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SYSYRE

Spyre Therapeutics, Inc.

$SYRE·$7.8B·Biotechnology·Healthcare
$84.72-1.2%YTD+161.9%1Y+424.4%
Price updated 21m ago·X counts updated 2d ago
SYSYRE
$SYRESpyre Therapeutics, Inc.
$84.72-1.25%24 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SYRE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

24X posts · last 7 days
Sep 11Sep 27
Bearish sentiment⚠AI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-02 · top-engagement diverged

Spyre Therapeutics drops -14% on 'clear-cut failure in RA,' with community accounts framing SYRE as 'the classic example of when bubbly valuation gets ahead of the data.' PharmaVoice still lists SYRE among three takeover targets in immunology (with ABVX and MLTX). Bulls await SPY072 topline Phase 2 in PsA/axSpA (Q4 2026) and combo Phase 2 UC data in 2027 as the potential redemption arc.

Read what X is saying about $SYRE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SYRE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Spyre Therapeutics is up 449% over 12 months on the SPY003 anti-IL-23 SKYLINE trial win — five officers sold $7M into the Sept 1-3 window at $87-$90.

Spyre Therapeutics is a preclinical/Phase-2 IBD franchise (SPY001 anti-α4β7, SPY002 anti-TL1A, SPY003 anti-IL-23 with combination programs) — a business now sitting on a specific clinical win but with heavy officer distribution and an RA-sub-study miss overhang. The stock is up 449% over 12 months.

  • The Sept 8 SPY003 SKYLINE Part A induction win is the primary catalyst: potential best-in-class anti-IL-23 in moderate-to-severe UC, meeting all key study objectives across all three therapeutic combination components in a 41% advanced-therapy-exposed population.
  • The insider distribution is heavy: five officers/directors sold $7M+ collectively across Sept 1-3 at $87-$90 (King-Jones $2.5M, Burrows $2.3M, Turtle $1.3M, plus smaller) after M-Exempt exercises — meaningful officer profit-taking at the current-price zone.
  • The Aug 25 SPY072 rheumatoid-arthritis sub-study missed, triggering a -14% drop — the SKYLINE win partially offset this, but the RA disappointment is a real bear-case caveat.

Q3 earnings on Nov 3 is the confirmation — a firm combination-trial-timing update and additional SPY003 data extends the leg; a soft SPY072 PsA/axSpA readout (Q4 2026) and the coiled setup fades.

What to watch: Q3 earnings on Nov 3 plus Q4 SPY072 PsA/axSpA readout — a firm combination-trial-timing update and additional SPY003 data extends the leg; a soft SPY072 readout and the coiled setup fades.

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

spy003 skyline winofficer 7m distributionspy072 ra miss

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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 — mRNA oncology platform remains the structural driver.

What this means for $SYRE

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

Top industry ETF

$IBBiShares Biotechnology ETF
+24.2%YTD
+48.0%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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$89K$89K – $89K-$2.74-$2.93 – -$2.497
FY27$167K$167K – $167K-$3.61-$4.14 – -$3.0011
FY28$200K$200K – $200K-$4.23-$5.67 – -$3.138
FY29$93.3M$93.3M – $93.3M-$4.45-$4.45 – -$4.456
FY30$230.7M$230.7M – $230.7M-$4.18-$4.18 – -$4.186

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.0.9×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.74%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.-11.4%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.+29.0%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 today1.3% 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.β3.005-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

SellSep 2Heidy King-jonesSee Remarks400 sh$36KSellSep 2Scott L BurrowsCFO18.2K sh$1.6MSellSep 1Heidy King-jonesSee Remarks28.0K sh$2.4MSellSep 1Cameron TurtleCEO15.0K sh$1.3MSellSep 1Scott L BurrowsCFO7.5K sh$655KSellAug 7Jeffrey W. AlbersDirector23.0K sh$2.4MSellAug 3Scott L BurrowsCFO7.5K sh$717KSellAug 3Cameron TurtleCEO15.0K sh$1.4MSellJul 1Sheldon SloanChief Medical Officer8.3K sh$731KSellJul 1Cameron TurtleCEO15.0K sh$1.3M
1–10 of 21
+ 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
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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-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Spyre Therapeutics announced on September 8, 2026, positive 12-week induction topline results from Part A of the Phase 2 SKYLINE trial of SPY003, an anti-IL-23 antibody for moderately-to-severely active ulcerative colitis. SPY003 met all key study objectives and established proof of concept across all three therapeutic combination components, in a population where 41% were advanced therapy-exposed with a mean modified Mayo Score of 6.9 and mean Robarts Histopathology Index of 17.2. The results demonstrate SPY003's potential in a difficult-to-treat UC population with significant prior treatment exposure.

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

Spyre Therapeutics announced topline results from the rheumatoid arthritis sub-study of its Phase 2 SKYWAY basket trial evaluating SPY072 in rheumatic diseases. The data were shared via press release furnished as Exhibit 99.1. Clinical data readout for SPY072 in RA; specific efficacy and safety data are in the attached press release and were not captured in the excerpt.

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
+ 15 other (3 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 424B5s) in window

Recent news

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

Gain Therapeutics (NASDAQ:GANX) versus Spyre Therapeutics (NASDAQ:SYRE) Head to Head Comparisondefenseworld.net·2d agoCalifornia State Teachers Retirement System Buys 5,683,670 Shares of Spyre Therapeutics, Inc. $SYREdefenseworld.net·15d ago11,250 Shares in Spyre Therapeutics, Inc. $SYRE Acquired by VIRGINIA RETIREMENT SYSTEMS ET Aldefenseworld.net·16d agoSpyre Therapeutics, Inc. (SYRE) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcriptseekingalpha.com·20d agoSpyre's Anti-IL-23 Antibody Meets Goal in Ulcerative Colitis Studyzacks.com·20d ago

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Voices on X · last 7 days

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