BiomX (PHGE)
Market Price (6/29/2026): $0.3999 | Market Cap: $1.0 MilSector: Industrials | Industry: Aerospace & Defense
BiomX (PHGE)
Market Price (6/29/2026): $0.3999Market Cap: $1.0 MilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -112% Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more. | Weak multi-year price returns2Y Excs Rtn is -134%, 3Y Excs Rtn is -168% | Penny stockMkt Price is 0.4 Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -25 Mil Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4037% High stock price volatilityVol 12M is 1917% Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 36% Key risksPHGE key risks include [1] a critical cash shortage highlighted by a "going concern" qualification from its auditors, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -112% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -134%, 3Y Excs Rtn is -168% |
| Penny stockMkt Price is 0.4 |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -25 Mil |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4037% |
| High stock price volatilityVol 12M is 1917% |
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 36% |
| Key risksPHGE key risks include [1] a critical cash shortage highlighted by a "going concern" qualification from its auditors, Show more. |
Qualitative Assessment
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BiomX (PHGE) stock has lost about 90% since 2/28/2026 because of the following key factors:
1. Severe Financial Distress and Going Concern Doubts Highlighted by Q1 2026 Performance.
BiomX reported a net loss of $19.1 million and an operating loss of $1.3 million for fiscal Q1 2026, which ended March 31, 2026. The company's earnings per share (EPS) for fiscal Q1 2026 was -$7.38, a significant miss compared to analysts' estimates of -$0.36, representing a 1,950.00% deviation. As of March 31, 2026, BiomX had only $1.2 million in cash and cash equivalents, and management expressed "substantial doubt" about the company's ability to continue as a going concern, indicating severe financial strain.
2. Strategic Pivot from Biopharma to Defense Technology and Associated Uncertainties.
During fiscal Q1 2026, BiomX announced a major strategic shift, transitioning its focus from biopharma to defense, security, and critical infrastructure technologies through the acquisition of subsidiaries DFSL and Zorronet. This abrupt change in business model for a clinical-stage biotechnology company introduced significant uncertainty for investors, as the financial contributions and success of these new ventures were not yet reflected in the company's financial statements and represented a departure from its established area of expertise.
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BiomX (PHGE) stock has lost about 90% since 2/28/2026 because of the following key factors:
1. Severe Financial Distress and Going Concern Doubts Highlighted by Q1 2026 Performance.
BiomX reported a net loss of $19.1 million and an operating loss of $1.3 million for fiscal Q1 2026, which ended March 31, 2026. The company's earnings per share (EPS) for fiscal Q1 2026 was -$7.38, a significant miss compared to analysts' estimates of -$0.36, representing a 1,950.00% deviation. As of March 31, 2026, BiomX had only $1.2 million in cash and cash equivalents, and management expressed "substantial doubt" about the company's ability to continue as a going concern, indicating severe financial strain.
2. Strategic Pivot from Biopharma to Defense Technology and Associated Uncertainties.
During fiscal Q1 2026, BiomX announced a major strategic shift, transitioning its focus from biopharma to defense, security, and critical infrastructure technologies through the acquisition of subsidiaries DFSL and Zorronet. This abrupt change in business model for a clinical-stage biotechnology company introduced significant uncertainty for investors, as the financial contributions and success of these new ventures were not yet reflected in the company's financial statements and represented a departure from its established area of expertise.
3. Significant Share Dilution from Equity Offerings and Warrants.
Shareholders experienced substantial dilution over the past year, with the total number of shares outstanding increasing by 636.5%. Further potential dilution was indicated by an approved amendment to increase shares reserved under the 2026 Equity Incentive Plan from 1,390,000 to 6,850,000 shares against 11,160,153 shares outstanding as of June 2, 2026. Additionally, the fiscal Q1 2026 net loss was significantly impacted by non-cash charges related to derivative and warrant accounting, including a $5.2 million day-one loss and a $14.1 million loss from fair-value changes in liability-classified warrants and an embedded conversion feature, reflecting a reliance on complex and dilutive financing methods.
