BYSIMEDIUM SIGNALFINANCIAL10-K

BYSI significantly reduced net losses while increasing R&D investment, though operating cash outflows worsened and the balance sheet contracted.

The company appears to be managing expenses more effectively while maintaining development focus, as evidenced by substantially lower net losses despite higher R&D spending. However, the increased operating cash burn and declining asset base suggest ongoing liquidity management challenges that warrant monitoring.

Comparing 2026-03-25 vs 2025-03-27View on EDGAR →
FINANCIAL ANALYSIS

BYSI's financial profile shows mixed signals with net losses substantially reduced from $11.1M to $1.0M, primarily driven by lower SG&A expenses that offset a 66% increase in R&D spending to $4.4M. The balance sheet contracted meaningfully with total assets declining 24% to $25.9M while current liabilities increased 23%, and operating cash outflows worsened to $19.8M, indicating continued funding pressures despite improved bottom-line performance.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+91%
-$11.1M-$1.0M

Net income grew 91% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
-77.7%
$224K$50K

Capex reduced 77.7% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

R&D Expense
P&L
+66%
$2.6M$4.4M

R&D investment increased 66% — signals commitment to future product development, though near-term margin impact.

Current Assets
Balance Sheet
-26.9%
$28.6M$20.9M

Current assets declined 26.9% — monitor working capital adequacy and short-term liquidity.

SG&A Expense
P&L
-25.4%
$6.1M$4.6M

SG&A reduced 25.4% — improved cost efficiency or headcount reduction improving operating margins.

Total Assets
Balance Sheet
-24.4%
$34.3M$25.9M

Total assets contracted 24.4% — asset sales, write-downs, or balance sheet optimization underway.

Current Liabilities
Balance Sheet
+23.3%
$11.0M$13.6M

Current liabilities rose 23.3% — increased short-term obligations, watch current ratio.

Operating Cash Flow
Cash Flow
-20.2%
-$16.4M-$19.8M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

LANGUAGE CHANGES
NEW — 2026-03-25
PRIOR — 2025-03-27
ADDED
As of February 27, 2026, 41,119,820 of the Registrant s ordinary shares, par value $0.0001 per share, were outstanding.
Our first-in-class lead asset, Plinabulin is a novel brain-penetrant microtubule modulator with dendritic cell maturation and vasculature modulation mechanism, which has the potential to help mitigate acquired resistance from prior immune checkpoint inhibitors (ICI) treatment in cancer patients.
Plinabulin has been administered to over 700 cancer patients with generally good tolerability and is being developed as a potential pipeline in a drug in various cancer indications as a direct anti-cancer agent with safety benefit of reducing chemotherapy-induced neutropenia (CIN).
After a successful phase 3 study (DUBLIN-3) in NSCLC, Plinabulin regimen is in a confirmatory global phase 3 study in second- and third-line NSCLC with epidermal growth factor receptor (EGFR) wild type after progression on prior immune checkpoint inhibitors, a severe unmet medical need.
SEED has advanced its wholly owned lead oncology asset, a novel RBM39 degrader into phase 1 clinical studies in January 2026.
+7 more — sign up free →
REMOVED
As of February 28, 2025, 40,316,320 of the Registrant s ordinary shares, par value $0.0001 per share, were outstanding.
Our first-in-class lead asset, Plinabulin, which has been administered to over 700 cancer patients with generally good tolerability, is being developed as a potential pipeline in a drug in various cancer indications as a direct anti-cancer agent.
Plinabulin binds in a unique pocket in tubulin which is different from other tubulin binders such as taxane, vinca, and colchicine, and releases an immune defense protein GEF-H1, which produces the potent effect of maturing immune dendritic cells, leading to T-cell activation for a potential durable anti-cancer benefit.
Therefore, we believe Plinabulin s mechanism stimulates both innate and adaptive immunity.
We are applying these insights to our current clinical studies to target mechanism-based patient populations.
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