SCHEDULE: Morgan Stanley Discloses 7.1% Stake in BiomX Inc.

Morgan Stanley and its subsidiary, Morgan Stanley & Co. LLC, have disclosed a 7.1% beneficial ownership stake in BiomX Inc. as of June 30, 2025.

Summary

• Morgan Stanley and its wholly-owned subsidiary, Morgan Stanley & Co. LLC, reported beneficial ownership of 1,854,032 shares of BiomX Inc. Common Stock.
• This represents 7.1% of the class of securities.
• The shares are held with shared voting power of 1,854,032 shares and shared dispositive power of 1,854,032 shares.
• The acquisition and holding of these securities are stated to be in the ordinary course of business, not for the purpose of changing or influencing control of BiomX Inc.

Sentiment

Score: 7

Explanation: The disclosure of a significant passive stake by a reputable financial institution like Morgan Stanley can be viewed positively as it suggests institutional confidence, although it does not imply active management or strategic involvement.

Positives

• A significant beneficial ownership stake by a major financial institution like Morgan Stanley may signal confidence in BiomX Inc.

Negatives

• No negative information is disclosed in this beneficial ownership filing.

Risks

• No specific company-related risks are detailed in this beneficial ownership filing. The filing includes a standard certification that the securities were not acquired for the purpose of changing or influencing control of the issuer.

Future Outlook

This Schedule 13G does not contain forward-looking statements or guidance regarding BiomX Inc.'s future outlook.

Management Comments

• Morgan Stanley certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of BiomX Inc.

Industry Context

This disclosure indicates a significant passive investment by a major financial institution in BiomX Inc., a company likely operating within the biotechnology or pharmaceutical sector, aligning with broader trends of institutional investment in growth-oriented industries.

Comparison to Industry Standards

• This filing is a disclosure of beneficial ownership and does not provide performance metrics or operational results for comparison to industry standards or specific comparable companies.

Stakeholder Impact

• Shareholders may view the significant institutional stake as a positive signal, potentially increasing investor confidence.
• Company management will be aware of a large passive institutional holder.

Next Steps

• Morgan Stanley will file an amended Schedule 13G if its beneficial ownership percentage changes by more than 1% or if it ceases to be a passive investor.

Key Dates

Recommendation

This Schedule 13G filing indicates a significant passive investment by Morgan Stanley, which can be interpreted as a vote of confidence in BiomX Inc. However, the filing does not provide operational or financial performance data to warrant a 'buy' or 'sell' recommendation. It primarily serves as a disclosure of a substantial institutional holding, suggesting a 'hold' stance for existing investors and a neutral signal for potential new investors until further fundamental information is available.

Keywords

BiomX Inc., Morgan Stanley, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investment, Financial Disclosure