4. NYSE American Listing Deficiency and Potential Delisting Risk.
On March 25, 2026, BiomX received a notice from NYSE American indicating non-compliance with listing standards due to a stockholders' deficit of $(1.302 million) as of December 31, 2025, and sustained losses. Although the company's plan to regain compliance was accepted by NYSE Regulation, providing a period until September 25, 2027, the ongoing risk of delisting created considerable uncertainty and likely contributed to investor apprehension, limiting accessibility and confidence in the stock.
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Stock Movement Drivers
Fundamental Drivers
The -90.9% change in PHGE stock from 2/28/2026 to 6/28/2026 was primarily driven by a -36.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.37 | 0.40 | -90.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 2 | 3 | -36.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2026 to 6/28/2026| Return | Correlation | |
|---|---|---|
| PHGE | -90.9% | |
| Market (SPY) | 6.6% | 9.5% |
| Sector (XLI) | 2.6% | 14.0% |
Fundamental Drivers
The -90.9% change in PHGE stock from 11/30/2025 to 6/28/2026 was primarily driven by a -36.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 11302025 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.36 | 0.40 | -90.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 2 | 3 | -36.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
11/30/2025 to 6/28/2026| Return | Correlation | |
|---|---|---|
| PHGE | -90.9% | |
| Market (SPY) | 7.3% | 10.0% |
| Sector (XLI) | 18.6% | 13.2% |
Fundamental Drivers
The -95.8% change in PHGE stock from 5/31/2025 to 6/28/2026 was primarily driven by a -53.3% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 5312025 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.31 | 0.40 | -95.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 1 | 3 | -53.3% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2025 to 6/28/2026| Return | Correlation | |
|---|---|---|
| PHGE | -95.8% | |
| Market (SPY) | 25.1% | 8.3% |
| Sector (XLI) | 28.6% | 8.6% |
Fundamental Drivers
The -99.4% change in PHGE stock from 5/31/2023 to 6/28/2026 was primarily driven by a -93.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 5312023 | 6282026 | Change |
|---|---|---|---|
| Stock Price ($) | 68.40 | 0.40 | -99.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 0 | 3 | -93.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2023 to 6/28/2026| Return | Correlation | |
|---|---|---|
| PHGE | -99.4% | |
| Market (SPY) | 81.3% | 4.6% |
| Sector (XLI) | 95.7% | 5.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PHGE Return | -75% | -88% | 50% | -74% | -87% | -79% | -100% |
| Peers Return | 14% | -60% | 11% | -48% | 56% | 17% | -52% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 7% | 96% |
Monthly Win Rates [3] | |||||||
| PHGE Win Rate | 17% | 33% | 42% | 25% | 17% | 33% | |
| Peers Win Rate | 40% | 33% | 43% | 37% | 58% | 57% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| PHGE Max Drawdown | -83% | -93% | -58% | -93% | -99% | -95% | |
| Peers Max Drawdown | -60% | -72% | -63% | -66% | -71% | -45% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ARMP, MCRB, NTLA, EDIT, BEAM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/26/2026 (YTD)
How Low Can It Go
| Event | PHGE | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -35.5% | -9.5% |
| % Gain to Breakeven | 55.0% | 10.5% |
| Time to Breakeven | 96 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -25.3% | -6.7% |
| % Gain to Breakeven | 33.9% | 7.1% |
| Time to Breakeven | 29 days | 31 days |
In The Past
BiomX's stock fell -35.5% during the Summer-Fall 2023 Five Percent Yield Shock. Such a loss loss requires a 55.0% gain to breakeven.
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| Event | PHGE | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -35.5% | -9.5% |
| % Gain to Breakeven | 55.0% | 10.5% |
| Time to Breakeven | 96 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -25.3% | -6.7% |
| % Gain to Breakeven | 33.9% | 7.1% |
| Time to Breakeven | 29 days | 31 days |
In The Past
BiomX's stock fell -35.5% during the Summer-Fall 2023 Five Percent Yield Shock. Such a loss loss requires a 55.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About BiomX (PHGE)
BiomX Inc. (PHGE) is a clinical-stage biotechnology company that specializes in developing innovative therapies using natural and engineered bacteriophages, often referred to as phages. Phages are a type of virus that specifically target and kill harmful bacteria without affecting human cells, offering a highly precise approach to treating various diseases. The company's core mission is to leverage this technology to address chronic conditions and diseases by eliminating specific problematic bacterial strains.
