PHGE

Analyst Recommendation: HC Wainwright & Co. has reiterated a Buy recommendation for BiomX (NYSEAM:PHGE), with an average one-year price target of $15.81/share, indicating a potential upside of 173.53% from its current price of $5.78/share.

Fund Sentiment: There are currently 22 funds reporting positions in BiomX, reflecting a decrease of 1 owner (4.35%) in the last quarter, while the average portfolio weight for these funds has increased by 68.97%.

Institutional Holdings: Major shareholders include Deerfield Management and Nantahala Capital Management, both holding over 2.4 million shares, with no changes in their positions over the last quarter.

Company Financials: BiomX is projected to have an annual revenue of $0MM and a non-GAAP EPS of -0.81, with total institutional shares owned decreasing by 23.32% to 8,311K shares in the last three months.

FDA Evaluation: BiomX Inc. is under FDA evaluation for its nebulizer device used in the Phase 2b trial of BX004 for cystic fibrosis, with a clinical hold currently in place while the company addresses follow-up information requests.

DMC Safety Review: An independent Data Monitoring Committee has completed a safety review of the BX004 trial, recommending that the study continue with an adjusted dosing regimen.

Financial Outlook: BiomX reported a cash balance of $8.1 million as of September 30, 2025, which is expected to fund operations into the first quarter of 2026.

Stock Performance: BiomX shares have declined by 7.18% to $5.36, nearing a 52-week low, following the announcement of a 1-for-19 reverse stock split.

Safety Review Outcome: BiomX Inc. announced that an independent Data Monitoring Committee has completed a safety review of its Phase 2b trial for BX004 in cystic fibrosis, recommending the study to continue with revised dosing, with topline results expected in Q2 2026.

Regulatory Challenges: The FDA placed a clinical hold on the Phase 2b trial due to issues with the third-party nebulizer device, halting patient screening and enrollment in the U.S., while recruitment in Europe continues to progress.

Company's Response: BiomX is addressing the FDA's follow-up information requests to lift the clinical hold and anticipates that U.S. enrollment will resume once these issues are resolved.

Cystic Fibrosis Context: Cystic fibrosis is a genetic disorder affecting approximately 40,000 individuals in the U.S., characterized by the production of thick mucus that can lead to severe health complications.