Beta Bionics, Inc. (BBNX) Form 8-K — Oct 27, 2026
Beta Bionics (Nasdaq: BBNX) reported Q3 2026 net sales of $35.5 million, up 30% from $27.3 million a year ago, with pharmacy channel sales up 118% and gross margin improving 179 bps to 57.3%. Full-year 2026 revenue guidance was raised to $124-$126 million, though it embeds a potential Q4 revenue deferral of up to $8.5 million as patients may wait for the Mint launch. Losses widened meaningfully: net loss grew to $24.4 million (negative 69% of sales) from $14.2 million a year earlier, with adjusted EBITDA of negative $18.9 million, driven by heavy R&D and sales & marketing spend.
Key figures
- Revenue
- 35505000
- Guidance
- FY2026 revenue of approximately $124M-$126M (raised from $121M-$126M), with potential deferral impact of up to $8.5M in Q4 2026; gross margin 58.5%-59.5%; 37%-39% of new patient starts through PBP channel.
- Revenue Yoy
- 30%
- Cash Position
- 373600000
- Dme channel growth
- 4%
- Pbp channel growth
- 118%
- Shares outstanding
- 54362972
- Gross margin q3 2025
- 55.5%
- Gross margin q3 2026
- 57.3%
- Dme channel net sales
- 21897000
- Net sales nine months
- 95144000
- Offering net proceeds
- 161300000
- Pbp channel net sales
- 13608000
- Potential q4 revenue deferral
- 8500000
- Mint 2027 manufacturing capacity
- at least 1.5 million disposable units
AI analysis
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