BiomX's product pipeline is diversified, targeting several significant medical needs. Its most advanced product, BX004, is a phage therapy currently in Phase 1b/2a clinical trials for cystic fibrosis patients who suffer from chronic Pseudomonas aeruginosa respiratory infections. The company is also developing BX005, a topical phage cocktail in Phase 1/2 for Staphylococcus aureus bacteria, which is associated with skin conditions like atopic dermatitis. Additionally, BX003 is an orally administered phage cocktail in Phase 1b/2a, aimed at targeting specific gut bacteria implicated in inflammatory bowel diseases (IBD) and primary sclerosing cholangitis (PSC).
Beyond these programs, BiomX is exploring a novel approach for colorectal cancer with a program utilizing engineered phages. These phages are designed to be administered intravenously to target Fusobacterium nucleatum bacteria, which are often found within tumor microenvironments. The company's overall market focus is on developing precision antibacterial therapies for patients suffering from chronic infections, inflammatory conditions, and certain cancers, addressing significant unmet medical needs in these areas.
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BiomX is like Moderna, but instead of mRNA vaccines, they use viruses (phages) to precisely kill harmful bacteria.
BiomX is like Crispr Therapeutics, but instead of editing human genes, they use viruses to precisely eliminate specific harmful bacteria.
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- BX004: A phage therapy for cystic fibrosis patients with chronic Pseudomonas aeruginosa respiratory infections.
- BX005: A topical phage cocktail targeting Staphylococcus aureus for atopic dermatitis.
- BX003: An orally administered phage cocktail for inflammatory bowel diseases and primary sclerosing cholangitis.
- Colorectal Cancer Program: An engineered phage therapy targeting Fusobacterium nucleatum bacteria within the tumor microenvironment for colorectal cancer.
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BiomX Inc. (PHGE) is a clinical-stage microbiome company developing therapeutic products that are currently in various phases of clinical trials. As such, it does not yet have commercially approved products or major customers that purchase its therapies or services. Its products are investigational drugs targeting specific patient populations (e.g., CF patients, IBD and PSC patients, individuals with atopic dermatitis, or colorectal cancer patients), but these products are not yet available for sale.
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Michael Oster, Chief Executive Officer
Michael Oster brings over 25 years of experience in corporate finance, mergers and acquisitions (M&A), and complex international transactions, having held senior leadership roles in both public and private companies. He currently serves as Chief Executive Officer and a board member of Saffron Tech Ltd., an agritech company, and as a board member of BladeRanger Ltd., a publicly traded Israeli innovator in advanced drone payload systems. Earlier in his career, he was the Senior Vice President of Mergers and Acquisitions at Alon USA Energy, Inc., where he led numerous strategic transactions.
David Rokach, Chief Financial Officer
David Rokach possesses over two decades of experience in finance, investment management, and corporate leadership. He is responsible for BiomX’s financial strategy, capital markets activities, accounting, and investor relations. Since 2024, he has been a member of the board of directors of T3 Defense Inc. Previously, he held Chief Executive Officer positions at Newcom Finance and Granit Investment Company, and he has provided strategic and financial advisory services to corporations and hedge funds.
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The key risks to BiomX (PHGE) are primarily centered around its financial viability and the success of its clinical development pipeline.
- Clinical Trial Failures and Regulatory Hurdles: A significant risk for BiomX stems from the inherent uncertainties of pharmaceutical research and development and the stringent regulatory approval process. In a major setback, BiomX announced the discontinuation of its Phase 2b clinical trial for nebulized phage therapy BX004, intended for cystic fibrosis patients with chronic Pseudomonas aeruginosa infections, in December 2025. This decision followed an internal analysis and recommendations from an independent Data Monitoring Committee due to unexpectedly high rates of adverse events. Prior to this, the U.S. portion of the BX004 Phase 2b study was already under an FDA clinical hold, albeit related to a third-party nebulizer and not the drug product itself, causing delays. The inability to successfully advance its primary drug candidates through clinical trials and obtain regulatory approval poses a critical threat to the company's future.
