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← CockpitCompetitor Analysis › PBLS Parabilis Medicines, Inc.Open in the cockpit ↗

Parabilis Medicines, Inc.PBLSCompetitor analysis, valuation and peers

United States · USD·Health Care›Pharmaceuticals: Major

Clinical-stage cancer drug developer using stabilized helical peptides (Helicons) to reach hard targets inside cells; lead drug zolucatetide blocks beta-catenin.

Mkt cap
$3.52B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$30.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 19.7%
Hurdle
n/a
no reverse DCF
Next earnings
26 days
2 Dec 2026
Close · USD$28.53
1D+2.3%
1W+0.7%
1M+1.6%
3M-20.1%
6Mn/a
YTDn/a
1Yn/a
ATR %8.4%
52w lowhigh32.9% off high

What Parabilis Medicines does

Clinical-stage cancer drug developer using stabilized helical peptides (Helicons) to reach hard targets inside cells; lead drug zolucatetide blocks beta-catenin.

With no approved product, it is funded by investor money and partner payments, chiefly a May 2026 deal with Regeneron on antibody-Helicon conjugates, antibodies that carry a Helicon in place of a toxic payload, with upfront and milestone fees. It listed on Nasdaq in June 2026. Value rests on zolucatetide's desmoid-tumor results.

Products and services

  • Zolucatetide (beta-catenin/TCF inhibitor)
  • ERG degrader (prostate cancer, preclinical)
  • Androgen-receptor AR(ON) degrader (preclinical)
  • Beta-catenin degrader (preclinical)
  • Antibody-Helicon conjugates (Regeneron collaboration)

Customers

  • Patients with desmoid tumors and FAP (future)
  • Regeneron (collaboration partner)

Where it sits in the supply chain

  • Pharmaceuticals
  • Oncology
  • Clinical-stage peptide therapeutics

What could go right

  • Planned Phase 3 start in desmoid tumors
  • Regeneron collaboration milestones

What could go wrong

  • One clinical-stage drug carries the story
  • Trial and regulatory risk in rare tumors

Moat: narrow (IP / patents, process know-how). Proprietary Helicon peptide platform; only one drug in the clinic so far, so the edge is unproven.

Headquarters: Cambridge, Massachusetts, US · Founded: 2015

Named competitors

Parabilis Medicines at a glance

Size Parabilis Medicines (PBLS) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $3.52B, the 1428th largest of 3,117 United States companies the cockpit tracks. Shares closed at $28.53 on 6 Nov 2026.

Short interest Short interest is 7.6% of the free float (15 Oct 2026).

Next results Next results expected around 2 Dec 2026 (exchange calendar; dates can move).

Parabilis Medicines financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024
Revenuen/a$0$0
Revenue growth———
Gross profitn/a-$2.50M-$2.11M
EBITDAn/a-$150M-$124M
Net incomen/a-$146M-$118M
Free cash flown/a-$124M-$105M
Capital expendituren/a$306,000$879,000
Total debt$47.5M$58.7M$66.2M

Quarterly statements and history in the cockpit →

Parabilis Medicines competitors and peer comparison

Head to head with its named competitors (PBLS vs ARVN vs KYMR vs RVMD)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Parabilis Medicines PBLS$3.52Bn/an/an/an/an/a
Arvinas ARVN$420M-37%-12%-10%n/an/a
Kymera Therapeutics KYMR$11.2B+53%+134%-396%101.2×n/a
Revolution Medicines RVMD$41.2B+36%n/an/an/an/a
Merck KGaA MRK.DE$72.5B+23%0%20%3.6×7.7%

How Parabilis Medicines compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Parabilis Medicines against its 20 peers (data as of 6 Nov 2026)
MeasurePBLSPeer medianRank in peer set
1-month return+1.6%+2.8%11th highest of 21
Distance from 52-week high-32.9%-22.0%4th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Parabilis Medicines PBLSUnited States$3.52Bn/an/an/an/an/an/a
Jiangsu Nhwa Pharmaceutical 002262.SZChina$3.47B+2%+3%19%3.1×-2.2%+12.0%
Suzhou Zelgen Biopharmaceuticals 688266.SSChina$3.60B-13%+136%29%12.8×20.5%+98.4%
Viking Therapeutics VKTXUnited States$3.42B-17%n/an/an/an/an/a
Simcere Pharmaceutical 2096.HKHong Kong$3.63B-7%+27%18%2.7×-2.8%+10.6%
Organon & OGNUnited States$3.64B+4%-3%20%1.8×-4.5%-1.0%
Shanghai Henlius Biotech 2696.HKHong Kong$3.41B-37%+33%12%3.7×15.2%+61.4%
ACADIA Pharmaceuticals ACADUnited States$3.66B-5%+12%8%2.4×16.7%+19.4%
Tarsus Pharmaceuticals TARSUnited States$3.38B+12%+86%-10%4.6×31.9%+159.5%
Piramal Pharma PPLPHARMA.NSIndia$3.37B+30%+9%3%3.8×n/an/a
Livzon Pharmaceutical 1513.HKHong Kong$3.69B-11%-10%19%2.3×-7.7%+2.0%
Amylyx Pharmaceuticals AMLXUnited States$3.70B+97%+100%n/an/an/an/a
Wockhardt WOCKPHARMA.NSIndia$3.35B+19%+26%13%8.9×56.9%+4.2%
Apeloa Pharmaceutical 000739.SZChina$3.73B+18%-16%10%2.8×6.3%+4.5%
China Resources Pharmaceutical 3320.HKHong Kong$3.74B-11%+8%4%0.6×-5.3%+7.8%
China National Medicines 600511.SSChina$3.31B+2%+3%4%0.3×-9.8%+5.4%
China Medical System 0867.HKHong Kong$3.30B-16%+15%20%2.1×2.9%+2.7%
Acutaas Chemicals ACUTAAS.NSIndia$3.28B+39%+45%36%19.3×n/an/a
Xenon Pharmaceuticals XENEUnited States$3.79B+4%-100%n/an/an/an/a
Viridian Therapeutics VRDNUnited States$3.23B+72%-63%-1,781%99.3×n/an/a
Santen Pharmaceutical 4536.TJapan$3.86B+17%-1%16%1.9×-5.2%+3.2%

Questions

Who are Parabilis Medicines's main competitors?
Named competitors: Arvinas (ARVN), Kymera Therapeutics (KYMR), Revolution Medicines (RVMD), Merck KGaA (SpringWorks) (MRK.DE). The cockpit's measured peer set (industry) also includes Jiangsu Nhwa Pharmaceutical (002262.SZ), Suzhou Zelgen Biopharmaceuticals (688266.SS), Viking Therapeutics (VKTX), Simcere Pharmaceutical (2096.HK), Organon & (OGN), Shanghai Henlius Biotech (2696.HK).

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.