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Poolbeg Pharma Ltd.
(LSE:POLB)
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Rating:46Neutral
Price Target:
6.50 p
▼(-24.42% Downside)
Action:Reiterated
Date:10/29/26
The score is primarily held down by weak financial performance (pre-revenue, recurring losses, and sustained cash burn alongside declining equity), which increases funding dependence despite having no debt. Technicals are mixed with near-term weakness (negative MACD and price below key shorter-term moving averages), while valuation is constrained by a negative P/E and no dividend yield support.
Positive Factors
Debt-free balance sheet
The absence of reported debt limits fixed repayment obligations and interest exposure, giving Poolbeg greater flexibility while its clinical programs develop. This can help preserve strategic options for research spending, partnerships, and funding decisions during the next several quarters.
Negative Factors
Pre-revenue business
Poolbeg has not yet generated commercial revenue, so its business currently lacks an operating income base to fund research and overhead. Until a candidate is partnered or commercialized, future value remains dependent on clinical progress and access to additional financing.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
The absence of reported debt limits fixed repayment obligations and interest exposure, giving Poolbeg greater flexibility while its clinical programs develop. This can help preserve strategic options for research spending, partnerships, and funding decisions during the next several quarters.
Read all positive factors
Poolbeg Pharma Ltd. (POLB) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£50.77M
Dividend YieldN/A
Average Volume (3M)2.13M
Price to Earnings (P/E)―
Beta (1Y)0.25
Revenue GrowthN/A
EPS Growth31.58%
CountryUK
Employees15
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding763,437,130
10 Day Avg. Volume1,292,413
30 Day Avg. Volume2,131,411
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)2.80
Price to Sales (P/S)0.00
P/FCF Ratio-4.98
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)>-0.01
Revenue Forecast (FY)N/A
Poolbeg Pharma Ltd. Business Overview & Revenue Model
Company Description
Poolbeg Pharma plc is a clinical-stage biopharmaceutical company based in the United Kingdom, focused on developing treatments for infectious diseases. Its pipeline features several key programs: POLB 001, a p38 MAP Kinase inhibitor intended for s...
How the Company Makes Money
Poolbeg Pharma’s business model is primarily based on developing drug candidates through early clinical proof-of-concept (often using human challenge trials) and then monetizing those assets via business development transactions rather than commer...
Poolbeg Pharma Ltd. Earnings Call Summary
Earnings Call Date:Apr 28, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Mar 04, 2027
Earnings Call Sentiment Positive
The call conveyed strong progress across regulatory, IP, preclinical/clinical readiness and partnership engagement, supported by concrete metrics (GBP 7.7m cash, GBP 4.865m fundraising, GBP 3.4m grant, Orphan Drug designation, patents, ~85%–95% cytokine inhibition in LPS model). Key upcoming inflection points (TOPICAL interim readout expected summer 2026; oral GLP-1 trial in H2 2026) underpin near-term value catalysts. Offset risks include a manufacturing delay for the GLP-1 program, a small open-label TOPICAL study requiring further confirmatory work, dependence on partners for late-stage development/commercialization, and a funding runway limited to 2027. On balance, highlights materially outweigh lowlights given the substantive regulatory milestones, strong early efficacy signals, payer interest and active partnering — suggesting positive momentum ahead of the summer data readout.Positive Updates
Clinical Progress — TOPICAL (POLB 001) Ready to Start
MHRA approval obtained, protocol finalized, 6 UK sites secured (The Christie, UCH, Royal Marsden, Birmingham, NHS North Midlands/Royal Stoke, Edinburgh), ACT appointed as CRO, J&J supplying teclistamab at no cost, patient recruitment and dosing imminent for ~30 relapsed/refractory multiple myeloma patients.
Negative Updates
GLP-1 Program Manufacturing Delay
Start of the oral GLP-1 clinical trial deferred to the second half of 2026 due to revised manufacturing lead times, delaying the anticipated timeline for proof-of-concept readout.
Read all updates
Q4-2025 Updates
Positive
Negative
Clinical Progress — TOPICAL (POLB 001) Ready to Start
MHRA approval obtained, protocol finalized, 6 UK sites secured (The Christie, UCH, Royal Marsden, Birmingham, NHS North Midlands/Royal Stoke, Edinburgh), ACT appointed as CRO, J&J supplying teclistamab at no cost, patient recruitment and dosing imminent for ~30 relapsed/refractory multiple myeloma patients.
