Pliant Therapeutics
Develops integrin-targeted medicines and delivery technologies after its fibrosis-program reset.
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Profile
Pre-revenue clinical-stage developer centered on PLN-101095 for solid tumors and an integrin-based discovery platform. Its portfolio was reset after bexotegrast was discontinued in idiopathic pulmonary fibrosis.
Develops PLN-101095, an oral dual-selective αvβ8/αvβ1 integrin inhibitor for solid tumors. The broader platform includes more than 15,000 integrin-binding molecules for discovery work and early research on tissue-specific, target-mediated delivery and payload internalization.
The pre-revenue portfolio was reset when bexotegrast was discontinued in idiopathic pulmonary fibrosis after its BEACON-IPF data review. Based in South San Francisco, the organization now centers on its oncology program; clinical evidence and each candidate’s safety profile determine which programs advance.
Before that reset, its scientific thesis was inhibiting integrin-mediated activation of TGF-β for fibrotic disease.
Company facts
Key statistics
Year to date −11.2% · Average volume (30d) 443.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Mar 12, 2026 | Piper Sandler | Reiterate | Overweight | $40 | $3 | |
| Oct 10, 2025 | JP Morgan | Downgrade | Neutral | Underweight | ||
| Mar 4, 2025 | Needham | Downgrade | Buy | Hold | ||
| Mar 3, 2025 | Leerink Partners | Downgrade | Outperform | Market Perform | $33 | $2 |
| Feb 10, 2025 | Wells Fargo | Downgrade | Overweight | Equal Weight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | −$0.34 | −$0.36 | −5.3% | — | — | — | +3.88% |
| May 11, 2026Q1 FY26 | −$0.36 | −$0.32 | +11.1% | — | — | — | −1.67% |
| Mar 11, 2026Q4 FY25 | −$0.42 | −$0.35 | +16.7% | $5.0M | — | — | +6.02% |
| Nov 6, 2025Q3 FY25 | −$0.53 | −$0.43 | +18.9% | — | — | — | +4.58% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | −$447.0K | $0 | $0 | −$264.0K | $0 | |
| Operating income | −$58.9M | −$45.6M | −$28.3M | −$23.6M | −$21.8M | −$23.9M | |
| Net income | −$56.2M | −$43.3M | −$26.3M | −$23.6M | −$20.0M | −$22.4M | |
| Diluted EPS | −$0.92 | −$0.71 | −$0.43 | −$0.38 | −$0.32 | −$0.36 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $7.6M · FY22 $9.7M · FY23 $1.6M · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $158.1M · Total debt $28.7M · Total assets $189.9M · Shareholders' equity $146.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 61.92M · Float 57.32M · 92.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Tang Capital Management LLC | 6.14M | 9.92% | 13F | May 15, 2026 |
| ADAR1 Capital Management, LLC | 5.51M | 8.90% | 13G | Aug 14, 2026 |
| Citadel Advisors LLC | 3.23M | 5.21% | 13F | May 15, 2026 |
| Jeremy C. Green | 3.20M | 5.30% | 13G | Nov 14, 2024 |
| Blue Owl Capital Holdings LP | 2.97M | 4.80% | 13F | May 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 20, 2026 | Minnie Kuo | officer: Chief Operating Officer | −6,917 | $1.28 |
| Jan 20, 2026 | Bernard Coulie | director, officer: President and CEO | −89,375 | $1.28 |
| Jan 20, 2026 | Lily Cheung | officer: Chief Human Resource Officer | −7,534 | $1.28 |
| Jan 20, 2026 | Keith Lamont Cummings | officer: Chief Financial Officer | −24,002 | $1.28 |
Peers
- Corbus Pharmaceuticals
Clinical αvβ8 antibody in solid tumors with PD-(L)1 therapy
- Pfizer
αvβ8 antagonism in advanced solid tumors
- Scholar Rock
Latent TGFβ1 inhibitor for checkpoint-resistant solid tumors
- Bicara Therapeutics
EGFR-directed TGF-β trap with pembrolizumab in HNSCC
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pliant Therapeutics | $1.12 | +0.54% | $68.7M | — | — | — | — |
| Corbus Pharmaceuticals | $11.10 | +1.79% | $202.1M | — | — | — | — |
| Pfizer | $27.95 | −0.04% | $159.36B | 36.9 | 10.0 | 2.5 | +2.6% |
| Scholar Rock | $57.80 | 0.00% | $6.93B | — | — | — | — |
| Bicara Therapeutics | $23.43 | +0.06% | $1.54B | — | — | — | — |
| Median | 36.9 | 10.0 | 2.5 | +2.6% |