Tessera Defense and Homeland Security Inc. (HLSQ) files reports with the U.S. Securities and Exchange Commission as a NYSE American-listed issuer. These SEC filings document both the company’s current activities as a physical security technology platform and its earlier history as BiomX Inc., a biotechnology business that reported under the PHGE ticker. The registrant’s CIK remains 0001739174 throughout this transition.
Annual reports on Form 10-K and quarterly reports on Form 10-Q provide detail on Tessera’s business description, risk factors, and financial statements. Each report should be read in the context of its reporting period and the business described at that time. Readers should note which periods describe BiomX’s biotechnology operations and which describe Tessera’s security-technology focus.
Current reports on Form 8-K are especially important for understanding key corporate events. An 8-K filed in connection with the September 11, 2026 name and ticker change explains that BiomX Inc. changed its legal name to Tessera Defense and Homeland Security Inc. and that its NYSE American listing transitioned from PHGE to HLSQ. That filing clarifies that the change did not create a new registrant but rebranded the existing company and reflects its shift toward physical security technology.
Other SEC filings, such as registration statements or proxy materials, can provide additional information on capital structure, corporate actions and governance. Historical filings under the BiomX name and PHGE ticker remain part of Tessera’s regulatory record and may be relevant for long-term financial analysis, and subsequent HLSQ filings can be read alongside this retained history to follow the security business.
BiomX Inc. (PHGE) reported voting results from its 2025 Annual Meeting. Stockholders approved authorizing the Board to amend the certificate of incorporation to effect a reverse stock split of the outstanding Common Stock at any ratio between at least 1-for-5 and less than 1-for-20, with 13,641,280 votes for, 383,712 against, and 71,143 abstaining.
Three Class II directors—Susan Blum, Dr. Jesse Goodman, and Gregory Merril—were elected to serve until the 2028 annual meeting. Stockholders also ratified Kesselman & Kesselman, a member firm of PwC International Limited, as the independent registered public accounting firm for fiscal 2025 (14,050,210 for; 25,633 against; 20,294 abstaining). A proposal to adjourn the meeting was not called.
BiomX Inc. (PHGE) updated its Phase 2b BX004 program for cystic fibrosis. The FDA sent additional, narrow questions focused solely on the third‑party nebulizer used to deliver BX004, with no concerns raised about the drug itself. BiomX believes it has fully addressed these device-related queries.
Enrollment and dosing in the European portion of the study are proceeding ahead of plan, and topline results remain on track for the first quarter of 2026. The FDA also provided new written feedback recognizing the unmet need in chronic Pseudomonas aeruginosa infection and outlined potential development pathways, including refined inclusion criteria and approaches to enrich patient populations for a potential Phase 3 program.
BiomX plans to incorporate the FDA’s recommendations, as appropriate and subject to future study data, regulatory alignment, and resources, and anticipates an End-of-Phase 2 meeting after completion and review of the Phase 2b results.
BiomX Inc. will hold its 2025 annual meeting virtually on October 16, 2025 at 8:00 a.m. Eastern Time for holders of record as of August 22, 2025. Key proposals include authorization for the Board to implement a reverse stock split of common stock at a ratio between 1-for-5 and less than 1-for-20 to be effected by October 16, 2026, ratification of Kesselman & Kesselman (a PwC member firm) as independent auditors for fiscal 2025, and approval to adjourn the meeting if necessary to continue soliciting votes. The proxy describes voting methods (written notice, later-dated proxy online/telephone, or electronic voting during the meeting), lists Board nominees and committee structure, summarizes an insider trading policy with specific prohibited transactions, and discloses certain audit fees and significant stockholders including two holders each with 9.9% stakes and Nantahala Capital Management at 9.9%.
BiomX Inc. reports that the U.S. Food and Drug Administration has placed a clinical hold on the U.S. portion of its Phase 2b study of BX004 for treating cystic fibrosis. The FDA is reviewing data BiomX submitted on a third-party nebulizer device used to deliver BX004 and, in its notification, did not raise concerns about BX004 itself. Following the notification, BiomX provided additional requested data to the FDA, and patient screening and enrollment in the United States have been paused.
