Biolinerx Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Biolinerx Ltd (BLRX) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Biolinerx Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 1M vs 29,535M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+6.4%) for its tracked peer group.
- Growth: Biolinerx Ltd generated -95.9% revenue growth year over year in Q4 2025, vs 4.3% for its tracked competitors combined.
- Profitability: Its -171.7% net margin compares with 28.4% for the peer group.
- Scale: Biolinerx Ltd ranks #56 of 544 companies by market capitalization in the Major Pharmaceutical Preparations industry, holding 0.1% of industry market cap.
- Peer revenue share: Biolinerx Ltd accounted for 0.0% of combined revenue among its tracked peer group, down from 0.4% a year earlier.
- Peer differentiation: Revenue per employee of $0.05M compares with $1.63M for the peer group (0.0x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BLRX Sales vs. its Competitors, Q4 2025
Biolinerx Ltd reported revenue contraction of 95.92 % year on year in Q4 2025, below its competitors' combined revenue growth of 4.25 %.
With a net margin of -171.69 %, Biolinerx Ltd reported lower profitability than its competitors (28.40 %).
Biolinerx Ltd generated 0.02 % of the combined sales of its peer group, down from 0.38 % a year earlier.
Biolinerx Ltd vs. its Competitors, Q4 2025
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Biolinerx Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Biolinerx Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Biolinerx Ltd's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 7.2% year over year, combined, vs -95.9% for Biolinerx Ltd. Biolinerx Ltd's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Biolinerx Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Biolinerx Ltd | - | No | No | No |
| Competitors combined (18) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BLRX Stock Performance relative to its Competitors
BLRX Stock Performance relative to High-Confidence Competitors
BLRX Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Iovance Biotherapeutics inc | 282.9% | Outperformed |
| 2 | Ironwood Pharmaceuticals inc | 282.9% | Outperformed |
| 3 | Kezar Life Sciences Inc | 282.9% | Outperformed |
| 4 | Akero Therapeutics Inc | 282.9% | Outperformed |
| 5 | Compugen Ltd | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Biolinerx Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Biolinerx Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Biolinerx Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Biolinerx Ltd | 5,670.13 | 1.18 |
| Vertex Pharmaceuticals Inc | 134,457.22 | 12,587.20 |
| Regeneron Pharmaceuticals Inc | 78,997.56 | 15,534.70 |
| Hutchmed china Limited | 12,761.67 | 548.51 |
| Iovance Biotherapeutics inc | 6,446.71 | 324.97 |
| Akero Therapeutics Inc | 4,481.75 | - |
| SUBTOTAL | 249,025.73 | 29,536.65 |
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Sources: Biolinerx Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Biolinerx Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Biolinerx Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Sanofi Genzyme | Named by the company | 85% |
| Gloria | Named by the company | 85% |
| Immutep Limited | Named by the company | 85% |
| HST | Named by the company | 85% |
| APHEXDA | Named by the company | 85% |
| X4 Pharmaceuticals Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Biolinerx Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Biolinerx Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Vertex Pharmaceuticals Inc | Pharmaceuticals 100.00 % |
| Hutchmed china Limited | Other Ventures segment 47.94 % |
| Iovance Biotherapeutics inc | Single reportable segment 100.00 % |
| X4 Pharmaceuticals Inc | Reportable 100.00 % |
| Compugen Ltd | Single Operating Segment 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Biolinerx Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Biolinerx Ltd | 5,670 | 49,167 | -84,417 |
| Vertex Pharmaceuticals Inc | 134,457 | 31,079,506 | 10,877,037 |
| Regeneron Pharmaceuticals Inc | 78,998 | 1,008,092 | 280,902 |
| Hutchmed china Limited | 12,762 | 703,221 | 586,836 |
| Iovance Biotherapeutics inc | 6,447 | 333,302 | -296,941 |
| Akero Therapeutics Inc | 4,482 | - | -5,228,929 |
| PEERS TOTAL | 243,356 | 1,626,313 | 426,283 |
Biolinerx Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Vertex Pharmaceuticals Inc | United States 61.68 % |
| Hutchmed china Limited | CN 74.28 % |
| Iovance Biotherapeutics inc | US 98.66 % |
| Compugen Ltd | GB 89.33 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Biolinerx Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 498 companies in Biolinerx Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Biolinerx Ltd ranks #56 of 498 companies by market capitalization in its industry, holding 0.11 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 824, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,058,704 | 19.37 % |
| 2 | Johnson and Johnson | 652,898 | 11.95 % |
| 3 | Beone Medicines Ltd | 549,864 | 10.06 % |
| 4 | Abbvie Inc | 466,251 | 8.53 % |
| 5 | Merck and Co Inc | 1,234 | 5.2% |
| 6 | Novartis Ag | 1,234 | 5.2% |
| 7 | Abbott Laboratories | 1,234 | 5.2% |
| 8 | Novo Nordisk A | 1,234 | 5.2% |
| 9 | Pfizer Inc | 1,234 | 5.2% |
| 10 | Vertex Pharmaceuticals Inc | 1,234 | 5.2% |
| 56 | Biolinerx Ltd | 5,818 | 0.11 % |
Market cap and industry share for the rest of Biolinerx Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-29.
