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LB Pharmaceuticals, Inc. (LBRX)
NASDAQ:LBRX
US Market
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LB Pharmaceuticals, Inc. (LBRX) AI Stock Analysis

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LBRX

LB Pharmaceuticals, Inc.

(NASDAQ:LBRX)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
$33.00
▲(8.13% Upside)
Action:Reiterated
Date:06/10/26
The score is held back primarily by weak financial performance (no revenue, ongoing losses and cash burn) despite a much improved 2025 balance sheet. Technical signals are neutral-to-modestly supportive, while valuation remains challenged due to negative earnings; corporate events add a small governance/leadership positive.
Positive Factors
Strengthened balance sheet
The material 2025 equity turnaround and minimal debt materially reduce near-term solvency risk and extend financial runway. This durable improvement enhances the company’s ability to fund clinical programs, pursue partnerships, and negotiate non-dilutive financing, supporting program continuity.
Negative Factors
No commercial revenue
As a clinical-stage biotech with no product sales, the firm lacks self-sustaining cash inflows. This structural absence of revenue forces reliance on equity/debt raises or partnerships to fund R&D, increasing dilution risk and making long-term planning contingent on external capital markets.
Read all positive and negative factors
Positive Factors
Negative Factors
Strengthened balance sheet
The material 2025 equity turnaround and minimal debt materially reduce near-term solvency risk and extend financial runway. This durable improvement enhances the company’s ability to fund clinical programs, pursue partnerships, and negotiate non-dilutive financing, supporting program continuity.
Read all positive factors

LB Pharmaceuticals, Inc. (LBRX) vs. SPDR S&P 500 ETF (SPY)

LB Pharmaceuticals, Inc. Business Overview & Revenue Model

Company Description
This biopharmaceutical firm is currently in the clinical development stage, concentrating on the creation of innovative treatments for neuropsychiatric disorders such as schizophrenia and bipolar depression. Central to their pipeline is LB-102, th...
How the Company Makes Money
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LB Pharmaceuticals, Inc. Financial Statement Overview

Summary
Income statement and cash flow remain weak with no revenue, persistent losses, and ongoing cash burn, despite improvement from 2024 to 2025. The key offset is a materially stronger 2025 balance sheet with strongly positive equity and very low debt, reducing near-term solvency risk but not eliminating dilution/financing risk.
Income Statement
18
Very Negative
Balance Sheet
56
Neutral
Cash Flow
24
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022
Income Statement
Total Revenue0.000.000.000.000.00
Gross Profit-82.00K0.000.000.000.00
EBITDA-39.05M-24.88M-63.01M-1.45M-12.19M
Net Income-39.17M-25.20M-63.10M-6.28M-14.35M
Balance Sheet
Total Assets393.48M312.93M33.53M45.66M21.49M
Cash, Cash Equivalents and Short-Term Investments365.64M295.21M28.00M43.29M21.40M
Total Debt3.47M3.57M3.70M0.0024.15M
Total Liabilities14.79M11.62M128.09M80.13M50.30M
Stockholders Equity378.69M301.31M-94.55M-34.47M-28.81M
Cash Flow
Free Cash Flow-50.43M-35.26M-53.82M-12.12M-2.73M
Operating Cash Flow-50.37M-35.21M-53.05M-12.09M-2.73M
Investing Cash Flow-44.90M-39.89M23.23M-28.01M123.00K
Financing Cash Flow396.39M302.56M38.31M33.68M22.96M

LB Pharmaceuticals, Inc. Risk Analysis

LB Pharmaceuticals, Inc. disclosed 85 risk factors in its most recent earnings report. LB Pharmaceuticals, Inc. reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks
1.
condition or results of operations, which may adversely affect investor confidence in us and, as a result, the value of our common stock. Q1, 2026

LB Pharmaceuticals, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
49
Neutral
$967.55M-1.52-17.68%35.45%
46
Neutral
$15.65M-0.06-302.13%-81.26%98.53%
42
Neutral
$5.27M-0.05-262.78%82.92%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LBRX
LB Pharmaceuticals, Inc.
32.95
16.15
96.13%
HIND
Vyome Holdings
2.25
-7.27
-76.37%
ENVB
Enveric Biosciences
1.35
-14.37
-91.41%
PBM
Psyence Biomedical
2.97
-29.12
-90.75%
SPRC
SciSparc Ltd.
4.70
-58.25
-92.53%

LB Pharmaceuticals, Inc. Corporate Events

Executive/Board ChangesShareholder Meetings
LB Pharmaceuticals Stockholders Approve Directors and Auditor
Positive
Jun 9, 2026
LB Pharmaceuticals, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 3, 2026, where a quorum was present and shareholders voted on key governance matters. Stockholders elected three Class I directors—Robert A...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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: Jun 10, 2026