LB Pharmaceuticals Inc · Brief

Next report

3 days

Nov 5 · before openest.Q3 FY26

Expected move

±8.8%implied · report alone

36.2043.20

straddle ±12.5%

spot 39.70exp Nov 20ATM strike 40ATM straddle 5.83IV 76%

Oct 30 closereport share · term structurethin chain

Expected move

4 reportsHistory

—≥ implied

Q3 FY25—▼−4.26%—

Q1 FY26—▼−2.81%—

May 12 '26—▲+3.79%—

Q2 FY26—▼−1.13%—

quarterimplied−5%0+5%realized×

Q2 FY26—▼−1.13%—

May '26—▲+3.79%—

Q1 FY26—▼−2.81%—

Q3 FY25—▼−4.26%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2

+0.80%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

114managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

0.02%of iShares Russell 2000 ETF's assets, the largest tracked-fund weightN-PORT · Jun 30 '26

4 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

LBRX report session

No linked exposure.

Oct 22impliedImplied move: ±14.5% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.