PolyPid (NASDAQ:PYPD) Releases Earnings Results, Misses Expectations By $0.07 EPS

PolyPid (NASDAQ:PYPD) released its earnings results on Wednesday. The company reported ($0.41) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.07), Zacks reports.

Here are the key takeaways from PolyPid’s conference call:

• PolyPid reported positive SHIELD II Phase 3 results for D-PLEX100, meeting the primary and key secondary endpoints and showing a meaningful reduction in surgical site infections; the FDA gave written pre‑NDA feedback supporting a rolling NDA and said the existing clinical data appears adequate for submission.
• The company expects to begin a rolling NDA submission by the end of Q1 2026 and, with Fast Track/Breakthrough designations, anticipates an accelerated review timeline (targeting a ~6‑month priority review).
• PolyPid is in advanced U.S. partnership discussions with hospital‑focused commercial partners and is ramping commercialization readiness—KOL engagement, health‑economics work, packaging/branding and market access planning are underway to support a rapid post‑approval launch.
• As of Dec 31, 2025 the company held $12.9M in cash (plus $3.7M from subsequent warrant exercises) and believes runway extends into H2 2026, indicating a near‑term need to secure additional financing or partnership revenue that could dilute shareholders or pressure the stock.
• Management formally introduced Kynatrix as a next‑generation delivery platform and is advancing a preclinical ultra long‑acting GLP‑1 program (~60‑day release), a longer‑term opportunity while D‑PLEX100 remains the immediate commercial focus.

PolyPid Trading Down 1.9%

PYPD stock traded down $0.09 during trading on Wednesday, reaching $4.59. The stock had a trading volume of 12,463 shares, compared to its average volume of 72,847. The firm has a market cap of $72.98 million, a PE ratio of -1.54 and a beta of 1.52. The stock’s 50 day moving average is $4.34 and its two-hundred day moving average is $3.79. PolyPid has a 52 week low of $2.30 and a 52 week high of $5.12.

Institutional Investors Weigh In On PolyPid

An institutional investor recently raised its position in PolyPid stock. BNP Paribas Financial Markets increased its holdings in PolyPid Ltd. (NASDAQ:PYPD) by 56.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,734 shares of the company’s stock after buying an additional 3,500 shares during the quarter. BNP Paribas Financial Markets owned 0.06% of PolyPid worth $32,000 at the end of the most recent reporting period. Hedge funds and other institutional investors own 26.47% of the company’s stock.

Analyst Ratings Changes

PYPD has been the topic of several analyst reports. Wall Street Zen upgraded shares of PolyPid from a “sell” rating to a “hold” rating in a research note on Sunday, November 16th. Weiss Ratings restated a “sell (d-)” rating on shares of PolyPid in a report on Monday, December 29th. Roth Mkm cut their target price on PolyPid from $10.00 to $9.00 and set a “buy” rating on the stock in a research note on Thursday, November 13th. Finally, Citigroup reissued a “market outperform” rating on shares of PolyPid in a report on Monday, December 1st. Five research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, PolyPid currently has an average rating of “Moderate Buy” and a consensus price target of $12.25.

PolyPid Company Profile

PolyPid Ltd is a clinical‐stage biotechnology company focused on polymer‐based drug delivery technologies designed to enhance the performance of therapeutic agents at mucosal surfaces. Leveraging its proprietary Mucoadhesive & Mucus‐Penetrating (MMP) platform, PolyPid develops long‐acting formulations for ocular, oral and pulmonary indications. Its lead candidates include OncoTears and OralTear, therapies targeting dry eye and dry mouth conditions, respectively, as well as Paclical, a polymer‐formulated paclitaxel designed to improve tolerability and antitumor activity in oncology patients.

Founded in 2003 and headquartered in Jerusalem, Israel, PolyPid has assembled an international patent portfolio covering key markets in North America, Europe and Asia.