the News Phase 2 Part B crushed all endpoints, conjunctivitis risk on the planned Phase 3 dose came in below class, and the Blackstone non-dilutive financing removes cash runway risk entirely, making the 7% post-data sell-off a buying opportunity.
- 2026-06-22 Exit UPDATE: Apogee Therapeutics (APGE) - The Takeout Lands at $135.11 AbbVie's $135.11/share all-cash acquisition fully realizes the M&A thesis; the remaining position is a deal arb trade with capped upside and asymmetric downside on a break, making it more attractive to take profits and redeploy capital.
- Long call · opened May 5, 2026 at $83.29 · closed Jun 23, 2026 (exit/sell) at $132.88 · +59.5% vs XBI +9.9%
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.
Timing, in the company's words (6 quotes from 2 filings)
Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.
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“Enrollment was completed with 86 patients, and we expect a data readout in the second half of 2026.”
matched to APG279 · readout other · read as second half of 2026
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“We plan to announce additional clinical plans for APG273 in the second half of 2026 to support advancement into future combination trials in asthma and COPD.”
matched to APG273 · other · read as second half of 2026 -
“Enrollment was completed with 86 patients, and we expect a data readout in the second half of 2026.”
matched to APG279 · readout other · read as second half of 2026 -
“The parties expect the Merger to close in the third quarter of 2026.”
matched to Merger Agreement · End Date for deal close · read as third quarter of 2026 -
“Based on results from the APEX clinical program, we plan to initiate Phase 3 trials of zumilokibart for moderate-to-severe AD with the mid-dose in the second half of 2026.”
matched to Zumilokibart (APG777) · trial initiation · read as second half of 2026 -
“Based on these results, we anticipate initiating the ASPIRE Phase 2b asthma trial in the first half of 2027.”
matched to Zumilokibart pipeline expansion (asthma/EoE) · other · read as first half of 2027
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Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.
Filings & releases (39)
SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from May 26, 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 →
- Sep 8, 2026SCHEDULE 13D/A13D amendment
- Sep 3, 2026SCHEDULE 13D/A13D amendment
- Sep 3, 2026ReleaseAbbVie Completes Acquisition of Apogee Therapeuticscompany site may be offline after the acquisition
- Sep 3, 20268-KCurrent report: agreement terminated, acquisition / disposition, listing notice
- Sep 3, 202625-NSEDelisting notice
- Aug 11, 20268-KCurrent report: officer / director change, shareholder vote
- Aug 10, 2026ReleaseApogee Reports Second Quarter 2026 Financial Results and Recent Corporate and Pipeline UpdatesBD extracted 1 program update from this document → APGE pipelinecompany site may be offline after the acquisition; linked to the SEC copy · original
- Aug 10, 20268-KCurrent report: results of operations · EX-99.1
- Aug 10, 202610-QQuarterly report
- Aug 6, 2026DEFA14AProxy soliciting material
- Aug 3, 2026DEFA14AProxy soliciting material
- Jul 13, 2026DEFM14AMerger proxy
- Jul 2, 2026PREM14APreliminary merger proxy
- Jun 26, 2026DEFA14AProxy soliciting material
- Jun 23, 2026SCHEDULE 13D/A13D amendment
- Jun 22, 2026ReleaseAbbVie to Acquire Apogee Therapeutics, Deepening Immunology Portfoliocompany site may be offline after the acquisition; linked to the SEC copy · original
- Jun 22, 2026DEFA14AProxy soliciting material
- Jun 22, 2026DEFA14AProxy soliciting material
- Jun 22, 20268-KCurrent report: material agreement, shareholder vote, Reg FD disclosure · EX-99.1 EXHIBIT 99.1
- Jun 22, 20268-KCurrent report: material agreement
- Jun 12, 20268-KCurrent report: shareholder vote
- May 28, 2026ReleaseApogee Therapeutics to Participate in Upcoming June Conferencescompany site may be offline after the acquisition
- May 27, 2026ReleaseApogee Therapeutics Announces Positive 16-Week Part B Induction Dose Optimization Results from Phase 2 APEX Trial of Zumilokibart in Moderate-to-Severe Atopic Dermatitiscompany site may be offline after the acquisition; linked to the SEC copy · original
- May 27, 2026ReleaseApogee Therapeutics Announces $1.3 Billion Strategic Financing Collaboration with Blackstone Life Sciences to Advance Phase 3 Development and Commercialization of Zumilokibartcompany site may be offline after the acquisition; linked to the SEC copy · original
- May 27, 20268-KCurrent report: material agreement, Reg FD disclosure · EX-99.1 EXHIBIT 99.1
- May 27, 20268-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1
- May 26, 2026ReleaseApogee Therapeutics to Host Conference Call to Report Part B 16-Week Data from the Phase 2 APEX Trial of Zumilokibart in Patients with Moderate-to-Severe Atopic Dermatitis on May 27, 2026company site may be offline after the acquisition
- May 11, 20268-KCurrent report: results of operations · EX-99.1
- May 11, 202610-QQuarterly report
- Apr 24, 2026DEFA14AProxy soliciting material
- Apr 24, 2026DEF 14AProxy statement
- Apr 24, 20268-KCurrent report: officer / director change
- Mar 27, 2026SCHEDULE 13D/A13D amendment
- Mar 25, 20268-KCurrent report: material agreement
- Mar 25, 2026424B5Prospectus supplement (offering)
- Mar 23, 20268-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1
- Mar 23, 2026424B5Prospectus supplement (offering)
- Mar 2, 20268-KCurrent report · EX-99.1
- Mar 2, 202610-KAnnual report
15 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)
- Sep 14, 202615-12G15-12G
- Sep 3, 2026S-8 POSEmployee plan registration (post-effective)
- Sep 3, 2026S-8 POSEmployee plan registration (post-effective)
- Sep 3, 2026S-8 POSEmployee plan registration (post-effective)
- Sep 3, 2026S-8 POSEmployee plan registration (post-effective)
- Sep 3, 2026S-8 POSEmployee plan registration (post-effective)
- Sep 3, 2026POSASRPOSASR
- Jul 8, 2026SCHEDULE 13G/A13G amendment
- Jul 8, 2026SCHEDULE 13G/A13G amendment
- Jul 8, 2026SCHEDULE 13G/A13G amendment
- Apr 24, 2026ARSAnnual report to shareholders
- Apr 8, 2026SCHEDULE 13G/A13G amendment
- Mar 26, 2026SCHEDULE 13G/A13G amendment
- Mar 6, 2026SCHEDULE 13GPassive >5% holder (13G)
- Mar 2, 2026S-8Employee plan registration