PYPD PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

PYPD ▲ +12.80% at T+5d

LONG call ✓ call won +12.80% · α vs SPY +13.95% · entry $4.22 → $4.76

Next anchor: T+20d tomorrow

Last close $4.62 (close Jun 8) · +9.48% from $4.22 entry

Entry anchored
May 12, 03:58 PM ET
via Databento tick

T+1d

+3.79%

call +3.79% · α +3.01%

$4.38

settled 27d ago

T+5d

+12.80%

call +12.80% · α +13.95%

$4.76

settled 21d ago

T+20d

—

call — · α —

—

tomorrow

T+60d

—

call — · α —

—

in 8w

Price Chart

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Executive Summary

PolyPid reported Q1 2026 net loss of $7.7M ($0.35/share), beating consensus EPS of -$0.43 by 18.6%. The company initiated rolling NDA submission for D-PLEX100 to the FDA, with completion expected imminently, and is in late-stage U.S. commercial partnership discussions. Cash of $10.9M is expected to fund operations into H2 2026.

Actionable Insight

The NDA submission completion and PDUFA target action date (expected Q1 2027) are the next major catalysts. Late-stage partnership discussions suggest potential near-term deal announcement. Monitor cash runway — $10.9M covers operations into H2 2026, but a partnership or financing may be needed to fund through potential approval.

Key Facts

Q1 2026 net loss $7.7M ($0.35/share) vs consensus -$0.43 — 18.6% beat
Rolling NDA submission for D-PLEX100 initiated March 30, 2026; completion imminent
FDA granted small business waiver of ~$4.3M PDUFA fee
U.S. commercial partnership discussions in late stages
EMA meetings scheduled Q2 2026; MAA submission planned Q3 2026
Cash, cash equivalents, and short-term deposits $10.9M as of March 31, 2026
Warrant exercises generated ~$4.0M in Q1 2026
Remaining $0.8M venture loan fully repaid in May 2026 — no debt outstanding
New SHIELD II data showed 64% relative risk reduction in ASEPSIS score >20 (p=0.0103)

Financial Impact

EPS beat of $0.08 vs consensus; cash burn ~$2M in Q1; $4.3M PDUFA fee waived

epscashdebt

Risk Factors

Cash runway only into H2 2026 — may require dilutive financing if partnership delays
FDA approval not guaranteed; D-PLEX100 has no approved precedent
Commercial partnership may not materialize on favorable terms
Stock is micro-cap with low liquidity — high volatility expected on binary events

Market Snapshot

Exchange

Nasdaq

Sector

Surgical & Medical Instruments & Apparatus

Analyst Consensus

90% bullish (10 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3293895

9 reports for PYPD

T+1T+5T+20T+60

67% Hit rate 4 of 6 directional calls best @ T+5▲ +12.80%May 13, 2026

Filters

Reports for PYPD — sortable, filterable
	Type				Now
Jun 1, 2026 8d ago	6-K BULLISH ★ 7/10	$5.07 $4.50	▼ −11.24%	▼ −8.49%	$4.62 (−8.88%)
Jun 1, 2026 8d ago	Press Release BULLISH ★ 7/10	$5.07 $4.50	▼ −11.24%	▼ −8.49%	$4.62 (−8.88%)
May 20, 2026 20d ago	Press Release NEUTRAL ★ 3/10	$4.85 $4.77	▼ −1.65%	▼ −2.89%	$4.62 (−4.74%)
May 13, 2026 27d ago	6-K BULLISH ★ 7/10	$4.22 $4.76	▲ +12.80%	▲ +13.95%	$4.62 (+9.48%)
May 13, 2026 27d ago	Press Release BULLISH ★ 7/10	$4.22 $4.76	▲ +12.80%	▲ +13.95%	$4.62 (+9.48%)
Apr 13, 2026 8w ago	Press Release BULLISH ★ 7/10	$4.40 $4.69	▲ +6.59%	▲ +3.30%	$4.62 (+5.00%)
Apr 6, 2026 9w ago	3 NEUTRAL ★ 3/10	$4.24 $4.40	▲ +3.77%	▼ −0.36%	$4.62 (+8.96%)
Mar 31, 2026 10w ago	6-K BULLISH ★ 8/10	$4.38 $4.23	▼ −3.42%	▼ −7.37%	$4.62 (+5.48%)
Mar 31, 2026 10w ago	Press Release BULLISH ★ 7/10	$4.38 $4.23	▼ −3.42%	▼ −7.37%	$4.62 (+5.48%)

US Market Status

Market Closed — Opens in 9h 7m

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