# EDGAR Filing Document

**Accession Number:** 0001782303
**File Stem:** 0001193125-25-265707
**Filing Date:** 2025-11
**Character Count:** 16186
**Document Hash:** f8fa6d07a050624c296e1a5250b52046
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-265707.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0001193125-25-265707

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 12

**CONFORMED PERIOD OF REPORT**: 20251105

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Boundless Bio, Inc.
- **CENTRAL INDEX KEY:** 0001782303
- **STANDARD INDUSTRIAL CLASSIFICATION:** PHARMACEUTICAL PREPARATIONS [2834]
- **ORGANIZATION NAME:** 03 Life Sciences
- **EIN:** 830751369
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-41989
- **FILM NUMBER:** 251451743

**BUSINESS ADDRESS:**
- **STREET 1:** 10955 ALEXANDRIA WAY
- **STREET 2:** SUITE 100
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92121
- **BUSINESS PHONE:** (858) 766-9912

**MAIL ADDRESS:**
- **STREET 1:** 10955 ALEXANDRIA WAY
- **STREET 2:** SUITE 100
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92121

?xml version='1.0' encoding='ASCII'? 8-K

**UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549**

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## FORM 8-K

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**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported):** November 05, 2025<br>

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Boundless Bio, Inc.

**(Exact Name of Registrant as Specified in Its Charter)**

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| | | |
|:---|:---|:---|
| Delaware | 001-41989 | 83-0751369 |
| **(State or Other Jurisdiction<br>of Incorporation)** | **(Commission File Number)** | **(IRS Employer<br>Identification No.)** |
| 10955 Alexandria Way, Suite 100, |  |  |
| San Diego**,** California |  | 92121 |
| **(Address of Principal Executive Offices)** |  | **(Zip Code)** |

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**Registrant's Telephone Number, Including Area Code:** (858) 766-9912<br>

N/A<br>

**(Former Name or Former Address, if Changed Since Last Report)**

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

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| | | |
|:---|:---|:---|
| **<br>Title of each class** | **Trading<br>Symbol(s)** | **<br>Name of each exchange on which registered** |
| Common Stock, par value $0.0001 per share | BOLD | Nasdaq Global Select Market |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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## Item 2.02 Results of Operations and Financial Condition.
On November 5, 2025, Boundless Bio, Inc. (the Company) issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the Exchange Act), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof and regardless of any general incorporation by reference language in any such filing, unless the Company specifically states in such filing that such information, or a portion thereof, is to be considered "filed" rather than furnished or incorporated by reference therein.

## Item 9.01 Financial Statements and Exhibits.
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) Exhibits.

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| | |
|:---|:---|
| **Exhibit**<br>**Number** | **Description** |
| 99.1 | [<u>Press Release Issued on November 5, 2025</u>](bold-ex99_1.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
|  |  |  | **BOUNDLESS BIO, INC.** |
| Date: | November 5, 2025 | By:  | /s/ Jessica Oien |
|  |  |  | Name: Jessica Oien<br>Title: Chief Legal Officer and Corporate Secretary |

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## Exhibit 99.1

**Exhibit 99.1**

![img6362560_0.jpg](img6362560_0.jpg)

**Boundless Bio Reports Third Quarter 2025** 

**Financial Results and Business Highlights**

 *Enrollment ongoing in BBI-355 / BBI-825 combination arm of the POTENTIATE trial* 

*Investigational new drug submission for BBI-940 on track, with a first-in-human clinical trial expected to initiate in the first half of 2026*

*$118 million in cash supports operations into first half of 2028, through expected proof-of-concept clinical readouts for both programs*

**SAN DIEGO, November 5, 2025** – Boundless Bio <u>(Nasdaq: BOLD)</u>, a clinical-stage oncology company interrogating extrachromosomal DNA (ecDNA) biology to deliver transformative therapies to patients with previously intractable oncogene amplified cancers, today announced financial results and business highlights for the fiscal quarter ended September 30, 2025.

"We are advancing a pipeline rooted in tumor-enabling ecDNA biology to bring forward innovative therapies for patients with oncogene-amplified cancers," said Zachary Hornby, President and Chief Executive Officer of Boundless Bio. "Enrollment is underway in the BBI-355/BBI-825 combination arm of the POTENTIATE trial, and we are excited to advance BBI-940, our novel, orally bioavailable Kinesin degrader into the clinic in the first half of 2026, as we work to deliver a meaningful impact for both patients and shareholders."

