Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -77%

Megatrend and thematic drivers
Megatrends include Precision Medicine. Themes include Biopharmaceutical R&D, and Targeted Therapies.

Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -117%

Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -5.2 Mil

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is null, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -24%, Rev Chg QQuarterly Revenue Change % is null

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -101%

Key risks
PULM key risks include [1] a critical dependence on its pending merger with Cullgen to avoid potential liquidation amid severe financial distress, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -77%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine. Themes include Biopharmaceutical R&D, and Targeted Therapies.
2 Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -117%
3 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -5.2 Mil
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is null, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -24%, Rev Chg QQuarterly Revenue Change % is null
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -101%
7 Key risks
PULM key risks include [1] a critical dependence on its pending merger with Cullgen to avoid potential liquidation amid severe financial distress, Show more.

PULM in ETFs

Weight = PULM's share of each fund

VTI0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Pulmatrix (PULM) stock has lost about 50% since 2/28/2026 because of the following key factors:

1. Termination of Previous Merger Agreement: On March 2, 2026, Pulmatrix announced the termination of its planned merger agreement with Cullgen Inc. due to prolonged delays with the China Securities Regulatory Commission. This unexpected halt to a previously announced strategic pathway likely contributed to investor uncertainty and a negative re-evaluation of the company's prospects.

2. Extreme Shareholder Dilution from New Reverse Merger: On March 26, 2026, Pulmatrix entered into a definitive reverse merger agreement with Eos SENOLYTIX, Inc. Under the terms of this deal, existing Pulmatrix shareholders are expected to own only approximately 6% of the combined company, while Eos shareholders and new financing participants will hold approximately 94%. This announcement led to a significant stock price decline, with shares plunging by 28.77% on March 26, 2026, due to the substantial dilution for current investors and a strategic pivot away from Pulmatrix's original therapeutic focus.

Show more
Updated on 6/1/2026

Pulmatrix (PULM) stock has lost about 50% since 2/28/2026 because of the following key factors:

1. Termination of Previous Merger Agreement: On March 2, 2026, Pulmatrix announced the termination of its planned merger agreement with Cullgen Inc. due to prolonged delays with the China Securities Regulatory Commission. This unexpected halt to a previously announced strategic pathway likely contributed to investor uncertainty and a negative re-evaluation of the company's prospects.

2. Extreme Shareholder Dilution from New Reverse Merger: On March 26, 2026, Pulmatrix entered into a definitive reverse merger agreement with Eos SENOLYTIX, Inc. Under the terms of this deal, existing Pulmatrix shareholders are expected to own only approximately 6% of the combined company, while Eos shareholders and new financing participants will hold approximately 94%. This announcement led to a significant stock price decline, with shares plunging by 28.77% on March 26, 2026, due to the substantial dilution for current investors and a strategic pivot away from Pulmatrix's original therapeutic focus.

3. Precarious Financial Position and Going Concern Warning: Pulmatrix reported a Q1 2026 net loss of $1.2 million and held only $3.3 million in cash and cash equivalents as of March 31, 2026. The company has paused all clinical development, with research and development expenses under $0.1 million, while it seeks to license or monetize its assets. Management has explicitly stated "substantial doubt about the company's ability to continue as a going concern" if the Eos merger is not completed, suggesting potential dissolution and liquidation as an alternative.

4. Limited Capital Infusion with New Merger: As part of the Eos merger, Pulmatrix secured only $1 million in gross proceeds from a private placement of Series B Convertible Preferred Stock to an affiliate of Eos, with a conversion price of $2.20 per share. This modest capital injection further highlights the company's financial strain and the terms heavily favoring Eos in the new combined entity.

