SCHEDULE: Soleus Group Discloses 5.8% Stake in Beta Bionics

Soleus Capital Management and affiliated entities, including Guy Levy, have disclosed a collective 5.8% beneficial ownership in Beta Bionics, Inc. via a Schedule 13G filing.

Summary

• Soleus Capital Management, L.P., Soleus GP, LLC, and Guy Levy, along with other affiliated Soleus entities, collectively reported beneficial ownership of 2,534,565 shares of Beta Bionics, Inc. common stock.
• This aggregate ownership represents 5.8% of Beta Bionics' outstanding common stock.
• The calculation is based on 44,024,631 shares of common stock outstanding as of October 24, 2025, as reported in Beta Bionics' Form 10-Q for the fiscal quarter ended September 30, 2025.
• Guy Levy holds sole voting and dispositive power over 30,787 shares and shared voting and dispositive power over 2,503,778 shares.
• Soleus Private Equity Fund II, L.P., Soleus Private Equity GP II, LLC, and Soleus PE GP II, LLC each hold shared voting and dispositive power over 1,703,961 shares, representing 3.9% of the class.
• Soleus Capital Master Fund, L.P., Soleus Capital, LLC, and Soleus Capital Group, LLC each hold shared voting and dispositive power over 799,817 shares, representing 1.8% of the class.
• The reporting persons certified that the securities were not acquired or held for the purpose of changing or influencing the control of Beta Bionics, Inc.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive development, as it signifies a notable institutional investor has taken a significant, albeit passive, stake in Beta Bionics, which can be interpreted as a vote of confidence in the company's long-term prospects.

Future Outlook

The filing does not contain any forward-looking statements or guidance from Beta Bionics, Inc. or the reporting persons regarding the issuer's future performance or strategic direction.

Industry Context

StockSavvy.ai notes that the disclosure of a significant institutional stake, such as the 5.8% held by Soleus Capital Management and its affiliates, can signal investor confidence in Beta Bionics within its sector. While this filing is passive, it indicates a notable position by a specialized investment firm, which could attract further attention from other institutional investors or analysts tracking the medical device or biotechnology space.

Comparison to Industry Standards

• Institutional ownership at this level (5.8%) is common for publicly traded companies, indicating a substantial but non-controlling interest by a financial institution.
• The filing as a Schedule 13G, rather than a 13D, confirms the passive investment intent, aligning with typical institutional portfolio management strategies that do not seek to influence or change control of the issuer.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor holding a 5.8% stake may be viewed positively, potentially increasing market confidence and liquidity.
• Company Management: Awareness of a substantial institutional shareholder may influence management's focus on long-term value creation, even with a passive investor.

Key Dates

Recommendation

The filing indicates a significant institutional stake by Soleus Capital Management and its affiliates, which is generally a positive signal of investor confidence. However, as a passive 13G filing, it does not suggest any immediate catalysts for significant price movement or strategic changes. Therefore, a 'hold' recommendation is appropriate, acknowledging the institutional backing without implying an immediate 'buy' or 'sell' trigger based solely on this ownership disclosure.

Keywords

Beta Bionics, Soleus Capital Management, Guy Levy, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Equity Stake, Investment Fund