Welcome to our dedicated page for Apogee Therapeutics SEC filings (Ticker: APGE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Apogee Therapeutics, Inc. filings document a clinical-stage biotechnology issuer focused on antibody programs for inflammatory and immunology indications. The company’s Form 8-K disclosures cover operating results, Regulation FD clinical-data presentations for zumilokibart (APG777), APG279 and APG333 development activity, and material agreements related to public common-stock offerings.
Proxy materials cover annual meeting matters, director elections, board composition, executive compensation, equity awards and shareholder voting. The filings also identify APGE common stock on The Nasdaq Global Market and provide recurring capital-structure, governance, clinical or regulatory, and financial disclosures tied to the company’s research and development model.
Apogee Therapeutics, Inc. reported option exercises and related share movements involving Fairmount-affiliated entities. On 2026-08-07, options to acquire 31,838 and 10,370 shares of common stock were exercised at strike prices of $17.00 and $43.85 per share, respectively. The resulting common shares are held indirectly through Fairmount Healthcare Fund II L.P., with 51,166 shares reported as indirectly held for each of Tomas Kiselak and Peter Harwin, who, along with Fairmount, disclaim beneficial ownership except to the extent of their pecuniary interest.
Apogee Therapeutics, Inc. reported results of a special stockholder meeting relating to its planned merger with AbbVie. Under a previously announced Merger Agreement, a subsidiary of AbbVie will merge with Apogee, with Apogee surviving as an indirect wholly owned subsidiary of AbbVie.
As of the July 10, 2026 record date, 62,140,183 shares of Apogee voting common stock were outstanding, and 46,526,253 shares (about 74.87%) were present at the August 11, 2026 special meeting. Stockholders approved the Merger Proposal, casting 46,508,107 votes for, 3,885 against, and 14,261 abstentions, which, together with the written consent of all holders of non-voting common stock, satisfies one closing condition for the merger.
Stockholders did not approve, on a non-binding, advisory basis, the Compensation Proposal related to merger-linked payments to named executive officers; however, this advisory vote is not a condition to closing. An Adjournment Proposal was not needed and was not voted upon. In connection with the anticipated merger closing, all current Apogee directors have indicated they will resign at the effective time, and the company states these anticipated resignations are not due to any disagreement over operations, policies or practices.
Apogee Therapeutics is a clinical-stage biotechnology company developing biologic therapies for inflammatory and immunology indications, including atopic dermatitis and asthma. It reported a net loss of $85.9 million for the quarter and $160.0 million for the six months ended June 30, 2026, driven mainly by research and development spending.
Cash and cash equivalents were $105.6 million, with additional marketable securities of $866.4 million current and $321.9 million long term, bringing total assets to $1.34 billion. Management estimates this liquidity will fund operating expenses and capital needs for at least 12 months.
Apogee entered an Agreement and Plan of Merger under which a subsidiary of AbbVie will merge with Apogee, leaving it a wholly owned subsidiary, subject to stockholder and regulatory approvals. It also closed a $100.0 million revenue share financing with Blackstone Life Sciences tied to future net sales of zumilokibart, recorded as a $99.2 million revenue share liability with a 16.4% effective interest rate.
Apogee Therapeutics is being acquired by AbbVie under a definitive agreement in which AbbVie will purchase all outstanding Apogee shares for $135.11 per share in cash, implying total equity value of approximately $10.9 billion. Closing is targeted for the third quarter of 2026, subject to stockholder and regulatory approvals and other customary conditions.
Apogee reported positive 16‑week Phase 2 APEX Part B results for zumilokibart in moderate‑to‑severe atopic dermatitis, meeting all primary and secondary endpoints with mid‑dose patients achieving 65.9% EASI‑75 and statistically significant benefits across multiple skin and symptom measures. Based on these data, the company plans to advance zumilokibart into Phase 3 this year and to initiate additional trials in eosinophilic esophagitis in 2H 2026 and asthma in 1H 2027.
Apogee also entered a strategic financing collaboration with Blackstone Life Sciences for up to $1.3 billion in non‑dilutive capital. As of June 30, 2026, cash, cash equivalents and securities totaled $1.3 billion. For the quarter, Apogee recorded a net loss of $85.9 million, with higher research and development and general and administrative expenses, including merger transaction costs.
Apogee Therapeutics’ Chief Medical Officer Carl Dambkowski exercised stock options for 4,125 shares of common stock at $22.8600 per share on August 5, 2026, and on the same date sold 5,500 shares at $134.1700 per share under a Rule 10b5-1 trading plan. After the option exercise, 110,665 option shares from this award remained outstanding; the option originally covered 175,345 shares vesting in 48 equal monthly installments through December 18, 2027.
Apogee Therapeutics Chief Financial Officer Jane Henderson reported a bona fide gift of 15,000 shares of common stock to a donor-advised fund. After this transfer, she directly holds 158,371 shares. The transaction was reported as not made under a Rule 10b5-1 plan.
Apogee Therapeutics, Inc. Chief Medical Officer Carl Dambkowski reported a bona fide gift of 8,000 shares of common stock on July 14, 2026. The shares were transferred to a donor advised fund, a non-market disposition recorded at $0.00 per share.
Following the gift, Dambkowski directly holds 169,873 shares of Apogee common stock. No open-market purchases or sales were reported in this insider transaction.
Apogee Therapeutics has agreed to be acquired by AbbVie via a merger with AbbVie subsidiaries Andor LLC and Andor Merger Co., after which Apogee will become an indirect wholly owned subsidiary of AbbVie. Each Apogee common share will be converted into $135.11 in cash per share, without interest and subject to tax withholding.
The cash price represents a 53% premium to Apogee’s June 17, 2026 closing share price and a 63% premium to the 30‑day volume‑weighted average price. Following closing, Apogee’s stock will be delisted from Nasdaq and deregistered under the Exchange Act, and stockholders will no longer participate in Apogee’s future earnings or growth.
Stockholders of record as of July 10, 2026, will vote at a virtual special meeting on August 11, 2026 on: adopting the merger agreement, an advisory vote on merger‑related executive compensation, and a potential adjournment to solicit more votes. Approval of the merger requires a majority of outstanding voting shares. Dissenting holders who follow Delaware procedures may seek appraisal rights. The transaction is taxable to U.S. holders, who generally recognize capital gain or loss equal to the difference between cash received and tax basis. If the merger is terminated under specified circumstances, Apogee may owe AbbVie a $381,273,716 termination fee, and AbbVie’s parent may owe an equivalent reverse termination fee in other cases.
Apogee Therapeutics, Inc. Chief Executive Officer Michael Thomas Henderson reported two stock transactions. On July 8, he sold 20,000 shares of common stock in an open-market transaction at a weighted average price of $133.63 per share under a pre-arranged Rule 10b5-1 trading plan. On July 10, he made a bona fide gift of 75,046 shares of common stock to a donor advised fund. Following these transactions, he held 920,941 shares of Apogee common stock directly.
Apogee Therapeutics filed a Schedule 13G/A reporting that Wellington Management-affiliated entities beneficially own 564,326 shares of Common Stock, representing 0.91% of the class as of 06/30/2026. The filing lists shared voting power of 452,388 and shared dispositive power of 564,326 across related Wellington entities.
The ownership is held of record by clients of Wellington Investment Advisers and is reported by Wellington Management Group LLP and related holding entities.