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Stock Movement Drivers

Fundamental Drivers

The -51.2% change in PULM stock from 2/28/2026 to 6/18/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).
(LTM values as of)22820266182026Change
Stock Price ($)2.991.46-51.2%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)440.0%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/18/2026
ReturnCorrelation
PULM-51.2% 
Market (SPY)9.2%18.3%
Sector (XLV)-6.4%8.4%

Fundamental Drivers

The -67.2% change in PULM stock from 11/30/2025 to 6/18/2026 was primarily driven by a null change in the company's Total Revenues ($ Mil).
(LTM values as of)113020256182026Change
Stock Price ($)4.451.46-67.2%
Change Contribution By: 
Total Revenues ($ Mil)00 
P/S Multiple5,417.69.2233720368547763E17%
Shares Outstanding (Mil)440.0%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/18/2026
ReturnCorrelation
PULM-67.2% 
Market (SPY)9.9%1.3%
Sector (XLV)-4.4%4.5%

Fundamental Drivers

The -83.7% change in PULM stock from 5/31/2025 to 6/18/2026 was primarily driven by a null change in the company's Total Revenues ($ Mil).
(LTM values as of)53120256182026Change
Stock Price ($)8.981.46-83.7%
Change Contribution By: 
Total Revenues ($ Mil)20 
P/S Multiple17.19.2233720368547763E17%
Shares Outstanding (Mil)440.0%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/18/2026
ReturnCorrelation
PULM-83.7% 
Market (SPY)28.1%8.2%
Sector (XLV)14.6%4.2%

Fundamental Drivers

The -46.5% change in PULM stock from 5/31/2023 to 6/18/2026 was primarily driven by a null change in the company's Total Revenues ($ Mil).
(LTM values as of)53120236182026Change
Stock Price ($)2.731.46-46.5%
Change Contribution By: 
Total Revenues ($ Mil)60 
P/S Multiple1.69.2233720368547763E17%
Shares Outstanding (Mil)440.0%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/18/2026
ReturnCorrelation
PULM-46.5% 
Market (SPY)85.7%5.8%
Sector (XLV)22.9%1.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PULM Return-63%-56%-52%275%-68%-33%-94%
Peers Return-10%-20%71%12%107%-6%167%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
PULM Win Rate33%42%25%67%33%67% 
Peers Win Rate47%45%52%42%58%50% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PULM Max Drawdown-85%-65%-60%-29%-78%-64% 
Peers Max Drawdown-44%-46%-38%-35%-33%-34% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: INSM, TBPH, ARWR, AMPH, AMRX.
[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 6/18/2026 (YTD)

How Low Can It Go

EventPULMS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-33.6%-9.5%
  % Gain to Breakeven50.6%10.5%
  Time to Breakeven369 days24 days
2023 SVB Regional Banking Crisis
  % Loss-30.6%-6.7%
  % Gain to Breakeven44.1%7.1%
  Time to Breakeven548 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-64.8%-24.5%
  % Gain to Breakeven184.4%32.4%
  Time to Breakeven848 days427 days
2020 COVID-19 Crash
  % Loss-41.2%-33.7%
  % Gain to Breakeven70.0%50.9%
  Time to Breakeven26 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-64.9%-3.7%
  % Gain to Breakeven184.9%3.9%
  Time to Breakeven15 days6 days

Compare to INSM, TBPH, ARWR, AMPH, AMRX

In The Past

Pulmatrix's stock fell -5.8% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 6.2% 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.

EventPULMS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-33.6%-9.5%
  % Gain to Breakeven50.6%10.5%
  Time to Breakeven369 days24 days
2023 SVB Regional Banking Crisis
  % Loss-30.6%-6.7%
  % Gain to Breakeven44.1%7.1%
  Time to Breakeven548 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-64.8%-24.5%
  % Gain to Breakeven184.4%32.4%
  Time to Breakeven848 days427 days
2020 COVID-19 Crash
  % Loss-41.2%-33.7%
  % Gain to Breakeven70.0%50.9%
  Time to Breakeven26 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-64.9%-3.7%
  % Gain to Breakeven184.9%3.9%
  Time to Breakeven15 days6 days

Compare to INSM, TBPH, ARWR, AMPH, AMRX

In The Past

Pulmatrix's stock fell -5.8% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 6.2% 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 Pulmatrix (PULM)

Pulmatrix, Inc. (PULM) is a clinical-stage biotechnology company dedicated to discovering and developing inhaled therapies. Its primary focus is on addressing respiratory and other diseases where current treatment options are inadequate. The company's core technological advantage lies in its proprietary iSPERSE (inhaled small particles easily respirable and emitted) platform, which facilitates the efficient delivery of various drug molecules directly to the lungs via inhalation for both localized lung effects and systemic applications.