- Going Concern Risk and Insufficient Funding: BiomX faces substantial doubt about its ability to continue as a going concern due to severe liquidity pressure. As of September 30, 2025, the company reported a cash balance of $8.1 million, which was estimated to be sufficient to fund operations only into the first quarter of 2026. This necessitates securing additional financing or entering into partnerships, which could lead to significant shareholder dilution. The financial distress is so acute that in December 2025, BiomX initiated insolvency proceedings for its Israeli subsidiary, BiomX Ltd., which previously housed core operations and contributed to accumulated debts of approximately NIS 11 million (around $3.4 million).
- Lack of Revenue Generation: As a clinical-stage biotechnology company, BiomX has no approved products on the market and has not generated any revenue from product sales. The company operates at a net loss, with significant investment in research and development. This pre-revenue status means that BiomX is entirely reliant on external funding to advance its pipeline, making it highly vulnerable to the success of its clinical programs and its ability to raise capital.
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BiomX (PHGE) targets several significant addressable markets with its phage technology products:
- BX004 for Cystic Fibrosis (CF) with Pseudomonas aeruginosa respiratory infections: The global cystic fibrosis therapeutics market was valued at $12.9 billion in 2024 and is projected to reach $32.3 billion by 2034. The global Pseudomonas aeruginosa treatment market was valued at $5.84 billion in 2024 and is projected to reach $11.81 billion by 2032. Specifically for BX004, the U.S. market in CF patients with chronic lung infections caused by Pseudomonas aeruginosa is estimated to be over $1 billion.
- BX005 for Atopic Dermatitis targeting Staphylococcus aureus: The global atopic dermatitis drugs market was valued at approximately $12.1 billion in 2024 and is estimated to grow to $31 billion by 2034. Another source indicates the global atopic dermatitis treatment market was valued at $17.05 billion in 2024 and is expected to reach $32.04 billion by 2032.
- BX003 for Inflammatory Bowel Diseases (IBD) and Primary Sclerosing Cholangitis (PSC): The global inflammatory bowel disease treatment market is expected to be valued at approximately $25.5 billion in 2025 and is estimated to reach $36.4 billion by 2032. The global primary sclerosing cholangitis (PSC) market size was valued at approximately $800 million in 2023 and is projected to grow to $1.2 billion by 2032.
- Colorectal Cancer (CRC) program targeting Fusobacterium nucleatum: The global colorectal cancer therapeutics market size was valued at $12.79 billion in 2024 and is expected to reach approximately $19.95 billion by 2034.
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Share Issuance
- In March 2026, BiomX shareholders approved the authorization to issue shares of Common Stock underlying Series Y convertible preferred stock and accompanying warrants, exceeding 19.99% of the existing Common Stock outstanding prior to the transaction.
- In December 2025, the company finalized agreements for a private investment in public equity (PIPE) that would result in approximately $3.0 million in gross proceeds through the issuance of Series Y Convertible Preferred Stock and warrants.
- In November 2025, BiomX implemented a one-for-nineteen reverse stock split, which reduced the number of outstanding shares from approximately 29 million to around 1.5 million.
Inbound Investments
- In December 2025, BiomX secured approximately $3 million through a private investment in public equity (PIPE) from certain investors.
- In January 2026, Pyu Pyu Capital acquired a 19.99% stake in BiomX, as disclosed in a 13D filing.
- In February 2025, the company raised $12 million in a financing round, which was led by Deerfield Management Company and included significant participation from the Cystic Fibrosis Foundation, along with contributions from Nantahala Capital and other investors.
Capital Expenditures
- For the last 12 months, BiomX's capital expenditures were reported as -$2,000, indicating minimal spending in this area.
- As a clinical-stage biotechnology company, BiomX's investing cash flow is minimal, with its primary focus being on research and development rather than significant capital expenditures.
