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SYSYRE

Spyre Therapeutics, Inc.

$SYRE·$5.9B·Biotechnology·Healthcare
$100.23+6.5%YTD+206.0%1Y+493.4%
Mentions · last 7 days
2026-07-10: 3 posts2026-07-11: 1 posts2026-07-12: 5 posts2026-07-13: 3 posts2026-07-14: 12 posts2026-07-15: 4 posts2026-07-16: 17 posts46-15%
Price updated 3h ago·X counts updated 1d ago
SYSYRE
$SYRESpyre Therapeutics, Inc.
$100.23+6.49%46 posts-15%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

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

IBD-antibody platform up nearly six-fold on Sanofi validation and data optionality.

Spyre Therapeutics is up roughly 567% over twelve months on evidence that its long-half-life inflammatory-bowel-disease antibodies, developed in partnership with Sanofi, could reshape dosing conventions for the vedolizumab and infliximab franchises.

  • The pipeline centers on an extended-half-life TL1A monoclonal and an anti-TL1A / anti-IL-23 bispecific rather than a coformulation, which is the technical distinction bulls point to as the durable competitive edge.
  • July 1 filings showed Chief Financial Officer Cameron Turtle selling $1.3 million of stock and other officers including Scott Burrows and Sheldon Sloan selling around $1.4 million combined, along with a $1.3 million Burrows sale on June 25 — all consistent with monetizing the rerating rather than a change in thesis.
  • The August 4 second-quarter print is the platform-update event, with the 2026 to 2027 study catalysts including SPY001 and SPY002 induction readouts as the real fundamental drivers.

Watch SPY001 and SPY002 development timelines, any Sanofi collaboration expansion, and pace of insider selling.

Agrees with X sentimentBullish platform chatter matches the science and the setup; risk is that any data slip hits a stock already at 96% of its range.

What to watch: SPY001 and SPY002 study timelines, Sanofi collaboration updates, and cash-runway commentary.

On the calendar: Q2 earnings on August 4, 2026.

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-06-29

Spyre Therapeutics is at $100+ - up $12 in a session without news. SYRE has a half-life-extended TL1a moAb and a half-life-extended IL23+TL1a bispecific (NOT coformulation) with Sanofi investment. Cowen has SYRE on its 'Best Smid Cap Ideas' list - 'Better Ingredients = Better IBD Combos + $30B Rheum Upside.' The company has doubled from prior chart-of-the-day post. Bears note no revenues and drugs are years from market. SYRE is down premarket on Fairmount selling 4.5M shares. Tone is bullish on the pipeline and analyst note.

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

Partial — Preclinical IBD biotech engineering extended-half-life antibodies targeting α4β7 integrin and TNF for UC and Crohn's; 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
+11.9%YTD
+44.0%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
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%
Q2 2025Aug 5, 2025$-0.49$-0.73+32.9%
Next earningsTue, Aug 4·consensus EPS $-0.71

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-$3.47 – -$2.557
FY27$167K$167K – $167K-$3.21-$4.10 – -$2.3012
FY28$200K$200K – $200K-$3.74-$5.54 – -$2.489
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.0.8×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.88%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.+15.0%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.+96.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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

SellJul 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$625KSellJun 1Scott L BurrowsCFO7.5K sh$533KSellJun 1Cameron TurtleCEO15.0K sh$1.1MSellMay 8Henderson Michael ThomasDirector80.0K sh$6.0M
1–10 of 16
+ 17 other (10 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

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
+ 20 other (3 13Gs · 2 earnings 8-Ks · 2 8-Ks · 2 proxys) 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·15d agoSpyre Therapeutics: Deep And Diverse Immunology Pipeline Awaiting Dataseekingalpha.com·18d agoIs SYRE Stock a Buy Now or a Wait-and-See Biotech Story Todayzacks.com·19d agoSpyre Therapeutics Stock Outlook Hinges on 2026 Study Catalystszacks.com·19d agoSYRE and Spyre Ride New IBD Trends in Biotech Drug Designzacks.com·19d ago

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