The company's pipeline features several key drug candidates. Pulmazole is an inhaled anti-fungal drug in development to treat allergic bronchopulmonary aspergillosis in patients with asthma and cystic fibrosis. Another significant candidate, PUR1800, is a narrow spectrum kinase inhibitor currently in Phase 1b clinical trials, targeting patients with stable moderate-severe chronic obstructive pulmonary disease (COPD). Pulmatrix is also developing PUR3100, an iSPERSE formulation of dihydroergotamine, designed for the treatment of acute migraine.

Pulmatrix primarily serves patient populations with significant unmet medical needs in respiratory health, including those suffering from allergic bronchopulmonary aspergillosis, chronic obstructive pulmonary disease, and cystic fibrosis. Through its innovative iSPERSE technology, the company aims to provide more effective and convenient treatment options for these conditions. Additionally, with PUR3100, Pulmatrix is expanding its target market to include individuals experiencing acute migraine, offering a novel inhaled approach to pain management.

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Like Vertex Pharmaceuticals, but focused on inhaled drug delivery for respiratory and other conditions.

A biotech company akin to Moderna, but specializing in an inhaled drug delivery platform instead of mRNA.

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  • Pulmazole: An inhaled anti-fungal drug for the treatment of allergic bronchopulmonary aspergillosis in patients with asthma and cystic fibrosis.
  • PUR1800: A narrow spectrum kinase inhibitor in Phase 1b clinical trials for patients with stable moderate-severe chronic obstructive pulmonary disease.
  • PUR3100: An iSPERSE formulation of dihydroergotamine for the treatment of acute migraine.

AI Analysis | Feedback

As a clinical stage biotechnology company, Pulmatrix (PULM) primarily focuses on discovering and developing inhaled therapies. It does not sell directly to individuals or commercialize its drugs on its own at this stage. Instead, its revenue-generating relationships come from partnerships and licensing agreements with other companies.

Based on the provided description, the major customer company identified is:

  • Cipla Technologies LLC (a subsidiary of Cipla Limited, NSE: CIPLA, BSE: 500087)

Pulmatrix has a development and commercialization agreement with Cipla Technologies LLC for Pulmazole, an inhaled anti-fungal drug. This agreement signifies a partnership where Pulmatrix would receive payments (such as milestones and royalties) from Cipla as the product develops and is eventually commercialized, making Cipla a significant revenue-contributing partner.

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  • RespiVert Ltd.
  • Cipla Technologies LLC (parent company: Cipla Limited, symbol: CIPLA)
  • Sensory Cloud, Inc.

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Peter Ludlum, Interim Chief Executive Officer and Interim Chief Financial Officer

Mr. Ludlum is an experienced financial executive with over 23 years of work with early-stage and high-growth companies in the life science sector. He currently serves as a Senior Director at Danforth Advisors, LLC, a financial consultancy specializing in life sciences companies. Mr. Ludlum has served as Pulmatrix's Interim CFO since April 2022 and previously as Strategic Advisor – Finance from December 2021 to April 2022. His prior experience includes roles such as Co-President, Chief Business Officer, Chief Financial Officer, Financial Compliance Officer, and Group Controller at various pharmaceutical, medical device, diagnostic products, and reference laboratory companies.

Margaret Wasilewski, Chief Medical Officer

Dr. Wasilewski joined Pulmatrix in March 2022 and brings over 25 years of experience in pharmaceutical drug development across diverse therapeutic areas. She led the clinical development program for Clostridioides difficile infection as Vice President Research and Development-Medical at Summit Therapeutics. Her career also includes leadership roles at Eli Lilly and Company, Targanta Therapeutics, and Shire. Additionally, Dr. Wasilewski served as President of ID Remedies, LLC, providing scientific, medical, regulatory consultation, and business development services to biopharmaceutical companies.

