Added to YB: 2026-03-10
Pitch date: 2026-03-06
PHIO [neutral]
Phio Pharmaceuticals Corp.
+8.7%
current return
Author Info
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Company Info
Phio Pharmaceuticals Corp., a a clinical stage biotechnology company, engages in the development of immuno-oncology therapeutics in the United States.
Market Cap
$12.6M
Pitch Price
$1.15
Price Target
2.50 (+98%)
Dividend
N/A
EV/EBITDA
0.92
P/E
-0.80
EV/Sales
N/A
Sector
Biotechnology
Category
growth
DD: Phio Pharmaceuticals ($PHIO)
PHIO (deep dive): Self-delivering RNAi platform (INTASYL) bypasses LNP delivery. Lead asset PH-762 (intratumoral PD-1 silencer) showed 70% pathological response in cSCC Phase 1b (14/20 pts, 10 complete). Critical Q2'26 FDA meeting to determine if pCR accepted as surrogate endpoint (vs RFS). PoS 15%, rNPV $28.4M (~$2.50/share) assumes $112.5M peak sales, 15% discount rate. $21M cash extends runway to H1'27; warrant exercises at $2.20/$2.50 could add $9M-$24M. Acute delisting risk: trading $1.01-$1.19, Jan'25 Nasdaq rule eliminates grace period post-reverse split (Jul'24 1:9). New $5M MVLS threshold (Mar'26) compounds risk. Secondary assets: PH-894 (BRD4 silencer) IND-enabling; AgonOx TIL partnership adds $3M rNPV. Competition: Libtayo/Keytruda systemic standards. Adoption hinges on surgery-sparing benefit vs workflow complexity for Mohs surgeons. Phase 2 initiation early'27. High binary risk on FDA pathway + delisting exposure.
Read full article (11 min)