BioAge Labs, Inc.
- Open
- 10.39
- Day high
- 10.63
- Day low
- 10.18
- Prev close
- 10.43
- Volume
- 442K
- Mkt cap
- $487M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.3
- P/S
- 47.0
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$1.6M over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions accumulating (13F)
BioAge Labs, Inc. (BIOA) is a Healthcare company listed on NASDAQ. The stock is up 129% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4).
BioAge Labs, Inc. (BIOA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BIOA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $-0.61 | $-0.58 | +4.5% | $2M | +63.7% |
| May 8, 2026 | $-0.64 | $-0.52 | +18.7% | $3M | +155.9% |
| Mar 24, 2026 | $-0.83 | $-0.72 | +13.3% | $3M | +119.9% |
| Nov 6, 2025 | $-0.67 | $-0.56 | +16.4% | $2M | +80.2% |
| Mar 20, 2025 | $-0.58 | $-1.97 | -239.7% | — | — |
| Nov 7, 2024 | $-0.72 | $-6.70 | -830.6% | — | — |
| Sep 26, 2024 | — | $-1.80 | — | — | — |
| Mar 31, 2024 | — | $-1.74 | — | — | — |
| Dec 31, 2023 | — | $-2.81 | — | — | — |
| Sep 30, 2023 | — | $-1.96 | — | — | — |
| Jun 30, 2023 | — | $-2.30 | — | — | — |
| Mar 31, 2023 | — | $-1.48 | — | — | — |
BIOA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 4,065 | $4.30 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 4,000 | $8.39 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 4,290 | $10.85 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Sell | 42,350 | $25.21 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 9,301 | $10.85 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 7,261 | $8.39 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 8,958 | $4.30 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 14,198 | $4.38 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Sell | 20,216 | $25.19 |
| Jul 1, 2026 | Barton Shaneofficer: Principal Accounting Officer | Option | 7,861 | $4.38 |
| Jun 12, 2026 | Pande Vijay Satyananddirector | Grant | 22,000 | $15.48 |
| Jun 12, 2026 | Hemrajani Rekhadirector | Grant | 22,000 | $15.48 |
| Jun 12, 2026 | HEALY JAMESdirector | Grant | 22,000 | $15.48 |
| Jun 12, 2026 | ENRIGHT PATRICK Gdirector | Grant | 22,000 | $15.48 |
| Jun 12, 2026 | Davidson Michael H.director | Grant | 22,000 | $15.48 |
Source: BIOA SEC Form 4 filings, latest Jul 1, 2026. For informational purposes only — not investment advice.
See the full BIOA insider & 13F page →BioAge Labs, Inc. company profile
Overview
BioAge Labs, Inc. (NASDAQ:BIOA) is a clinical-stage biopharmaceutical company founded in 2015 and based in Richmond, California. The company went public in September 2024, marking its transition from a private research entity to a publicly traded biotechnology firm. BioAge specializes in developing therapeutic treatments for metabolic diseases by leveraging insights into the molecular mechanisms of aging. The company's approach centers on understanding how aging processes contribute to various health conditions, particularly focusing on obesity and neuroinflammation-related disorders.
Business
BioAge Labs operates in the biopharmaceutical industry, specifically within the specialty drug development sector focused on metabolic diseases. The company's core mission revolves around developing treatments that target age-related metabolic dysfunction, representing a novel approach to addressing conditions that become more prevalent and difficult to treat as people age. The company's primary product candidate is azelaprag, an orally administered small molecule drug designed to treat obesity. Obesity is a complex metabolic disorder characterized by excessive body fat accumulation that increases the risk of various health problems including diabetes, heart disease, and stroke. What makes azelaprag unique is its development specifically for older adults, a population that faces particular challenges with weight management due to age-related changes in metabolism, muscle mass, and hormonal function. The drug is currently being tested both as a standalone treatment and in combination with tirzepatide (a diabetes medication that also promotes weight loss) to potentially enhance therapeutic outcomes for older patients struggling with obesity. BioAge's second major program involves BGE-100, an orally available brain-penetrant molecule that targets neuroinflammation. Neuroinflammation refers to the inflammatory response within the brain and central nervous system, which is increasingly recognized as a key factor in various neurodegenerative diseases and cognitive decline. BGE-100 specifically inhibits NLRP3, a protein complex that plays a crucial role in triggering inflammatory responses. By blocking this pathway, the drug aims to reduce harmful brain inflammation that contributes to conditions like Alzheimer's disease, Parkinson's disease, and other age-related cognitive disorders. The company's technology platform is built around analyzing large-scale human datasets to identify molecular changes associated with aging. This data-driven approach allows BioAge to pinpoint specific biological targets that could be therapeutically modified to address age-related diseases, setting it apart from traditional drug discovery methods that may not account for age-specific factors.
