FBLGHIGH SIGNALFINANCIAL10-K

FibroBiologics experienced a substantial deterioration in financial performance with significantly higher net losses and a major decline in cash position from $14.0M to $4.9M.

The company's cash runway appears severely compressed with a 65% decline in cash while operating losses expanded meaningfully, creating potential liquidity concerns for this pre-clinical stage biotech. The substantial increase in R&D expenses suggests accelerated development activities, but the deteriorating cash position raises questions about the company's ability to fund operations through critical clinical milestones.

Comparing 2026-02-24 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

FibroBiologics shows a mixed but concerning financial picture with cash declining sharply from $14.0M to $4.9M while net losses expanded substantially from -$11.2M to -$18.6M. R&D expenses grew notably by 64.5% to $7.4M, indicating increased investment in their fibroblast cell therapy development, though this contributed to worsened operating cash flow. On the positive side, the company meaningfully reduced its liability burden with current liabilities declining 86% and total liabilities falling 75%, suggesting successful debt reduction or conversion activities.

FINANCIAL STATEMENT CHANGES
Current Liabilities
Balance Sheet
-86.2%
$12.7M$1.8M

Current liabilities reduced — improved short-term financial position and working capital health.

Interest Expense
P&L
-77.5%
$654K$147K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Total Liabilities
Balance Sheet
-74.7%
$13.7M$3.5M

Liabilities reduced 74.7% — deleveraging improves balance sheet strength and financial flexibility.

Net Income
P&L
-67.1%
-$11.2M-$18.6M

Net income declined 67.1% — review whether driven by operations, interest costs, or non-recurring items.

Cash & Equivalents
Balance Sheet
-65%
$14.0M$4.9M

Cash declined 65% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

R&D Expense
P&L
+64.5%
$4.5M$7.4M

R&D investment increased 64.5% — signals commitment to future product development, though near-term margin impact.

Current Assets
Balance Sheet
-55.4%
$14.2M$6.3M

Current assets declined 55.4% — monitor working capital adequacy and short-term liquidity.

Capital Expenditure
Cash Flow
+42.4%
$184K$262K

Capital expenditure jumped 42.4% — major investment cycle underway; assess returns on deployment.

Total Assets
Balance Sheet
-41.5%
$16.4M$9.6M

Total assets contracted 41.5% — asset sales, write-downs, or balance sheet optimization underway.

Operating Cash Flow
Cash Flow
-37.8%
-$11.9M-$16.4M

Operating cash flow fell 37.8% — earnings quality concerns; investigate working capital changes and non-cash items.

LANGUAGE CHANGES
NEW — 2026-02-24
PRIOR — 2025-03-31
ADDED
7262(b)) by the registered public accounting firm that prepared or issued its audit report.
At February 24, 2026, 67,594,722 shares o f FibroBiologics, Inc.
Securities and Exchange Commission within 120 days after the end of the fiscal year to which this report relates.
On April 12, 2023, we changed our name to FibroBiologics, Inc.
However, publications have demonstrated immune modulation, and maintenance of stem cell niches as other important roles.
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REMOVED
7262(b)) by the registered public accounting fi rm that prepared or issued its audit report.
Securities and Exchange Commission within 120 days after the end of the fiscal year to which this report relates .
On April 14, 2023, we changed our name to FibroBiologics, Inc.
Fibroblasts also play an important role in the proliferative phase of wound healing, resulting in the deposition of the extracellular matrix.
Fibroblasts are favorable to stem cells as a cell therapy treatment platform because fibroblasts: can be non-invasively harvested from a variety of skin donors from surgical procedures such as tummy tuck flaps; have a faster doubling time in culture than stem cells; possess superior immune modulatory activity compared with stem cells; exhibit enhanced ability to produce regenerative cytokines and growth factors compared with stem cells; and are more economical to isolate, culture and expand compared with stem cells because fibroblasts do not require the use of expensive tissue culture media.
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