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CRCRNX

Crinetics Pharmaceuticals, Inc.

$CRNX·$8.9B·Biotechnology·Healthcare
$84.95+0.1%YTD+79.9%1Y+155.1%
Mentions · last 7 days
2026-08-22: 6 posts2026-08-23: 4 posts62-11%
Price updated 9h ago·X counts updated 8d ago
CRCRNX
$CRNXCrinetics Pharmaceuticals, Inc.
$84.95+0.13%62 posts-11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CRNX, 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 eventEvent coming upAI verdict · as of 2026-09-01

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Crinetics is being acquired by Vertex — the deal is closed at shareholder vote, in the final regulatory stretch.

Crinetics Pharmaceuticals is an endocrine-focused biotech with PALSONIFY (acromegaly) as commercial and CRN04894 (Cushing's) as pipeline. It's being acquired by Vertex Pharmaceuticals in a deal announced July 6, shareholders approved Aug 28.

  • The deal is essentially done: Vertex acquisition mechanics announced July 6, Clark Merger Sub structure, shareholder vote approved Aug 28 — the remaining path is closing mechanics.
  • The underlying business had real commercial traction: PALSONIFY Q2 net revenue $24M (per news), and Q1 revenue of $10.7M shows the launch is real. But the deal is closing above the operational value, so business fundamentals no longer drive price.
  • Position sits at 99.9% of the 52-week range with volume 3x normal — the tape is compressed against deal terms, real accumulation for closing.
  • BlackRock, AWM Investment, and Deutsche Bank all took fresh new positions in late August — real institutional endorsement of the deal-close outcome, and Kahn Swick & Foti fairness investigations are the standard shareholder-lawsuit pattern.

The path forward is entirely deal-close mechanics — with shareholders approved and institutional positioning strong, the remaining path is Vertex regulatory sign-off. A clean closing at the announced terms is the base case; any regulatory delay or a shareholder-lawsuit-driven bump is the wildcard. Everything about underlying commercial performance is secondary.

Agrees with X sentimentAligned with the bulls — CRNX being celebrated as a completed takeout, PALSONIFY net revenue $24M in Q2, and 'four buyouts in July' basket (with ATAI, PSNL, FBRX) all real. NBIX hitting an ATH as the endocrine space is being talked up is the sector context. The 'deal is closed' framing is essentially correct — vote-approved is one step from close.

What to watch: Vertex regulatory sign-off, any bump to the offer from Kahn Swick & Foti-driven fairness lawsuits, and Clark Merger Sub closing mechanics. A clean closing at the announced terms is the base case; any regulatory delay or a shareholder-lawsuit-driven bump is the wildcard.

On the calendar: Vertex acquisition close — pending final regulatory sign-off (no fixed date announced)

no confirmed next earnings date

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-04

Crinetics Pharmaceuticals is being celebrated as a completed takeout — CRNX is being folded with ATAI, PSNL and FBRX as 'four buyouts in July' but longtime holders say the sector still needs 'better quality take-outs in August.' Q2 PALSONIFY net revenue landed at $24M. NBIX hits an ATH as the endocrine space is being talked up. No bearish voice on CRNX in this window; the deal is closed.

Read the AI verdict + X sentiment for $CRNX

  • 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 nonpeptide small-molecule drugs for pituitary disorders and neuroendocrine tumors.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $CRNX

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-6.9How 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
-40.8%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
-30.2%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
-12.1%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
192.1Same 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
-44.0%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
98.9%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
0.0Total 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 3, 2026$-1.14$-1.18+3.4%
Q1 2026May 7, 2026$-1.23$-1.22-0.8%
Q4 2025Feb 26, 2026$-1.29$-1.37+5.8%
Q3 2025Nov 6, 2025$-1.38$-1.27-8.7%
Next earningsThu, Nov 5·consensus EPS $-1.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$10.7M+2873.4%98.1%-1308%$-1.23$-125.5M
Q4 FY25$6.2M—100%-2170%$-1.30$-93.4M
Q3 FY25$143K—100%-99710%$-1.38$-111.6M
Q2 FY25$1.0M+158.4%100%-12523%$-1.23$-89.1M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$68.5M$64.2M – $74.6M-$4.66-$5.07 – -$3.9710
FY27$172.2M$132.0M – $213.3M-$4.05-$4.57 – -$3.3010
FY28$418.0M$326.0M – $592.0M-$2.22-$3.27 – -$0.688
FY29$916.4M$689.1M – $1.2B$0.98$0.66 – $1.347
FY30$1.6B$1.2B – $2.0B$4.54$3.07 – $6.217

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.3.0×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.100%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.+13.5%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.+68.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 99.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.6% 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.β0.135-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.

