SCHEDULE: Balyasny Asset Management Discloses 7.25% Stake in Beyond Air

Balyasny Asset Management L.P. and affiliated entities have reported beneficial ownership of 763,266 shares, representing 7.25% of Beyond Air, Inc.'s common stock, including shares issuable upon warrant exercise.

Summary

• Balyasny Asset Management L.P. (BAM), along with BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC, and Dmitry Balyasny, collectively known as the Reporting Persons, have filed a Schedule 13G.
• The filing indicates beneficial ownership of 763,266 shares of Beyond Air, Inc. common stock.
• This ownership represents approximately 7.25% of the class of securities outstanding as of February 10, 2026.
• The reported shares include 464,162 currently owned shares and 299,104 shares issuable upon the exercise of warrants.
• These warrants are subject to a 'Beneficial Ownership Limitation' which prevents exercise if it would result in beneficial ownership exceeding 9.99% of the outstanding shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral; it's a standard disclosure of ownership and does not provide performance or strategic information about Beyond Air, Inc. itself.

Positives

• Significant stake reported by a notable asset management firm, potentially indicating confidence or strategic interest in Beyond Air, Inc.

Negatives

• The filing does not contain specific financial performance data for Beyond Air, Inc., focusing solely on ownership disclosure.

Risks

• The warrants are subject to a Beneficial Ownership Limitation, which could restrict the exercise of these warrants and thus the Reporting Persons' ability to increase their stake beyond 9.99%.

Future Outlook

The filing does not contain forward-looking statements or guidance from Beyond Air, Inc. It is a disclosure of beneficial ownership.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard disclosures for institutional investors acquiring more than 5% of a company's stock. This filing indicates a significant passive investment by Balyasny Asset Management in Beyond Air, Inc., a company operating in the biotechnology or medical device sector, though the specific business focus of Beyond Air is not detailed in this document.

Stakeholder Impact

• Shareholders of Beyond Air, Inc. are informed of a significant institutional investor's stake, which could influence market perception.
• The existence of warrants and their limitations may affect future share dilution and voting power dynamics.

Next Steps

• The Reporting Persons will continue to hold their beneficial ownership of Beyond Air, Inc. shares, subject to the terms of the warrants and the Beneficial Ownership Limitation.

Key Dates

Keywords

Schedule 13G, Beyond Air Inc., Balyasny Asset Management, Beneficial Ownership, Warrants, Securities Filing, Investment Management, Shareholder Disclosure