LBRX
LB PHARMACEUTICALS INC
$28.42
-0.42%
$815.0M
No data for this timeframe.
Vol
Market Cap$815.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders38 funds
Inst. Value$260.5M
Inst. Activity6 buys / 3 sells
Insider Activity1B / 0S
Insider Net $$8.0M
Reddit Sentiment50° Neutral
SEC Reports5
Press Releases3
Recent Activity
Jun 10, 2026
SEC
Chief Medical Officer Anna Eramo, M.D. resigned effective June 15, 2026, for personal reasons, and will transition to a
8-K — Impact 3/10
Jun 9, 2026
SEC
Zachary Prensky, a former officer of LB Pharmaceuticals, filed a Form 144 notice of intent to sell 16,500 shares of comm
144 — Impact 3/10
Jun 3, 2026
Insider
RUFFOLO ROBERT R was granted 10,000 shares
Director
Jun 3, 2026
Insider
Hemrajani Rekha was granted 10,000 shares
Director
Jun 3, 2026
Insider
Lenz Robert A. was granted 12,500 shares
Director
May 28, 2026
other
LB Pharmaceuticals to Participate in Upcoming June Investor Events
<p align="justify">NEW YORK, May 28, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmace
May 12, 2026
SEC
LB Pharmaceuticals reported Q1 2026 EPS of -$0.67, in line with consensus of -$0.67, and a net loss of $19.1M vs $5.3M a
PRESS-RELEASE — Impact 4/10
Inst.
Alyeska Investment Group, L.P. — ADD
863,947 shares ($21.3M)
Price Targets
$45.00
+58.3% upside
Strong Buy
Current $28.42
Low $34.00
Median $38.50
High $78.00
6 analysts
$34.00
$78.00
Analyst Ratings
4Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | HC Wainwright & Co. | INITIATE | Buy |
| Apr 10, 2026 | Craig-Hallum | INITIATE | Buy |
| Mar 27, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.81 ▲ +6.4% | $-0.89 — $-0.77 | 5 | |
| Next Q | $-0.95 ▲ +6.1% | $-1.04 — $-0.87 | -55% YoY | 5 |
| Current FY | $-3.51 ▲ +5.2% | $-3.72 — $-3.25 | -12% YoY | 5 |
| Next FY | $-4.49 ▼ -5.2% | $-5.30 — $-3.75 | -28% YoY | 5 |
Latest Reports
NEUTRAL
8-K
3/10
Chief Medical Officer Anna Eramo, M.D. resigned effective June 15, 2026, for personal reasons, and will transition to a
Jun 10, 2026
NEUTRAL
144
3/10
Zachary Prensky, a former officer of LB Pharmaceuticals, filed a Form 144 notice of intent to sell 16,500 shares of comm
Jun 9, 2026
BULLISH
Press
7/10
LB Pharmaceuticals announced the publication of positive Phase 2 NOVA-1 trial data for LB-102 in schizophrenia in JAMA P
Apr 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $60.9M | DOUBLED |
| RA CAPITAL MANAGEMENT, L.P. | $54.5M | NEW |
| BALYASNY ASSET MANAGEMENT L.P. | $22.8M | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.1M | — |
| Alyeska Investment Group, L.P. | $21.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | RUFFOLO ROBERT | A | $0.00 |
| Jun 3, 2026 | Hemrajani Rekha | A | $0.00 |
| Jun 3, 2026 | Lenz Robert | A | $0.00 |
| Jun 3, 2026 | Nussbaum Ran | A | $0.00 |
| Jun 3, 2026 | Kane William | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
38 institutional holders with $260.5M total value (10,577,757 shares) as of 2026-Q1. Top holders: BlackRock,, RA, BALYASNY. Net buying activity: 6 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,470,845 | $60.9M | 23.4% | DOUBLED +129.6% |
| 2 | RA CAPITAL MANAGEMENT, L.P. | 2,208,604 | $54.5M | 20.9% | NEW |
| 3 | BALYASNY ASSET MANAGEMENT L.P. | 923,694 | $22.8M | 8.7% | NEW |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 894,653 | $22.1M | 8.5% | — |
| 5 | Alyeska Investment Group, L.P. | 863,947 | $21.3M | 8.2% | ADD +28.0% |
| 6 | JENNISON ASSOCIATES LLC | 538,216 | $13.3M | 5.1% | TRIM -34.5% |
| 7 | STATE STREET CORP | 504,373 | $12.4M | 4.8% | DOUBLED +101.7% |
| 8 | CITADEL ADVISORS LLC | 416,906 | $10.3M | 3.9% | — |
