PolyPid Ltd (NAS:PYPD)

Q4 2025 PolyPid Ltd Earnings Call Transcript

Feb 11, 2026 / 01:30 PM GMT

Release Date Price: $4.62 (-1.28%)

Transcript

Key Points

Positve

PolyPid Ltd (PYPD) successfully completed the Shield 2 phase 3 trial, with Duplex 100 meeting its primary and key secondary endpoints, showing a meaningful reduction in surgical site infections.
The company received positive feedback from the FDA, supporting a rolling NDA review for Duplex 100, which is expected to begin by the end of Q1 2026.
PolyPid Ltd (PYPD) has advanced to the final stages of partnership discussions in the US, reflecting recognition of Duplex 100's strong clinical profile and unmet needs it addresses.
The company has introduced a refreshed corporate brand and new technology platform, Kinnatrix, indicating a strategic shift towards commercialization.
PolyPid Ltd (PYPD) has strengthened its leadership with the appointment of Ms. Brooke Story as Chairman of the Board, bringing extensive experience in medical technology and surgical solutions.

Negative

Research and development expenses increased to $23.8 million in 2025, up from $22.8 million in 2024, primarily due to regulatory preparation and development program advancements.
General and administrative expenses rose significantly to $7.2 million in 2025 from $4.3 million in 2024, driven by non-cash expenses related to performance-based options.
The company reported a net loss of $34.2 million for the full year 2025, compared to a net loss of $29 million in 2024.
Marketing and business development expenses increased to $2 million in 2025 from $0.9 million in 2024, reflecting higher commercial preparation efforts.
Despite progress, the commercialization of Duplex 100 is dependent on successful partnership agreements and regulatory approvals, which carry inherent risks and uncertainties.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PYPD.OQ - PolyPid Ltd
Q4 2025 PolyPid Ltd Earnings Call
Feb 11, 2026 / 01:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to Polype's 4th quarter and full year 2025 conference call. At this time, participants are in a listen-only mode. As a reminder, this call is recorded, and I would now like to introduce your host for today's conference, Ea Leer from Arts Investor Relations. Mr. Leebler, you may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, operator, and thank you all for joining Polypid's 4th quarter and full year 2025 earnings conference call. Joining me on the call today will be Diklachat Axelblad, Chief Executive Officer of Polypi, Johnny Misalain, Polypid's Chief

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.