TickerTalks
Browse all tickers →
TickerTalks›$AURA
AUAURA

Aura Biosciences, Inc.

$AURA·$439M·Biotechnology·Healthcare
$6.89-1.7%YTD+24.6%1Y-0.9%
Mentions · last 7 days
2026-07-10: 194 posts2026-07-11: 151 posts2026-07-12: 516 posts2026-07-13: 403 posts2026-07-14: 118 posts2026-07-15: 64 posts2026-07-16: 127 posts1,589+6%
Price updated 10h ago·X counts updated 9h ago
AUAURA
$AURAAura Biosciences, Inc.
$6.89-1.71%1.6k posts+6%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AURA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Pre-revenue eye-cancer biotech waiting for Phase 3 CoMpass data on its lead asset bel-sar.

Aura Biosciences is a clinical-stage oncology company built around a virus-like drug conjugate (VDC) platform. The lead program — bel-sar — targets early choroidal melanoma (an eye cancer where existing treatment options often mean radiation or enucleation), plus a bladder-cancer program in earlier development.

Where the setup actually stands:

  • Zero revenue, meaningful cash burn: quarterly burn is running $20-30M against a $400M market cap, and the FY27 revenue consensus is just $19M — this is a pure clinical bet, not a business.
  • The near-term catalyst path is dated: Phase 3 CoMpass trial in early choroidal melanoma completed enrollment June 1, so a topline data cut lands within roughly a 12-18 month window depending on event accumulation — the whole equity turns on that number.
  • Board build-out signals prep for filing: the appointment of Jeremy Bender as a Class II director (industry veteran) with a $421K awarded stake is exactly the kind of governance move a biotech makes ahead of an NDA/BLA — commercial optionality is being staged.
  • The tape reflects the pause: at 45% of the 52-week range with a low-volume trading pattern, this is a stock waiting for data, not one with an active positioning story.
  • Note on chatter: the '$AURA' X conversation is a Solana memecoin in the NucleusCodes ecosystem — no signal on this equity.

The forward view: the way this becomes a real trade is a positive Phase 3 CoMpass readout (bel-sar in early choroidal melanoma) or an interim bladder-cancer data cut that exceeds Phase 2 expectations. The way it breaks is a negative interim signal or another financing at a mark that resets the burn math. The August 12 Q2 update is a checkpoint on cash runway rather than a science event.

Differs from X sentimentThe bullish $AURA X chatter is about a Solana memecoin, not this biotech — the crowd is not looking at the equity at all. Our take is independently 'too early to have a view' on the equity, pending Phase 3 CoMpass data.

What to watch: The Phase 3 CoMpass topline readout timing (post the June 1 enrollment completion), plus any bladder-cancer interim update; a fresh dilutive financing before data would break the coil lower.

On the calendar: 2026-08-12 — Q2 2026 earnings and cash-runway update

sentiment ticker mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment35 posts analyzed · as of 2026-07-15

$AURA is a Solana memecoin embedded in the NucleusCodes ecosystem, not an equity. Community is bullish on the 24x-below-ATH thesis with whales reportedly accumulating and 'weak hands left months ago.' NucleusCodes Season 2 (June 23 - Aug 13) is distributing AURA to the top 5,000 contributors, with additional Ethra/Canopy/Sleepagotchi campaigns running concurrently. Cat-coin taxonomy places AURA alongside POPCAT, MICHI, KITTY and CASHCAT. Bulls hammer conviction narratives ('AURA maxxing') and treat current levels as generational accumulation. There is no meaningful bear thread beyond fatigue about post-launch drift.

Read the AI verdict + X sentiment for $AURA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Develops virus-like drug conjugate therapies targeting ocular melanoma and solid tumors; pre-commercial clinical-stage biotech.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $AURA.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $AURA

Partial — Develops virus-like drug conjugate therapies targeting ocular melanoma and solid tumors; pre-commercial clinical-stage biotech; the GLP-1 pipeline bifurcation and ADA oral formulation competition creates tailwinds for one product line, not the full operation.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-95.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-21.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-78.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.50$-0.40-25.0%
Q4 2025Mar 30, 2026$-0.37$-0.43+14.0%
Q3 2025Nov 13, 2025$-0.40$-0.46+13.0%
Q2 2025Aug 13, 2025$-0.47$-0.49+4.1%
Next earningsWed, Aug 12·consensus EPS $-0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.50$-30.0M
Q4 FY25$0———$-0.40$-20.6M
Q3 FY25$0———$-0.40$-20.2M
Q2 FY25$0———$-0.47$-20.8M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.2M$19.2M – $19.2M-$1.59-$1.84 – -$1.344
FY27$7.7M$7.7M – $7.7M-$1.67-$1.93 – -$1.403
FY28$28.3M$28.3M – $28.3M-$1.52-$1.60 – -$1.452
FY29$108.4M$108.4M – $108.4M-$1.10-$1.10 – -$1.101
FY30$171.2M$171.2M – $171.2M-$0.70-$0.70 – -$0.701

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.45%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 16Anthony S GibneySee Remarks12.8K sh$82KSellMay 7Matrix Capital Management Company, Lp10% owner6.9M sh$39.0MSellApr 16Conor KilroySee Remarks11.7K sh$82KSellFeb 17De Los Pinos ElisabetSee Remarks47.6K sh$241KSellFeb 17Mark PlavsicCTO15.9K sh$80KSellFeb 17Hopkins Janet JillChief Medical Officer20.4K sh$103KSellFeb 17Conor KilroySee Remarks12.1K sh$61KSellFeb 17Amy ElazzouziPresident8.5K sh$43KSellJan 20Amy ElazzouziPresident1.6K sh$8KSellJan 20De Los Pinos ElisabetSee Remarks16.9K sh$82K
+ 13 other (13 awards) in window

See when $AURA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 83
AI summary

Jeremy Bender filed a Form 3 as a newly appointed Director of Aura Biosciences, Inc. (AURA), effective July 7, 2026, disclosing no securities beneficially owned at the time of the filing. Routine administrative insider filing for a new board member; no economic significance.