| 9 | GOLDMAN SACHS GROUP INC | 363,799 | $9.0M | 3.4% | — |
| 10 | FMR LLC | 222,508 | $5.5M | 2.1% | TRIM -39.9% |
| 11 | BAKER BROS. ADVISORS LP | 200,000 | $4.9M | 1.9% | — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 186,095 | $4.6M | 1.8% | — |
| 13 | VANGUARD FIDUCIARY TRUST CO | 157,426 | $3.9M | 1.5% | — |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 112,497 | $2.8M | 1.1% | — |
| 15 | AMERIPRISE FINANCIAL INC | 108,307 | $2.7M | 1.0% | TRIM -44.0% |
| 16 | Russell Investments Group, Ltd. | 72,067 | $1.8M | 0.7% | DOUBLED +4625.7% |
| 17 | JANUS HENDERSON GROUP PLC | 65,429 | $1.6M | 0.6% | — |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 52,640 | $1.3M | 0.5% | — |
| 19 | MORGAN STANLEY | 47,280 | $1.2M | 0.4% | ADD +91.9% |
| 20 | Nuveen, LLC | 22,966 | $566.3K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | ADD | 675,000 | 863,947 | +28.0% | $21.3M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | TRIM | 821,852 | 538,216 | -34.5% | $13.3M | 2026-Q1 |
| STATE STREET CORP | DOUBLED | 250,030 | 504,373 | +101.7% | $12.4M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 193,544 | 108,307 | -44.0% | $2.7M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 1,525 | 72,067 | +4625.7% | $1.8M | 2026-Q1 |
| MORGAN STANLEY | ADD | 24,641 | 47,280 | +91.9% | $1.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 43,758 | 16,618 | -62.0% | $409.8K | 2026-Q1 |
| STRS OHIO | ADD | 3,400 | 5,100 | +50.0% | $125.8K | 2026-Q1 |
| CWM, LLC | DOUBLED | 8 | 29 | +262.5% | $715.00 | 2026-Q1 |
| BlackRock, Inc. | DOUBLED | 975,000 | 2,238,934 | +129.6% | $49.8M | 2025-Q4 |
| VANGUARD GROUP INC | NEW | — | 1,112,978 | — | $24.8M | 2025-Q4 |
| FMR LLC | TRIM | 369,100 | 221,865 | -39.9% | $4.9M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 77,450 | 193,544 | +149.9% | $4.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,700 | 43,758 | +2474.0% | $974.1K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 9,605 | 24,641 | +156.5% | $548.5K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1,000 | 22,303 | +2130.3% | $496.5K | 2025-Q4 |
| MARSHALL WACE, LLP | NEAR_EXIT | 255,526 | 18,014 | -93.0% | $401.0K | 2025-Q4 |
| FEDERATED HERMES, INC. | TRIM | 9,000 | 5,000 | -44.4% | $111.3K | 2025-Q4 |
| PRICE T ROWE ASSOCIATES INC /MD/ | NEAR_EXIT | 282,644 | 11,074 | -96.1% | $247.00 | 2025-Q4 |
| RA CAPITAL MANAGEMENT, L.P. | NEW | — | 1,776,958 | — | $28.1M | 2025-Q3 |
| BlackRock, Inc. | NEW | — | 975,000 | — | $15.4M | 2025-Q3 |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 968,274 | — | $15.3M | 2025-Q3 |
| JENNISON ASSOCIATES LLC | NEW | — | 739,040 | — | $11.7M | 2025-Q3 |
| Alyeska Investment Group, L.P. | NEW | — | 675,000 | — | $10.7M | 2025-Q3 |
8 unique insiders with 9 transactions. Net insider value: $8.0M ($8.0M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | RUFFOLO ROBERT R | Director | AWARD | 10,000 | — | — |
| Jun 3, 2026 | Hemrajani Rekha | Director | AWARD | 10,000 | — | — |
| Jun 3, 2026 | Lenz Robert A. | Director | AWARD | 12,500 | — | — |
| Jun 3, 2026 | Nussbaum Ran | Director | AWARD | 10,000 | — | — |
| Jun 3, 2026 | Kane William P Jr | Director | AWARD | 10,000 | — | — |
| Jun 3, 2026 | Luse Rebecca | Director | AWARD | 10,000 | — | — |
| Jun 3, 2026 | Garland J. Scott | Director | AWARD | 10,000 | — | — |
| Mar 6, 2026 | Lenz Robert A. | Director | AWARD | 20,000 | — | — |
| Feb 6, 2026 | Deep Track Biotechnology Master Fund, Ltd. | 10%+ Owner | BUY | 378,444 | $21.17 | $8.0M |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.2/10.
