• Reported GAAP EPS of -$0.41 up 63.72% YoY • PolyPid anticipates beginning its rolling NDA submission for D-PLEX100 by the end of the first quarter of 2026. The company believes its cash balance will fund operations into the second half of 2026 through significant milestones.
Bullish
PolyPid achieved positive FDA pre-NDA feedback and plans D-PLEX100 submission by Q1 2026. The company also unveiled Kynatrix Technology and improved net loss per share.
Bearish
PolyPid experienced increased operating expenses and a decline in cash to $12.9M. The company's reliance on external partnerships for D-PLEX100 commercialization presents a structural market risk.