TickerTalks
Browse all tickers →
TickerTalks›$CRNX
CRCRNX

Crinetics Pharmaceuticals, Inc.

$CRNX·$8.8B·Biotechnology·Healthcare
$83.88-0.0%YTD+80.0%1Y+163.6%
Mentions · last 7 days
2026-07-08: 79 posts2026-07-09: 40 posts2026-07-10: 19 posts2026-07-11: 14 posts2026-07-12: 25 posts2026-07-13: 136 posts2026-07-14: 15 posts361-12%
Price updated 11m ago·X counts updated 2d ago
CRCRNX
$CRNXCrinetics Pharmaceuticals, Inc.
$83.88-0.03%361 posts-12%
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 $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 2026-07-15

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

Crinetics is now a deal-arb — Vertex agreed 7/6 to buy at $85 all-cash — shares sit at $83.71, a tight $1.29 (1.5%) spread, with the merger vote and antitrust review the only remaining risk.

Crinetics is a $10B all-cash takeout by Vertex Pharmaceuticals at $85 per share, announced 7/6. Shares trade at $83.71 — a 1.5% arb spread that reflects a market pricing this as very likely to close. Position 0.997 through the 52-week range says the deal-premium re-rating has largely landed.

  • Deal terms: 7/6 8-K discloses the definitive agreement — $85/share cash, ~$10B equity value, funded via cash + debt + a $4.5B bridge. 7/10 8-K added the Non-Compete Agreements with CEO Struthers, CFO Schilke, CSO Betz, and CCO Kalofonos, which is standard deal-lock protection.
  • Fundamentals are what a takeout target looks like: Q1 revenue $10.7M (+2874% yoy off a tiny base — Paltusotine launch), gross margin 99%, EPS -$1.23. FY26 consensus revenue $68M growing to $172M in 2027 and $418M in 2028 — Vertex is buying the commercial asset (Palsonify) plus the endocrinology pipeline.
  • Insider tape reflects the arb: director Vivaldi sold 3,000 shares at $40 on 7/2 (pre-announcement, presumably 10b5-1); heavy A-Award grants to eight directors on 6/18 at $22.29 basis. Notable that the earlier annual meeting Okey sale (6/17) at $35.67 was long before the $85 print — no insider signaled the deal ahead.
  • Structural: coverage flags for float/beta, volume 0.95x 30-day norm (tight), position 0.997 in 52w range = essentially at the deal price. The 7/14 Brodsky & Smith investigation announcement is boilerplate plaintiff-bar deal opposition.
  • X sentiment is loudly bullish — 'trade of a lifetime' framing, $5.4K → $1.5M call trade referenced, and read-through to other undervalued biotechs (XENE, MDGL, INSM, NKTR, GPCR) as candidates for the next takeout.

Next dated event is the shareholder vote and antitrust review; Q2 earnings 8/4 will be a formality. Break to reflect $85 flat is the base case; any deal-review headline is what to watch for downside.

Agrees with X sentimentThe bullish X read (biggest biotech takeout of the year, read-through to peer takeout candidates) matches both the deal and the tape. Deal-arb spread is the honest quantitative picture.

What to watch: HSR/antitrust clearance timeline, expected vote date, and any competing bid or MAC-clause commentary. Q2 8/4 is a pro-forma print; the deal close is the real event.

On the calendar: 2026-08-04 — Q2 2026 earnings

float missingbeta missing

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-07-15

Crinetics Pharmaceuticals chatter is bullish takeout-completion. Vertex ($VRTX) acquired CRNX for $10B (~2.4x peak revenue estimate of $4.2B). Community frames the deal as very good for Vertex (reduces CF dependency). One trader turned $5,400 into $1.5M on CRNX calls (550 contracts at $0.10 on 7/2, sold at $28.50 for +18,000% - classic 'insider trade of a lifetime'). CRNX buyout is spilling optimism onto XENE/MDGL/INSM/NKTR/GPCR peers. Community broadly bullish; the pattern from CRNX is now the ABVX buyout comp being modeled.

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
Free, forever. No credit card.

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

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 $CRNX

Partial — Develops nonpeptide small-molecule drugs for pituitary disorders and neuroendocrine tumors; the GLP-1 pipeline bifurcation and ADA oral formulation competition is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+47.2%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
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%
Q2 2025Aug 7, 2025$-1.23$-1.13-8.8%
Next earningsTue, Aug 4·consensus EPS $-1.23

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-$4.73-$5.14 – -$4.0310
FY27$172.2M$132.0M – $213.3M-$4.10-$4.62 – -$3.3310
FY28$418.0M$416.8M – $419.2M-$2.31-$3.46 – -$0.727
FY29$916.4M$692.7M – $1.1B$0.98$0.67 – $1.243
FY30$1.6B$1.2B – $1.9B$4.54$3.10 – $5.746

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.0.6×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.+94.4%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.+92.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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 16Jeff E. KnightCOO9.9K sh$370KSellMar 16Stephen F. BetzChief Scientific Officer10.6K sh$397KSellMar 16Struthers Richard ScottCEO22.0K sh$822KSellMar 12Vivaldi Coelho RogerioDirector5.0K sh$181KSellMar 3Stephanie OkeyDirector3.0K sh$119KSellMar 3Tobin SchilkeCFO6.7K sh$266K
+ 14 other (12 awards · 1 gift · 1 exempt) 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
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

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.

8-KMaterial eventMar 38-K — Item 4.01
8-KOfficer or director changeJan 268-K — Item 5.02: Officer or director change
+ 17 other (6 13Gs · 5 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

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

$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger—ESI, CRNX, SOLS, and PATKglobenewswire.com·1d ago$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger—ESI, CRNX, SOLS, and PATKglobenewswire.com·1d agoBRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: TriCo Bancshares (Nasdaq – TCBK), Twin Vee PowerCats Co. (Nasdaq -VEEE), Crinetics Pharmaceuticals, Inc. (Nasdaq – CRNX), Element Solutions Inc. (NYSE – ESI)globenewswire.com·2d agoHere's Why Vertex Was Willing to Pay a Premium of More Than 100% for Crinetics Pharmaceuticalsfool.com·2d agoDoes Vertex's Acquisition of Crinetics Pharmaceuticals Make the Stock a No-Brainer Buy?fool.com·3d ago

More in Biotechnology

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

$SEER$QTTB$AGEN$REGN$MRNA$AURA$SLS$ALLO
Voices on X · top 2 · 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