TickerTalks
Browse all tickers →
TickerTalks›$KYMR
KYKYMR

Kymera Therapeutics, Inc.

$KYMR·$8.5B·Biotechnology·Healthcare
$118.15-1.7%YTD+35.0%1Y+183.0%
Mentions · last 7 days
2026-08-20: 6 posts2026-08-21: 7 posts2026-08-22: 1 posts2026-08-23: 1 posts39-25%
Price updated 2d ago·X counts updated 7d ago
KYKYMR
$KYMRKymera Therapeutics, Inc.
$118.15-1.73%39 posts-25%
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 $KYMR, 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.

Kymera +183% TTM at 118x sales — genuinely divided: BROADEN2 AtD readout imminent vs Atlas Venture decreasing, CEO 'too promotional'.

Kymera Therapeutics is an $8.5B protein-degrader biotech. Ripped +183% TTM on TPD-platform validation — but the setup is now genuinely divided pre-BROADEN2 AtD readout.

How it reads:

  • Growth is real off small base: Q1 revenue +55.5% YoY to $34M (partnership payments-driven), Q4 was -55% (base-effect).
  • Margins are launch-phase: -7% operating margin, -4% FCF yield — heavy R&D on the TPD platform.
  • Valuation is priced-for-perfection: -22.9x PE (unprofitable), 118x sales, -19.7x EV/EBITDA — the multiple demands BROADEN2 delivers.
  • Position is stretched: 87th percentile 52w, 5.2% above 50-day, 34.7% above 200-day on 64% baseline volume — real bid into the catalyst.
  • The BROADEN2 atopic dermatitis (AtD) readout later this year is the specific dated catalyst — bull-vs-bear turns on it.
  • Q2 beat on Gilead + Sanofi partnership payments, plus KLRA as new Atlas Venture Life Science Q2 13F position (bullish).
  • Bearish take: CEO 'too promotional — borderline CRVS levels', Atlas Venture DECREASED KYMR in Q2 alongside DYN/KRRO, T-cell activation concerns.
  • July 27 CMO transition (Gollob retiring, Rooney succeeding) is executive re-plumbing.
  • Insider signal is silent: zero transactions in 90-day window.

The Nov 3 print + BROADEN2 readout is the double test — positive AtD data plus reiterated FY27 partnership-payment trajectory extends the run; a BROADEN2 miss or negative CEO-signal from the print drops to $80 support and the divergent bear case wins.

Agrees with X sentimentAgree with the genuinely divided take — bullish anchors (KYMR at $130 among buy-side favorites ahead of BROADEN2 AtD readout, KLRA as new Atlas Venture Q2 13F position) and bearish (KYMR CEO 'too promotional — borderline CRVS levels', KYMR being decreased by Atlas Venture in Q2 alongside DYN/KRRO, T-cell activation concerns) both map to real signals; the honest read is the Nov print plus BROADEN2 readout is the double-catalyst that resolves the debate.

What to watch: Nov 3 earnings + BROADEN2 AtD readout — positive AtD data plus reiterated FY27 partnership-payment trajectory extends the run; a BROADEN2 miss or negative CEO-signal drops to $80 support.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

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

Mixed sentiment⚠5 posts analyzed · as of 2026-08-27 · top-engagement diverged

Kymera Therapeutics sentiment is genuinely divided. Bulls note KYMR at $130.05 among the buy-side favorites ahead of BROADEN2 AtD readout later this year and KLRA is a NEW Atlas Venture Life Science Q2 13F position. Bears flag KYMR CEO as 'too promotional — borderline CRVS levels of promotion, spooks me', KYMR being decreased by Atlas Venture Life Science in Q2 (along with DYN/KRRO), and the T-cell paper differentiating CRVS's soquelitinib from KYMR's KT-621 (STAT6d — potentially worse for viral surveillance). One deep-dive bear thesis is being prepared. Net tone is real disagreement between BROADEN2-catalyst bulls and mechanism/promotion skeptics.

Read the AI verdict + X sentiment for $KYMR

  • 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 targeted protein degradation drugs using PROTAC and molecular glue approaches for oncology and immunology.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $KYMR

Partial — Develops targeted protein degradation drugs using PROTAC and molecular glue approaches for oncology and immunology; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

