Apogee Therapeutics Inc 2025年季度报告

OR Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirementsfor the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” inRule 12b‑2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ Accelerated filer☐Smaller reporting company☐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 orrevised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b‑2 of the Exchange Act).Yes☐No☒ As of May 5, 2025, the registrant had 59,534,058 shares of common stock, $0.00001 par value per share, outstanding, comprising46,047,416shares ofvoting common stock, $0.00001 par value per share and13,486,642shares of non-voting common stock, $0.00001 par value per share. APOGEE THERAPEUTICS, INC.TABLE OF CONTENTS PagePART IFINANCIAL INFORMATION1Item 1.Condensed Consolidated Financial Statements (Unaudited)1Condensed Consolidated Balance Sheets as of March 31, 2025 and December 31, 20241Condensed Consolidated Statement of Operations for the Three Months Ended March 31, 2025 and 20242Condensed Consolidated Statement of Comprehensive Loss for the Three Months Ended March 31, 2025 and20243Condensed Consolidated Statement of Stockholders’ Equity for the Three Months Ended March 31, 2025 and20244Condensed Consolidated Statement of Cash Flows for the Three Months Ended March 31, 2025 and 20246Notes to the Unaudited Interim Condensed Consolidated Financial Statements7Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations25Item 3.Quantitative and Qualitative Disclosures About Market Risk39Item 4.Controls and Procedures40PART IIOTHER INFORMATION41Item 1.Legal Proceedings41Item 1A.Risk Factors41Item 2.Unregistered Sales of Equity Securities and Use of Proceeds73Item 3.Defaults Upon Senior Securities73Item 4.Mine Safety Disclosures73Item 5.Other Information73Item 6.Exhibits74Signatures75 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this “Quarterly Report”) contains “forward-looking statements” within the meaning ofthe federal securities laws, which statements are subject to substantial risks and uncertainties and are based on current expectations,estimates, forecasts and assumptions. All statements other than statements of historical fact included in this Quarterly Report,including statements concerning our plans, objectives, goals, strategies, future events, future revenues or performance, capitalrequirements or financing needs, capital expenditures, commitments, preclinical studies, clinical trials, plans or intentions relatingto product candidates, expected markets, business trends and other statements, including without limitation, those discussed underthe sections titled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations”,are forward-looking statements. In some cases, you can identify forward-looking statements by terms such as “may,” “might,”“will,” “would,” “shall,” “objective,” “intend,” “target,” “should,” “could,” “can,” “expect,” “anticipate,” “believe,” “design,”“estimate,” “forecast,” “predict,” “potential,” “plan,” “seek,” or “continue” or the negative of these terms and similar expressionsintended to identify forward-looking statements. Forward-looking statements reflect our current views with respect to future events.Given the significant risks and uncertainties, you should not place undue reliance on these forward-looking statements. There are a number of risks, uncertainties and other factors that could cause our actual results to differ materially from theforward-looking statements expressed or implied in this Quarterly Report. Such risks, uncertainties and other factors include,among others, the following: •our plans to develop and commercialize our programs for the treatment of atopic dermatitis, asthma, eosinophilicesophagitis, chronic obstructive pulmonary disease, and related