Ted Raad, Former Chief Executive Officer and President

Mr. Raad served as Pulmatrix's Chief Executive Officer from May 2019 until July 2024. He initially joined the company in 2017 as Chief Business Officer, where he led business development efforts, including the partnership with Cipla Technologies for Pulmazole. With over 20 years of experience, Mr. Raad's background includes executive leadership roles such as Chief Commercial Officer at Option Care, where he helped separate the specialty home infusion business from Walgreens, and a business unit head at Sunovion Pharmaceuticals, with commercial responsibility for CNS and respiratory products, including successful product launches and strategic alliances.

Robert Clarke, Ph.D., Former Chief Executive Officer, Co-founder of Kinaset Therapeutics

Dr. Clarke was the Chief Executive Officer of Pulmatrix from 2012 to 2019, during which he successfully led the company from a private to a public entity. He joined Pulmatrix in 2004 as its first Ph.D. level scientist, progressing to Chief Scientific Officer and Vice President of Research and Development, and was instrumental in developing the iSPERSE technology. He also played a key role in raising over $60 million in venture capital funding for Pulmatrix. Before joining Pulmatrix, Dr. Clarke was an Associate Director of Life Sciences at Alkermes, Inc. In 2020, he co-founded Kinaset Therapeutics, where he currently serves as CEO, and has successfully raised over $150 million through private financing rounds.

Alexander M. Klibanov, Ph.D., Founder

Dr. Klibanov is a co-founder of Pulmatrix. He is recognized as one of three world-class experts in materials science from MIT and Harvard University who founded the company.

AI Analysis | Feedback

The public company Pulmatrix (PULM) faces several significant risks to its business, primarily stemming from its strategic pivot and the inherent challenges of a clinical-stage biotechnology company with limited revenue. The three key risks are: 1. **Uncertainty and Risks Associated with Strategic Transactions:** Pulmatrix has recently experienced the termination of a proposed merger agreement with Cullgen and is actively seeking new merger opportunities or considering divestiture of its iSPERSE™ technology and related clinical programs. The company has paused the development of its iSPERSE™-based drug candidates, including PUR3100, PUR1800, and PUR1900, to focus on these transactional outcomes. There is no assurance that a new merger will be completed, that the intended benefits of any such transaction will be realized, or that the company will successfully monetize its assets on favorable terms. The failure to complete a beneficial strategic transaction could lead to severe liquidity concerns, particularly as the company's revenue was $0 as of Q3 2025. 2. **Operational and Financial Sustainability:** Pulmatrix has a history of net losses and continues to require substantial additional capital to fund its operations and development efforts. The challenge of successfully commercializing its product candidates, which are still under development, remains significant. The company's financial metrics indicate substantial challenges, including negative margins and a distressed Altman Z-Score. Obtaining regulatory approvals for its product candidates is also costly, time-consuming, and an area where the company has limited experience. The continuous need for capital may lead to further dilution of stockholders' ownership interests. 3. **Reverse Stock Split Risks:** Pulmatrix is undertaking a reverse stock split, which carries inherent risks. There is a possibility that the reverse stock split may not achieve its intended purpose of increasing the stock price over the long term, and it could potentially lead to decreased liquidity and a reduction in overall market capitalization.

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AI Analysis | Feedback

Pulmatrix, Inc. is a clinical-stage biotechnology company developing inhaled therapies for respiratory and other diseases. The addressable markets for its main products are as follows:

Pulmazole (allergic bronchopulmonary aspergillosis in patients with asthma, and in patients with cystic fibrosis)

