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SYSYRE

Spyre Therapeutics, Inc.

$SYRE·$7.4B·Biotechnology·Healthcare
$79.90-0.2%YTD+161.9%1Y+261.0%
Price updated 10m ago·X counts updated 5d ago
SYSYRE
$SYRESpyre Therapeutics, Inc.
$79.90-0.25%99 posts0.9×
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.

99X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SYRE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

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

Spyre just dropped 14% on a clear RA failure — PharmaVoice still lists it as an immunology takeout target alongside ABVX and MLTX.

Spyre Therapeutics is a clinical-stage immunology biotech — long-acting biologics for IBD and other autoimmune diseases. The latest Phase 2 RA readout was a clear miss.

  • The business is pre-revenue: PS 64.8x and operating margin -256% — standard clinical-stage biotech P&L, with the stock up 446% TTM reflecting the pre-readout optionality that just took a hit.
  • The clinical signal is specific: 'clear-cut failure in RA' per the thread, with community accounts framing SYRE as 'the classic example of when bubbly valuation gets ahead of the data' — a tangible setback on an expensive pre-revenue cap.
  • The optionality is still live: PharmaVoice lists SYRE among three immunology-M&A takeout targets (with ABVX and MLTX), and bulls await SPY072 topline Phase 2 PsA / axSpA (Q4 2026) and combo Phase 2 UC data in 2027.

Nov 3 Q3 is the gate — any clarification on the RA readout plus SPY072 PsA / axSpA readout timing extends the stock. Another clinical miss or dilutive raise before readouts and the stock gives back more of the TTM gain.

Agrees with X sentimentThe bearish thread captures the honest setup — RA clear-cut failure, bubbly-valuation-ahead-of-data framing, PharmaVoice takeout-target list with ABVX / MLTX, SPY072 Phase 2 PsA/axSpA Q4 2026, combo Phase 2 UC data 2027 — all grounded clinical and strategic signals.

What to watch: Nov 3 Q3 — RA data clarification, SPY072 PsA / axSpA readout timing, cash runway, and any M&A commentary. Another clinical miss is the hard invalidator.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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
+17.9%YTD
+35.2%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 $-0.78

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.0.8×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.66%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.-13.7%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.+14.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 82.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β3.115-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

SellOct 1Heidy King-jonesSee Remarks28.9K sh$2.6MSellOct 1Cameron TurtleCEO15.0K sh$1.4MSellOct 1Scott L BurrowsCFO7.5K sh$689KSellSep 30Scott L BurrowsCFO17.5K sh$1.6MSellSep 2Scott L BurrowsCFO18.2K sh$1.6MSellSep 2Heidy King-jonesSee Remarks400 sh$36KSellSep 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$2.4M
1–10 of 25
+ 22 other (15 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

SC 13D/AActivist amendmentOct 9SC 13D/A
8-KMaterial agreementOct 78-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Oct 6424B5
424B5Prospectus supplement (offering)Oct 5424B5
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.

+ 12 other (4 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 8-Ks) in window

Recent news

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

Spyre: Maintain 'Strong Buy' On Additional SPY072 Shots On Goal Q4 2026 And IBD Combination Potentialseekingalpha.com·9d agoSpyre Therapeutics Announces Pricing of $350.0 Million Public Offering of Common Stockglobenewswire.com·11d agoSpyre Therapeutics Announces Proposed Public Offering of its Common Stockglobenewswire.com·11d agoSpyre (NASDAQ: SYRE) legal chief trims stake in planned share saledefenseworld.net·12d agoSpyre Therapeutics Announces Grants of Inducement Awardsglobenewswire.com·14d ago

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Voices on X · last 7 days

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

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