EQ Equillium, Inc.

NEUTRAL Impact: 4/10 S-3
Horizon weeks Filed Apr 7, 2026 Processed 2mo ago SEC 0001193125-26-145746
Shelf registration — potential dilution
Latest settled — T+20d
EQ ▲ +15.00% at T+20d
NEUTRAL call ✓ call won +15.00% · α vs SPY +6.46% · entry $1.80 → $2.07
Next anchor: T+60d in 22d
Last close $2.77 (close Jun 8) · +53.89% from $1.80 entry
Entry anchored
Apr 7, 03:59 PM ET
via Databento tick
T+1d
+6.11%
call +6.11% · α +5.54%
$1.91
settled 2mo ago
T+5d
+13.89%
call +13.89% · α +10.37%
$2.05
settled 8w ago
T+20d
+15.00%
call +15.00% · α +6.46%
$2.07
settled 5w ago
T+60d
call — · α —
in 22d

Price Chart

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Executive Summary

Equillium filed an S-3 shelf registration to allow RA Capital Management to resell up to 18.88 million shares, including 17.7 million from pre-funded warrants, from a recent $35 million private placement. The company will not receive proceeds from these sales, but the registration supports future capital raising. This follows strong financial positioning, with cash expected to fund operations into 2029.

Key Financial Metrics

Offering Size
$36.2M
Dilution
29.84%

Actionable Insight

Monitor for actual sales by RA Capital, which could create downward pressure on the stock. The shelf registration provides Equillium with flexibility for future capital raises, but current cash runway into 2029 suggests no immediate funding need. Watch for warrant exercises which would bring minimal additional cash ($1,770) to the company.

Key Facts

  • S-3 filing enables resale of 18,878,101 shares by RA Capital Healthcare Fund, L.P., including 17,698,593 shares issuable upon exercise of pre-funded warrants
  • Shares originated from a $35 million private placement completed March 13, 2026, at $1.854 per share
  • Equillium will not receive any proceeds from the resale of these shares
  • Company had $30.3 million in cash as of December 31, 2025, with runway expected into 2029 including the $35 million financing
  • Recent insider activity shows 2 sells totaling $663K in the past 30 days

Financial Impact

Potential dilution of 29.8% of current shares outstanding (18.88M shares offered vs 63.23M shares outstanding)

dilutionshare countmarket cap

Risk Factors

  • Significant share overhang from warrant exercises could pressure stock price
  • Potential perception of insider lack of confidence given recent insider selling
  • Future offerings under this shelf could lead to additional dilution

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations

Documents Analyzed

This report is based on 9 SEC documents filed with EDGAR.

DocumentAccession Number
S-3 Filing (Primary)0001193125-26-145746
Document: d116924dex43.htm0001193125-26-145746
Document: d116924dexfilingfees.htm0001193125-26-145746
Document: d116924dex51.htm0001193125-26-145746
Document: d116924dex231.htm0001193125-26-145746
Document: d116924dex232.htm0001193125-26-145746
Document: 0001193125-26-145746-index-headers.html0001193125-26-145746
Document: 0001193125-26-145746-index.html0001193125-26-145746
Document: 0001193125-26-145746.txt0001193125-26-145746
7 reports for EQ
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EQ — sortable, filterable
Type Now
Jun 5, 2026
4d ago
Insider Cluster
BEARISH ★ 5/10
$3.12 awaiting T+5awaiting T+5$2.77 (+11.22%)
May 29, 2026
11d ago
Insider Cluster
NEUTRAL ★ 4/10
$3.08 $2.94▼ −4.55%▼ −1.80%$2.77 (−10.06%)
May 20, 2026
20d ago
Press Release
NEUTRAL ★ 3/10
$2.21 $2.84▲ +28.51%▲ +26.91%$2.77 (+25.34%)
Apr 17, 2026
7w ago
EFFECT
NEUTRAL ★ 4/10
$2.05 $2.16▲ +5.37%▲ +4.81%$2.77 (+35.12%)
Apr 15, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$2.05 $2.33▲ +13.66%▲ +12.02%$2.77 (+35.12%)
Apr 7, 2026
9w ago
S-3
NEUTRAL ★ 4/10
$1.80 $2.05▲ +13.89%▲ +10.37%$2.77 (+53.89%)
Mar 25, 2026
10w ago
Press Release
BEARISH ★ 6/10
$2.06 $1.97▲ +4.37%▲ +6.00%$2.77 (−34.47%)
Showing 7 of 7

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