SLDB Stock — Solid Biosciences Inc.: Cash, EV, Pipeline

What they do

We are a life sciences company focused on advancing a portfolio of current and future gene therapy candidates, which we refer to collectively as our Candidates, including SGT-003 for the treatment of Duchenne muscular dystrophy (“Duchenne”), SGT-212 for the treatment of Friedreich’s ataxia (“FA”), SGT-501 for the treatment of Catecholaminergic polymorphic ventricular tachycardia (“CPVT”), SGT-601 for the treatment of TNNT2-mediated dilated cardiomyopathy (“TNNT2 DCM”), and additional assets for the treatment of genetic cardiac and neuromuscular diseases, at different stages of development, with varying levels of investment.

Source: 10-K FY2025 via SEC EDGAR

Share price

$6.59

Market cap

$735.5M

Cash

$348.9M

Enterprise value

$386.6M

Balance sheet

Cash	$348.9M
Debt	$0.0M
Net cash	$348.9M
Enterprise value	$386.6M
Basic shares	111.6M shares
Fully diluted shares	149.0M shares
Fully diluted market cap	$982.2M
Cash per share	$3.13
Quarterly burn	$52.6M
Cash runway	7.2 quarters

Cash figures as of 2026-09-30. Database snapshot: 2026-11-07.

Share structure

Common

107.2M

Pre-funded warrants

0.0M

Options

6.7M

RSUs

7.3M

Warrants

27.8M

Converts

0.0M

Conv preferred

0.0M

ESPP reserve

—

FDSO

149.0M

Cap table as of 2026-06-30.

Price history

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Next catalyst

SGT-212 · Est. Feb 14, 2027 · quarter midpoint · guided in 8 wks

Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
GUIDEDEst. Feb 14, 2027 in 8 wks quarter midpoint	SGT-212 Phase 1b FALCON in Friedreich ataxia	Phase 1b	Friedreich ataxia	Q1 2027
GUIDEDEst. Apr 1, 2027 in 8 wks half midpoint	SGT-501 Phase 1b ARTEMIS in catecholaminergic polymorphic ventricular tachycardia (CPVT)	Phase 1b	catecholaminergic polymorphic ventricular tachycardia (CPVT)	H1 2027
Jul 13 - Aug 24 in 8 mo	SGT-501	Phase 1	Catecholaminergic Polymorphic Ventricular Tachycardia	—
May 2 - Jun 13 in 18 mo	SGT-212	Phase 1	Friedreich's Ataxia (FA)	—
Feb 12 - Mar 26 in 28 mo	SGT-003	Phase 3	Duchenne Muscular Dystrophy	—

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

SGT-003

Phase 3 · Active Modality: gene therapy

Target Dystrophin

Indications

Duchenne muscular dystrophy (Duchenne) (Phase 3)

Catalysts

— March 2026
— Oct 2025

Status note Phase 1/2 INSPIRE DUCHENNE: first-in-human open-label single-dose trial in pediatric patients at 1E14vg/kg; positive interim data announced March 11, 2026; generally well tolerated in 53 dosed participants as of Aug 4, 2026. Phase 3 IMPACT DUCHENNE (randomized, double-blind, placebo-controlled) began screening Oct 2025.

SGT-212

Phase 1 · Active Modality: gene therapy

Target FXN

Partnerships FA212 LLC (development milestone obligation)

Indications

Friedreich's ataxia (FA) (Phase 1)

Catalysts

— Jan 2026

Status note Phase 1b FALCON: open-label multicenter trial; first participant dosed Jan 2026.

SGT-501

Phase 1 · Active Modality: gene therapy

Target CASQ2

Indications

catecholaminergic polymorphic ventricular tachycardia (CPVT) (Phase 1)

Catalysts

— Jan 2026

Status note Phase 1b ARTEMIS: open-label multicenter trial in adult participants with CPVT; screening underway as of Jan 2026.

Per-asset detail extracted from the 10-Q filed 2026-08-06. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	SGT-003
Lead indication	Duchenne Muscular Dystrophy
Lead phase	Phase 3
Active trials	5

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT07160634	Phase 3	Recruiting	Sponsor	SLDB	—	Duchenne Muscular Dystrophy	—
NCT03368742	Phase 2	Active, not recruiting	Sponsor	SLDB	—	Duchenne Muscular Dystrophy	—
NCT06138639	Phase 2	Recruiting	Sponsor	SLDB	—	Duchenne Muscular Dystrophy	—
NCT07148089	Phase 1	Recruiting	Sponsor	SLDB	—	Catecholaminergic Polymorphic Ventricular Tachycardia	H1 2027 Est. Apr 1, 2027 · half midpoint
NCT07180355	Phase 1	Recruiting	Sponsor	SLDB	—	Friedreich's Ataxia (FA)	Q1 2027 Est. Mar 31, 2027 · PCD + 6 wks (Mar 31-Mar 31)

Sponsor-matched active trials from ClinicalTrials.gov (5 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 5 active trials for Solid Biosciences Inc. on ClinicalTrials.gov

Specialist fund holders

Tracked specialist funds: ADAR1 Capital Management, Aisling Capital, Ally Bridge Group, Avoro Capital Advisors, BVF Partners, Baker Bros. Advisors, Boxer Capital, Braidwell LP, Casdin Capital, Cormorant Asset Management, DAFNA Capital, Deerfield Management, EcoR1 Capital, Frazier Life Sciences, Great Point Partners, Ikarian Capital, Logos Global Management, OrbiMed Advisors, Perceptive Advisors, RA Capital Management, RTW Investments, Sphera Biotech, Stonepine Capital, Tang Capital Partners, Vivo Capital.

Fund	Shares	Q/Q change	% of portfolio	Filing
RA Capital Management	12,036,126	+2,696,148	1.04%	2026-08-14
Perceptive Advisors	11,906,646	no change	1.85%	2026-08-14
RTW Investments	3,892,926	+3,892,926	0.33%	2026-08-14
Boxer Capital	300,000	no change	0.23%	2026-08-14
Ally Bridge Group	255,959	-511,015	3.30%	2026-08-14
Ikarian Capital	42,956	-221,453	0.07%	2026-08-14

Specialist-fund positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

Latest news

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SLDB — Solid Biosciences Inc. ☆

What they do

Balance sheet

Share structure

Price history

Next catalyst

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Specialist fund holders

Latest news

SLDB — Solid Biosciences Inc.