Read all positive updates
Company Guidance
Management guided that Poolbeg has financial runway into 2027 (cash £7.7m at FY2025, following a £4.865m fundraising and with a £3.4m RISE grant), that the POLB‑001 TOPICAL CRS‑prevention trial is fully prepared (MHRA approval, ACT as CRO, J&J supplying teclistamab at no cost) and will enroll ~30 relapsed/refractory multiple myeloma patients across 6 U.K. sites with twice‑daily dosing around the 5–8 day step‑up teclistamab period (when ~96–100% of CRS occurs), with interim data expected in summer 2026; this builds on a Phase Ib LPS human challenge (30/70/150 mg BID) showing dose‑response and ~85–95% suppression of IL‑6/IL‑8 (p38 inhibition ~80–90%). They reiterated a >$10bn U.S./EU5 market opportunity (modeled from ~500,000 patients 2023–2030 and an illustrative ~$20,000 price point vs Neulasta’s ~$18,000), noted >70% CRS incidence with some T‑cell engagers, Grade‑3 CRS management costs >$70,000, patent coverage to at least 2044, and that an oral GLP‑1 PK/safety study in 20 volunteers is planned for H2 2026.Poolbeg Pharma Ltd. Financial Statement Overview
Summary
Income Statement
18
Very Negative
Balance Sheet
56
Neutral
Cash Flow
27
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Gross Profit | -70.00K | -59.00K | -114.00K | -26.00K | -26.00K | -18.00K |
| EBITDA | -6.00M | -6.36M | -6.00M | -4.66M | -4.75M | -2.32M |
| Net Income | -5.46M | -5.70M | -5.79M | -3.93M | -4.69M | -2.34M |
Balance Sheet | ||||||
| Total Assets | 7.15M | 9.94M | 10.25M | 15.43M | 19.29M | 23.02M |
| Cash, Cash Equivalents and Short-Term Investments | 4.82M | 7.71M | 7.82M | 12.17M | 16.19M | 20.95M |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 439.00K | 1.34M | 974.00K | 986.00K | 966.00K | 438.00K |
| Stockholders Equity | 6.71M | 8.60M | 9.27M | 14.44M | 18.32M | 22.58M |
Cash Flow | ||||||
| Free Cash Flow | -5.00M | -4.84M | -4.78M | -4.02M | -4.96M | -2.23M |
| Operating Cash Flow | -5.00M | -4.51M | -4.65M | -3.85M | -4.37M | -2.15M |
| Investing Cash Flow | -130.00K | -80.00K | 299.00K | 359.00K | -388.00K | -81.00K |
| Financing Cash Flow | -8.00K | 4.48M | 0.00 | 0.00 | 0.00 | 23.18M |
Poolbeg Pharma Ltd. Technical Analysis
Neutral
8.60
Price Trends
7.77
Negative
7.45
Negative
6.08
Positive
Market Momentum
-0.35
Negative
41.21
Neutral
78.81
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:POLB, the sentiment is Neutral. The current price of 8.6 is above the 20-day moving average (MA) of 6.74, above the 50-day MA of 7.77, and above the 200-day MA of 6.08, indicating a neutral trend. The MACD of -0.35 indicates Negative momentum. The RSI at 41.21 is Neutral, neither overbought nor oversold. The STOCH value of 78.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:POLB.
Poolbeg Pharma Ltd. Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
49 Neutral | £46.28M | -3.71 | -409.57% | ― | ― | 18.57% | |
49 Neutral | £38.21M | -3.08 | -35.13% | 3.60% | -24.24% | -329.49% | |
47 Neutral | £22.71M | -4.46 | -284.01% | ― | ― | -105.65% | |
46 Neutral | £50.77M | -8.53 | -71.28% | ― | ― | 31.58% | |
45 Neutral | £24.96M | -3.20 | -559.87% | 17.86% | ― | 5.62% | |
43 Neutral | £10.92M | -10.50 | -46.61% | ― | 28.35% | 57.14% |
* Healthcare Sector Average
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Poolbeg Pharma Ltd. Corporate Events
Business Operations and Strategy
Poolbeg bolsters POLB 001 patent protection with South Korean grant
Positive
Oct 6, 2026
Poolbeg Pharma has secured a South Korean patent for POLB 001, a potent and selective p38 MAP kinase inhibitor being developed to prevent cancer immunotherapy-associated Cytokine Release Syndrome. The patent, which protects POLB 001 and the use of...
Business Operations and StrategyExecutive/Board ChangesFinancial DisclosuresPrivate Placements and Financing
Poolbeg Pharma advances POLB 001 and extends cash runway with 2026 interim results
Positive
Sep 29, 2026
Poolbeg Pharma reported interim results for the six months to 30 June 2026, highlighting strong operational progress in advancing its lead candidate POLB 001. The TOPICAL trial moved from preparation to execution, with eight of around 30 cancer pa...
Business Operations and StrategyProduct-Related Announcements
Poolbeg advances POLB 001 CRS trial with steady patient recruitment
Positive
Sep 28, 2026
Poolbeg Pharma said recruitment in its POLB 001 TOPICAL clinical trial is progressing well, with eight participants now dosed out of about 30 since the first patient was treated in July. The study is testing POLB 001 as a preventative therapy for ...
Business Operations and StrategyProduct-Related Announcements
Poolbeg cleared to press ahead with POLB 001 trial after positive safety review
Positive
Sep 24, 2026
Poolbeg Pharma has reported positive interim safety data from its ongoing TOPICAL clinical trial of POLB 001, a preventative therapy for Cytokine Release Syndrome in patients with relapsed or refractory multiple myeloma treated with the bispecific...
Business Operations and Strategy
Poolbeg Pharma to spotlight POLB 001 at global scientific and investor conferences
Positive
Sep 3, 2026
Poolbeg Pharma will showcase its lead cancer immunotherapy-support asset POLB 001 and broader AI-driven drug development capabilities at a series of major scientific and investor conferences in September 2026 across Dublin, New York, Shanghai, Lon...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.