PolyPid (NASDAQ:PYPD) Issues Earnings Results

PolyPid (NASDAQ:PYPD) announced its quarterly earnings results on Wednesday. The company reported ($0.41) earnings per share for the quarter, missing the consensus estimate 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 Stock Performance

PYPD opened at $4.55 on Friday. The stock has a market cap of $72.35 million, a price-to-earnings ratio of -2.01 and a beta of 1.52. PolyPid has a one year low of $2.30 and a one year high of $5.12. The stock’s 50 day moving average price is $4.36 and its 200-day moving average price is $3.80.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on PYPD shares. Roth Mkm dropped their target price on PolyPid from $10.00 to $9.00 and set a “buy” rating for the company in a report on Thursday, November 13th. Weiss Ratings reissued a “sell (d-)” rating on shares of PolyPid in a research report on Monday, December 29th. Wall Street Zen upgraded PolyPid from a “sell” rating to a “hold” rating in a research note on Sunday, November 16th. Citigroup reaffirmed a “market outperform” rating on shares of PolyPid in a research report on Monday, December 1st. Finally, HC Wainwright restated a “buy” rating and issued a $13.00 price target on shares of PolyPid in a research note on Wednesday. Five investment analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, PolyPid presently has an average rating of “Moderate Buy” and a consensus price target of $12.25.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PYPD. Jane Street Group LLC bought a new position in PolyPid in the fourth quarter worth about $66,000. HighTower Advisors LLC purchased a new stake in shares of PolyPid in the 4th quarter valued at $44,000. Finally, BNP Paribas Financial Markets grew its position in PolyPid by 56.1% during the 3rd quarter. BNP Paribas Financial Markets now owns 9,734 shares of the company’s stock worth $32,000 after purchasing an additional 3,500 shares during the period. 26.47% of the stock is currently owned by institutional investors.

PolyPid News Summary

Here are the key news stories impacting PolyPid this week:

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” rating and a $13.00 price target (implying large upside from current levels), supporting investor optimism about the company’s longer‑term value.
• Positive Sentiment: Company announced it is in advanced-stage U.S. partnership discussions for D‑PLEX100, a potential near-term commercial catalyst if a deal is signed. PolyPid Provides Corporate Update and Reports Fourth Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: HC Wainwright raised several longer‑term estimates (FY2027, FY2028 and FY2030), signaling the analyst sees stronger profitability further out — supportive for a growth/recovery narrative.
• Neutral Sentiment: Management held an upbeat Q4 earnings call that flagged a major 2026 catalyst (details on commercial discussions and development plans), which investors will watch for execution updates. PolyPid Earnings Call Flags Big 2026 Catalyst
• Neutral Sentiment: Full Q4 earnings transcript and press materials are available for investors who want the operational detail behind the results and guidance. PolyPid Ltd (PYPD) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Q4 EPS missed expectations: PolyPid reported ($0.41) vs. consensus ($0.34), highlighting ongoing near-term losses and pressure on profitability until commercial milestones are achieved. PolyPid Q4 earnings and call
• Negative Sentiment: HC Wainwright reduced its FY2026 EPS estimate (wider loss) — indicating the analyst expects a weaker 2026 financial profile than previously thought, which may weigh on near-term sentiment.

About PolyPid

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.