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
-22.9How 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
-22.2%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
-7.0%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
-4.0%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
118.5Same 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
-25.0%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
100%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
0.1Total 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 5, 2026$-0.62$-0.71+13.0%
Q1 2026Apr 30, 2026$-0.71$-0.89+20.2%
Q4 2025Feb 26, 2026$-0.97$-0.78-23.8%
Q3 2025Nov 4, 2025$-0.90$-0.71-26.8%
Next earningsTue, Nov 3·consensus EPS $-1.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.4M+55.5%100%-245%$-0.71$-89.3M
Q4 FY25$2.9M-61.3%2764%-3423%$-0.98$-66.9M
Q3 FY25$2.8M-26.1%-2581%-3347%$-0.94$-27.3M
Q2 FY25$11.5M-55.3%81.8%-737%$-0.95$-60.6M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$85.4M$41.7M – $115.2M-$3.47-$3.98 – -$2.7917
FY27$43.1M$20.0M – $51.9M-$4.30-$5.08 – -$3.2616
FY28$41.4M$-26.7M – $87.1M-$4.53-$7.45 – -$3.2717
FY29$69.1M$15.8M – $113.6M-$4.72-$8.67 – $0.0214
FY30$306.0M$69.8M – $503.0M-$3.14-$5.77 – $0.018

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.87%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.+5.2%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.+34.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.955-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 7Nello MainolfiCEO50.0K sh$6.0MSellJul 1Nello MainolfiCEO80.0K sh$9.2MSellJul 1Noah GoodmanChief Business Officer3.4K sh$387KSellJun 30Bruce N. JacobsCFO77.1K sh$8.9MSellJun 29Bruce BoothDirector76.7K sh$8.3MSellJun 29Bruce BoothDirector31.3K sh$3.4MSellJun 26Bruce BoothDirector291.9K sh$31.6MSellJun 26Partners L BvfSee Remarks and Footnotes1.6M sh$173.7MSellJun 25Bruce BoothDirector223.1K sh$27.0MSellJun 24Bruce BoothDirector134.7K sh$13.5M
1–10 of 30
+ 20 other (19 exempts · 1 award) in window

See when $KYMR 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 273
AI summary

Kymera Therapeutics, Inc. (KYMR) filed a Form 3 for a newly appointed insider as of July 27, 2026, holding no securities of the issuer. Filed via attorney-in-fact Bruce Jacobs. This is a routine initial insider ownership disclosure for a new executive or director with no current equity position.

8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Kymera Therapeutics, Inc. (KYMR) disclosed that Dr. Michael Gollob will retire as Chief Medical Officer and Dr. Terence Rooney, M.D. will succeed him as CMO, both effective July 27, 2026. A press release was furnished as Exhibit 99.1. No compensation details are disclosed in the 8-K body. This is a planned CMO succession at this targeted protein degradation company.

SC 13D/AActivist amendmentJun 26SC 13D/A
AI summary

Biotechnology Value Fund L.P. filed an amended Schedule 13D for Kymera Therapeutics (CUSIP 501575104), disclosing 2,712,852 shares with shared voting and dispositive power and zero sole power. Amendment to a previously disclosed biotech investment position.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Kymera Therapeutics announced the completion of enrollment in its global BROADEN2 Phase 2b trial of KT-621, an oral STAT6 protein degrader for moderate-to-severe atopic dermatitis, ahead of schedule. The accelerated enrollment pulls forward the topline data readout to year-end 2026, approximately six months earlier than the prior mid-2027 expectation. Subject to regulatory discussions, Phase 3 initiation in atopic dermatitis is targeted for mid-2027. A meaningful clinical catalyst acceleration — earlier readout reduces time-to-pivotal-decision and is bullish for a biotech with a differentiated degrader platform.

8-KShareholder voteJun 248-K — Item 5.07: Shareholder vote
AI summary

Kymera Therapeutics held its Annual Meeting on June 24, 2026, electing four Class III directors — Bruce Booth, CEO Nello Mainolfi, John Maraganore, and Elena Ridloff — each for a three-year term ending at the 2029 annual meeting. Auditor ratification and say-on-pay were also on the ballot; specific vote tallies for these items are not in the visible excerpt. Routine governance filing — no material corporate action beyond board continuity for this protein degrader biotech.

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

KYMR (KYMR) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Employer Identification, Kymera Therapeutics. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KCharter amendmentMar 278-K — Item 5.03: Charter amendment
AI summary

KYMR filed an 8-K (Item 5.03) dated 2026-03-27. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. On March 25, 2026, the Board of Directors (the “Board”) of Kymera Therapeutics, Inc.

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

Recent news

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

KYMR Q2 Earnings and Revenues Top Estimates on Gilead, Sanofi Paymentszacks.com·24d agoKymera Therapeutics, Inc. (KYMR) Q2 2026 Earnings Call Transcriptseekingalpha.com·25d agoKymera Therapeutics Q2 Earnings Call Highlightsmarketbeat.com·25d agoKymera Therapeutics, Inc. (KYMR) Reports Q2 Loss, Tops Revenue Estimateszacks.com·25d agoKymera Therapeutics Announces Second Quarter 2026 Financial Results and Provides a Business Updateglobenewswire.com·25d ago

More in Biotechnology

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

$MRNA$ALT$AURA$IOVA$NWBO$SLS$AMLX$ABCL
Voices on X · top 3 · 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