**Research and Development Highlights and Upcoming Milestones**

**POTENTIATE clinical trial of BBI-355 and BBI-825**

• The combination arm of the Phase 1/2 POTENTIATE trial evaluating BBI-355 and BBI-825 in oncogene-amplified cancers is actively enrolling. The Company expects to deliver initial proof-of-concept clinical data within its existing cash runway timeline.

**BBI-940 novel Kinesin program targeting ecDNA segregation and inheritance**

• The Company expects to submit an investigational new drug (IND) application for BBI-940 and initiate a first-in-human Phase 1 clinical trial in the first half of 2026.

• Initial proof-of-concept clinical data are expected within the Company's existing cash runway timeline.

**Third Quarter 2025 Financial Results** 

• **Cash Position:** Cash, cash equivalents, and short-term investments totaled $117.6 million as of September 30, 2025.

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• **Research and Development (R&D) Expenses:** R&D expenses were $10.7 million for the third quarter of 2025, compared to $14.1 million for the same period in 2024.

• **General and Administrative (G&A) Expenses:** G&A expenses were $4.5 million for the third quarter of 2025, compared to $4.6 million for the same period in 2024.

• **Net Loss:** Net loss totaled $13.9 million for the third quarter of 2025, compared to $16.5 for the same period in 2024.

**About Boundless Bio**

Boundless Bio is a clinical-stage oncology company dedicated to unlocking a new paradigm in cancer therapeutics that addresses the significant unmet need in patients with oncogene amplified tumors. Boundless Bio's research focuses on extrachromosomal DNA (ecDNA), a root cause of oncogene amplification, observed in 14% to 17% of cancer patients. Boundless Bio is developing the first ecDNA-directed therapeutic candidates (ecDTx), BBI-355, an oral, selective inhibitor of checkpoint kinase 1 (CHK1), and BBI-825, an oral, selective inhibitor of ribonucleotide reductase (RNR). These compounds are being evaluated in combination in patients with oncogene amplified cancers in the Company's Phase 1/2 POTENTIATE clinical trial. Boundless Bio is conducting IND-enabling studies of another ecDTx, BBI-940, a potentially first-in-class, orally bioavailable, selective Kinesin degrader. Boundless Bio is headquartered in San Diego, CA.

For more information, visit www.boundlessbio.com and follow us on LinkedIn and X.

**Forward-Looking Statements**

Boundless Bio (the Company) cautions you that statements included in this press release that are not a description of historical facts are forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "would," "target," or "will" or the negative of these terms or other similar expressions. These statements are based on the Company's current beliefs and expectations. Forward-looking statements include statements regarding: the Company's expected cash runway and the sufficiency thereof to fund operations through anticipated proof-of-concept clinical data readouts for each of its therapeutic programs; the timing of expected data readouts; submission of an IND application to the U.S. Food and Drug Administration (FDA) for and initiation of a Phase 1 clinical trial of BBI-940, and the timing thereof; the potential safety and therapeutic benefits of the Company's ecDTx in treating patients with oncogene amplified cancers, including whether the combination of BBI-355 and BBI-825 will provide therapeutic benefit without overlapping toxicity; and the Company's potential to deliver a meaningful impact for patients and shareholders. The Company's actual results and performance may differ materially from those expressed or implied in any forward-looking statement due to substantial known and unknown risks and uncertainties, including, without limitation: the Company is early in its development efforts and its approach to discover and develop ecDTx to treat oncogene amplified cancers is novel and unproven; clinical and preclinical development of therapeutics involves a lengthy and expensive process with inherently uncertain timelines and outcomes; the Company's ecDTx may not achieve favorable results in ongoing or future clinical trials; results from preclinical studies or early clinical trials not necessarily being predictive of future results; potential delays in the commencement, enrollment, data readouts or completion of clinical trials or preclinical studies or submission of an IND; the

