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Janus Henderson Group plc disclosed a significant passive position in Lexeo Therapeutics, reporting beneficial ownership of 3,684,383 shares, representing 11.1% of the company's common stock. The filing shows shared voting and dispositive power over these shares rather than sole control, and the filer certifies the holdings are held in the ordinary course of business and not to change or influence control.

Separately, Janus Henderson Biotech Innovation Master Fund Ltd is reported to beneficially own 2,041,481 shares (about 6.2%) with shared voting and dispositive power. The filing includes a power of attorney authorizing Janus Henderson personnel to make required regulatory filings on behalf of the group.

Lexeo Therapeutics reported financial and clinical updates for the period ended June 30, 2025. The company holds approximately $152.5 million in cash, cash equivalents and U.S. Treasury securities and an accumulated deficit of $338.9 million. Net loss for the six months was $58.8 million, driven by total operating expenses of $64.5 million year-to-date, with general and administrative costs rising notably versus the prior year.

Liquidity was strengthened by a May 2025 private placement that raised gross proceeds of ~$80.0 million and net proceeds of $73.1 million, and management estimates current resources are sufficient to fund operations for at least 12 months. Clinically, Lexeo highlighted progress with LX2006 in Phase 1/2 and an investigator-initiated Cornell trial, reporting early improvements in cardiac biomarkers and measurable increases in cardiac frataxin protein in biopsies for some patients, generally well-tolerated aside from one transient Grade 2 asymptomatic myocarditis. The company has FDA alignment on a registrational plan using left ventricular mass index and frataxin protein expression as co-primary endpoints.

Lexeo Therapeutics announced a planned CFO transition: Louis Tamayo will become Chief Financial Officer effective August 15, 2025, succeeding Dr. Kyle Rasbach, who will provide transition support through August 29, 2025. Mr. Tamayo joins with senior finance experience at Siemens Healthineers, Becton Dickinson and Pfizer.

Mr. Tamayo's initial compensation includes a $480,000 base salary, a discretionary target cash bonus equal to 40% of base salary, 45,000 RSUs and options to purchase 280,000 shares with standard multi-year vesting. Termination protections provide a lump-sum payment equal to 12 months' base salary and up to 12 months of COBRA reimbursement; enhanced change-in-control provisions add a year鈥檚 target bonus, COBRA and equity acceleration. Dr. Rasbach will receive a $128,000 lump sum and accelerated vesting of 40,466 options, and his resignation was stated to not result from any disagreement with the company.

Balyasny Asset Management and related entities reported beneficial ownership of 8,345,651 shares of Lexeo Therapeutics common stock, representing approximately 9.99% of the outstanding shares based on the issuer's reported share count. The position includes 4,336,514 shares issuable upon exercise of warrants, and the filing states the warrants cannot be exercised to the extent they would cause the holders to beneficially own more than 9.99% (a 9.99% blocker).

The filing explains that the reported shares are held through an investment client (Atlas Diversified Master Fund, Ltd.) for which Balyasny serves as investment manager, and that the Reporting Persons have sole voting and dispositive power over the reported shares. The Reporting Persons certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.