LBRX

$44.27-$1.11 (-2.45%)prev close

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Market cap

$1.5B

32M shares

52-week range

$13.36 – $49.14

86% from low

Sector

PHARMACEUTICAL PREPARATIONS

Exchange

NASDAQ

Change+$26.97

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$0	—	$-3.44	$-3.58–$-3.15	—	6
2027	$0	—	$-4.25	$-4.91–$-3.53	—	6
2028	$33M	—	$-3.43	$-5.14–$-1.73	—	5
2029	$65M	+96.5%	$-4.02	$-4.02–$-4.02	—	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 2 of the last 4 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-11	$-0.80	$-1.71	-112.8%
2026-05-12	$-0.75	$-0.67	+10.7%
2026-03-26	$-0.45	$-0.45	+0.0%
2025-11-06	$-0.57	$-0.61	-7.0%

DCF fair valuemodel estimate

Intrinsic value

$9.67

Price

$44.27

Implied downside

-78%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
LBRXLB Pharmaceuticals Inc Common Stock	$44.27	-2.45%	$1.3B	—
ALTAltimmune, Inc.	$2.88	-1.71%	$560M	—
ANNXAnnexon, Inc.	$5.26	-1.31%	$862M	—
AURAAura Biosciences, Inc.	$7.65	-1.29%	$791M	—
AUTLAutolus Therapeutics plc	$2.22	+4.72%

LB Pharmaceuticals Inc Common Stock

LB Pharmaceuticals Inc is a late-stage biopharmaceutical company developing novel therapies for the treatment of a wide range of neuropsychiatric disorders including schizophrenia, bipolar depression, adjunctive treatment of depressive disorder and other diseases. It is building a pipeline that leverages the broad therapeutic potential of its product candidate, LB-102, which it believes has the potential to be the first benzamide antipsychotic drug approved for neuropsychiatric disorders in the United States. LB-102 is currently in late-stage clinical development for schizophrenia and bipolar depression. The company operates as a single reportable segment in the development of novel therapies for the treatment of neuropsychiatric diseases, including schizophrenia.

www.lbpharma.us

Employees: 27
IPO / List date: Sep 11, 2025
HQ: NEW YORK, NY

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Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in LBRX as of their last filing.

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

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$LBRX chatter on StockTwits

Quantumup@Quantumup17h
Stifel⬆️ $LBRX's PT to $53 from $40 and reiterated Buy after sitting down with CEO Heather Turner to discuss the ongoing ph3 study of LB-102 in schizophrenia (data 1H27) and the clinical potential of '102 in other indications. $BMY MPLT ITCI - $ABBV NMRA VNDA SNY Here's what Stifel had to say in its note to investors: https://x.com/Quantumup1/status/2087911113501422057?s=20
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J@DoozioBullish6d
@Stocktwits board please. Yo ain’t bored no moar as $LBRX finally has one!
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Gary@efficiencyBullishAug 6
$LBRX Trend measures 192% in 200 days. Potent.
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Blue Dream@StairmasterAug 3
$LBRX
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STACKD0E@STACKD0EBullishJul 29
$LBRX 👁️
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Quantumup@QuantumupJul 27
Stifel on $MPLT (Buy-$36) said -- We're reiterating our Buy rating on MPLT following the positive ph2 schizophrenia data for their M1/M4 agonist. $BMY $LBRX ABBV NBIX RVPH VNDA NMRA OTSKY TEVA Here's what else Stifel had to say in its note to investors: https://x.com/Quantumup1/status/2081704930721649058?s=20
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Quantumup@QuantumupJul 24
H.C. Wainwright y'day reiterated $LBRX Buy-$45 and said -- LB-102 pivotal confirmatory schizophrenia trial timeline accelerated, with faster release of top-line data anticipated. $MPLT $BMY ABBV NMRA VNDA H.C. Wainwright added—LB Pharmaceuticals announced that based on enrollment projections, it now expects to report top-line results from the pivotal Phase 3 NOVA-2 clinical trial of LB-102 in patients with schizophrenia in 1H27 and to schedule a pre-NDA meeting with the FDA thereafter, during 2H27, to discuss the requirements for completion of the LB-102 New Drug Application (NDA) submission for approval of this candidate in treatment of schizophrenia. In our view, the shorter timeline to top-line data may facilitate regulatory submission in 1H28 and potential approval and market entry earlier in 2029 than we currently project. We await the top-line data and feedback from the pre-NDA meeting ahead of advancing the timing of sales initiation in our model.
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Quantumup@QuantumupJul 24
Canaccord⬆️ $MPLT to $43 from $35, reiterated Buy and said MPLT expects top-line data from its Ph2 ZEPHYR trial for ML-007C-MA for schizophrenia in mid-August. $BMY $LBRX ABBV NBIX RVPH VNDA NMRA OTSKY TEVA Canaccord added that it believes solid ZEPHYR data could make the shares blow through even higher levels despite the stock's recent strength.
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