Biolinerx Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 51 | Amneal Pharmaceuticals Inc | 6,628 | 111.28 % |
| 52 | Pharming Group N v | 6,599 | -26.76 % |
| 53 | Rhythm Pharmaceuticals Inc | 6,565 | -2.01 % |
| 54 | Kiniksa Pharmaceuticals International Plc | 6,241 | 106.14 % |
| 55 | Ptc Therapeutics inc | 1,234 | 12.3% |
| 56 | Biolinerx Ltd | 5,818 | -37.24 % |
| 57 | Travere Therapeutics Inc | 1,234 | 12.3% |
| 58 | Belite Bio Inc | 1,234 | 12.3% |
| 59 | Mirum Pharmaceuticals Inc | 1,234 | 12.3% |
| 60 | Amarin Corp Plcuk | 1,234 | 12.3% |
| 61 | Cogent Biosciences Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Biolinerx Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-29. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Biolinerx Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Major Pharmaceutical Preparations industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (342 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 80.51 % | 64.69 % (avg) | +15.8 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -7.31 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 2.12 % | 4.92 % (avg) | -2.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Biolinerx Ltd's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (342 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Major Pharmaceutical Preparations industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 25.1x | - |
| EV / EBITDA | - | 17.3x | - |
| P/B | 364.8x | 4.5x | +360.3x |
| Return on Equity | -8.68 % | industry aggregate | -34.93 % |
| Return on Invested Capital | -19.73 % | -2.95 % (avg) | -16.78 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Biolinerx Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | 500.00 % | 500.00 % | -95.92 % |
| Operating Margin | - | -70.52 % | - |
| Return on Invested Capital | -107.34 % | -55.21 % | -19.73 % |
| P/E | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Biolinerx Ltd's BCG Growth-Share Matrix
Relative market share (vs Biolinerx Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Biolinerx Ltd falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 8.0% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Biolinerx Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 824 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.12 % vs industry average 4.92 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Biolinerx Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Biolinerx Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Biolinerx Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Biolinerx Ltd falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Biolinerx Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 34.9 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.01x).
Opportunities
- A meaningful share of tracked competitors (31.30 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Biolinerx Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Biolinerx Ltd | 0.27 | 1.95 | - |
| Vertex Pharmaceuticals Inc | 1.34 | 2.85 | - |
| Regeneron Pharmaceuticals Inc | 0.57 | 3.74 | 0.06 |
| Hutchmed china Limited | 0.23 | 4.96 | 0.10 |
| Iovance Biotherapeutics inc | 1.26 | 3.60 | 0.00 |
| Akero Therapeutics Inc | 4.85 | 15.78 | 0.02 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Biolinerx Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Biolinerx Ltd | Q4 2025 | -95.9 % | - |
| Vertex Pharmaceuticals Inc | Q2 2026 | +12.5 % | +6.5 % |
| Regeneron Pharmaceuticals Inc | Q2 2026 | +16.7 % | -6.8 % |
| Hutchmed china Limited | Q4 2025 | -13.0 % | +1,099.2 % |
| Iovance Biotherapeutics inc | Q2 2026 | +65.7 % | - |
| Akero Therapeutics Inc | Q3 2025 | - | - |
| PEERS TOTAL | +13.1 % | +17.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Biolinerx Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Biolinerx Ltd | Q4 2025 | -97.5 % | -52.8 % |
| Vertex Pharmaceuticals Inc | Q2 2026 | +20.0 % | -23.0 % |
| Regeneron Pharmaceuticals Inc | Q2 2026 | +109.2 % | +9.7 % |
| Hutchmed china Limited | Q4 2025 | -3.6 % | -44.2 % |
| Iovance Biotherapeutics inc | Q2 2026 | -10.8 % | -27.1 % |
| Akero Therapeutics Inc | Q3 2025 | - | - |
Biolinerx Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Biolinerx Ltd | - | - | - |
| Vertex Pharmaceuticals Inc | 16.88% | 19.97% | 23.31% |
| Regeneron Pharmaceuticals Inc | 10.60% | 11.83% | 13.81% |
| Hutchmed china Limited | 26.11% | 30.87% | 36.98% |
| Iovance Biotherapeutics inc | - | - | - |
| Akero Therapeutics Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Biolinerx Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Biolinerx Ltd | - | 4,805.19 |
| Vertex Pharmaceuticals Inc | 30.72 | 10.68 |
| Regeneron Pharmaceuticals Inc | 18.46 | 5.09 |
| Hutchmed china Limited | 28.12 | 23.27 |
| Iovance Biotherapeutics inc | - | 19.84 |
| Akero Therapeutics Inc | - | - |
| PEERS AVERAGE | 32.18 | 8.43 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.