New Risk • Jun 24
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 26% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$67m net loss in 3 years). Market cap is less than US$100m (US$58.4m market cap). Announcement • Apr 30
Boundless Bio, Inc., Annual General Meeting, Jun 15, 2026 Boundless Bio, Inc., Annual General Meeting, Jun 15, 2026. Announcement • Apr 18
Boundless Bio Presents Preclinical Data Supporting Ongoing Clinical Development of BBI-940 Boundless Bio presented preclinical data supporting its lead ecDNA-directed therapy (ecDTx), BBI-940, at the American Association for Cancer Research Annual Meeting 2026. Boundless has identified a novel kinesin target (“Kinesin”) essential to ecDNA segregation and inheritance in cancer cells, but non-essential in healthy cells. BBI-940, an oral, and selective Kinesin degrader, is currently being evaluated in the Phase 1 KOMODO-1 trial in patients with advanced or metastatic ER+/HER2- breast cancer and TNBC-LAR. Genetic and pharmacologic degradation of Kinesin caused ecDNA mis-segregation, ecDNA depletion, and reduced viability of ecDNA+ cancer cells. Selective degradation of Kinesin in a panel of tumor cell lines demonstrated sensitivity across multiple tumor types and 32% sensitivity in breast cancer cell lines, including those positive for ecDNA and FGFR1 gain. This molecularly defined subgroup for Kinesin degradation was further validated in vivo with demonstrated monotherapy tumor regressions in an ecDNA+ TNBC-LAR model, and significant antitumor activity as monotherapy and combination in an ecDNA+/FGFR1+ ER+ breast cancer model. BBI-940 targets a specific kinesin protein, “Kinesin”, essential for ecDNA segregation and inheritance in cancer cells, but non-essential in healthy cells. BBI-940 is designed to exploit the heightened dependence of ecDNA-positive tumors on mitotic machinery by degrading Kinesin to induce mitotic catastrophe and cell death. New Risk • Mar 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$74m net loss in 3 years). Market cap is less than US$100m (US$25.3m market cap). Price Target Changed • Feb 11
Price target increased by 33% to US$4.00 Up from US$3.00, the current price target is provided by 1 analyst. New target price is 260% above last closing price of US$1.11. Stock is down 50% over the past year. The company is forecast to post a net loss per share of US$2.48 next year compared to a net loss per share of US$3.85 last year. Announcement • Jan 20
Boundless Bio, Inc. Advances Novel Kinesin Degrader Program BBI-940 Boundless Bio, Inc. announced that the U.S. Food and Drug Administration (FDA) has accepted its Investigational New Drug (IND) application for its novel Kinesin oral degrader program, BBI-940. The Company also provided updates on the POTENTIATE clinical trial of BBI-355 and BBI-825 and its capital position. The acceptance of the BBI-940 IND enables Boundless to advance the program into a first-in-human clinical trial for patients with metastatic breast cancer, KOMODO-1 (Kinesin Oral Molecular Degrader for Oncology-1), which is expected to initiate in the first half of 2026. Boundless's novel Kinesin oral de grader program targets a previously undrugged kinesin involved in DNA segregation, including ecDNA segregation, during mitosis. Following a strategic portfolio review, Boundless Bio has elected to cease enrollment of the Phase 1/2 POTENTIATE trial evaluating the combination of BBI-355, its oral, selective CHK1 inhibitor and BBI-825, its oral, selective RNR inhibitor, in oncogene-amplified cancers. This decision reflects market considerations, clinical data, and the Company's prioritization of programs with the greatest potential to deliver meaningful clinical impact and long-term value. Price Target Changed • Aug 24
Price target decreased by 13% to US$3.50 Down from US$4.00, the current price target is an average from 2 analysts. New target price is 199% above last closing price of US$1.17. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$2.46 next year compared to a net loss per share of US$3.85 last year. Announcement • Apr 30
Boundless Bio, Inc., Annual General Meeting, Jun 23, 2025 Boundless Bio, Inc., Annual General Meeting, Jun 23, 2025. New Risk • Apr 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$94m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$32.3m market cap). Announcement • Feb 03
