SCHEDULE: Balyasny Asset Management Discloses 9.89% Lexeo Therapeutics Stake

Balyasny Asset Management and its affiliates report a 9.89% beneficial ownership stake in Lexeo Therapeutics, Inc., totaling 7,221,555 shares.

Summary

• Balyasny Asset Management L.P., along with BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC, and Dmitry Balyasny (collectively, the "Reporting Persons"), beneficially own 7,221,555 shares of Lexeo Therapeutics, Inc. Common Stock.
• This aggregate amount represents approximately 9.89% of Lexeo Therapeutics, Inc.'s outstanding shares.
• The ownership percentage is based on 72,987,327 shares outstanding as of November 3, 2025, as reported in the Issuer's Form 10-Q filed on November 5, 2025.
• The beneficially owned shares include 1,635,026 existing shares and 5,586,529 shares issuable upon the exercise of warrants.
• The warrants are subject to a beneficial ownership limitation, preventing exercise if it would result in ownership exceeding 9.99% of the outstanding shares.
• The Reporting Persons hold sole voting and dispositive power over all 7,221,555 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Lexeo Therapeutics, Inc.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive signal, indicating continued institutional confidence in Lexeo Therapeutics by a significant investment firm, though it's a routine disclosure of a passive stake.

Positives

• Balyasny Asset Management L.P. and its affiliates hold a significant 9.89% stake, indicating strong institutional confidence in Lexeo Therapeutics, Inc.

Negatives

• No negative aspects related to Lexeo Therapeutics, Inc.'s operations or financial health are disclosed in this beneficial ownership filing.

Risks

• No specific risks to Lexeo Therapeutics, Inc. are detailed in this beneficial ownership filing.

Future Outlook

This filing does not contain any forward-looking statements or guidance from Lexeo Therapeutics, Inc. or the Reporting Persons regarding the issuer's future performance.

Industry Context

StockSavvy.ai notes that significant institutional ownership by firms like Balyasny Asset Management can signal confidence in the long-term prospects of a biotechnology company like Lexeo Therapeutics, especially given the capital-intensive nature of drug development and the inherent risks in the sector.

Comparison to Industry Standards

• Not applicable as this filing primarily concerns institutional ownership disclosure rather than operational or financial performance, thus direct comparisons to industry-specific company results or projects are not relevant.

Stakeholder Impact

• Shareholders benefit from increased transparency regarding significant institutional ownership, which can be a factor in assessing investor confidence.

Key Dates

Recommendation

The filing indicates a substantial, passive ownership stake by Balyasny Asset Management, suggesting continued confidence in Lexeo Therapeutics without signaling any immediate strategic changes or performance updates. This type of disclosure typically reinforces a 'hold' position for investors monitoring institutional interest.

Keywords

Lexeo Therapeutics, Balyasny Asset Management, Schedule 13G, beneficial ownership, common stock, institutional investment, biotech, pharmaceutical