  • The global allergic bronchopulmonary aspergillosis (ABPA) treatment market was valued at USD 1.14 billion in 2024 and is projected to reach USD 3.30 billion by 2032, with a compound annual growth rate (CAGR) of 14.23% during the forecast period of 2025 to 2032. North America is a leading region in this market.
  • Allergic bronchopulmonary aspergillosis affects an estimated 5 million people worldwide each year. Approximately 1% to 15% of cystic fibrosis patients and around 2.5% of adults with asthma are affected by ABPA, totaling about 4.8 million people worldwide.
  • For cystic fibrosis, the global therapeutics market was valued at approximately USD 12.9 billion in 2024 and is projected to reach USD 32.3 billion by 2034, growing at a CAGR of 9.6% from 2025 to 2034. Another estimate places the global cystic fibrosis therapeutics market at USD 13.88 billion in 2025, projected to reach USD 35.68 billion by 2035, growing at a CAGR of 9.9% from 2026 to 2035. North America dominated the cystic fibrosis therapeutics market in 2024 and 2025. The cystic fibrosis market size in the 7MM (United States, EU4, United Kingdom, and Japan) was approximately USD 18.74 billion in 2023, with the U.S. accounting for approximately USD 9.47 billion.

PUR1800 (chronic obstructive pulmonary disease - COPD)

  • The global chronic obstructive pulmonary disease (COPD) drugs market was valued at USD 29.30 billion in 2025 and is projected to grow to USD 50.57 billion by 2034, exhibiting a CAGR of 6.25% during the forecast period.
  • Another report estimates the global chronic obstructive pulmonary disease (COPD) treatment market size at USD 21.04 billion in 2025, anticipated to reach around USD 34.59 billion by 2035, expanding at a CAGR of 5.1% over the forecast period from 2026 to 2035.
  • The total COPD market size in the 7MM (United States, EU4, United Kingdom, and Japan) was USD 11.5 billion in 2024, with the U.S. market reaching approximately USD 9.3 billion.
  • The U.S. Chronic Obstructive Pulmonary Disease Market size was USD 6.93 billion in 2025 and is expected to reach USD 9.97 billion by 2033. North America dominated the Chronic Obstructive Pulmonary Disease Market in 2025, with over 38.40% revenue share.

PUR3100 (acute migraine)

  • The global acute migraine treatment market size was valued at USD 3.46 billion in 2024 and is expected to reach approximately USD 10.08 billion by 2034, expanding at a CAGR of 11.30% from 2025 to 2034.
  • Another source reports the global acute migraine treatment market size was estimated at USD 2.81 billion in 2025 and is expected to boost sales to USD 4.09 billion by 2033, with a CAGR of 4.80% from 2025 to 2033.
  • The U.S. acute migraine treatment market size was estimated at USD 1.02 billion in 2024 and is projected to surpass around USD 3.02 billion by 2034, at a CAGR of 11.47% from 2025 to 2034.
  • North America dominated the acute migraine treatment market in 2024 and accounted for 42% market share. The U.S. holds the highest share in the North American acute migraine treatment market.

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For Pulmatrix (PULM), expected drivers of future revenue growth over the next 2-3 years are primarily centered on the monetization and advancement of its clinical-stage assets and proprietary technology through strategic partnerships and licensing agreements.

  1. Advancement and Partnering of PUR3100 for Acute Migraine: Pulmatrix is actively exploring opportunities to monetize or partner PUR3100, an orally inhaled dihydroergotamine formulation for acute migraine, which is currently Phase 2-ready. Securing a partnership could generate upfront payments, milestone payments, and future royalties if the product progresses through clinical development and eventually reaches commercialization.
  2. Advancement and Partnering of PUR1800 for COPD: The company is seeking partnerships or other alternatives to advance and monetize PUR1800, a narrow spectrum kinase inhibitor for acute exacerbations in chronic obstructive pulmonary disease (AECOPD) and other inflammatory respiratory diseases. Successful partnering could provide revenue through licensing fees, development milestones, and potential royalties.
  3. Royalties from Cipla's Commercialization of PUR1900 (Pulmazole) outside the United States: While Pulmatrix has wound down its direct involvement in the Phase 2b trial for PUR1900 in the U.S., its partner Cipla is continuing clinical development outside the United States and has received approval to proceed with a Phase 3 trial in India. Pulmatrix is entitled to receive 2% royalties on any potential future net sales by Cipla in these territories.
  4. Strategic Licensing of iSPERSE Technology: Pulmatrix intends to capitalize on its proprietary iSPERSE (inhaled small particles easily respirable and emitted) technology to identify new product candidates and facilitate additional collaborations. Licensing this dry powder delivery platform to other pharmaceutical companies could generate licensing fees, upfront payments, and milestone payments.

