Rallybio | 8-K: FY2025 Q3 Revenue Beats Estimate at USD 212 K

Revenue: As of FY2025 Q3, the actual value is USD 212 K, beating the estimate of USD 66.67 K.

EPS: As of FY2025 Q3, the actual value is USD 0.36, beating the estimate of USD -0.2133.

EBIT: As of FY2025 Q3, the actual value is USD -7.387 M.

Revenue

• Revenue for the third quarter of 2025 was $0.2 million, compared to $0.3 million for the same period in 2024, primarily due to changes in the collaboration agreement with Johnson & Johnson.

Research & Development (R&D) Expenses

• R&D expenses were $4.1 million for the third quarter of 2025, a decrease from $8.2 million in the same period in 2024. This decrease was mainly due to reduced development costs for RLYB212 and other program candidates, as well as decreased payroll expenses following a workforce reduction.

General & Administrative (G&A) Expenses

• G&A expenses were $3.0 million for the third quarter of 2025, down from $4.1 million in the same period in 2024, primarily due to lower payroll expenses resulting from a reduced headcount.

Net Income

• Rallybio reported a net income of $16.0 million, or $0.36 per common share, for the third quarter of 2025, compared to a net loss of $11.5 million, or $0.26 per common share, for the same period in 2024.

Cash Position

• As of September 30, 2025, cash, cash equivalents, and marketable securities totaled $59.3 million. The company expects these resources to support operations through 2027.

Outlook / Guidance

• Rallybio anticipates reporting data from the RLYB116 Phase 1 confirmatory PK/PD study in the fourth quarter of 2025. The company is confident in RLYB116’s potential as an effective therapeutic for complement-mediated diseases and plans to advance its development.