BiomX Stock Drops 7.23% Despite Phase 2b Trial Milestone

On July 15, 2025, BiomX's stock price dropped by 7.23% in pre-market trading.

BiomX, a clinical-stage biotechnology company, has recently made significant strides in its phage therapy development. The company successfully dosed the first patient in its Phase 2b trial for BX004, a treatment for cystic fibrosis patients with chronic Pseudomonas aeruginosa lung infections. This milestone has rekindled investor interest in BiomX's novel approach to treating antibiotic-resistant infections, which has been underperforming in recent years.

The Phase 2b trial is a randomized, double-blind, placebo-controlled study involving approximately 60 cystic fibrosis patients. The trial aims to evaluate the efficacy of BX004, with topline results expected in the first quarter of 2026. The therapy has already received both Fast Track and Orphan Drug designations from the FDA, potentially accelerating its development timeline.

BiomX's pipeline extends beyond its cystic fibrosis program. The company recently reported positive Phase 2 results for BX211, its phage therapy for diabetic foot osteomyelitis, showing statistically significant improvements in ulcer healing compared to placebo. This program has attracted $40 million in non-dilutive funding from the U.S. Defense Health Agency, highlighting its strategic importance in addressing battlefield wound infections as well as civilian medical needs.

Investors are particularly encouraged by the regulatory pathway for BX004. The company anticipates feedback from the FDA in the second half of 2025 regarding plans to use real-world evidence linking bacterial reduction to clinical outcomes, which could further streamline the approval process. Despite the recent drop in stock price, the company's innovative approach to phage therapy and its potential to address significant unmet medical needs continue to attract investor attention.