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Company's dependence on third parties in connection with clinical trials, preclinical studies, and manufacturing; unfavorable results from clinical trials or preclinical studies; the Company may expend its limited resources to pursue a particular ecDTx or combination therapy and fail to capitalize on ecDTx with greater development or commercial potential; unexpected adverse side effects or inadequate efficacy of the Company's ecDTx that may limit their development, regulatory approval, and/or commercialization; the potential for the Company's programs and prospects to be negatively impacted by developments relating to its competitors, including the results of studies or regulatory determinations relating to its competitors; regulatory and healthcare reform developments in the United States and foreign countries; disruptions in the FDA's ability to perform routine activities or function in the normal course; the Company may use its capital resources sooner than it expects and be unable to obtain necessary additional funding when needed, on acceptable terms, or at all; the Company's ability to obtain, maintain, defend, and enforce patent or other intellectual property protection for its ecDTx and technology; the potential for third-party claims of intellectual property infringement, misappropriation, or other violations against the Company; macroeconomic and geopolitical events and conditions, including international trade policies and tariffs; and other risks described in the Company's filings with the Securities and Exchange Commission (SEC), including under the heading "Risk Factors" in the Company's annual report on Form 10-K for the year ended December 31, 2024, the Company's quarterly report on Form 10-Q for the quarterly period ended September 30, 2025, and any subsequent filings with the SEC. You are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date hereof, and the Company undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date hereof. All forward-looking statements are qualified in their entirety by this cautionary statement, which is made under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

**Investor Contacts:**

James Lee, Boundless Bio, Inc.

jlee@boundlessbio.com

Renee Leck, THRUST Strategic Communications <br>renee@thrustsc.com

**Media Contact:**

Carly Scaduto

carly@carlyscadutoconsulting.com

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| | | | | |
|:---|:---|:---|:---|:---|
| **BOUNDLESS BIO, INC.** | **BOUNDLESS BIO, INC.** | **BOUNDLESS BIO, INC.** | **BOUNDLESS BIO, INC.** | **BOUNDLESS BIO, INC.** |
| **Unaudited Financial Information** | **Unaudited Financial Information** | **Unaudited Financial Information** | **Unaudited Financial Information** | **Unaudited Financial Information** |
| **Condensed Statements of Operations Data:** | **Three months ended<br>September 30,** | **Three months ended<br>September 30,** | **Nine months ended<br>September 30,** | **Nine months ended<br>September 30,** |
| &nbsp;&nbsp;(In thousands, except per share amounts) | **2025** | **2024** | **2025** | **2024** |
| Operating expenses: |  |  |  |  |
| &nbsp;&nbsp;Research and development | $10673 | $14089 | $35028 | $41953 |
| &nbsp;&nbsp;General and administrative | 4475 | 4626 | 14522 | 13036 |
| Total operating expenses | 15148 | 18715 | 49550 | 54989 |
| Loss from operations | (15148) | (18715) | (49550) | (54989) |
| Other income, net: |  |  |  |  |
| &nbsp;&nbsp;Interest income | 1269 | 2174 | 4240 | 5977 |
| &nbsp;&nbsp;Other income/ (expense), net |  | 32 | (2) | 97 |
| Total other income, net | 1269 | 2206 | 4238 | 6074 |
| Net loss | $(13879) | $(16509) | $(45312) | $(48915) |
| Net loss per share, basic and diluted | $(0.62) | $(0.74) | $(2.03) | $(3.22) |
| Weighted-average shares used in calculation | 22386 | 22254 | 22347 | 15204 |
| **Condensed Balance Sheet Data:** |  |  | **September 30,** | **December 31,** |
| &nbsp;&nbsp;(In thousands) |  |  | **2025** | **2024** |
| Cash, cash equivalents, and short-term investments |  |  | $117570 | $152114 |
| Total assets |  |  | $168721 | $206409 |
| Total liabilities |  |  | $58552 | $55767 |
| Accumulated deficit |  |  | $(246784) | $(201472) |
| Total stockholders' equity |  |  | $110169 | $150642 |
| Working capital (1) |  |  | $108311 | $146255 |
| &nbsp;&nbsp;&nbsp;&nbsp;__________ |  |  |  |  |
| &nbsp;&nbsp;&nbsp;&nbsp;(1) We define working capital as current assets less current liabilities. | &nbsp;&nbsp;&nbsp;&nbsp;(1) We define working capital as current assets less current liabilities. |  |  |  |

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