Pliant Therapeutics (PLRX)
Develops integrin-targeted medicines and delivery technologies after its fibrosis-program reset.
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Pre-revenue clinical-stage developer centered on PLN-101095 for solid tumors and an integrin-based discovery platform. Its portfolio was reset after bexotegrast was discontinued in idiopathic pulmonary fibrosis.
Develops PLN-101095, an oral dual-selective αvβ8/αvβ1 integrin inhibitor for solid tumors. The broader platform includes more than 15,000 integrin-binding molecules for discovery work and early research on tissue-specific, target-mediated delivery and payload internalization.
The pre-revenue portfolio was reset when bexotegrast was discontinued in idiopathic pulmonary fibrosis after its BEACON-IPF data review. Based in South San Francisco, the organization now centers on its oncology program; clinical evidence and each candidate’s safety profile determine which programs advance.
Before that reset, its scientific thesis was inhibiting integrin-mediated activation of TGF-β for fibrotic disease.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Mar 12, 2026 | Piper Sandler | Reiterate | Rating: —Target: $40 | Target: $3 |
| Oct 10, 2025 | JP Morgan | Downgrade | ||
| Mar 4, 2025 | Needham | Downgrade | ||
| Mar 3, 2025 | Leerink Partners | Downgrade | Target: $33 | Target: $2 |
| Feb 10, 2025 | Wells Fargo | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $158.1M · Total debt $28.7M · Total assets $189.9M · Shareholders' equity $146.9M
- Revenue
- $0
- Operating income
- −$23.9M
- Net income
- −$22.4M
No dividends on record.
| Institutions | 77.68% | 48.10M shares | |
|---|---|---|---|
| 88 holders · as of Jun 30, 2026 | |||
| Insiders | 8.33% | 5.16M shares | |
| 8 holders · as of Jan 22, 2026 | |||
| Strategic holders | 7.75% | 4.80M shares | |
| 1 holder · as of Jan 25, 2024 | |||
| Other | 6.24% | 3.86M shares | |
| remainder | |||
61.92M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Tang Capital Management LLCInstitution | 9.92% | 6.14M | as of Jun 30, 2026 |
Adar1 Capital Management, LLCInstitution | 8.90% | 5.51M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 7.75% | 4.80M | filed Jan 25, 2024 |
Mathew P. ArensInsider | 5.94% | 3.68M | filed Feb 14, 2024 |
Blue Owl Capital Holdings LPInstitution | 4.85% | 3.00M | filed Feb 14, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 20, 2026 | Minnie Kuo | officer: Chief Operating Officer | −6,917 | $1.28 |
| Jan 20, 2026 | Bernard Coulie | director, officer: President and CEO | −89,375 | $1.28 |
| Jan 20, 2026 | Lily Cheung | officer: Chief Human Resource Officer | −7,534 | $1.28 |
| Jan 20, 2026 | Keith Lamont Cummings | officer: Chief Financial Officer | −24,002 | $1.28 |
- Corbus Pharmaceuticals
Clinical αvβ8 antibody in solid tumors with PD-(L)1 therapy
- Pfizer
αvβ8 antagonism in advanced solid tumors
- Scholar Rock
Latent TGFβ1 inhibitor for checkpoint-resistant solid tumors
- Bicara Therapeutics
EGFR-directed TGF-β trap with pembrolizumab in HNSCC
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pliant Therapeutics | $1.13 | −1.32% | $70.6M | — | — | — | — |
| Corbus Pharmaceuticals | $7.78 | −1.27% | $145.9M | — | — | — | — |
| Pfizer | $27.92 | −0.04% | $159.19B | 36.9 | 10.0 | 2.5 | +2.6% |
| Scholar Rock | $49.82 | −2.68% | $6.13B | — | — | — | — |
| Bicara Therapeutics | $21.00 | −7.81% | $1.50B | — | — | — | — |
| Median | 36.9 | 10.0 | 2.5 | +2.6% |