In Europe, all components of the third-party nebulizer are CE marked and have been deemed to meet applicable regulatory requirements. The Phase 2b study in the European Union has been approved, and enrollment and dosing of patients are continuing according to the study protocol.
BiomX Inc. (PHGE) is soliciting proxies for its virtual Annual Meeting to be held at 8:00 a.m. Eastern Time on Thursday, October 16, 2025, accessible at www.virtualshareholdermeeting.com/PHGE2025. The Board fixed August 22, 2025 as the record date for shareholders entitled to vote. Key proposals described in the proxy include authorizing the Board to implement a reverse stock split of common stock at any ratio between 1-for-5 and less than 1-for-20 to be effected at the Board's discretion before October 16, 2026, ratifying Kesselman & Kesselman (a PwC member firm) as the independent registered public accounting firm for fiscal 2025, and approving adjournment/postponement to continue soliciting votes. The notice explains admission and proxy voting procedures and references the proxy statement for full details.
BiomX Inc. (PHGE) amended its Form S-3 prospectus to update the amount it may sell under an existing at-the-market (ATM) agreement with H.C. Wainwright. The company currently may offer and sell up to $1,765,939 of common stock under General Instruction I.B.6 of Form S-3, excluding approximately $20,734 already sold under the prior prospectus. The aggregate market value of shares held by non-affiliates used in the calculation is $15,441,621, based on 23,756,340 non-affiliate shares at $0.65 per share. BiomX has sold $3,381,268 under the same instruction during the prior 12-month period. Common stock trades on the NYSE American under PHGE; the last reported sale price was $0.56.
BiomX Inc. (PHGE) reported continuing clinical progress alongside notable financing activity but disclosed material financing pressure. The company held $15.19 million in total cash and restricted cash at June 30, 2025 (amounts presented in USD in thousands) and recorded a net loss of $13.7 million for the six months ended June 30, 2025. Operating cash used was $14.82 million for the six-month period, and accumulated deficit totaled $194.39 million, raising substantial doubt about the company’s ability to continue as a going concern.
On the clinical front, BiomX reported positive Phase 2 results for BX211 in diabetic foot osteomyelitis with a statistically significant percent area reduction of ulcers (p = 0.046 at week 12) and other favorable secondary trends. BX004 (CF) advanced into a randomized Phase 2b with first patient dosed July 14, 2025, and holds FDA Fast Track and Orphan Drug designations. The company completed equity and warrant financings in 2024–2025 and recorded gross proceeds from the February 2025 SPA of $5,527 and related financings and warrant exercises that provided cash in the period, but management states current funds are not sufficient to fund operations for at least one year without additional financing.
BiomX Inc. furnished an 8-K reporting that it issued a press release announcing its financial results for the quarter ended June 30, 2025. The filing does not include the underlying financial statements or numeric results; instead, the press release itself is furnished as Exhibit 99.1 and an Inline XBRL cover page is included as Exhibit 104.
The submission is a disclosure furnishing rather than a full presentation of results within the 8-K text. The report is signed on behalf of the company by Chief Executive Officer Jonathan Solomon.
Morgan Stanley and subsidiary Morgan Stanley & Co. LLC filed a Schedule 13G (event date 06/30/25, signed 08/05/25) disclosing passive ownership of 1,854,032 BiomX Inc. (PHGE) common shares (CUSIP 09090D301). The position equals 7.1 % of the outstanding class, crossing the 5 % reporting threshold. Both filers report 0 sole voting/dispositive power and shared voting & dispositive power over all shares, indicating the stake is managed collectively across Morgan Stanley reporting units. The filing is made under Rule 13d-1(b) as a qualified institutional investor; Morgan Stanley is classified as HC, CO and the broker-dealer unit as BD, CO.
The certification states the shares were acquired in the ordinary course and not to influence control. No transactions, price data, or strategic intent beyond passive ownership are provided. Nonetheless, disclosure of a large institutional holder may improve liquidity and signal market confidence in BiomX’s prospects.