Israel's PolyPid Q4 EPS improves on lower R&D expenses

Polypid

11/02/2026 12:38

Overview

Israel biopharmaceutical firm's Q4 net loss was $8.5 mln, with improved loss per share

R&D expenses decreased due to completion of SHIELD II Phase 3 trial

Company in advanced U.S. partnership talks for D-PLEX100, received positive FDA feedback

Outlook

PolyPid plans rolling NDA submission for D-PLEX₁₀₀ by end of Q1 2026

Company in advanced U.S. partnership talks for D-PLEX₁₀₀ commercialization

PolyPid expects cash reserves to fund operations into second half of 2026

Result Drivers

REGULATORY ADVANCEMENT - Positive FDA feedback supports rolling NDA review for D-PLEX100, with submission expected by Q1 2026

TECHNOLOGY EXPANSION - Introduction of Kynatrix technology expands drug delivery capabilities beyond original PLEX technology

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
-$0.41
Q4 Net Income
-$8.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for PolyPid Ltd is $13.00, about 177.8% above its February 10 closing price of $4.68

Press Release: ID:nGNX60TbgP

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)