Stock Markets February 23, 2026

MoonLake Shares Rise After Positive Phase 2 axSpA Data for Sonelokimab

Topline S-OLARIS results show robust clinical responses and supportive imaging; company reports strengthened cash position and amended financing facility

By Hana Yamamoto MLTX
MoonLake Shares Rise After Positive Phase 2 axSpA Data for Sonelokimab
MLTX

MoonLake Immunotherapeutics saw its stock climb in premarket trading after disclosing topline results from the Phase 2 S-OLARIS study of sonelokimab in axial spondyloarthritis (axSpA). The data showed high rates of clinical response at Week 12, corroborated by PET and MRI imaging, while the safety profile remained consistent with earlier studies. The company also reported quarter-end cash balances, a recent equity raise, and an amendment to its debt facility that together underpin an expected cash runway into the second half of 2027.

Key Points

  • Sonelokimab achieved an 81% ASAS40 response rate at Week 12 in the Phase 2 S-OLARIS axSpA trial, with more than 80% of patients meeting clinically important improvement by ASDAS-CRP by Week 12.
  • Imaging - PET reduction in inflammation and osteoblast activity, and improved SPARCC MRI scores in the sacroiliac joint - corroborated clinical improvements reported at Week 12.
  • MoonLake reported $394.0 million in cash and equivalents at quarter-end, added $75.0 million in gross equity proceeds, and completed a $25.0 million drawdown under an amended Hercules Capital facility, leaving up to $400.0 million in non-dilutive funds available.

Shares of MoonLake Immunotherapeutics (MLTX) rose 6.6% in premarket trading Monday after the company released topline findings from its Phase 2 S-OLARIS trial evaluating sonelokimab in axial spondyloarthritis (axSpA).

The company reported that 81% of patients treated with sonelokimab achieved an ASAS40 response at Week 12, a standard measure indicating at least 40% improvement across key disease domains. In addition, more than 80% of participants attained clinically important improvement according to the ASDAS-CRP score by Week 12, the company said.

Imaging endpoints supported the clinical readouts. Positron emission tomography (PET) imaging demonstrated meaningful reductions in both inflammation and osteoblast activity in affected sacroiliac joints - changes the company described as relevant because osteoblast activity is a principal contributor to irreversible ossification in axSpA. Magnetic resonance imaging assessments using SPARCC scoring in the sacroiliac joint likewise confirmed clinical improvement by Week 12.

MoonLake characterized the safety profile observed in S-OLARIS as consistent with prior trials of sonelokimab and reported no new safety signals in the topline release.


On the financial side, MoonLake closed the fourth quarter with $394.0 million in cash, cash equivalents and short-term marketable debt securities. The company said that, together with gross proceeds of $75.0 million from its most recent equity raise, it expects to have a cash runway into the second half of 2027.

MoonLake also announced an amendment to its debt facility with Hercules Capital, which included a concurrent drawdown of $25.0 million. Under the amended arrangement, the company indicated that up to $400.0 million in non-dilutive funds remain available.

Expense items for the quarter ended December 31, 2025 were reported as follows: research and development costs totaled $56.0 million, down from $60.6 million in the prior quarter; general and administrative expenses were $9.2 million, compared with $10.8 million in the prior quarter.

Looking ahead, MoonLake said it expects to report 52-week data from the VELA-1 and VELA-2 trials in hidradenitis suppurativa in the second quarter of 2026. The company also anticipates primary endpoint readouts from its Phase 3 trials in psoriatic arthritis by mid-2026.


These results and the accompanying financial disclosures will inform how investors and other stakeholders assess the company’s near-term development pathway and funding sufficiency as additional readouts approach in 2026.

Risks

  • Future company prospects depend on upcoming clinical readouts - 52-week VELA-1 and VELA-2 data due in Q2 2026 and Phase 3 psoriatic arthritis primary endpoint readouts expected mid-2026 - creating outcome-related uncertainty for MoonLake’s development programs and market valuation.
  • The stated cash runway into the second half of 2027 is contingent on the realized proceeds from the recent equity raise and access to the amended debt facility; availability and terms of remaining non-dilutive funds could affect financing flexibility.

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