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BioAge Labs

BIOA Lead: Phase 2 3 Biotech Distilled articles ↓ 18 filings & releases ↓ Cash $52.7M (Sep 30, 2026) ↓ 3 verdicts ↓ 7 timing quotes ↓
CardiovascularOphthalmology Small Molecule

Market cap $245M 46.0M shares (10-Q, Oct 30, 2026) × $5.34 close Nov 6, 2026

Most recent annual filing: 2026-03-24

Catalyst timeline

4 trackedQuarter catalyst calendar →
  1. APJ agonist program IND filingYE 2026APJ agonist program IND filing, YE 2026, notable
  2. BGE-102 topline4Q 2026BGE-102 topline, 4Q 2026, thesis-defining
  3. QUELL-CV topline4Q 2026QUELL-CV topline, 4Q 2026, material
  4. BGE-102 DME Ph1 topline2H 2027BGE-102 DME Ph1 topline, 2H 2027, major

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (2 active programs)

Technology platforms

BioAge Longevity Map · Eli Lilly and Company

Human aging biology target discovery platform combining longitudinal multi-omic molecular profiling of aging cohorts with data science analysis to identify novel drug targets for cardiometabolic and metabolic diseases; focus on chronic cardiometabolic diseases

BioAge Longevity Map · Novartis Pharma AG

Human aging biology target discovery platform; ongoing target discovery collaboration with Novartis focused on identifying novel cardiometabolic disease targets

BioAge Human Aging Discovery Platform · Novartis Pharma AG

AI-driven drug discovery and target identification platform leveraging longitudinal human aging cohort datasets to identify and validate novel therapeutic drug targets related to aging and metabolic disease; collaborations with Novartis (target discovery) and Eli Lilly (earlier-stage pipeline programs) and Deep Origin (AI-driven computationally identified hits against BioAge-validated targets)

Discontinued (1)

Capital (as filed)

Cash
$52.7M cash and cash equivalents · Sep 30, 2026 (10-Q)
Short-term investments
$231M Sep 30, 2026
Long-term investments
$68.7M Sep 30, 2026
Operating cash flow
−$31.0M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$352M cash, runway through 2029 per the update of Nov 5, 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)

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 BioAge Labs, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-05-18 Buy core BioAge Labs (BIOA) - Scientific Deep Dive for BGE-102 and Pipeline Products BGE-102 shows compelling Phase 1 biomarker data and a pristine balance sheet, but the H2 2026 Phase 2a readout is a binary event with severe hepatotoxicity risk from the company's prior lead asset history, warranting a watch-list posture with accumulation only on weakness.
  2. 2026-08-06 Hold UPDATE: BioAge Labs (BIOA) - The Clock Is Set, The Stock Is Not The thesis remains intact with $381.3M cash and QUELL-CV enrolling on schedule, but with the binary H2 2026 readout now imminent and the liver question unanswered, the posture shifts to hold-into-readout rather than adding on weakness.
  3. 2026-09-09 Hold UPDATE: BioAge Labs (BIOA) - A Second Shot on Goal, at the Top of the Dose Range QUELL-CV enrollment is complete making the H2 2026 topline arithmetically credible, and QUELL-DME has initiated as a real Phase 2 with a hard clinical endpoint, but the liver risk is now spread across more patients at 90 mg and the posture remains hold-into-readout.

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 (7 quotes from 4 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.

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 (18)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Jul 29, 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 →

6 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)