Rallybio Corporation (RLYB)

Rallybio's stock price has declined by 31.33% between January 6, 2025, and January 2, 2026. In April 2025, the RLYB212 program was discontinued due to pharmacokinetic data. In July 2025, Rallybio sold its interest in REV102 to Recursion Pharmaceuticals. Rallybio initiated dosing in a Phase 1 confirmatory pharmacokinetic/pharmacodynamic study for RLYB116 in September 2025. In November 2025, Rallybio reported its Q3 2025 financial results, including a net income of $16.0 million. In February 2024, Rallybio announced a 45% workforce reduction to focus resources on its clinical-stage programs, RLYB212 and RLYB116, which was expected to extend its cash runway into mid-2026. Analysts have a consensus rating of "Reduce" or "Hold" for Rallybio stock, with an average price target of $5.00.

Rallybio Corp.'s products and services are not subject to typical demand seasonality. Demand for its products is primarily driven by the prevalence of the specific rare diseases they target and the medical need for effective treatments.

Rallybio Corporation is a clinical-stage biotechnology company focused on identifying, developing, and commercializing therapies for severe and rare diseases, operating within the Healthcare sector. Its pipeline addresses unmet medical needs in maternal fetal health, complement dysregulation, hematology, and metabolic disorders. Key product candidates include RLYB116, an inhibitor of complement component 5 (C5), RLYB114, a pegylated C5-targeted Affibody molecule, RLYB332, a preclinical antibody for the treatment of severe anemia, RBX-100, an investigational therapy for congenital athymia, and REV102 (ENPP1 Program), an ENPP1 inhibitor for the treatment of hypophosphatasia, which Rallybio sold its interest in to Recursion Pharmaceuticals in July 2025. The development of RLYB212 was discontinued in April 2025.

Rallybio Corporation is headquartered in New Haven, Connecticut, United States. Its clinical trial network spans North America, Europe, and Asia Pacific, reflecting its global objective to deliver therapies to patients.

Rallybio's brand reputation, as reflected by analyst sentiment, has been cautious, with a consensus rating of "Reduce" or "Hold". The discontinuation of the RLYB212 program could be perceived as a setback. Positive insider sentiment, indicated by significant insider buying, suggests confidence from within the company. The company's mission to develop life-transforming therapies for rare diseases contributes positively to its image.

Rallybio Corporation's stock ownership includes institutional, insider, and retail investors. Institutional investors hold approximately 54.72% to 66.98% of the stock. Insiders own approximately 10.30% to 14.23% of the stock, with Kush Parmar being the largest individual shareholder. Retail investors hold approximately 26.18% of the stock. Insider sentiment has been positive, with significant open-market purchases.