NASDAQ: TRAX

First Tracks Biotherapeutics, Inc.

CIK 0002091349 · SIC 2834 · Pharmaceutical Preparations

Small by assets Assets $183M as of Sep 20, 2026

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424B3 Filed Aug 13, 2026

First Tracks Biotherapeutics registers resale of up to 10.5M shares by selling stockholders; company gets no proceeds

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10-Q Filed Aug 12, 2026 · Period ending Jun 30, 2026

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8-K Filed Aug 12, 2026 · Period ending Aug 12, 2026

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8-K Filed Jun 22, 2026 · Period ending Jun 15, 2026

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424B3 Filed May 15, 2026

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424B3 Filed May 14, 2026

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10-Q Filed May 14, 2026 · Period ending Mar 31, 2026

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8-K Filed May 14, 2026 · Period ending May 14, 2026

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S-1 Filed May 8, 2026

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Latest financial statements

From 10-Q filed Aug 12, 2026 (period ending Jun 30, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Statements of Operations and Comprehensive Loss (Unaudited)

(in thousands, except per share data)

Description Three months ended June 30, 2026 Three months ended June 30, 2025 Six months ended June 30, 2026 Six months ended June 30, 2025
Operating expenses:
Research and development 25,644 39,272 59,599 80,737
General and administrative 9,293 6,626 28,149 16,441
Total operating expenses 34,937 45,898 87,748 97,178
Loss from operations (34,937) (45,898) (87,748) (97,178)
Other income (expense), net:
Interest income 1,564 3,466 3,892 7,557
Other expense, net (1) (13) (2) (20)
Total other income (expense), net 1,563 3,453 3,890 7,537
Net loss (33,374) (42,445) (83,858) (89,641)
Other comprehensive loss:
Unrealized gain (loss) on available-for-sale securities 146 (167) 24 (311)
Comprehensive loss (33,228) (42,612) (83,834) (89,952)
Net loss per common share:
Basic and diluted (0.95) (1.47) (2.40) (3.02)
Weighted-average number of shares outstanding:
Basic and diluted 35,003 28,810 35,003 29,722

Balance Sheets (Unaudited)

(in thousands, except share and par value)

Description June 30, 2026 December 31, 2025
ASSETS
Current assets:
Cash and cash equivalents 168,018 238,196
Short-term investments — 73,442
Prepaid expenses and other current assets 9,727 4,762
Total current assets 177,745 316,400
Property and equipment, net 1,071 1,370
Operating lease right-of-use assets 4,324 12,519
Other long-term assets — 256
Total assets 183,140 330,545
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Accounts payable 2,553 3,111
Accrued expenses 7,458 25,832
Current portion of operating lease liability 2,436 2,080
Total current liabilities 12,447 31,023
Operating lease liability, net of current portion 1,897 12,032
Stockholders’ equity:
Preferred stock $0.001 par value, 10,000,000 shares authorized and no shares outstanding at June 30, 2026 — —
Common stock, $0.001 par value, 500,000,000 shares authorized and 35,390,679 shares issued and outstanding at June 30, 2026 and 100 shares authorized and no shares, issued or outstanding at December 31, 2025 35 —
Additional paid-in capital 193,337 —
Accumulated other comprehensive loss — (24)
Accumulated deficit (24,576) —
Net former parent investment — 287,514
Total stockholders’ equity 168,796 287,490
Total liabilities and stockholders’ equity 183,140 330,545

Statements of Cash Flows (Unaudited)

(in thousands)

Description Six months ended June 30, 2026 Six months ended June 30, 2025
CASH FLOWS FROM OPERATING ACTIVITIES:
Net loss (83,858) (89,641)
Adjustments to reconcile net loss to net cash used in operating activities:
Depreciation and amortization 230 288
Stock-based compensation 19,822 15,402
Accretion/amortization of investments, net 138 (3,264)
Amortization of right-of-use assets operating 102 919
Changes in operating assets and liabilities:
Prepaid expenses and other assets (10,202) 639
Accounts payable and other liabilities 9,382 (7,045)
Operating lease liabilities (93) (941)
Net cash used in operating activities (64,479) (83,643)
CASH FLOWS FROM INVESTING ACTIVITIES:
Purchase of investments — (176,755)
Sales and maturities of investments 35,000 228,079
Purchases of property and equipment (42) (74)
Net cash provided by investing activities 34,958 51,250
CASH FLOWS FROM FINANCING ACTIVITIES:
Issuance of common stock in connection with the spin-off 109,243 —
Proceeds from public offerings 75,200 —
Proceeds from the issuance of common stock upon the exercise of stock options 2,122 —
Proceeds from former parent company with Spin-off 100,000 —
Payments for offering costs (26) —
Net parent investment (327,196) (46,389)
Net cash used in financing activities (40,657) (46,389)
Net decrease in cash and cash equivalents (70,178) (78,782)
Cash and cash equivalents, beginning of period 238,196 123,080
Cash and cash equivalents, end of period 168,018 44,298
SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION
Non-cash investing and financing activities:
Leased assets obtained in exchange for operating lease liabilities 4,426 —
Offering costs accrued 483 —
Non-cash transfer of assets and liabilities in connection with the spin-off 14,011 —
Receivable related to issuance of common stock, upon exercise of stock options 469 —

Amounts as printed on the EDGAR/iXBRL face — (in thousands, except per share data); (in thousands, except share and par value); (in thousands). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