Insider activity

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

Recent transactions

SellJul 2Vivaldi Coelho RogerioDirector3.0K sh$120KSellJun 17Stephanie OkeyDirector6.9K sh$246KSellApr 8Jeff E. KnightChief Dev. & Operating Officer85.2K sh$3.4MSellMar 16Stephen F. BetzChief Scientific Officer10.6K sh$397KSellMar 16Jeff E. KnightCOO9.9K sh$370KSellMar 16Struthers Richard ScottCEO22.0K sh$822KSellMar 12Vivaldi Coelho RogerioDirector4.5K sh$162K
+ 11 other (8 awards · 2 exempts · 1 gift) in window

See when $CRNX 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
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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

8-KShareholder voteAug 288-K — Item 5.07: Shareholder vote
AI summary

Crinetics Pharmaceuticals (CRNX) held a special shareholder meeting on August 28, 2026, to vote on the pending merger agreement with Vertex Pharmaceuticals. Shareholders approved the merger proposal by an overwhelming margin — approximately 79.24 million votes for versus only 13,600 against — reflecting strong support for the deal. This vote removes a key closing condition for the Vertex acquisition. The merger remains subject to any remaining regulatory approvals and other standard closing conditions.

8-KMaterial agreementJul 108-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
AI summary

Crinetics Pharmaceuticals, Inc. entered into an Agreement and Plan of Merger dated July 6, 2026 with Vertex Pharmaceuticals as acquirer (through wholly-owned subsidiary Clark Merger Sub, Inc.), under which Crinetics would become a wholly-owned subsidiary of Vertex. In connection with the merger, the company executed Non-Compete Agreements with key executives including CEO R. Scott Struthers, CFO Tobin Schilke, CSO Stephen Betz, and Chief Commercial Officer Isabel Kalofonos. This is a transformative acquisition — Vertex (large-cap biopharma) is acquiring Crinetics (endocrinology specialty pharma), representing a premium exit for Crinetics shareholders.

8-KMaterial agreementJul 68-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Vertex Pharmaceuticals agreed to acquire Crinetics Pharmaceuticals in an all-cash merger at $85.00 per share, effective July 6, 2026, via a merger agreement with Clark Merger Sub (Vertex's wholly owned subsidiary) merging into Crinetics. The deal price represents a substantial premium to Crinetics' recent trading price. This is a transformative acquisition for Crinetics shareholders — the $85/share all-cash takeout eliminates ongoing development risk and pipeline uncertainty; for Vertex it adds Crinetics' clinical pipeline.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Crinetics Pharmaceuticals held its 2026 Annual Meeting online on June 18, 2026, with approximately 97% of shares (102M) participating. Three Class II directors were elected to three-year terms through 2029: Caren Deardorf (73.5M for), Weston Nichols Ph.D. (90.2M for), and Stephanie Okey (72.2M for, lowest support at ~73%). PricewaterhouseCoopers LLP was ratified as auditor (101.7M for) and say-on-pay was approved (91.7M for vs. 2.7M against). Routine annual meeting governance with no material corporate events.

8-KOfficer or director changeApr 108-K — Item 5.02: Officer or director change
AI summary

CRNX disclosed a personnel change (8-K Item 5.02, dated 2026-04-10). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMar 238-K — Item 5.02: Officer or director change
AI summary

CRNX disclosed a personnel change (8-K Item 5.02, dated 2026-03-23). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 22 other (8 13Gs · 6 proxys · 2 routine 8-Ks · 2 10-Qs) in window

Recent news

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

BlackRock Inc. Purchases New Position in Crinetics Pharmaceuticals, Inc. $CRNXdefenseworld.net·6d agoAWM Investment Company Inc. Invests $3.18 Million in Crinetics Pharmaceuticals, Inc. $CRNXdefenseworld.net·6d agoDeutsche Bank AG Invests $10.62 Million in Crinetics Pharmaceuticals, Inc. $CRNXdefenseworld.net·8d agoAre DSGR, HLX, ATAI, CRNX Obtaining Fair Deals for their Shareholders?gurufocus.com·14d agoAre DSGR, HLX, ATAI, CRNX Obtaining Fair Deals for their Shareholders?prnewswire.com·14d ago

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Voices on X · last 7 days

No standout posts about $CRNX on X in the 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.

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