Benitec Biopharma (BNTC)
Develops BB-301, a ddRNAi genetic medicine for OPMD dysphagia.
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Develops genetic medicines using ddRNAi and a Silence and Replace approach, with BB-301 as the lead OPMD program. The business remains pre-commercial and centered on U.S.-based clinical execution, regulatory progress, and the durability of its gene-silencing platform.
Builds genetic medicines from ddRNAi, a platform that uses gene-therapy delivery to sustain RNA-interference activity. The current pipeline is centered on BB-301, a Silence and Replace candidate for OPMD-related dysphagia that aims to silence mutant PABPN1 while supplying a functional replacement gene.
Operations are concentrated in the United States, with a Hayward, California headquarters and a small team weighted toward research and development. Recent opened company updates describe continued BB-301 patient follow-up, high-dose cohort treatment, and no treatment-related severe adverse events.
FDA Fast Track status and orphan-drug designations from FDA and EMA support the regulatory pathway, while the business remains dependent on clinical results, regulatory design, and competition from larger gene-therapy and gene-silencing organizations.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Wedbush | Reiterate | Rating: —Target: $16 | Target: $17 |
| Sep 15, 2026 | RBC Capital | Upgrade | Rating: — | |
| Jul 28, 2026 | Wedbush | Initiate | Rating: —Target: — | Target: $16 |
| May 12, 2026 | Evercore ISI | Target | Target: — | Target: $25 |
| Nov 24, 2025 | H.C. Wainwright | Target | Target: $35 | Target: $32 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $180.0M · Total debt $762.0K · Total assets $182.6M · Shareholders' equity $177.0M
- Revenue
- $0
- Operating income
- −$14.4M
- Net income
- −$12.8M
No dividends on record.
| Institutions | 95.21% | 33.21M shares | |
|---|---|---|---|
| 89 holders · as of Jun 30, 2026 | |||
| Insiders | 0.46% | 161.7K shares | |
| 2 holders · as of Jun 30, 2026 | |||
| Strategic holders | 9.70% | 3.38M shares | |
| 1 holder · as of Dec 8, 2025 | |||
| Adds to | 105.37% | ||
34.88M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.37%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Suvretta Capital Management, LLCInstitution | 33.11% | 11.55M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 9.70% | 3.38M | filed Dec 8, 2025 |
Jupiter Topco LLCInstitution | 7.11% | 2.48M | as of Jun 30, 2026 |
Franklin Resources IncInstitution | 6.92% | 2.41M | as of Jun 30, 2026 |
Adage Capital Partners GP, L.L.C.Institution | 6.08% | 2.12M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 23, 2025 | Suvretta Capital Management, LLC | director, 10 percent owner: | +50,000 | $12.85 |
| Dec 26, 2025 | Suvretta Capital Management, LLC | director, 10 percent owner: | +16,836 | $13.10 |
| Dec 29, 2025 | Suvretta Capital Management, LLC | director, 10 percent owner: | +77,387 | $13.44 |
| Dec 18, 2025 | Suvretta Capital Management, LLC | director, 10 percent owner: | +10,215 | $11.24 |
| Dec 19, 2025 | Suvretta Capital Management, LLC | director, 10 percent owner: | +16,384 | $11.48 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Benitec Biopharma | $10.01 | −8.58% | $376.2M | — | — | — | — |
| Sarepta Therapeutics | $18.77 | −9.79% | $2.20B | — | 32.7 | 1.1 | −34.3% |
| Arrowhead Pharmaceuticals | $67.20 | −6.49% | $10.12B | — | — | 15.1 | +171.0% |
| Dyne Therapeutics | $16.31 | −4.84% | $3.20B | — | — | — | — |
| Novartis (ADR) | $142.63 | +0.95% | $268.53B | 21.3 | 15.2 | 4.8 | +0.9% |
| Alnylam Pharmaceuticals | $246.37 | −2.10% | $33.67B | 42.5 | 29.3 | 7.0 | +66.9% |
| uniQure | $43.27 | −4.44% | $3.14B | — | — | 168.2 | +11.0% |
| REGENXBIO | $7.46 | −8.47% | $421.3M | — | — | 2.4 | +405.7% |
| Rocket Pharmaceuticals | $3.09 | −7.91% | $365.8M | — | — | — | — |
| Median | 31.9 | 29.3 | 5.9 | +38.9% |