DFX Intelligence

Data Factory

Reaction Biology Corporation

sponsor (inference, pe portfolio stem): Cobepa S.A

Search this name across graphsid dfx:pc:2fff5708-7560-456a-d7b4-b1d25454fa1c

Data as of Jun 30, 2026 (this record's last observation) from The BDC tape; Adviser-reported credit funds; Deal parties; Pending. Page built Sep 19, 2026, 6:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 40
On other graphs: 1
Observed: Sep 30, 2022 to Jun 30, 2026
6 observations

Right now

one signal names this record (all private credit signals)

#1NewSignalPrivate creditCredit deterioration

Reaction Biology Corporation: lender marks fell to 91 cents across 2 BDC lenders

State NEW at the 2023-12-31 quarter end, readable when the filing landed on 2024-02-07.

Exposure: $10.5M knownfunded debt at cost held by BDC lenders
Who this matters to: Private credit lenders, PE sponsors +3
Historical: 2.38x non accrual, 139d median

GOLUB CAPITAL BDC, Inc. · lender GOLUB CAPITAL DIRECT LENDING CORP · lender Cobepa S.A · sponsor 1315 Capital · sponsor

Credit Attention / portfolio monitorDec 31, 2023 · seen 2 days ago

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Reaction Biology

name equal in sponsor portfolio · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Lenders: 3
BDCs: 2
Facilities: 3
Principal, latest: $5.0Mpieces as filed; a lower bound
Fair value, latest: $4.1M
Mark ratio: 79%fair value over cost, latest
Next maturity: Mar 1, 2029
First on a schedule: Sep 30, 2022
Last on a schedule: Jun 30, 2026
Sponsor basis: pe_portfolio_steminferencedeal party is a fact; a portfolio stem or a Form D signer is an inference

Facilities

one facility is one borrower, one kind and one lien; its size is the sum of the BDC pieces the tape can see, a lower bound, never the commitment

Kind	Lien	Size, lower bound	Fair value	Maturity	Maturity basis	Spread	PIK	Lenders	BDCs	Status	Last seen
Term loan	First lien	$5.0M	$4.0M	Mar 1, 2029	Html schedule	0	0	2	3	Unknown	Jun 30, 2026
other	unknown	n/a	$105,000	n/a	n/a	n/a	n/a	2	2	Unknown	Jun 30, 2026
Term loan	n/a	n/a	n/a	n/a	n/a	n/a	n/a	1	0	Unknown	Mar 16, 2022
Common equity	equity	n/a	$246,000	n/a	n/a	n/a	n/a	1	3	Unknown	Dec 31, 2025

Lenders holding it now

each BDC's own pieces on its latest schedule, folded to one row per lender; every amount is that BDC's piece as filed, so a sum is a lower bound; 11 rows folded into 3

BDC	Pieces	Principal	Fair value	Unfunded	Nearest maturity	As of
Golub Capital BDC 3, Inc.	5	$5.0M	$4.6M	$0	Mar 1, 2029	Mar 31, 2024
GOLUB CAPITAL BDC, Inc.	3	$4.7M	$3.8M	$0	Mar 1, 2029	Jun 30, 2026
GOLUB CAPITAL DIRECT LENDING CORP	3	$324,000	$362,000	$0	Mar 1, 2029	Jun 30, 2026

Relationships

Lends to (1)

← Golub CapitalCredit providerPE transaction
Mar 16, 2022 to presentcarriedDFX's own graph

Sponsors (1)

← Cobepa S.ASponsor of borrowersPE transaction
Mar 16, 2022 to presentcarriedDFX's own graph