Revenue model
BioAge Labs operates under a typical clinical-stage biopharmaceutical business model, where the company currently generates minimal revenue while investing heavily in research and development. The company's primary revenue streams are expected to come from product sales once its drug candidates receive regulatory approval and reach the market. Currently, the company reports very limited revenue (approximately $1.5 million in Q1 2025), likely from research collaborations or licensing arrangements. The company's future monetization strategy centers on developing and commercializing its drug candidates through the traditional pharmaceutical pathway. Once azelaprag and BGE-100 complete clinical trials and gain regulatory approval, BioAge would generate revenue through direct sales to healthcare providers, hospitals, and pharmacies. The target customers would be healthcare systems treating older adults with obesity and neuroinflammation-related conditions. Several factors could significantly impact BioAge's future profitability and margins. Positive clinical trial results would dramatically increase the company's value and market potential, while negative results could severely impact its prospects. The competitive landscape in obesity treatments is intensifying, with major pharmaceutical companies developing new weight-loss medications, which could affect pricing power and market share. Regulatory approval timelines and requirements from agencies like the FDA will directly impact when the company can begin generating meaningful revenue. The company's focus on older adults represents both an opportunity and a challenge. While this demographic faces significant unmet medical needs and represents a growing market due to aging populations globally, developing drugs specifically for older patients can involve more complex clinical trials and regulatory considerations. Manufacturing costs, patent protection duration, and the ability to secure favorable reimbursement from insurance providers will all influence the company's ultimate profitability once products reach market.
Competitive moat
BioAge Labs currently operates with a relatively narrow competitive moat, typical of early-stage biopharmaceutical companies. The company's primary competitive advantage lies in its specialized focus on age-related metabolic diseases and its proprietary approach to drug discovery using human aging datasets. This focus on older adults represents a somewhat differentiated market position, as many pharmaceutical companies develop treatments for broader age ranges without specifically addressing age-related physiological changes. The company's data-driven platform for identifying aging-related molecular targets provides some intellectual property protection and scientific differentiation. However, this advantage is not insurmountable, as larger pharmaceutical companies with greater resources could potentially develop similar approaches or acquire competing technologies. The strength of BioAge's patent portfolio and the uniqueness of its drug candidates will be crucial factors in maintaining competitive positioning. The obesity treatment market is becoming increasingly competitive, with major pharmaceutical companies like Eli Lilly and Novo Nordisk achieving significant success with GLP-1 receptor agonists such as tirzepatide and semaglutide. These established players have substantial resources, extensive clinical trial capabilities, and strong relationships with healthcare providers and regulators. BioAge's focus on combination therapy with tirzepatide could potentially create synergies, but it also creates dependence on another company's product. The company faces significant risks from larger competitors who could develop similar or superior treatments, potentially rendering BioAge's products obsolete before they reach market. Additionally, the company's small size and limited resources compared to major pharmaceutical companies represent ongoing competitive disadvantages in terms of research capabilities, manufacturing scale, and marketing reach. The ultimate strength of BioAge's moat will depend on the clinical success of its drug candidates and its ability to establish strong intellectual property protection around its discoveries.
Risks & safety
BioAge Labs presents a mixed margin of safety profile typical of early-stage biotechnology companies, with strong liquidity but significant ongoing cash burn and execution risks. • Liquidity and Solvency: The company maintains a very strong cash position with $257 million in cash and short-term investments as of Q1 2025, providing substantial runway for operations. Current ratio of 13.7 indicates excellent short-term liquidity, while minimal debt (debt-to-equity ratio of 0.03) reduces financial risk. • Cash Burn Analysis: Operating cash flow burn of approximately $17 million in Q1 2025 and $52 million for full year 2024 suggests the current cash position provides roughly 4-5 years of operating runway at current burn rates, though this could accelerate with expanded clinical trials. • Valuation Considerations: Trading at 0.43x book value suggests potential undervaluation relative to tangible assets, though negative earnings make traditional valuation metrics less meaningful. The company's recent IPO and subsequent price decline from over $20 to under $4 indicates significant market skepticism. • Business Risk Factors: As a clinical-stage company with no approved products, BioAge faces substantial binary risk from clinical trial outcomes. Failed trials could dramatically impact valuation, while successful results could drive significant appreciation. The company's dependence on a limited pipeline increases concentration risk.
Recent development
BioAge Labs has experienced significant developments since its 2024 IPO, primarily focused on advancing its clinical programs and establishing its market presence. The company successfully completed its initial public offering in September 2024, raising substantial capital to fund its research and development activities. This public market debut provided the financial resources necessary to accelerate its clinical trial programs and expand its research capabilities. The company's key strategic focus has been advancing azelaprag through clinical development, with the drug progressing from Phase 1 trials for obesity treatment to initiating Phase 2 trials in combination with tirzepatide specifically for older adults. This combination therapy approach represents a strategic pivot toward addressing the unique challenges of weight management in aging populations, potentially differentiating BioAge's offering in the competitive obesity treatment market. Simultaneously, BioAge has been developing its second major program, BGE-100, for neuroinflammation-related conditions. The company has positioned this brain-penetrant NLRP3 antagonist as a potential treatment for various neurodegenerative diseases, expanding its therapeutic focus beyond metabolic disorders to include neurological conditions associated with aging. The company has also been building its operational infrastructure and scientific capabilities following its transition to a public company. This includes expanding its research team, enhancing its data analysis capabilities, and establishing partnerships and collaborations that could support its clinical development programs. The significant cash raise from the IPO has provided the company with the resources needed to execute these strategic initiatives while maintaining its focus on age-related therapeutic development.
BIOA company profile · for informational purposes only — not investment advice.
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