Pharmx earnings update - Thesis aligment review

H1 FY26 Earnings analysis

So, there has been a lot of new information about Pharmx in the past day.

I’ll start with my conclusion, and then you can read the full analysis below.

I’m not going back to my discussion on the Sigma partnership. You can read about it here. It derisks a major wholesaler risk for this microcap company.

I believe Pharmx is in a good spot.

The market drove t…