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Marked down across lenders
Reaction Biology Corporation term loan: marked from 87 to 78 cents on cost across 2 lender(s)
BDC schedule of investments
$4.9M
Occurred
Mar 31, 2026
PIK interest increased
Reaction Biology Corporation term loan: PIK interest rose from 8.42% to 9.05%
BDC schedule of investments
$4.9M
Occurred
Mar 31, 2026
PIK interest increased
GOLUB CAPITAL DIRECT LENDING CORP: pik increased in Reaction Biology Corporation (8.42% to 9.05%)
BDC schedule of investmentsobserved 4 months ago
0.0905 usd
Occurred
Mar 31, 2026
PIK interest increased
GOLUB CAPITAL BDC, Inc.: pik increased in Reaction Biology Corporation (8.42% to 9.05%)
BDC schedule of investmentsobserved 4 months ago
0.0905 usd
Occurred
Mar 31, 2026
Marked down by a BDC
GOLUB CAPITAL DIRECT LENDING CORP: fair value markdown in Reaction Biology Corporation (96 to 77 cents on cost)
BDC schedule of investmentsobserved 4 months ago
0.774603174603175 usd
Occurred
Mar 31, 2026
Marked down by a BDC
GOLUB CAPITAL BDC, Inc.: fair value markdown in Reaction Biology Corporation (87 to 78 cents on cost)
BDC schedule of investmentsobserved 4 months ago
0.776785714285714 usd
Occurred
Dec 31, 2025
Marked down across lenders
Reaction Biology Corporation term loan: marked from 96 to 87 cents on cost across 2 lender(s)
BDC schedule of investments
$4.3M
Occurred
Dec 31, 2025
Marked down by a BDC
GOLUB CAPITAL BDC, Inc.: fair value markdown in Reaction Biology Corporation (96 to 87 cents on cost)
BDC schedule of investmentsobserved 7 months ago
0.874815179891572 usd
Occurred
Dec 31, 2025
Marked down by a BDC
GOLUB CAPITAL DIRECT LENDING CORP: fair value markdown in Reaction Biology Corporation (96 to 87 cents on cost)
BDC schedule of investmentsobserved 7 months ago
0.87410071942446 usd
Occurred
Sep 30, 2025
PIK interest increased
Reaction Biology Corporation term loan: PIK interest rose from 4.75% to 8.75%
BDC schedule of investments
$8.0M
Occurred
Sep 30, 2025
PIK interest increased
GOLUB CAPITAL BDC, Inc.: pik increased in Reaction Biology Corporation (4.75% to 8.75%)
BDC schedule of investmentsobserved 1 months ago
0.0875 usd
Occurred
Sep 30, 2025
PIK interest increased
GOLUB CAPITAL DIRECT LENDING CORP: pik increased in Reaction Biology Corporation (4.75% to 8.75%)
BDC schedule of investmentsobserved 1 months ago
0.0875 usd
Occurred
Mar 31, 2025
Mark recovered
Reaction Biology Corporation term loan: marked from 61 to 100 cents on cost
BDC schedule of investments
$3.4M
Occurred
Mar 31, 2025
Coupon changed
Reaction Biology Corporation term loan: spread moved from 6.85% to 4.75%
BDC schedule of investments
$3.4M
Occurred
Mar 31, 2025
Mark recovered
GOLUB CAPITAL DIRECT LENDING CORP: fair value recovery in Reaction Biology Corporation (58 to 100 cents on cost)
BDC schedule of investmentsobserved 1.4 years ago
1 usd
Occurred
Mar 31, 2025
Spread decreased
GOLUB CAPITAL DIRECT LENDING CORP: spread decreased in Reaction Biology Corporation (6.85% to 4.75%)
BDC schedule of investmentsobserved 1.4 years ago
0.0475 usd
Occurred
Mar 31, 2025
Mark recovered
GOLUB CAPITAL BDC, Inc.: fair value recovery in Reaction Biology Corporation (61 to 100 cents on cost)
BDC schedule of investmentsobserved 1.4 years ago
1 usd
Occurred
Mar 31, 2025
Spread decreased
GOLUB CAPITAL BDC, Inc.: spread decreased in Reaction Biology Corporation (6.85% to 4.75%)
BDC schedule of investmentsobserved 1.4 years ago
0.0475 usd
Occurred
Dec 31, 2024
Marked down across lenders
Reaction Biology Corporation term loan: marked from 82 to 61 cents on cost across 2 lender(s)
BDC schedule of investments
$14.8M
Occurred
Dec 31, 2024
Marked down by a BDC
GOLUB CAPITAL DIRECT LENDING CORP: fair value markdown in Reaction Biology Corporation (78 to 58 cents on cost)
BDC schedule of investmentsobserved 1.6 years ago
0.576713819368879 usd
Occurred
Dec 31, 2024
Marked down by a BDC
GOLUB CAPITAL BDC, Inc.: fair value markdown in Reaction Biology Corporation (82 to 61 cents on cost)
BDC schedule of investmentsobserved 1.6 years ago
0.607423101067169 usd
Occurred
Sep 30, 2024
Marked down across lenders
Reaction Biology Corporation term loan: marked from 90 to 82 cents on cost across 2 lender(s)
BDC schedule of investments
$14.6M
Occurred
Sep 30, 2024
Marked down by a BDC
GOLUB CAPITAL BDC, Inc.: fair value markdown in Reaction Biology Corporation (90 to 82 cents on cost)
BDC schedule of investmentsobserved 10 months ago
0.82337296620776 usd
Occurred
Sep 30, 2024
Marked down by a BDC
GOLUB CAPITAL DIRECT LENDING CORP: fair value markdown in Reaction Biology Corporation (86 to 78 cents on cost)
BDC schedule of investmentsobserved 9 months ago
0.783460282916213 usd
Occurred
Jun 30, 2024
PIK interest added
Reaction Biology Corporation term loan: PIK interest of 4.40% appears (was cash pay)
BDC schedule of investments
$14.4M
Occurred
Jun 30, 2024
Coupon changed
Reaction Biology Corporation term loan: spread moved from 5.25% to 6.90%
BDC schedule of investments
$14.4M

