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AUAURA

Aura Biosciences, Inc.

$AURA·$826M·Biotechnology·Healthcare
$7.17-3.1%YTD+29.3%1Y+15.1%
Mentions · last 7 days
2026-08-21: 235 posts2026-08-22: 168 posts2026-08-23: 70 posts939+9%
Price updated 5m ago·X counts updated 8d ago
AUAURA
$AURAAura Biosciences, Inc.
$7.17-3.11%939 posts+9%
AI analysisFundamentalsVoices on X
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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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-30

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

A pre-revenue ocular oncology biotech under new leadership with a shot at FDA approval — quiet tape, new C-suite hires, institution nibbling.

Aura Biosciences is a clinical-stage ocular oncology biotech built around bel-sar, a virus-like drug candidate for choroidal melanoma. It has no revenue, no approved product, and a fresh executive team — the whole equity is a bet on getting through FDA registration.

What actually matters:

  • The C-suite has been fully reset in the last month: three Form 3s filed August 12 for new Chief People, Operating, and Regulatory & Quality Officers — a clinical-stage biotech turning over the top team ahead of a registration push is either a real inflection or a red flag.
  • Institutional interest is quietly building: ADAR1 Capital Management (a specialist biotech fund) just acquired 130,152 shares — small in dollars, but ADAR1's inclusion is the kind of tell that precedes a real approval-cycle bid.
  • Price action is textbook coiling: shares sit at the 55th percentile of the 52-week range, only 1.7% above the 50-day and 13% above the 200-day, on 67% of baseline volume — no chase, no distribution, base-building.
  • Zero revenue means the equity is a binary: FCF yield is -22%, cash burn is the primary risk, and any capital raise before approval hits the share count.
  • The $AURA X chatter is a Solana memecoin, not the biotech — treat as ticker collision.

The two things to watch are a bel-sar registration update from the new team and any secondary offering — a filing acceptance or BLA milestone breaks the coil upward; a discounted equity raise breaks it the other way.

What to watch: Any bel-sar registration update (BLA acceptance, PDUFA date) or a secondary offering announcement — an approval milestone breaks the coil upward; a discounted equity raise breaks it the other way and re-sets the base.

On the calendar: 2026-11-12 — Q3 earnings

X sentiment

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

Bullish sentiment123 posts analyzed · as of 2026-08-30

The AURA crowd is riding a comeback story with almost cultish patience. Posters celebrate a run from single-digit millions toward a $30M cap, whale wallets adding at every wick, roughly 36,000 holders through a 96% drawdown, and Nucleus Codes Season 3 paying AURA to top contributors. The Farm and Aurra Cloud tie-ins get folded in; skepticism is rare and quickly drowned out.

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
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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

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $AURA

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Headquartered in Cambridge, Massachusetts, Aura Biosciences,.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%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
Q2 2026Aug 11, 2026$-0.48$-0.38-28.0%
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%
Next earningsThu, Nov 12·consensus EPS $-0.37

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$10.3M – $28.1M-$1.59-$1.84 – -$1.344
FY27$7.7M$4.1M – $11.3M-$1.67-$1.93 – -$1.403
FY28$28.3M$10.0M – $46.5M-$1.52-$1.60 – -$1.452
FY29$108.4M$58.2M – $158.6M-$1.10-$1.76 – -$0.441
FY30$171.2M$92.0M – $250.5M-$0.70-$1.13 – -$0.281

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.0.7×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.56%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.+1.7%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.+13.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 64.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.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$82K
+ 7 other (7 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 holdingsAug 123
AI summary

Aura Biosciences (AURA) filed a Form 3 initial statement of beneficial ownership for its Chief People Officer. The filing discloses initial insider ownership positions as required within 10 days of becoming a reporting person. Specific share counts are in the tabular section.

3New insider — initial holdingsAug 123
AI summary

Aura Biosciences (AURA) filed a Form 3 initial statement of beneficial ownership for its Chief Regulatory & Quality Officer. The filing discloses initial insider ownership positions as required within 10 days of becoming a reporting person. Specific share counts and ownership details are in the tabular section.

3New insider — initial holdingsAug 123
AI summary

Aura Biosciences (AURA) filed a Form 3 initial statement of beneficial ownership for its Chief Operating Officer. The filing discloses initial insider ownership positions as required within 10 days of becoming a reporting person. Specific share counts are in the tabular section.

S-3Shelf registrationAug 11S-3
AI summary

Aura Biosciences (AURA) filed an S-3 shelf registration statement. The filing body contains only procedural check-box boilerplate. Specific securities and offering details are in the full registration statement.

8-KRestructuring / exit costsAug 118-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Aura Biosciences (AURA) issued a combined 8-K on August 11, 2026 disclosing Q2 2026 results (Item 2.02), departure or election of officers (Item 5.02), costs associated with exit activities (Item 2.05), and other events (Item 8.01). Specific financials and departure details are in Exhibit 99.1.

8-KShareholder voteAug 58-K — Item 5.07: Shareholder vote
AI summary

AURA disclosed the results of matters submitted to a vote of security holders. Voted matters included: amendment. Item 5.07 disclosures allow investors to assess shareholder sentiment on governance and compensation issues at AURA.

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.

+ 28 other (6 8-Ks · 5 13Gs · 4 proxys · 2 10-Qs) in window

Recent news

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

ADAR1 Capital Management LLC Acquires Shares of 130,152 Aura Biosciences, Inc. $AURAdefenseworld.net·5d agoAura Biosciences: Ocular Oncology Firm Under New Management Has Shot At Approvalseekingalpha.com·19d agoAura Biosciences Announces Appointment of Jeremy Bender, Ph.D., M.B.A., to Board of Directorsglobenewswire.com·54d agoAuranova and Kenorland Announce Large Intrusion-Related Gold Discovery at the South Uchi Project, Ontarionewsfilecorp.com·75d agoAura Biosciences Announces Enrollment Completion in Phase 3 CoMpass Trial of Bel-sar in Early Choroidal Melanomaglobenewswire.com·91d ago

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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.

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