OrbiMed Advisors makes $2 million investment in MBX Biosciences

Published 19/02/2025, 23:54
OrbiMed Advisors makes $2 million investment in MBX Biosciences

OrbiMed Advisors LLC, a significant shareholder and director of MBX Biosciences , Inc. (NASDAQ:MBX), has increased its stake in the pharmaceutical company through a series of recent stock purchases. The stock, currently trading at $11.22, has shown strong momentum with a 20.84% gain over the past week, according to InvestingPro data. According to a recent SEC filing, OrbiMed Advisors acquired a total of 190,672 shares of MBX Biosciences common stock over two days, February 14 and February 18, 2025.

The shares were purchased at prices ranging from $9.85 to $10.84 per share, with the total transaction amounting to approximately $2,020,755. This acquisition boosts OrbiMed’s total ownership in MBX Biosciences to over 3.25 million shares. The company maintains a strong financial position with a "GOOD" Financial Health score and an impressive current ratio of 25.75, as reported by InvestingPro.

OrbiMed Advisors, along with its affiliates OrbiMed Capital GP VII LLC and OrbiMed Genesis GP LLC, maintains a significant presence in MBX Biosciences, holding a substantial percentage of the company’s outstanding shares. The transactions reflect OrbiMed’s continued interest in the growth and development of MBX Biosciences, which currently has a market capitalization of $347.88 million. For deeper insights into MBX’s valuation and growth prospects, including 8 additional ProTips and comprehensive financial analysis, visit InvestingPro.

In other recent news, MicroBase Biosystems reported its first-quarter 2025 earnings, revealing a significant 40% growth in its core business, although overall revenue decreased compared to the previous year. The company recorded $6 million in revenue, excluding $4.1 million from non-recurring milestone payments, and achieved a gross margin increase to 62% from 49% the previous year. Net earnings for the quarter were $856,000, and the company executed a share buyback of approximately 2.5 million shares. MicroBase also gained IVDR accreditation for sales in the European Union, marking a notable milestone in its operations.

The company is targeting a 20-40% revenue growth for fiscal 2025 and plans to maintain high gross margins in the high 50s. Analysts from various firms have noted the company’s strategic expansion in genetic testing and oncology markets, particularly in Asia. The company is also focusing on expanding its recombinant antigen program, with an estimated annual spend of $500,000. Additionally, the company continues to enhance its capabilities in synthetic and native biology, emphasizing its strong position in the recombinant antigen market.

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