Show 14 bookkeeping events

Occurred
Mar 31, 2026
GOLUB CAPITAL BDC, Inc.: principal increased in Reaction Biology Corporation ($4.6M principal)
Occurred
Mar 31, 2026
GOLUB CAPITAL DIRECT LENDING CORP: position exited in Reaction Biology Corporation
Occurred
Mar 31, 2026
GOLUB CAPITAL DIRECT LENDING CORP: new position in Reaction Biology Corporation
Occurred
Dec 31, 2025
GOLUB CAPITAL BDC, Inc.: principal decreased in Reaction Biology Corporation ($4.1M principal)
Occurred
Sep 30, 2025
GOLUB CAPITAL BDC, Inc.: principal increased in Reaction Biology Corporation ($7.5M principal)
Occurred
Sep 30, 2025
GOLUB CAPITAL BDC, Inc.: position exited in Reaction Biology Corporation
Occurred
Sep 30, 2025
GOLUB CAPITAL DIRECT LENDING CORP: principal increased in Reaction Biology Corporation ($.5M principal)
Occurred
Jun 30, 2025
GOLUB CAPITAL BDC, Inc.: principal increased in Reaction Biology Corporation ($3.5M principal)
Occurred
Mar 31, 2025
GOLUB CAPITAL DIRECT LENDING CORP: principal decreased in Reaction Biology Corporation ($.2M principal)
Occurred
Mar 31, 2025
GOLUB CAPITAL BDC, Inc.: principal decreased in Reaction Biology Corporation ($3.2M principal)
Occurred
Mar 31, 2025
GOLUB CAPITAL BDC, Inc.: new position in Reaction Biology Corporation
Occurred
Dec 31, 2024
GOLUB CAPITAL BDC, Inc.: position exited in Reaction Biology Corporation
Occurred
Sep 30, 2024
GOLUB CAPITAL BDC, Inc.: new position in Reaction Biology Corporation
Occurred
Jun 30, 2024
GOLUB CAPITAL BDC, Inc.: principal increased in Reaction Biology Corporation ($13.5M principal)

Provenance

Graph: Private Credit
Canonical id: dfx:pc:2fff5708-7560-456a-d7b4-b1d25454fa1c
First observed: Sep 30, 2022
Last observed: Jun 30, 2026 2 months ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Reaction Biology Corporation

sponsor (inference, pe portfolio stem): Cobepa S.A

Search this name across graphsid dfx:pc:2fff5708-7560-456a-d7b4-b1d25454fa1c

Kind

Lien

Size, lower bound

Fair value

Maturity

Maturity basis

Spread

PIK

Lenders

BDCs

Status

Last seen

Term loan

First lien

$5.0M

$4.0M

Mar 1, 2029

Html schedule

Unknown

Jun 30, 2026

other

unknown

n/a

$105,000

n/a

Unknown

Jun 30, 2026

Term loan

n/a

Unknown

Mar 16, 2022

Common equity

equity

n/a

$246,000

n/a

Unknown

Dec 31, 2025

BDC

Pieces

Principal

Fair value

Unfunded

Nearest maturity

As of

Golub Capital BDC 3, Inc.

$5.0M

$4.6M

Mar 1, 2029

Mar 31, 2024

GOLUB CAPITAL BDC, Inc.

$4.7M

$3.8M

Mar 1, 2029

Jun 30, 2026

GOLUB CAPITAL DIRECT LENDING CORP

$324,000

$362,000

Mar 1, 2029

Jun 30, 2026