GOSS Gossamer Bio, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 10d 21h ago SEC 0001728117-26-000040
8-K context-dependent: Items 8.01
Latest settled — T+1d
GOSS ▼ -6.00% at T+1d
NEUTRAL call ✗ call lost -6.00% · α vs SPY -5.31% · entry $0.2000 → $0.1880
Next anchor: T+5d due 4d ago
Currently $0.1620 · -19.00% from $0.2000 entry
Entry anchored
Jun 1, 03:59 PM ET
via Databento tick
T+1d
-6.00%
call -6.00% · α -5.31%
$0.1880
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Gossamer Bio extended the early tender deadline for its exchange offer to exchange up to $181M of 5.00% Convertible Senior Notes due 2027 for new 7.50% Convertible Senior Secured First Lien Notes due 2030, common stock, and warrants. The withdrawal deadline has passed, and the offer requires 98% minimum tender to close, with the final expiration on June 16, 2026.

Actionable Insight

Monitor the June 16 expiration for whether the 98% minimum tender condition is met. If the exchange closes, noteholders will receive a mix of secured debt and equity, significantly diluting common shareholders. The extension suggests the company is still gathering tenders, and the outcome remains uncertain.

Key Facts

  • Early tender deadline extended to 5:00 p.m. ET on June 2, 2026.
  • As of June 1, $181,052,000 in aggregate principal amount of Existing Convertible Notes was validly tendered.
  • Minimum condition requires 98% of aggregate principal amount of Existing Convertible Notes to be validly tendered.
  • Exchange offer includes up to $72.0M in new 7.50% Convertible Senior Secured First Lien Notes due 2030 and up to 317,647,058 shares of common stock.
  • Withdrawal deadline expired on June 1, 2026; tenders can no longer be withdrawn.
  • Final expiration deadline remains June 16, 2026.

Financial Impact

Up to $181M of existing 5.00% convertible notes being exchanged for new secured notes and equity; potential massive dilution from up to 317.6M new shares (current market cap ~$46M).

dilutiondebt

Risk Factors

  • Exchange offer may fail if 98% minimum tender condition is not met.
  • If successful, massive equity dilution from up to 317.6M new shares relative to current market cap.
  • New 7.50% secured notes increase interest burden and are senior to existing unsecured notes.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
56% bullish (16 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001728117-26-000040
Document: goss-20260602xexx991xpr.htm0001728117-26-000040
Document: 0001728117-26-000040-index-headers.html0001728117-26-000040
Document: 0001728117-26-000040-index.html0001728117-26-000040
Document: 0001728117-26-000040.txt0001728117-26-000040
5 reports for GOSS
Performance horizon
Filters
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Reports for GOSS — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$0.1554 awaiting T+1awaiting T+1$0.1620 (+4.25%)
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 5/10
$0.2000 $0.1880▼ −6.00%▼ −5.31%$0.1620 (−19.00%)
May 18, 2026
25d ago
DEFA14A
MIXED ★ 7/10
$0.1930 $0.1990▲ +3.11%▲ +3.76%$0.1620 (−16.06%)
Apr 24, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$0.3490 $0.3450▼ −1.15%▼ −0.66%$0.1620 (−53.58%)
Mar 19, 2026
12w ago
EFFECT
NEUTRAL ★ 4/10
$0.4520 $0.4220▼ −6.64%▼ −4.90%$0.1620 (−64.16%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (52h 22m)

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