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 7.24 |
| Mkt Cap | 0.3 |
| Rev LTM | 20 |
| Op Inc LTM | -88 |
| FCF LTM | -92 |
| FCF 3Y Avg | -119 |
| CFO LTM | -91 |
| CFO 3Y Avg | -117 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 45.0% |
| Rev Chg 3Y Avg | 54.7% |
| Rev Chg Q | -9.5% |
| QoQ Delta Rev Chg LTM | 7.5% |
| Op Inc Chg LTM | 22.7% |
| Op Inc Chg 3Y Avg | 2.3% |
| Op Mgn LTM | -433.3% |
| Op Mgn 3Y Avg | -358.4% |
| QoQ Delta Op Mgn LTM | 31.5% |
| CFO/Rev LTM | -456.3% |
| CFO/Rev 3Y Avg | -385.0% |
| FCF/Rev LTM | -457.4% |
| FCF/Rev 3Y Avg | -394.3% |
Price Behavior
| Market Price | $0.40 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/13/2019 | |
| Distance from 52W High | -96.8% | |
| 50 Days | 200 Days | |
| DMA Price | $0.84 | $4.55 |
| DMA Trend | down | down |
| Distance from DMA | -52.8% | -91.3% |
| 3M | 1YR | |
| Volatility | 297.9% | 1,928.2% |
| Downside Capture | 1404.99 | 1060.39 |
| Upside Capture | -114.20 | 493.32 |
| Correlation (SPY) | 13.4% | 8.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 15.82 | 6.85 | 1.37 | 1.77 | 13.77 | 3.34 |
| Up Beta | 11.25 | -1.03 | -3.83 | -4.35 | 20.60 | 2.50 |
| Down Beta | 4.46 | -2.24 | -7.03 | -5.52 | 0.13 | 0.33 |
| Up Capture | 2152% | 262% | 147% | 832% | 5968% | 768% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 7 | 11 | 19 | 48 | 102 | 322 |
| Down Capture | 1691% | 1746% | 512% | 344% | 226% | 114% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 13 | 29 | 43 | 75 | 144 | 412 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PHGE | |
|---|---|---|---|---|
| PHGE | -95.7% | 1,916.7% | 0.88 | - |
| Sector ETF (XLI) | 27.5% | 16.5% | 1.29 | 8.7% |
| Equity (SPY) | 21.2% | 12.4% | 1.26 | 8.5% |
| Gold (GLD) | 21.8% | 27.7% | 0.70 | 0.5% |
| Commodities (DBC) | 21.8% | 18.6% | 0.92 | -3.8% |
| Real Estate (VNQ) | 16.1% | 13.6% | 0.85 | 6.9% |
| Bitcoin (BTCUSD) | -44.2% | 42.5% | -1.25 | -1.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PHGE | |
|---|---|---|---|---|
| PHGE | -79.1% | 867.6% | 0.35 | - |
| Sector ETF (XLI) | 14.5% | 17.6% | 0.65 | 4.7% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 3.7% |
| Gold (GLD) | 17.8% | 18.3% | 0.79 | 1.2% |
| Commodities (DBC) | 7.4% | 19.5% | 0.28 | -1.0% |
| Real Estate (VNQ) | 3.4% | 18.9% | 0.08 | 2.8% |
| Bitcoin (BTCUSD) | 10.9% | 54.0% | 0.39 | 0.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PHGE | |
|---|---|---|---|---|
| PHGE | -57.5% | 721.6% | 0.29 | - |
| Sector ETF (XLI) | 14.5% | 20.1% | 0.63 | 3.6% |
| Equity (SPY) | 15.2% | 18.0% | 0.72 | 3.1% |
| Gold (GLD) | 11.8% | 16.1% | 0.60 | 1.2% |
| Commodities (DBC) | 5.9% | 18.0% | 0.26 | -0.6% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 2.3% |
| Bitcoin (BTCUSD) | 54.7% | 66.4% | 0.95 | 0.5% |
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Earnings Returns History
Updated 6/18/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -1.9% | -96.1% | -68.7% |
| 8/13/2025 | -11.7% | -2.5% | -9.4% |
| 5/15/2025 | 3.1% | -2.9% | -25.2% |
| 3/25/2025 | -7.2% | -11.8% | -6.2% |
| 11/14/2024 | 3.6% | -29.7% | -12.4% |
| 4/3/2024 | -8.9% | -8.6% | 15.7% |
| 11/14/2023 | -1.2% | -5.2% | -25.0% |
| 8/9/2023 | -9.3% | -10.2% | -7.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 1 | 3 |
| # Negative | 14 | 18 | 16 |
