BBNX · Beta Bionics, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on BBNX. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About BBNX · Beta Bionics, Inc.
Beta Bionics, Inc., a commercial-stage medical device company, engages in the design, development, and commercialization of solutions to enhance the health and quality of life of insulin-requiring people with diabetes. It offers iLet Bionic Pancreas, an insulin delivery device for the treatment of type 1 diabetes in adults and children six years of age and older. The company is also developing Patch Pump, an insulin pump that is designed to adhere directly to the skin and administer insulin without the need for tubing; Bihormonal iLet, which combines automated delivery of insulin and glucagon; and iLet to treat people with insulin-dependent type-2 diabetes. It has collaboration and license agreement with Xeris Pharmaceuticals, Inc. (Xeris) to develop and commercialize a pump-compatible glucagon formulation; and development and commercialization agreement with Abbott Diabetes Care Inc. to develop and commercialize an automated insulin delivery system. The company was incorporated in 2015 and is headquartered in Irvine, California.
Live Quote
SELL (score -7) · 12-1 mom -32.5% · RSI 57.6 · above_50_only · -57.3% from high
Targets blend Wall Street consensus (11 analysts: low $13.00 / mean $19.18 / high $32.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Composite score of 19 falls well below the 45-point threshold. The 'going_concern' anti-signal is mitigated by a ~10-quarter cash runway ($239M vs $24M/q burn), and dilution is manageable via RSUs, but the dossier lacks verified insider purchases, concrete valuation metrics, and specific option chain data required to construct the suggested income structures safely. The stock remains below its 200DMA with unverified flow, making it a low-conviction candidate.
Composite score of 19 falls well below the 45-point threshold. The 'going_concern' anti-signal is mitigated by a ~10-quarter cash runway ($239M vs $24M/q burn), and dilution is manageable via RSUs, but the dossier lacks verified insider purchases, concrete valuation metrics, and specific option chain data required to construct the suggested income structures safely. The stock remains below its 200DMA with unverified flow, making it a low-conviction candidate.
Beta Bionics is a commercial-stage medtech company with the FDA-cleared iLet Bionic Pancreas for Type 1 diabetes. The stock has collapsed ~62% from its 52-week high of $32.71 (near-IPO levels) following an analyst day selloff in January 2026, while the Q1 2026 earnings report showed strong fundamental performance: $27.6M net sales (+57% YoY), gross margin expansion to ~59%, and full-year guidance raised. The trigger cluster is a dense cluster of Form 4 filings on two dates (May 26 with report date May 21, and June 3 with report date June 2) — though transaction codes couldn't be verified via XML due to EDGAR URL issues. The stock is below its 200-day MA, which is an anti-signal for long conviction. Earnings are July 21, 2026 (within the catalyst window). Mint patch pump targeting Insulet expected end-Q2 2027. Cash position of ~$239M vs. market cap of $555M gives meaningful buffer against dilution risk.