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KYKYMR

Kymera Therapeutics, Inc.

$KYMR·$9.8B·Biotechnology·Healthcare
$114.76+0.7%YTD+47.4%1Y+150.5%
Mentions · last 7 days
2026-07-10: 10 posts2026-07-11: 0 posts2026-07-12: 6 posts2026-07-13: 10 posts2026-07-14: 4 posts2026-07-15: 5 posts2026-07-16: 8 posts44+10%
Price updated 10m ago·X counts updated 21h ago
KYKYMR
$KYMRKymera Therapeutics, Inc.
$114.76+0.68%44 posts+10%
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 $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.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Kymera up 150% t12m with $24M+ in senior insider selling into KT-621 catalyst.

Kymera Therapeutics develops small-molecule protein degraders — targeted protein degradation is a next-generation modality. Lead asset KT-621 (oral STAT6 degrader) is being framed as a potential oral Dupixent replacement.

What the setup shows:

  • Revenue is milestone-driven and noisy: Q1 revenue up 55% YoY to $34M vs Q4's $3M — the accounting reflects partnership-milestone recognition.
  • Losses are severe: operating margin -245% (small denominators), FCFy -4%.
  • The multiple is extremely rich: PS 118x — priced entirely on future KT-621 commercial value.
  • The June 25 BROADEN2 Phase 2b enrollment completion for KT-621 in atopic dermatitis is a real clinical milestone.
  • Sanofi and Gilead partnerships (up to $975M potential) plus ~$1.5B cash on hand underpin the bull case.
  • Insider selling is a real cluster: CEO Nello Mainolfi sold $15.2M+ across three transactions early July, plus officer Bruce Jacobs sold $8.9M, officer Noah Goodman $387K — real senior distribution into the KT-621 catalyst.
  • Position confirms the run: 83% of 52-week range, YTD +47%, t12m +150%.

The forward view: the August 10 Q2 print is the referee. Positive KT-621 BROADEN2 Phase 2b data (later in year) is the actual catalyst. What restarts the coil upward: a positive data readout combined with a Sanofi/Gilead deal expansion. What breaks it lower: another cluster of CEO/officer sales after the print, or a soft data readout.

Agrees with X sentimentThe bullish X read on KT-621 as an oral Dupixent replacement and $1.5B cash cushion is directionally right on the setup. Our take agrees but flags the $24M+ insider selling as a specific counter-signal.

What to watch: August 10 Q2 earnings and KT-621 BROADEN2 data readout; another cluster of CEO/officer sales after the print would break the cooling into a real reset.

On the calendar: 2026-08-10 — Q2 2026 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-08

Kymera Therapeutics notched a record close after providing a better-than-expected timeline for its fast-tracked eczema oral treatment trial, with lead asset KT-621 framed as a potential oral replacement for Dupixent. Sanofi and Gilead partnerships (up to $975M potential) and ~$1.5B cash on hand underpin the bull case. The counterpoint is a $53.4M insider sale by Bruce Booth on June 29 plus 17 further insider trades.

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
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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; 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
+11.7%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
-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
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%
Q2 2025Aug 11, 2025$-0.95$-0.83-14.5%
Next earningsMon, Aug 10·consensus EPS $-0.73

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$84.5M$41.2M – $113.9M-$3.48-$3.99 – -$2.8017
FY27$43.1M$20.0M – $51.9M-$4.29-$5.07 – -$3.2616
FY28$41.2M$40.0M – $42.5M-$4.68-$7.75 – -$3.4017
FY29$67.8M$24.4M – $103.4M-$4.63-$7.80 – -$0.7814
FY30$287.3M$103.3M – $438.2M-$3.09-$5.21 – -$0.528

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.83%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.+23.4%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.+43.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.965-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 BoothDirector314.1K sh$34.1MSellJun 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
+ 19 other (19 exempts) 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

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.

8-KAgreement terminatedFeb 268-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 8.01: Other event
424B5Prospectus supplement (offering)Feb 26424B5
+ 13 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Kymera Therapeutics, Inc. (NASDAQ: KYMR)gurufocus.com·1d agoSHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Kymera Therapeutics, Inc. (NASDAQ: KYMR)prnewswire.com·1d agoKymera's CEO Sold $6 Million in Stock After a 170% Runfool.com·5d agoKymera Therapeutics Appoints Elizabeth Laws, Ph.D., as Senior Vice President, Global Program Team Leader for KT-621, First-in-Class, Oral STAT6 Degraderglobenewswire.com·11d agoKymera Therapeutics Appoints Elizabeth Laws, Ph.D., as Senior Vice President, Global Program Team Leader for KT-621, First-in-Class, Oral STAT6 Degraderglobenewswire.com·11d ago

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Voices on X · last 7 days

No standout posts about $KYMR on X in the last 7 days.

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