Health Care

Patrys Limited (PAB)

Patrys Limited (ASX: PAB) is an Australian clinical-stage biotechnology company focused on developing novel antibody-based therapeutics for cancer. Their lead product candidate, PAT-DX1, is a humanised IgG antibody designed to penetrate the blood-brain barrier and target DNA damage repair pathways in cancer cells, aiming to treat both primary and metastatic brain cancers, as well as other solid tumours.

Market Cap

A$20M

Shares on Issue

N/A

Company WebsiteAI coverage updated hourlyData from ASX filings

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AI Analysis

Patrys is currently advancing its lead asset, PAT-DX1, through clinical development, having recently completed a Phase 1 study in cancer patients. As a pre-revenue biotechnology company with a micro-cap valuation (A$20M), its financial performance is characterised by significant R&D expenditure and reliance on capital raises. Recent performance has focused on patient recruitment, clinical data analysis, and exploring further indications for PAT-DX1, with an ongoing burn rate typical of clinical-stage biotech.

The growth outlook for Patrys is entirely dependent on the successful progression of PAT-DX1 through subsequent clinical trials. Upcoming catalysts include further clinical trial readouts (e.g., Phase 2 trial initiation and data), potential partnerships or licensing agreements with larger pharmaceutical companies, and expansion into additional cancer indications. The strategic direction involves demonstrating PAT-DX1's efficacy and safety, leveraging its unique mechanism of action, and securing sufficient funding to achieve commercialisation, or attract a significant strategic partner.

Bull Case

  • Positive Phase 2 or later-stage clinical trial results demonstrating strong efficacy and safety for PAT-DX1 in target cancer populations.
  • Securing a substantial strategic partnership or licensing agreement with a major pharmaceutical company, providing significant upfront payments and future royalties.
  • Successful expansion of PAT-DX1's therapeutic use into multiple, high-value cancer indications beyond its initial focus, significantly enlarging its market potential.

Bear Case

  • Unfavourable clinical trial results for PAT-DX1, leading to delays, trial discontinuation, or failure to meet primary endpoints.
  • Inability to secure sufficient funding through further capital raises or partnerships, leading to dilution for existing shareholders or a halt in development programs.
  • Significant competition emerging from other novel cancer therapies or antibody platforms, diminishing the unique selling proposition and market opportunity for PAT-DX1.

Recent Announcements

Initial Director's Interest Notice x2

2 Feb 2026Director Dealing

Appendix 4C - Quarterly - 31 December 2025

🚨 Price Sensitive
29 Jan 2026Quarterly Report

PAB, a Commitments Test Entity on ASX, reports its quarterly results for the period ending 31/12/2de25 in Appendix 4C.

Notification regarding unquoted securities - PAB

28 Jan 2026Capital Structure

Application for quotation of securities - PAB

28 Jan 2026Capital Structure

Cleansing Prospectus

28 Jan 2026Capital Structure

FAQs

What does PAB do?

Patrys Limited (ASX: PAB) is an Australian biotech company developing PAT-DX1, a novel humanised antibody for cancer treatment. PAT-DX1 is designed to target DNA damage repair pathways in cancer cells, with a focus on brain cancers and other solid tumours, and has demonstrated ability to cross the blood-brain barrier.

Is PAB a good investment?

PAB is a highly speculative investment typical of micro-cap clinical-stage biotechnology companies. It offers substantial upside potential if PAT-DX1 achieves successful clinical outcomes and commercialisation, but carries high risk due to the long, costly, and uncertain nature of drug development, with a significant chance of failure and further shareholder dilution.

What drives PAB's share price?

PAB's share price is primarily driven by news flow related to the clinical development of PAT-DX1, particularly positive results from clinical trials, progression to new trial phases, and announcements of strategic partnerships or licensing deals. Capital raising activities and regulatory milestones also significantly impact investor sentiment and the share price.