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Share Issuance

  • In February 2021, Pulmatrix completed a registered direct offering for 20,000,000 shares of common stock at a price of $2.00 per share, raising $40 million in gross proceeds.
  • As part of a previously planned merger with Cullgen (later terminated), Pulmatrix stockholders approved the issuance of Pulmatrix common stock to Cullgen shareholders in June 2025.

Inbound Investments

  • Pulmatrix derives revenue from collaboration and licensing agreements, such as its partnership with Cipla for the development and commercialization of PUR1900 (Pulmazole).
  • Pulmatrix is set to receive a 2% royalty on potential future net sales of PUR1900 by Cipla outside the United States.

Outbound Investments

  • As part of its former merger strategy with Cullgen, Pulmatrix planned to divest its clinical assets, including PUR3100, PUR1800, PUR1900, and its iSPERSE™ technology platform.
  • The company closed transactions with MannKind for iSPERSE™ technology licensing.

Capital Expenditures

  • Research and development expenses decreased significantly to less than $0.1 million for the year ended December 31, 2025, from $7.2 million in 2024, primarily due to the wind-down of the PUR1900 Phase 2b clinical trial, disposal of the company's lab and facilities lease, and employee terminations.
  • The company has been transitioning towards a more virtual operating model, implying reduced capital expenditures on physical infrastructure.

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Pulmatrix Earnings Notes12/16/2025
2How Low Can Pulmatrix Stock Really Go?10/17/2025
Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

PULMINSMTBPHARWRAMPHAMRXMedian
NamePulmatrixInsmed Theravan.Arrowhea.Amphasta.Amneal P. 
Mkt Price1.4695.8016.5881.8218.8116.2117.70
Mkt Cap0.020.60.911.70.95.13.0
Rev LTM08201106227213,046671
Op Inc LTM-5-9655-222117445-0
FCF LTM-5-922269-5113318864
FCF 3Y Avg-11-76694-17014818242
CFO LTM-5-896269-3616930682
CFO 3Y Avg-11-74495-7718727142

Growth & Margins

PULMINSMTBPHARWRAMPHAMRXMedian
NamePulmatrixInsmed Theravan.Arrowhea.Amphasta.Amneal P. 
Rev Chg LTM-100.0%115.1%68.2%14.1%-1.4%7.6%10.9%
Rev Chg 3Y Avg-24.3%52.8%33.7%454.7%12.3%10.3%23.0%
Rev Chg Q-100.0%229.6%15.0%-86.4%0.4%3.9%2.1%
QoQ Delta Rev Chg LTM-100.0%35.1%2.2%-43.0%0.1%0.9%0.5%
Op Inc Chg LTM27.7%-12.4%110.9%-87.2%-40.0%22.3%4.9%
Op Inc Chg 3Y Avg33.8%-22.0%48.3%-75.5%9.8%30.0%19.9%
Op Mgn LTM--117.8%4.5%-35.7%16.2%14.6%4.5%
Op Mgn 3Y Avg--186.3%-44.1%-464.3%24.7%13.0%-44.1%
QoQ Delta Op Mgn LTM-46.3%7.9%-63.2%-3.3%1.4%1.4%
CFO/Rev LTM--109.3%244.8%-5.8%23.4%10.0%10.0%
CFO/Rev 3Y Avg--163.7%89.1%-239.6%26.4%9.7%9.7%
FCF/Rev LTM--112.5%244.8%-8.2%18.4%6.2%6.2%
FCF/Rev 3Y Avg--168.7%88.1%-443.9%20.9%6.5%6.5%

