Stocks/CLYM

CLYM

Climb Bio, Inc.
Healthcare·Biotechnology
$10.96
$747M market cap
Revenue
$0.0M
Free Cash Flow
$-30.0M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Climb Bio, Inc., a biotechnology company, focuses on developing therapies for autoimmune-driven inflammatory diseases. It develops budoprutug, an anti-CD19 monoclonal antibody for various autoimmune diseases, including systemic lupus erythematosus and lupus nephritis, immune thrombocytopenia, and membranous nephropathy. The company was formerly known as Eliem Therapeutics, Inc. and changed its name to Climb Bio, Inc. in October 2024. Climb Bio, Inc. was incorporated in 2018 and is headquartered

2-Year Price History

$11.00+30.0%
$2.0$4.0$6.0$8.0$10volSep 24Dec 24Mar 25Jul 25Oct 25Jan 26Apr 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-15.2-15.2-13.7-14.4-14.4-0.0109.60.568.2-154.3%----
Act2025-Q40.0-19.3-19.3-17.5-15.6-15.6-0.0101.10.567.4-146.5%----

Valuation & Metrics

Market Stats

Price$10.96
Market Cap$747M
Enterprise Value$638M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-4.0%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-31.2M
Free Cash Flow$-30.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-150.4%
WC Change % Rev0.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares1.8M
Days to Cover2.0
Change (vs Prior)+10.3%
Need at least 2 settlement dates for chart

Employees

Headcount17
Revenue / Employee$0
Gross Profit / Employee$-4,000

Cash Runway

43.8months
WATCH

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
27.0%(+19.3% YoY)
66 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
2.2%(+1.4% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.5%(+0.5% YoY)
4 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
RA CAPITAL MANAGEMENT, L.P.$77.4M$6.85+$49K−$138M-4.4%$9.44B
MPM BioImpact LLC$17.8M$4.00−$535K+$17.8M-1.8%$1.29B
PRICE T ROWE ASSOCIATES INC /MD/$13.1M$4.35−$46K+$9.1M-0.2%$864.93B
BRAIDWELL LP$10.5M$6.85+$10.5M+$10.5M-1.8%$2.63B
GREAT POINT PARTNERS LLC$9.1M$4.96+$2.4M+$9.1M-4.6%$408M
MILLENNIUM MANAGEMENT LLC$8.7M$5.17+$6.7M+$8.3M-0.5%$127.40B
VANGUARD CAPITAL MANAGEMENT LLCPassive$8.1M$6.85+$8.1M+$8.1M$4.04T
Kynam Capital Management, LP$6.9M$1.52−$171K−$299K+0.5%$1.58B
MARSHALL WACE, LLP$5.3M$5.10+$3.2M+$5.3M+0.6%$92.71B
Affinity Asset Advisors, LLC$4.8M$1.22−$4.1M−$5.5M+0.5%$1.60B
SILVERARC CAPITAL MANAGEMENT, LLC$4.7M$6.85+$3.9M+$4.7M$843M
DRIEHAUS CAPITAL MANAGEMENT LLC$4.1M$5.09+$0+$4.1M+0.3%$13.60B
ADAR1 Capital Management, LLC$4.1M$3.89−$5.7M+$3.3M+8.3%$1.64B
NAN FUNG TRINITY (HK) Ltd$2.9M$1.24−$295K+$2.9M-0.4%$911M
SPHERA FUNDS MANAGEMENT LTD.$2.9M$3.24−$3.5M+$1.2M-9.9%$575M
BlackRock, Inc.Passive$2.8M$4.48+$85K−$13.0M-0.2%$5.69T
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$2.7M$3.27−$397K+$2.4M-0.6%$77.14B
CITADEL ADVISORS LLC$2.4M$3.95+$730K+$1.8M-0.4%$138.22B
GEODE CAPITAL MANAGEMENT, LLCPassive$2.1M$4.94+$15K−$2.5M+2.3%$1.61T
TWO SIGMA INVESTMENTS, LP$2.1M$3.30−$1.8M+$380K-0.9%$117.03B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-1.93%
avg per quarter
Holders (ex-self)
-1.99%
excl. this stock
Buyers (this Q)
-0.30%
47 buyers · $0.06B in
Sellers (this Q)
-1.82%
26 sellers · $-0.01B out
alpha coverage: 96% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+5.7%
how holders react when this stock falls
On quiet Qs
-4.8%
−10% to +10% baseline
On rallies (+10%+)
-23.5%
how they react when this stock rises
Holders' portfolio flow this Q
+5.2%
inflows — adds are organic
Sellers' portfolio flow this Q
+17.0%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-1.3%
Holder mid (any stock)
-3.3%
Holder rally (any stock)
-5.1%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

011.5M23.1M34.6M46.1M$1.22$2.63$4.04$5.44$6.852021-092022-092023-092024-092025-092026-03
hover the chart for per-quarter detailprice (right axis)
RA CAPITAL MANAGEMENT, L.P.11.3MSAMLYN CAPITAL, LLCDeep Track Capital, LPSamsara BioCapital, LLCJANUS HENDERSON GROUP PLCBoxer Capital, LLCMPM BioImpact LLC2.6MPRICE T ROWE ASSOCIATES INC /MD/1.9MAffinity Asset Advisors, LLC700KBRAIDWELL LP1.5M

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (7 analysts)$20.008250.0%
Last Year (8 analysts)$18.887230.0%
Current Price$10.96
Analyst Ratings
5
Buy: 5Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$906K
6 txns · 3 insiders · 171,860 sh
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$780K
3 txns · 1 insider · 321,672 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-02-26SELLThomas Stephen Basildirector16,313$7.01$114K$1.08M
2026-02-25SELLThomas Stephen Basildirector33,687$7.00$236K$1.20M
2026-02-13SELLThomas Stephen Basildirector10,000$5.81$58K$1.19M
2026-02-12SELLThomas Stephen Basildirector90,000$5.23$471K$1.12M
2026-01-05BUYRA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: 7,111$3.50$25K$11.91M
2025-12-12BUYRA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: 101,462$2.86$290K$9.71M
2025-12-11BUYRA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: 213,099$2.18$465K$7.18M
2025-06-30SELLBrennan Aoifedirector, officer: President and CEO20,618$1.22$25K$59K
2025-06-20SELLPimblett Emilyofficer: SVP, Finance & CAO1,242$1.24$2K$23K

Order Flow (FINRA, ~3w lag)

20.5%retail-3.7pp
22.4%dark-0.6pp
week of 2026-04-13
0%20%40%60%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.