Boundless Bio Appoints Robert Doebele, M.D., Ph.D., as Chief Medical Officer Boundless Bio, Inc. announced that Robert (“Bob”) Doebele, M.D., Ph.D., has been appointed as Chief Medical Officer. Dr. Doebele was the co-founder of Rain Oncology, Inc., (acquired by Pathos AI), a precision oncology company, where he served as Chief Scientific and Medical Officer, directing the research and development of innovative therapies targeting oncogenic drivers in tumor-agnostic, biomarker-driven trials. Specifically, he led the clinical development plans for milademetan, a small molecule MDM2 inhibitor, Phase 2 planning for tarloxotinib, a hypoxia-activated pan-HER kinase inhibitor, and the development of a preclinical program focused on inducing synthetic lethality by inhibiting RAD52. Dr. Doebele previously led the research and clinical trials at the University of Colorado that launched the TRK inhibitor field by demonstrating that NTRK1/2/3 gene fusions represent a novel tumor agnostic target in cancer, a strategy that ultimately led to the approval of Vitrakvi® (larotrectinib) and Rozlytrek® (entrectinib). He also served as the director of the Thoracic Oncology Research Initiative at the University of Colorado Cancer Center and co-founded and co-directed the University of Colorado Molecular Tumor Board. Dr. Doebele received his M.D. and Ph.D. in Immunology from the University of Pennsylvania School of Medicine and an A.B. in Molecular Biology from Princeton University. Announcement • Oct 14
Boundless Bio Announces Departure of Jami Rubin as Chief Financial Officer Boundless Bio announced that Jami Rubin has stepped down from her role as Chief Financial Officer (CFO) for personal reasons. Boundless Bio does not plan to hire a successor CFO at this time; David Hinkle, Senior Vice President, Finance and Controller, will maintain responsibility for the company’s Finance operations and assume the roles of principal financial and accounting officer. Announcement • Aug 13
Boundless Bio Provides Business Updates Focused on Key Value Drivers Boundless Bio, Inc. provided business updates for the company's top strategic priorities. In alignment with its strategic priorities, Boundless Bio has narrowed its discovery research work and, as a result, modestly reduced its workforce. BBI-355, a novel, oral, potent, selective CHK1 inhibitor targeting replication stress for cancer patients with driver oncogene amplifications. The company presented preclinical and clinical pharmacodynamic data on BBI-355 at the American Association for Cancer Research (AACR) Annual Meeting in April 2024. Enrollment is progressing in the Phase 1/2 POTENTIATE clinical trial evaluating BBI-355 as a single agent and in combination with targeted therapies in patients with locally advanced or metastatic solid tumors with oncogene amplifications. BBI-825, a novel, oral, powerful RNR inhibitor targeting ecDNA assembly and repair for cancer patients with resistance oncogene amplifications. In April 2024, the company announced the first patient had been dosed with BBI-825 in the Phase 1/2 STARMAP clinical trial. ECTA was previously determined by the FDA to be a non-significant risk device for use as a clinical trial assay (CTA) in the BBI-355 POTENTIATE trial. About BBI-355: BBI-355, is a novel, oral, selective small molecule inhibitor of checkpoint kinase 1 (CHK1) being studied in the ongoing, first-in-human, Phase 1/2 POTentIATE clinical trial (NCT05827614) in cancer patients with oncogene amplifications; BBI-825, is an oral inhibitor of ribonucleotide reductase (RNR) being evaluated in a Phase 1/2 clinical trial in colorectal cancer patients with BRAFV600E or KRASG12C mutations and resistance gene amplifications. Actual results may difference from those set forth in this press release due to the risks and uncertainties inherent in the business, including, without limitation: the potential for its programs and prospects to be negatively impacted by developments relating to competitors, including the results of studies or regulatory decisions relating to competitors; regulatory developments in the United States and foreign countries; efforts to streamline operations may not produce the efficiencies expected; may use capital resources later than expect; and other risks described in its business. Announcement • Apr 11
Boundless Bio Announces First Patient Dosed in First-in-Human Phase 1/2 Clinical Trial of BBI-825 in Cancer Patients with Resistance Gene Amplifications Boundless Bio announced that the first patient has been dosed with BBI-825 in a first-in-human, Phase 1/2 clinical trial for patients with locally advanced or metastatic cancer with resistance gene amplifications (NCT06299761). ecDNA are a key driver of high copy number amplification in cancer, and Boundless has validated multiple drug targets that are essential for ecDNA function in cancer cells. BBI-825, the Company's second ecDNA-directed therapy (ecDTx) to enter clinical trials, is a novel, selective, oral small molecule inhibitor of ribonucleotide reductase (RNR), a rate-limiting enzyme responsible for the de novo synthesis of deoxyribonucleotides, the building blocks of DNA. Boundless has identified an essential role for RNR in ecDNA assembly and repair and in the survival of certain oncogene amplified cancer cells. Announcement • Mar 29
Boundless Bio, Inc. has completed an IPO in the amount of $100 million. Boundless Bio, Inc. has completed an IPO in the amount of $100 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 6,250,000
Price\Range: $16
Discount Per Security: $1.12
Transaction Features: Sponsor Backed Offering Board Change • Mar 28
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Co-Founder & Independent Chairman Jonathan Lim is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.