Valuation

PULMINSMTBPHARWRAMPHAMRXMedian
NamePulmatrixInsmed Theravan.Arrowhea.Amphasta.Amneal P. 
Mkt Cap0.020.60.911.70.95.13.0
P/S-25.27.718.71.21.77.7
P/Op Inc-1.0-21.4170.7-52.57.311.53.1
P/EBIT-1.0-18.76.1-72.96.612.22.5
P/E-1.0-17.47.4-38.710.841.93.2
P/CFO-1.0-23.03.2-321.05.016.71.1
Total Yield-96.8%-5.7%13.5%-2.6%9.3%2.4%-0.1%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-140.3%-7.6%11.8%-4.4%11.2%6.8%1.2%
D/E0.00.00.00.10.80.50.1
Net D/E-0.8-0.0-0.4-0.10.50.5-0.0

Returns

PULMINSMTBPHARWRAMPHAMRXMedian
NamePulmatrixInsmed Theravan.Arrowhea.Amphasta.Amneal P. 
1M Rtn15.9%-10.8%2.0%11.8%5.6%37.3%8.7%
3M Rtn-32.1%-33.5%18.3%43.6%-3.7%31.4%7.3%
6M Rtn-60.8%-42.5%-8.8%23.1%-29.0%28.2%-18.9%
12M Rtn-81.5%-3.7%56.1%423.8%-25.8%104.2%26.2%
3Y Rtn-47.9%379.0%56.9%131.1%-65.8%498.2%94.0%
1M Excs Rtn13.9%-12.8%0.0%9.8%3.6%35.3%6.7%
3M Excs Rtn-45.6%-47.0%4.8%30.1%-17.3%17.8%-6.2%
6M Excs Rtn-74.7%-62.6%-15.7%16.2%-36.9%22.9%-26.3%
12M Excs Rtn-107.5%-29.8%31.0%402.5%-51.9%79.8%0.6%
3Y Excs Rtn-117.0%321.6%-17.0%60.4%-131.7%456.6%21.7%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment087 5
Research and development services and irrevocable license   6 
Total08765


Assets by Segment
$ Mil20252024
Research and development services and irrevocable license410
Total410


Price Behavior

Price Behavior
Market Price$1.46 
Market Cap ($ Bil)0.0 
First Trading Date03/21/2014 
Distance from 52W High-81.5% 
   50 Days200 Days
DMA Price$1.33$2.96
DMA Trenddowndown
Distance from DMA10.1%-50.7%
 3M1YR
Volatility87.4%85.3%
Downside Capture280.00163.05
Upside Capture33.49-78.52
Correlation (SPY)18.8%6.4%
PULM Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta0.840.061.500.120.640.35
Up Beta-1.07-0.952.140.940.960.27
Down Beta1.670.124.351.560.500.61
Up Capture156%61%-92%-113%-37%1%
Bmk +ve Days13283667141432
Stock +ve Days10212957107329
Down Capture82%110%222%77%157%65%
Bmk -ve Days7132757109318
Stock -ve Days5132758130385

[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 PULM
PULM-81.3%85.2%-1.53-
Sector ETF (XLV)14.0%15.0%0.663.4%
Equity (SPY)26.5%12.4%1.616.3%
Gold (GLD)24.2%27.5%0.775.6%
Commodities (DBC)19.8%18.8%0.83-8.6%
Real Estate (VNQ)11.0%13.7%0.52-2.3%
Bitcoin (BTCUSD)-38.3%42.4%-1.022.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PULM
PULM-41.7%80.1%-0.33-
Sector ETF (XLV)5.4%14.7%0.194.5%
Equity (SPY)13.5%17.1%0.6210.1%
Gold (GLD)17.1%18.3%0.763.1%
Commodities (DBC)7.5%19.4%0.292.8%
Real Estate (VNQ)1.9%18.9%0.008.2%
Bitcoin (BTCUSD)11.6%54.2%0.417.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PULM
PULM-43.5%111.6%-0.06-
Sector ETF (XLV)9.4%16.6%0.463.5%
Equity (SPY)15.3%18.0%0.737.0%
Gold (GLD)12.3%16.1%0.634.5%
Commodities (DBC)5.9%18.0%0.264.1%
Real Estate (VNQ)5.3%20.7%0.222.7%
Bitcoin (BTCUSD)60.4%66.8%1.004.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 5152026-26.8%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest1.4 days
Basic Shares Quantity3.7 Mil
Short % of Basic Shares0.7%

