“As a result of these actions, the Company incurred charges of approximately $ 1.7 million of which $ 1.2 million was included in research and development expenses and $ 0.5 million was included in general and administrative expenses, with such amounts reflect…”10-Q · May 13, 2026 ↗
Rallybio Corporation
RLYB
Market read
Rallybio Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- RLYB's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if RLYB's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- RLYB's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +34.9% year over year.
- Operating margin changed +5658.3 percentage points in the latest annual period.
- Net margin changed +8037.7 percentage points in the latest annual period.
- Diluted shares increased 3.4% in the latest annual period.
- Product pipeline and R&D has repeated adverse evidence across 4 filings.
- EV/sales is 128% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
16.83Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“This increase was partially offset by: ▪ a $0.8 million decrease in personnel expenses, primarily related to lower ongoing headcount during the three months ended March 31, 2026 as compared to the same period in 2025, in addition to a decrease in share-based…”10-Q · May 13, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 110.4× · EV/sales 73.9×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for RLYB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for RLYB. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind RLYB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ABCLAbCellera Biologics Inc.partnerAug 7, 2025 ▾
“This multi-year, multi-target collaboration will combine AbCellera Biologics Inc.'s ("AbCellera's") antibody discovery engine with our clinical and commercial expertise in rare diseases to identify optimal clinical candidates with a goal of delivering therapi…”
SNYSanofipartnerMar 16, 2026 ▾
“Product License Agreement with Sanofi In May 2022, through our subsidiary, Rallybio IPE, LLC ("Rallybio IPE"), we entered into a License Agreement with Kymab Limited ("Sanofi", and such agreement the "Sanofi License Agreement").”
Depended on by
RXRXRecursion Pharmaceuticals, Inc.investeeFeb 25, 2026 ▾
“Pursuant to the Purchase Agreement, we acquired 50% of the issued and outstanding membership interests (the “Membership Interests”) of RE Ventures I, LLC (“ENPP1 JV”) from RallyBio in exchange for cash and shares of Class A common stock of the Company (the “R…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
RLYB is currently a Follower in the organic co-movement group Cloud and AI Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for RLYB; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.