Reported results
- GAAP collaboration revenue was $0.3 million for the quarter ended September 30, 2026, compared to $2.1 million for the same period in 2025.
- GAAP research and development expenses were $30.2 million for the quarter ended September 30, 2026, compared to $18.5 million for the same period in 2025.
- GAAP general and administrative expenses were $7.5 million for the quarter ended September 30, 2026, compared to $6.7 million for the same period in 2025.
- GAAP net loss was $33.5 million, or $0.73 per basic and diluted share, for the quarter ended September 30, 2026, compared to $20.2 million, or $0.56 per basic and diluted share, for the same period in 2025.
- As of September 30, 2026, cash, cash equivalents, and marketable securities totaled approximately $352.3 million.
Guidance
- BioAge estimates that existing cash, cash equivalents, and marketable securities will be sufficient to fund operations and capital expenses through 2029.
Price and volatility reaction
The stock moved -3.6% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved +16.7 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 5.54 | 2026-11-05 |
| Close after release | 5.34 | 2026-11-06 |
| Realised move | -3.6% | close to close |
| 30d ATM IV change | +16.7 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-05 (8-K, Item 2.02). Read the original filing on sec.gov.