Earnings Returns History

Updated 6/18/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/15/2026-1.6%7.9%11.0%
2/26/2026-9.3%-32.7%-53.0%
10/16/2025-2.5%3.1%2.8%
8/6/2025-3.1%-8.8%-12.6%
3/21/2025-1.7%-5.0%-18.9%
11/8/2024-1.4%126.0%187.0%
8/13/20244.8%-13.5%-18.1%
5/10/2024-3.3%4.3%6.7%
...
SUMMARY STATS   
# Positive649
# Negative151712
Median Positive2.8%6.1%6.7%
Median Negative-3.1%-7.1%-13.0%
Max Positive6.8%126.0%187.0%
Max Negative-9.3%-32.7%-53.0%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/15/2026-1.6%7.9%11.0%
2/26/2026-9.3%-32.7%-53.0%
10/16/2025-2.5%3.1%2.8%
8/6/2025-3.1%-8.8%-12.6%
3/21/2025-1.7%-5.0%-18.9%
11/8/2024-1.4%126.0%187.0%
8/13/20244.8%-13.5%-18.1%
5/10/2024-3.3%4.3%6.7%
1/8/2024-1.2%-4.5%-13.1%
11/9/2023-3.6%-6.2%-3.1%
8/10/20230.4%-4.6%-12.2%
5/12/2023-4.8%-7.8%-6.7%
11/14/20226.8%-7.1%0.3%
8/10/20225.3%-4.5%-10.2%
5/12/20220.8%-1.4%1.7%
11/10/2021-4.5%-9.0%-13.0%
8/10/2021-0.6%-7.3%1.1%
5/11/2021-4.9%-1.2%15.2%
3/23/2021-7.4%-10.8%-33.6%
11/12/20200.0%-0.9%16.4%
8/7/2020-1.6%-8.6%-23.4%
SUMMARY STATS   
# Positive649
# Negative151712
Median Positive2.8%6.1%6.7%
Median Negative-3.1%-7.1%-13.0%
Max Positive6.8%126.0%187.0%
Max Negative-9.3%-32.7%-53.0%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/26/202610-K
09/30/202510/16/202510-Q
06/30/202508/06/202510-Q
03/31/202505/15/202510-Q
12/31/202403/21/202510-K
09/30/202411/08/202410-Q
06/30/202408/13/202410-Q
03/31/202405/10/202410-Q
12/31/202303/28/202410-K
09/30/202311/09/202310-Q
06/30/202308/10/202310-Q
03/31/202305/12/202310-Q
12/31/202203/30/202310-K
09/30/202211/10/202210-Q
06/30/202208/10/202210-Q
03/31/202205/12/202210-Q
Collapse to Preview
Report DateFiling DateFiling
12/31/202502/26/202610-K
09/30/202510/16/202510-Q
06/30/202508/06/202510-Q
03/31/202505/15/202510-Q
12/31/202403/21/202510-K
09/30/202411/08/202410-Q
06/30/202408/13/202410-Q
03/31/202405/10/202410-Q
12/31/202303/28/202410-K
09/30/202311/09/202310-Q
06/30/202308/10/202310-Q
03/31/202305/12/202310-Q
12/31/202203/30/202310-K
09/30/202211/10/202210-Q
06/30/202208/10/202210-Q
03/31/202205/12/202210-Q
12/31/202103/29/202210-K
09/30/202111/10/202110-Q
06/30/202108/10/202110-Q
03/31/202105/11/202110-Q
12/31/202003/23/202110-K
09/30/202011/12/202010-Q
06/30/202008/07/202010-Q
03/31/202005/14/202010-Q
12/31/201903/26/202010-K
09/30/201911/01/201910-Q
06/30/201908/05/201910-Q
03/31/201905/15/201910-Q
Core Cache Last Updated: 6/18/2026