NEUTRAL
8-K
3/10
Chief Medical Officer Anna Eramo, M.D. resigned effective June 15, 2026, for personal reasons, and w
Jun 10, 2026
NEUTRAL
144
3/10
Zachary Prensky, a former officer of LB Pharmaceuticals, filed a Form 144 notice of intent to sell 1
Jun 9, 2026
NEUTRAL
PRESS-RELEASE
4/10
LB Pharmaceuticals reported Q1 2026 EPS of -$0.67, in line with consensus of -$0.67, and a net loss
May 12, 2026
NEUTRAL
DEFA14A
2/10
LB Pharmaceuticals Inc. is holding its 2026 Annual Meeting of Stockholders to vote on two main propo
Apr 23, 2026
NEUTRAL
EFFECT
4/10
The SEC has declared effective LB Pharmaceuticals' S-1 registration, enabling the resale of up to 4,
Apr 15, 2026
BULLISH
7/10
LB Pharmaceuticals announced the publication of positive Phase 2 NOVA-1 trial data for LB-102 in sch
Apr 22, 2026
BULLISH
8/10
LB Pharmaceuticals reported financial results for Q4 and full year 2025, highlighted by a significan
Mar 26, 2026
NEUTRAL
5/10
LB Pharmaceuticals announced the initiation of its pivotal Phase 3 NOVA-2 trial evaluating LB-102, a
Mar 25, 2026
Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 4 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$45.00 mean target
+58.3% upside
Strong Buy (3.00)
$34.00 Low
$78.00 High
| Metric | Value |
|---|---|
| Current Price | $28.42 |
| Target Low | $34.00 |
| Target Mean | $45.00 |
| Target Median | $38.50 |
| Target High | $78.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.81 | $-0.89 | $-0.77 | — | +6.4% | 3↑ 1↓ | $0.0B | — | 5 |
| Next Q 2026-09-30 |
$-0.95 | $-1.04 | $-0.87 | -55.4% | +6.1% | 4↑ 0↓ | $0.0B | 0.0% | 5 |
| Current FY 2026-12-31 |
$-3.51 | $-3.72 | $-3.25 | -12.2% | +5.2% | 4↑ 0↓ | $0.0B | 0.0% | 5 |
| Next FY 2027-12-31 |
$-4.49 | $-5.30 | $-3.75 | -27.9% | -5.2% | 2↑ 2↓ | $0.0B | 0.0% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.812 | |
| 7d ago | $-0.823 | +0.010 |
| 30d ago | $-0.868 | +0.055 |
| 60d ago | $-0.870 | +0.058 |
| 90d ago | $-0.880 | +0.068 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | HC Wainwright & Co. | INITIATE | — | Buy |
| Apr 10, 2026 | Craig-Hallum | INITIATE | — | Buy |
| Mar 27, 2026 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 28, 2026
other
LB Pharmaceuticals to Participate in Upcoming June Investor Events
<p align="justify">NEW YORK, May 28, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a late-
May 12, 2026
earnings
LB Pharmaceuticals Reports First Quarter 2026 Financial Results and Provides Corporate Update
<p align="center"><em>Initiated two late-stage clinical trials of LB-102: the pivotal Phase 3 NOVA-2 trial in schizophrenia and the Phase 2 ILLUMINATE
Apr 22, 2026
fda
LB Pharmaceuticals Announces Publication in JAMA Psychiatry of Results from Phase 2 NOVA-1 Trial of LB-102 in Schizophrenia
<p align="justify">NEW YORK, April 22, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a lat
Apr 9, 2026
other
LB Pharmaceuticals Announces Presentation at 25th Annual Needham Virtual Healthcare Conference
<p align="justify">NEW YORK, April 09, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a lat
Mar 27, 2026
other
LB Pharmaceuticals Presents New Analysis from the Phase 2 NOVA-1 Trial Highlighting LB-102’s Potential Impact on Cognitive Performance at the 2026 Annual Congress of the Schizophrenia International Research Society (SIRS)
Multiple SIRS presentations underscore the potential of LB-102 to address positive, negative, and cognitive symptom domains of schizophrenia <pre>Mult
Mar 26, 2026
earnings
LB Pharmaceuticals Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Corporate Update
<p align="center"><em>Reported positive results from potentially registrational Phase 2 trial of<br>LB-102 in schizophrenia</em></p>
Mar 25, 2026
fda
LB Pharmaceuticals Initiates Pivotal Phase 3 Trial (NOVA-2) for LB-102 in Patients with Schizophrenia
<p align="center"><em>LB-102 has potential to be the first benzamide approved for schizophrenia in the U.S.</em></p>
Mar 4, 2026
other
LB Pharmaceuticals to Participate in Upcoming March Investor Events
<p align="justify">NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a lat