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SYSYRE

Spyre Therapeutics, Inc.

$SYRE·$9.1B·Biotechnology·Healthcare
$103.28+1.4%YTD+220.3%1Y+485.3%
Mentions · last 7 days
2026-08-07: 1 posts2026-08-08: 2 posts2026-08-09: 0 posts2026-08-10: 12 posts2026-08-11: 7 posts2026-08-12: 4 posts2026-08-13: 2 posts28+21%
Price updated 1m ago·X counts updated 20h ago
SYSYRE
$SYRESpyre Therapeutics, Inc.
$103.28+1.41%28 posts+21%
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 $SYRE, 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 eventAcceleratingAI verdict · as of 2026-08-13

The move is getting stronger, with heavier trading behind it.

Spyre is a preclinical IBD story trading at $9B on read-through hype — the catalyst is real, the multiple is speculative

Spyre Therapeutics is a preclinical IBD biotech targeting alpha4-beta7 (SPY001), TL1A (SPY002), and IL-23 (SPY003) — the equity has run 550%+ over 12 months on Fairmount/OrbiMed positioning and Merck's tulisokibart HS read-through.

  • Q1 revenue $0 with EPS -$0.74 vs -$0.66 estimate — pre-revenue biotech, operating losses are the whole P&L.
  • 2026 consensus EPS -$3.01, 2027 -$3.21, 2029 turning positive at -$4.16 (still deep) — no near-term profitability, all catalyst-driven.
  • MRK tulisokibart Phase 2 hydradenitis suppurativa data (met endpoints) — validates the anti-TL1A mechanism Spyre also targets.
  • Director Jeffrey Albers sold 23,000 shares Aug 7 at $104.53 (~$2.4M) — meaningful director selling after the run.
  • Stock 95% into 52-week range and +87% above 200-day MA — extended chart, sensitive to any disappointment.

Upside is any positive Phase 1/2 data from SPY001/002 pipeline plus continued read-through from the class; downside is a data disappointment against the extended multiple.

What to watch: Any SPY001/002 Phase 1/2 topline data and follow-on read-through from other TL1A programs.

On the calendar: 2026-11-03

extended chartpreclinical

X sentiment

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

Mixed sentiment5 posts analyzed · as of 2026-08-13

Spyre Therapeutics chatter is thin and neutral-to-skeptical: SPY772 Phase 2 SKYLIGHT launch noted, but one bearish take on Fairmount capital allocation across SYRE/ORKA. No strong directional consensus.

Read the AI verdict + X sentiment for $SYRE

  • 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.

Preclinical IBD biotech engineering extended-half-life antibodies targeting α4β7 integrin and TNF for UC and Crohn's.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $SYRE

Neutral — Preclinical IBD biotech engineering extended-half-life antibodies targeting α4β7 integrin and TNF for UC and Crohn's; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+45.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-44.5How 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
-34.1%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
-256%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
-3.2%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
64.8Same 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
-31.2%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
0.0Total 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 4, 2026$-0.36$-0.76+52.6%
Q1 2026May 5, 2026$-0.74$-0.66-12.1%
Q4 2025Feb 19, 2026$-0.70$-0.66-6.1%
Q3 2025Nov 4, 2025$-0.15$-0.76+80.3%
Next earningsTue, Nov 3·consensus EPS $-0.80

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.74$-57.5M
Q4 FY25$90.5M—50.0%-63.2%$-0.69$-44.6M
Q3 FY25$0———$-0.15$-37.1M
Q2 FY25$0———$-0.60$-46.6M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$89K$89K – $89K-$3.01-$3.48 – -$2.557
FY27$167K$167K – $167K-$3.21-$4.10 – -$2.3012
FY28$200K$200K – $200K-$3.74-$5.51 – -$2.469
FY29$50.2M$50.2M – $50.2M-$4.16-$4.16 – -$4.164
FY30$138.5M$138.5M – $138.5M-$4.10-$4.10 – -$4.104

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.0.5×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.93%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.+9.3%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.+81.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 77.4M 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.β3.035-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

SellAug 7Jeffrey W. AlbersDirector23.0K sh$2.4MSellAug 3Scott L BurrowsCFO7.5K sh$717KSellAug 3Cameron TurtleCEO15.0K sh$1.4MSellJul 1Scott L BurrowsCFO7.5K sh$658KSellJul 1Sheldon SloanChief Medical Officer8.3K sh$731KSellJul 1Cameron TurtleCEO15.0K sh$1.3MSellJun 25Scott L BurrowsCFO15.0K sh$1.3MSellJun 23Fairmount Funds Management LlcDirector4.7M sh$399.7MSellJun 22Henderson Michael ThomasDirector20.0K sh$2.0MSellJun 3Sheldon SloanChief Medical Officer8.3K sh$625K
1–10 of 19
+ 19 other (12 exempts · 6 awards · 1 conversion) in window

See when $SYRE 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

S-3ASRAuto-shelf registrationJun 26S-3ASR
AI summary

Spyre Therapeutics, Inc. (a large accelerated filer) filed an automatic shelf registration statement (S-3ASR) on June 26, 2026, effective immediately upon filing. The registration includes $36,550,000 of unsold securities rolled over from a prior S-3 (File No. 333-293600, effective March 4, 2026, with a $5,047.55 fee already paid under Rule 415(a)(6)), along with additional new securities. This shelf refresh is a capital markets housekeeping measure — it carries forward existing capacity and establishes a new runway for future offerings without triggering immediate dilution.

SC 13D/AActivist amendmentJun 23SC 13D/A
AI summary

Amendment No. 7 to Schedule 13D filed by Fairmount Funds Management LLC reporting beneficial ownership of SPYRE THERAPEUTICS, INC. representing a 5% stake (4 shares), with investment intent. This SC 13D/A filing dated 2026-06-23 updates the holder's position and disclosed intentions.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

SPYRE THERAPEUTICS, INC. disclosed: pany o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o Item 7.01 Regulation FD Disclosure. SPY002 SKYLINE Part A Induction Topline Results On June 15, 2026, Spyre Therapeutics, Inc. (“Spyre” or the “Company”) issued a press release announcing positive initial 12-week induction topline data from.

8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

SPYRE THERAPEUTICS, INC. reported departure or retirement of an officer: any o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Ce. SPYRE THERAPEUTICS, INC. disclosed voting results from its annual or special meeting. any o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Ce...

SC 13D/AActivist amendmentApr 20SC 13D/A
8-KMaterial agreementApr 168-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Apr 16424B5
424B5Prospectus supplement (offering)Apr 13424B5
+ 22 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 8-Ks) in window

Recent news

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

Spyre Therapeutics Announces Grants of Inducement Awardsglobenewswire.com·7d agoSpyre's CEO Sold Stock, but Kept 567,000 Shares. Here's What Long-Term Investors Should Knowfool.com·8d agoA Spyre Executive Sold Stock After a 500% Run. Here's What Long-Term Investors Should Knowfool.com·8d agoSYRE's Q2 Loss Narrower Than Expected, Pipeline Progresseszacks.com·9d agoSpyre Therapeutics Reports Second Quarter 2026 Financial Results and Provides Corporate Updateglobenewswire.com·10d ago

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