Seeking Alpha·Jun 26, 2026
BiomX Inc. (PHGE) Shareholder/Analyst Call Prepared Remarks TranscriptBiomX Inc. (PHGE) Shareholder/Analyst Call Prepared Remarks Transcript
BiomX Inc.(PHGE)Earnings, Financials & Key Ratios
PHGE•AMEX
$0.29
Price updated Jul 7, 2026
AboutBiomX Inc., a clinical-stage microbiome company, develops products using natural and engineered phage technologies designed to target and kill specific harmful bacteria. It targets bacteria that affect the appearance of skin, as well as chronic diseases, such as inflammatory bowel diseases (IBD), primary sclerosing cholangitis (PSC), cystic fibrosis (CF), atopic dermatitis, and colorectal cancer (CRC). It is developing BX004, a phage therapy for CF patients with chronic Pseudomonas aeruginosa respiratory infections that is in Phase 1b/2a clinical trials. The company's pipeline products also include BX005, a topical phage cocktail, which is in Phase 1/2 clinical study that targets Staphylococcus aureus (S. aureus), a bacteria associated with the manifestation of the disease; and BX003, an orally administered phage cocktail, which is in Phase 1b/2a that targets a bacterial target present in the gut of IBD and PSC patients. In addition, the company engages in the provision of colorectal cancer program that utilizes engineered phage with various payloads, which are administered intravenously to target Fusobacterium nucleatum bacteria residing within the tumor microenvironment. BiomX Inc. was founded in 2015 and is headquartered in Ness Ziona, Israel.Show more
- Revenue$0
- EBITDA-$30M+19.4%
- Net Income-$36M-104.2%
- EPS (Diluted)-22.19+20.6%
- ROE-316.9%-143.4%
PHGE Price & Volume
BiomX Inc. (PHGE) stock price & volume — 10-year historical chart
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BiomX Faces Critical Liquidity and Asset Erosion
Investment Thesis • Updated 2026Q1
VerdictNegative: The company's cash position has dwindled to $1.2 million as of 2026Q1
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Critical liquidity and dilution
Key Thesis Takeaways
- BiomX remains a high-risk, pre-revenue clinical-stage entity that has failed to generate any revenue over the last ten quarters, leaving it entirely dependent on external capital markets.
- The company's financial position has deteriorated significantly, with total assets plummeting from $81.6 million in 2024Q1 to $3.3 million by 2026Q1.
- Investors should exercise extreme caution as the firm's negative shareholder equity of -$881.0K and dwindling cash reserves suggest an urgent need for dilutive financing to maintain operational continuity.
Verdict Logic
which, when paired with negative shareholder equity of -$881.0K, suggests a high probability of further dilutive equity issuance.
PHGE Growth Metrics
BiomX Inc. (PHGE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-277.39%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM19.32%
Return on Capital
10 Years-69.01%
5 Years-88.14%
3 Years-111.37%
Last Year-66.6%
PHGE Recent Earnings
BiomX Inc. (PHGE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (55%)
Q2 2026Latest
May 20, 2026Metric
Actual
Est
EPS
$0.03
—
Rev
—
—
Q2 2026
Mar 24, 2026Metric
Actual
Est
EPS
$20.34-341.2%
$4.61
Rev
—
—
Q4 2025
Nov 12, 2025Metric
Actual
Est
EPS
$5.51+9.4%
$6.08
Rev
—
—
Q3 2025
Aug 13, 2025Metric
Actual
Est
EPS
$0.19+157.6%
$0.33
Rev
—
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 20, 2026 | $0.03 | — |
| Q2 2026 | Mar 24, 2026 | $20.34vs $4.61-341.2% | — |
| Q4 2025 | Nov 12, 2025 | $5.51vs $6.08+9.4% | — |
| Q3 2025 | Aug 13, 2025 | $0.19vs $0.33+157.6% | — |
Based on last 12 quarters of dataView full earnings history →
Latest PHGE News
Recent stock market news and headlines for BiomX Inc. (PHGE)
GlobeNewsWire·Jun 24, 2026
BiomX: Next-Gen Counter Drone Solutions will be Showcased by DFSL at ISC 2026NETANYA, Israel, June 24, 2026 (GLOBE NEWSWIRE) -- BiomX Inc. (NYSE American: PHGE) (“BiomX” or the “Company”) today announced that its majority-owned subsidiary company DFSL Ltd. (“DFSL”) will showcase next-generation LADAR-based counter-drone and perimeter security solutions at ISC 2026.
GlobeNewsWire·Jun 18, 2026
BiomX Provides Update on Defense Technology Portfolio and Growth StrategyNETANYA, Israel, June 18, 2026 (GLOBE NEWSWIRE) -- BiomX Inc. (NYSE American: PHGE), a company that develops and acquires technologies for defense, security, and first-response markets, today announced that it has posted an updated informational presentation to the Company's website as part of its completed strategic transition towards the defense sector. The presentation provides an overview of BiomX's portfolio, operating framework, leadership and advisory team, and growth strategy.
Peers Comparison
Key metrics vs top competitors for BiomX Inc. (PHGE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $0.29 | $757.71M | -0.01 | — | — | -316.9% | — | |
| $3.27 | $29.78M | -1.71 | -83% | -9618.24% | -103.54% | — | |
| $28.97 | $460.33M | -52.66 | 153.52% | -8.98% | -4.21% | — | |
| $1.45 | $2.3M | -0.27 | — | — | -153.93% | — | |
| $323.95 | $9.36B | -24.03 | -100% | — | -43.02% | — | |
| $60.77 | $5.86B | -9.39 | -89.97% | -13856.54% | -30.88% | — |
Compare PHGE vs Peers
BiomX Inc. (PHGE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PHGE SEC Filings & Documents
BiomX Inc. (PHGE) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 28, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Apr 16, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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PHGE Frequently Asked Questions
BiomX Inc. (PHGE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Is PHGE profitable?
BiomX Inc. (PHGE) reported a net loss of $47.7M for fiscal year 2025.
Dividend & Returns
What is PHGE's return on equity?
BiomX Inc. (PHGE) has a return on equity (ROE) of -316.9%. Negative ROE indicates the company is unprofitable.
What is BiomX Inc.'s free cash flow?
BiomX Inc. (PHGE) had negative free cash flow of $23.1M in fiscal year 2025, likely due to heavy capital investments.