MBX Biosciences, Inc. Common Stock (MBX)

• Market cap: $302M
• 1 day: -1.31%
• 5 days: 17.69%
• 1 month: 16.62%
• 3 months: -16.51%
• 6 months: -54.43%
• Year to date: -50.41%
• 1 year: -61.73%
• 5 years: -61.73%
• 10 years: -61.73%
• Sector: Healthcare
• Industry: Biotechnology

About: MBX Biosciences Inc is a clinical stage biopharmaceutical company focused on the discovery and development of novel precision peptide therapies for the treatment of endocrine and metabolic disorders. The company designed its proprietary Precision Endocrine Peptide, or PEP, platform to overcome the key limitations of unmodified and modified peptide therapies to improve clinical outcomes and simplify disease management for patients. Its PEPs are selectively engineered to have optimized pharmaceutical properties, including extended time-action profiles and consistent drug concentrations with low peak-to-trough concentration ratios, consistent exposure to target tissues, and less frequent dosing. Its product candidates include MBX 2109, MBX 1416, and MBX 4291.

Employees: 43

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more funds holding

Funds holding: 44 [Q3] → 62 (+18) [Q4]

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

3.4% more ownership

Funds ownership: 95.16% [Q3] → 98.56% (+3.4%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

23% less capital invested

Capital invested by funds: $783M [Q3] → $606M (-$177M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $38 320% upside
• Avg. target: $41 353% upside
• High target: $44 386% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

JMP Securities Jonathan Wolleben 43% 1-year accuracy 29 / 68 met price target	320% upside $38	Market Outperform Initiated	10 Apr 2025
Guggenheim Seamus Fernandez 43% 1-year accuracy 9 / 21 met price target	386% upside $44	Buy Reiterated	10 Apr 2025