AgomAb Therapeutics NV
AGMB evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for AGMB—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · AGMB
AgomAb Therapeutics NV is a clinical-stage biopharmaceutical company focused on developing therapies for fibrotic diseases by targeting growth factor biology, with lead programs AGMB-129 and AGMB-447 in early clinical development.
Key risk: No late-stage clinical success
Tracking 5 clinical trials · 1 catalyst for AgomAb Therapeutics NV.
AgomAb Therapeutics NV is a clinical-stage biopharmaceutical company focused on developing therapies for fibrotic diseases by targeting growth factor biology, with lead programs AGMB-129 and AGMB-447 in early clinical development.
- AgomAb is a clinical-stage biopharmaceutical company focused on fibrotic diseases, leveraging growth factor biology and a target-led, modality-agnostic approach [sec · filed 2026-04-23].
- Lead product candidates AGMB-129 and AGMB-447 are small molecules designed to maximize tissue exposure while minimizing systemic toxicity [sec · filed 2026-04-23].
- The company has incurred significant losses every year since inception and expects to continue incurring losses as it advances its pipeline [sec · filed 2026-04-23].
- AgomAb retains worldwide development and commercialization rights to all its product candidates and may seek strategic partnerships to accelerate development [sec · filed 2026-04-23].
What works
- The company's target-led, modality-agnostic approach allows it to select the optimal therapeutic modality (small molecule or antibody) for each target, potentially improving development success [sec · filed 2026-04-23].
- Lead candidates AGMB-129 and AGMB-447 are designed with a pharmacokinetic strategy to maximize drug exposure in target tissues while rapidly inactivating systemically, which may reduce off-target toxicity [sec · filed 2026-04-23].
- Management has relevant experience: CEO with corporate development background (including a $600M deal at AM-Pharma), CMO with prior leadership in anti-fibrotic clinical development, and CFO from CureVac [sec · filed 2026-04-23].
- The company retains full global rights to its pipeline, providing flexibility to pursue independent commercialization or strategic partnerships [sec · filed 2026-04-23].
What to weigh
- AgomAb has not yet demonstrated the ability to complete later-stage clinical trials beyond Phase 2a, obtain regulatory approvals, or commercialize a product [sec · filed 2026-04-23].
- The company has incurred significant losses every year since inception and expects to continue losing money, with no guarantee of achieving profitability [sec · filed 2026-04-23].
- AgomAb will need to raise additional funding to support its development activities and clinical trials before generating any product revenue [sec · filed 2026-04-23].
- The company has limited resources and must prioritize among its programs, which may lead to suboptimal allocation decisions that could harm its business [sec · filed 2026-04-23].
From the filings
Quoted directly from source documents.
AgomAb is a clinical-stage biopharmaceutical company with a focus on fibrotic diseases and a target-led, modality-agnostic approach.
“We leverage our core end-to-end research and development capabilities to develop therapies focused on established and clinically validated targets to overcome the limitations of previous therapeutic approaches with the aim to fundamentally de-risk a program's clinical development.”
SEC filings · April 23, 2026
AgomAb retains worldwide development and commercialization rights to all its product candidates.
“We retain exclusive, worldwide development and commercialization rights to all of our product candidates and discovery programs.”
SEC filings · April 23, 2026
Catalyst timeline
- 2026-10-30 · Phase 2 Start for AGMB-129 in fibrostenosing Crohn's disease — A Phase 2b, randomized, placebo-controlled, double-blind, dose-ranging trial to assess efficacy in fibrostenosing Crohn's disease patients.
Risks & what to watch (4)›
Key risks
- No late-stage clinical success — AgomAb has not yet demonstrated ability to complete later-stage trials beyond Phase 2a, obtain regulatory approvals, or commercialize a product [sec · filed 2026-04-23].
- History of losses and no profitability — The company has incurred significant losses every year since inception and expects to continue losing money, with no guarantee of profitability [sec · filed 2026-04-23].
- Need for additional funding — AgomAb will need to raise additional capital to fund development and clinical trials before generating any product revenue [sec · filed 2026-04-23].
- Limited resources and prioritization — The company has limited resources and must prioritize among programs, which may lead to suboptimal decisions that harm the business [sec · filed 2026-04-23].
What to watch
- Initiation of the Phase 2b trial for AGMB-129 in fibrostenosing Crohn's disease, expected to start around 2026-10-30 [catalyst_timeline].
- Any updates on the clinical development of AGMB-447 and other pipeline candidates [sec · filed 2026-04-23].
- The company's ability to secure additional funding to support its operations and clinical trials [sec · filed 2026-04-23].
- Potential strategic partnerships that could accelerate development or commercialization of its product candidates [sec · filed 2026-04-23].
Sources: SEC filings · Generated August 29, 2026 · How we verify sources →
Run AgomAb Therapeutics NV through your own thesis
Use the pipeline, catalyst, financial, FDA, and market facts on this page as inputs to a protocol you control.
Your protocol can:
- Turn available AgomAb Therapeutics NV facts into screen rules or deeper checks
- Show cited findings, blockers, and unresolved evidence together
- Save the logic and rerun it as the company evidence changes
Evidence & data
Catalysts
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
26
Total value held
$138.2M
| Holder | Shares | Value |
|---|---|---|
| eqt fund management s.a r.l. | 5,141,992 | $53.9M |
| federated hermes, inc. | 1,618,000 | $17.0M |
| andera partners | 1,538,702 | $16.1M |
| fmr llc | 1,458,677 | $15.3M |
| perceptive advisors llc | 1,200,000 | $12.6M |
| samsara biocapital, llc | 600,000 | $6.3M |
| siren, l.l.c. | 411,250 | $4.3M |
| lmr partners llp | 300,000 | $3.1M |
| seven grand managers, llc | 200,000 | $2.1M |
| redmile group, llc | 156,250 | $1.6M |
Showing top 10 of 26 institutional holders of AgomAb Therapeutics NV. Open the full 13F history after sign-in.
Short Interest
as of May 1, 2026- % of float
- 1.1%
- Days to cover
- 2.1
- Shares short
- 433,265
- Daily short volume (May 12, 2026)
- 71.8%
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
AGMB short interestFrequently asked questions
What is the AI investment thesis for AgomAb Therapeutics NV?
AgomAb Therapeutics NV is a clinical-stage biopharmaceutical company focused on developing therapies for fibrotic diseases by targeting growth factor biology, with lead programs AGMB-129 and AGMB-447 in early clinical development.
What is AgomAb Therapeutics NV's next catalyst?
AgomAb Therapeutics NV's next tracked catalyst is a Phase2_Start event — "Phase 2 Start: A Phase 2b, Randomized, Placebo-controlled, Double-blind, Dose-ranging Trial to Assess the Efficacy " — expected October 30, 2026.
Who is the CEO of AgomAb Therapeutics NV?
Dr. Tim Knotnerus MSc, Ph.D. is the chief executive officer of AgomAb Therapeutics NV (AGMB).
Where is AgomAb Therapeutics NV headquartered?
AgomAb Therapeutics NV (AGMB) is headquartered in Antwerp, Belgium.
What therapeutic areas does AgomAb Therapeutics NV focus on?
AgomAb Therapeutics NV develops therapies across Immunology, Metabolic, Respiratory.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.