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Poolbeg Pharma Ltd. (POLB) AI Stock Analysis
Poolbeg Pharma Ltd.
(LSE:POLB)
The score is driven primarily by severely deteriorating financial performance, including persistent losses, no revenue, declining assets and equity, and substantial cash burn. Weak technical momentum and an unhelpful negative P/E further reduce the score.
Poolbeg Pharma Ltd. (POLB) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 49.62M
- Dividend Yield
- ―
- Average Volume (3M)
- 2.29M
- Price to Earnings (P/E)
- -8.3
- Beta (1Y)
- 0.24
- Revenue Growth
- ―
- EPS Growth
- 31.58%
- Country
- UK
- Employees
- 15
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Biotechnology
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 seve...
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 commercia...
Poolbeg Pharma Ltd. Earnings Call Summary
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.
Q4-2025 Updates
Positive Updates
Negative 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
Severely distressed financial performance: no revenue, persistent operating losses, rapidly declining assets and equity, and sustained annual cash burn of approximately $4–5 million. The zero-debt position provides limited offset to the deteriorating financial condition.
Income Statement
8Very NegativeBalance Sheet
12Very NegativeCash Flow
5Very Negative| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 0 | 0 | 0 | 0 | 0 | 0 |
| 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 | 0 | 0 | 0 | 0 | 0 |
| 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 | -8,000 | 4.48M | 0 | 0 | 0 | 23.18M |
Poolbeg Pharma Ltd. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:POLB, the sentiment is Negative. The current price of 6.50 is below the 20-day moving average (MA) of 6.63, below the 50-day MA of 7.64, and above the 200-day MA of 6.11, indicating a neutral trend. The MACD of -0.29 indicates Negative momentum. The RSI at 38.14 is Neutral, neither overbought nor oversold. The STOCH value of 65.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:POLB.
Poolbeg Pharma Ltd. Peers Comparison
Overall Rating
GB:HVO49Neutral
GB:SAR47Neutral
GB:HEMO46Neutral
GB:APTA43Neutral
GB:IMM42Neutral- GB:POLB40Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| GB:HVO | 49Neutral | GBP 41.30M | -3.33 | -35.13% | 3.33% | -24.24% | -329.49% |
| GB:SAR | 47Neutral | GBP 24.95M | -4.19 | -284.01% | ― | ― | -105.65% |
| GB:HEMO | 46Neutral | GBP 39.04M | -3.13 | -409.57% | ― | ― | 18.57% |
| GB:APTA | 43Neutral | GBP 10.23M | -9.83 | -46.61% | ― | 28.35% | 57.14% |
| GB:IMM | 42Neutral | GBP 20.28M | -2.60 | -559.87% | ― | ― | 5.62% |
| GB:POLB | 40Underperform | GBP 49.62M | -8.33 | -71.28% | ― | ― | 31.58% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:POLB | Poolbeg Pharma Ltd. | 6.50 | 2.65 | 68.83% | |
| GB:IMM | ImmuPharma plc | 3.25 | -7.15 | -68.75% | |
| GB:SAR | Sareum Holdings | 15.25 | 0.75 | 5.17% | |
| GB:HEMO | Hemogenyx Pharmaceuticals Plc | 566.00 | -262.00 | -31.64% | |
| GB:HVO | Open Orphan Plc | 6.00 | -0.55 | -8.40% | |
| GB:APTA | Aptamer Group Plc | 0.29 | -0.51 | -63.13% |
Poolbeg Pharma Ltd. Corporate Events
Poolbeg bolsters POLB 001 patent protection with South Korean grant
PositivePoolbeg 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 an...
Poolbeg Pharma advances POLB 001 and extends cash runway with 2026 interim results
PositivePoolbeg 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 patie...
Poolbeg advances POLB 001 CRS trial with steady patient recruitment
PositivePoolbeg 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 can...
Poolbeg cleared to press ahead with POLB 001 trial after positive safety review
PositivePoolbeg 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 an...
Poolbeg Pharma to spotlight POLB 001 at global scientific and investor conferences
PositivePoolbeg 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, London...
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.
Date of analysis: Oct 28, 2026