Revelation Biosciences: A Deep Dive into the Biotech Stock

In the ever-evolving world of biotech, Revelation Biosciences Inc (NASDAQ: REVB) has been making waves with its innovative approach to rebalancing inflammation to optimize health. But should investors be jumping on the bandwagon at its current price of UK£0.13? Let's dive into the numbers and the narrative to find out.



First, let's look at the financials. Revelation Biosciences ended 2024 with $6.5 million in cash, a significant drop from $12.0 million in 2023. The company reported a net loss of $1.7 million for Q4 2024, compared to a $2.2 million loss in Q4 2023. The full-year 2024 resulted in a net loss of $15.0 million, a staggering increase from the $0.1 million loss in 2023. The cash used in operations also skyrocketed to $18.3 million in 2024 from $7.3 million in 2023. This dramatic increase in cash burn rate is a red flag for any investor.

But it's not all doom and gloom. Revelation Biosciences has made significant clinical progress with its Gemini formulation. The company initiated the PRIME Phase 1b Clinical Study of Gemini in CKD Patients, received FDA acceptance of Gemini IND, and secured $3.7 million from warrant exercises in December 2024. These milestones are promising, but they come with significant financial costs that raise questions about sustainability through later-stage development.

The most troubling metric is the company's runway. Management vaguely describes it as extending "into 2025," which could mean just months of operating capital remaining. Without substantial capital infusion or dramatic expense reduction, Revelation will likely need additional financing before mid-year clinical readouts materialize, potentially at unfavorable terms given their weakened financial position.



The company's anticipated mid-2025 topline data readout could provide proof-of-concept for Gemini's mechanism in CKD patients, potentially triggering partnership interest if positive. However, Phase 1b studies primarily assess safety and dosing with efficacy signals—not definitive evidence of commercial viability. The milestone achievements, while positive, come with significant financial costs that raise questions about sustainability through later-stage development.

In conclusion, while Revelation Biosciences has made significant clinical progress, its financial deterioration is a cause for concern. Investors should approach this stock with caution, considering the high risk and potential for significant financial losses. As always, do your own research and consult with a financial advisor before making any investment decisions.