LBRXLB PHARMACEUTICALS INC
Pharmaceutical Preparations
- Revenue
- —
- Operating margin
- —
- EBITDA
- —
- Market cap
- $1.1B
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- 1.0
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowNo0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo92% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo1.0 per 10K words · 34th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$1.1B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DYes2 filingsActive-intent 13D in 18 months
- Net insider sellingNo$20M netNet sales over $10M in 12 months
Financials
| Metric | FY2024 | FY2025 | YoY |
|---|---|---|---|
| Net income | −$63M | −$25M | 60% |
| Operating cash flow | −$53M | −$35M | 34% |
| Capex | $769K | $52K | 93% |
| Stock-based comp | $3M | $4M | 36% |
Deal filings
None.
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Feb 10, 2026 | Deep Track Capital, LP | SCHEDULE 13D/A | 9.4% | Passive |
| Sep 25, 2025 | Pontifax Management 4 G.P. (2015) Ltd. | SCHEDULE 13D | 6.3% | Active |
| Sep 19, 2025 | Deep Track Capital, LP | SCHEDULE 13D | 26.9% | Active |
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.