| Median Positive | 3.1% | 0.3% | 15.7% |
| Median Negative | -6.3% | -11.0% | -21.8% |
| Max Positive | 7.2% | 0.3% | 25.4% |
| Max Negative | -16.4% | -96.1% | -68.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -1.9% | -96.1% | -68.7% |
| 8/13/2025 | -11.7% | -2.5% | -9.4% |
| 5/15/2025 | 3.1% | -2.9% | -25.2% |
| 3/25/2025 | -7.2% | -11.8% | -6.2% |
| 11/14/2024 | 3.6% | -29.7% | -12.4% |
| 4/3/2024 | -8.9% | -8.6% | 15.7% |
| 11/14/2023 | -1.2% | -5.2% | -25.0% |
| 8/9/2023 | -9.3% | -10.2% | -7.1% |
| 5/15/2023 | 7.2% | 0.3% | 25.4% |
| 3/29/2023 | 2.2% | -11.8% | -10.4% |
| 11/9/2022 | -4.4% | -23.5% | -33.8% |
| 8/10/2022 | -6.4% | -7.5% | -31.6% |
| 5/11/2022 | -6.1% | -13.9% | -31.1% |
| 11/15/2021 | -4.8% | -20.1% | -33.7% |
| 8/16/2021 | -7.7% | -6.4% | -18.7% |
| 5/24/2021 | 1.6% | -1.0% | -10.6% |
| 3/31/2021 | -1.5% | -12.3% | -5.0% |
| 11/12/2020 | -0.2% | -1.2% | 5.9% |
| 8/13/2020 | -16.4% | -23.9% | -25.3% |
| SUMMARY STATS | |||
| # Positive | 5 | 1 | 3 |
| # Negative | 14 | 18 | 16 |
| Median Positive | 3.1% | 0.3% | 15.7% |
| Median Negative | -6.3% | -11.0% | -21.8% |
| Max Positive | 7.2% | 0.3% | 25.4% |
| Max Negative | -16.4% | -96.1% | -68.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/20/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/25/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/20/2024 | 10-Q |
| 12/31/2023 | 04/04/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/29/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/10/2022 | 10-Q |
| 03/31/2022 | 05/11/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/20/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/25/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/20/2024 | 10-Q |
| 12/31/2023 | 04/04/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/29/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/10/2022 | 10-Q |
| 03/31/2022 | 05/11/2022 | 10-Q |
| 12/31/2021 | 03/30/2022 | 10-K |
| 09/30/2021 | 11/15/2021 | 10-Q |
| 06/30/2021 | 08/16/2021 | 10-Q |
| 03/31/2021 | 05/24/2021 | 10-Q |
| 12/31/2020 | 03/31/2021 | 10-K |
| 09/30/2020 | 11/12/2020 | 10-Q |
| 06/30/2020 | 08/13/2020 | 10-Q |
| 03/31/2020 | 05/14/2020 | 10-Q |
| 12/31/2019 | 03/26/2020 | 10-K |
| 09/30/2019 | 10/16/2019 | 10-Q |
| 06/30/2019 | 08/21/2019 | 10-K |
| 03/31/2019 | 05/10/2019 | 10-Q |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3182026 | 5.00 | 530,000 | Form | |||
| 2 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3182026 | 5.00 | 450,000 | Form | |||
| 3 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3132026 | 5.00 | 370,000 | Form | |||
| 4 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3132026 | 5.00 | 300,000 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3182026 | 5.00 | 530,000 | Form | |||
| 2 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3182026 | 5.00 | 450,000 | Form | |||
| 3 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3132026 | 5.00 | 370,000 | Form | |||
| 4 | Yeganeh, Reuven | Pyu Pyu Capital LLC | Sell | 3132026 | 5.00 | 300,000 | Form |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Aerospace & Defense Resources |
| Defense News |
| FlightGlobal |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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