BBNX Beta Bionics Inc.

$BBNX This company is going to crush hapless $TNDM, and start taking patch pump market share from $PODD in 2027.

$BBNX Two 28-dollar targets in two days: Wells Fargo initiated at Overweight with a 28 target on Wednesday, and Truist lifted to 28 from 23 on Thursday, keeping its Buy (per Dow Jones). The stock is coming back from a January washout. It dropped 37 percent over two days early in the year after disclosing FDA compliance and device-safety issues around the iLet insulin pump. A class action now alleges the company failed to disclose a June 2025 Form 483 and more than 18,000 iLet complaints (lead-plaintiff deadline November 3). The tape has quietly recovered: from an 8.80 low to 21.51 Friday, with 8 buys, 4 holds and 1 sell and an average target of 22.91 (MarketBeat). Wells and Truist are saying that washout was the bottom.

$BBNX Exactly why is this up? Bc of a BOA price raise? 👎🏻 From $8-22 for no reason. Insiders pumping to raise $. Started a short adding the higher it goes. It will break soon.. 🔴 Recent offering/dilution — 7.65M new shares + 1.04M pre-funded warrants 🔴 Still losing money — ~$23.4M Q2 net loss 🔴 Share count increasing — ~45M before the offering 🟠 Float ~30–32M — not low float 🟠 Cash burn from continued losses 🔴 No major recent positive catalyst/news

$BBNX: Beta Bionics (-5.6%) prices a $150 million public offering at $17.25 per share, including pre-funded warrants.

$BBNX longer time frames will look ugly, but I like the r/r here. Found on runner + 10% pullback scanu

$BBNX Closed my short THANK U now waiting for this $USDE crap to dump prob take alllllll day 😩

Beta Bionics announced plans to raise $125 million through an underwritten public offering of common stock, triggering concerns about near-term dilution after investors had reacted to several positive developments in the previous session. The offering, announced Tuesday after the close, includes a 30-day option allowing underwriters to purchase up to an additional $18.75 million of shares. The company said proceeds will be used for general corporate purposes, including the commercialization of its FDA-approved Mint insulin patch pump, whose full U.S. launch is now expected in the first quarter of 2027, ahead of its initial schedule. Beta Bionics also recently cut its 2026 full-year revenue outlook by about $10 million, citing the risk that potential iLet customers could delay purchases ahead of the Mint launch. An insider sale of roughly 37,000 shares earlier in the week added to investor concerns. $BBNX