8-KOfficer or director changeJul 88-K — Item 5.02: Officer or director change
AI summary

Aura Biosciences, Inc. (AURA) appointed Jeremy Bender, Ph.D., M.B.A. as a Class II director effective July 7, 2026, expanding its board from 6 to 7 members; Dr. Bender also joins the Compensation and Nominating/Corporate Governance Committees. Per director compensation policy, he received an initial option grant on 60,000 shares and 30,000 RSUs, both vesting over 3 years. The related Form 3 (separate job) shows no shares currently owned. Routine board expansion; no material business impact.

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote
AI summary

Aura Biosciences, Inc. (AURA) held its 2026 Annual Meeting on June 11, 2026, with 52,784,744 of 64,199,778 eligible shares (~82% participation) represented by proxy or in person. The meeting voted on election of two director nominees and other proposals as described in the definitive proxy filed April 20, 2026; specific vote tallies are described but cut off in the excerpt. This is a routine governance filing with no material business impact for the clinical-stage oncology company.

SC 13D/AActivist amendmentMay 11SC 13D/A
AI summary

Matrix Capital Management Company LP and David E. Goel filed Amendment No. 4 (final amendment) to their Schedule 13D for Aura Biosciences (AURA), reporting that both entities now hold 0% of shares (0 shares beneficially owned). This terminates the 13D originally filed November 4, 2021, and reflects the completion of Aura's repurchase of approximately 6,922,870 shares owned by Matrix Capital at approximately $6.00/share (~$39M) as part of Aura's concurrent equity offering in early May 2026. Matrix has fully exited its activist/major holder position.

3New insider — initial holdingsMay 73
AI summary

The newly appointed CEO and President of Aura Biosciences—identified in the filing as holding that title—filed Form 3 reporting no securities beneficially owned as of May 7, 2026, the date of the triggering event. Filed by attorney-in-fact Conor Kilroy. This corresponds to the appointment of Natalie Holles as CEO and President effective April 30, 2026, as previously disclosed in AURA's May 4, 2026 8-K.

8-KMaterial agreementMay 58-K — Item 1.01: Material agreement
AI summary

Aura Biosciences entered into an Underwriting Agreement on May 4, 2026 with Leerink Partners, TD Securities, and Evercore Group for a public offering of 39,591,000 shares of common stock plus pre-funded warrants for up to 3,800,000 shares at $6.00/share ($5.99999 for pre-funded warrants). Underwriters hold a 30-day option to purchase up to 6,508,650 additional shares. Approximately $39M of net proceeds will fund a simultaneous repurchase of approximately 6.9M shares from Matrix Capital at $6.00/share. This is a concurrent equity raise and activist block buyback transaction.

424B5Prospectus supplement (offering)May 5424B5
AI summary

Aura Biosciences offered 39,591,000 shares of common stock and pre-funded warrants for up to 3,800,000 shares at $6.00/share (versus last close of $7.01 on May 1). Approximately $39M of net proceeds are earmarked to repurchase 6,922,870 shares held by Matrix Capital Management Master Fund, effectively facilitating Matrix's full exit from its activist position. Additional proceeds will fund general corporate purposes and pipeline programs. This offering removes a major shareholder overhang and is priced below recent market.

8-KMaterial agreementMay 48-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 8.01: Other event
AI summary

Aura Biosciences entered into a Repurchase Agreement on April 30, 2026 with Matrix Capital Management Master Fund to repurchase approximately 6,922,870 shares (believed to be all of Matrix's holdings) at a price equal to the underwriters' purchase price in the concurrent equity offering, funded from net proceeds exceeding $200M from that offering. This filing also covers Q1 2026 financial results and an updated corporate presentation. The equity offering plus this repurchase agreement simultaneously raises new capital while eliminating the Matrix Capital overhang.

+ 18 other (4 proxys · 3 13Gs · 3 8-Ks · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aura Biosciences Announces Appointment of Jeremy Bender, Ph.D., M.B.A., to Board of Directorsglobenewswire.com·9d agoAuranova and Kenorland Announce Large Intrusion-Related Gold Discovery at the South Uchi Project, Ontarionewsfilecorp.com·30d agoAura Biosciences Announces Enrollment Completion in Phase 3 CoMpass Trial of Bel-sar in Early Choroidal Melanomaglobenewswire.com·46d agoAura Biosciences Gears Up for Bel-Sar Filing as Pivotal Eye Cancer Trial Advancesmarketbeat.com·51d agoAura Biosciences Highlights Bel-Sar Eye Cancer Strategy, Mid-Year Bladder Datamarketbeat.com·58d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SEER$QTTB$AGEN$REGN$MRNA$SLS$ATAI$ALLO
Voices on X · top 10 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport