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TYTYRA

Tyra Biosciences, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$TYRA·$1.5B·Biotechnology·Healthcare
$26.96+4.9%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 1 posts2026-08-01: 2 posts2026-08-02: 0 posts2026-08-03: 3 posts2026-08-04: 5 posts2026-08-05: 14 posts25
Price updated 9m ago·X counts updated 22h ago
TYTYRA
$TYRATyra Biosciences, Inc.
$26.96+4.86%25 posts
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 $TYRA, 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 eventWinding up for a moveAI verdict · as of 2026-08-06

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

Tyra Biosciences up 280% in a year — precision-oncology biotech targeting FGFR tumor resistance, Q2 print delivered on August 4.

Tyra Biosciences is a preclinical/early-clinical oncology biotech focused on FGFR (fibroblast growth factor receptor) inhibition — specifically targeting tumor resistance mechanisms that limit efficacy of existing FGFR inhibitors. Its lead product is being developed for upper tract urothelial cancer (UTUC) among other FGFR-driven cancers.

The mechanics of the setup:

  • Q2 revenue was zero; Q2 EPS was -$0.69 versus -$0.65 expected — a modest miss on operating spend.
  • Q1 EPS was -$0.64 versus -$0.60 expected — similar pattern of modest bottom-line misses reflecting clinical-development ramp.
  • Q3 EPS estimate for November 4 is -$0.66 — flat with Q2, reflecting steady burn rate.
  • Free cash flow was -$31M Q2 — meaningful burn but the balance sheet appears capitalized for the near-term catalysts (D/E 0.02).
  • The May 21 BCAN Upper Tract Urothelial Cancer (UTUC) Awareness Day partnership is a real disease-awareness collaboration — supports commercial-launch positioning if the FGFR program advances.
  • The May 17 disclosure that 'One Fund Just Disclosed Buying More Shares' after a 280% 1-year run is a real institutional-endorsement signal.
  • At $1.5B market cap and no commercial revenue, the stock is priced on discounted probability of FGFR program success — a bet on both scientific mechanism (overcoming FGFR resistance) and clinical execution.
  • The absence of price data in the bundle is a data-quality artifact.

The path from here is defined by the FGFR clinical readout timeline through late 2026 / early 2027. Positive Phase 2 UTUC data + additional FGFR indication expansion re-rates the stock materially higher; a negative readout or clinical hold resets it substantially lower. Watch for interim data disclosures and partnership announcements as the near-term qualitative tells.

What to watch: Q3 print (November 4) and FGFR clinical readout timeline. Positive Phase 2 UTUC data re-rates materially higher; negative readout resets lower.

On the calendar: 2026-11-04 — Q3 2026 earnings

missing sentiment

Read the AI verdict + X sentiment for $TYRA

  • 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.

Tyra Biosciences, Inc. is a preclinical biopharmaceutical company focused on innovating treatments to tackle tumor resistance and enhance patient outcomes in oncology. Its flagship product candidate, TYRA-300, is a highly selective inhibitor of fibroblast growth factor receptor (FGFR)3, specifically engineered for the treatment of muscle-invasive bladder cancer. Beyond this, the company is advancing a pipeline of programs addressing other critical conditions, including FGFR2-related intrahepatic cholangiocarcinoma, FGFR3-associated achondroplasia, REarranged during transfection (RET) kinase aberrations, and various FGFR4-driven cancers. Tyra also leverages its proprietary SNAP platform, designed to accelerate structural drug design through an iterative molecular 'snapshot' approach. Founded in 2018, Tyra Biosciences maintains its headquarters in Carlsbad, California.

Industry overviewAI analysisGenerated by AI from underlying data

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

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.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+43.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-10.7How 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
-44.8%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
0.0%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
-7.2%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
0.0Same 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
-46.4%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$-0.69$-0.65-6.2%
Q1 2026May 13, 2026$-0.64$-0.60-6.7%
Q4 2025Mar 2, 2026$-0.57$-0.54-5.6%
Q3 2025Nov 5, 2025$-0.50$-0.500.0%
Next earningsWed, Nov 4·consensus EPS $-0.66

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.69$-31.1M
Q1 FY26$0———$-0.64$-32.7M
Q4 FY25$0———$-0.57$-23.7M
Q3 FY25$0———$-0.50$-22.4M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$687K$687K – $687K-$2.58-$2.72 – -$2.297
FY27$3.4M$3.4M – $3.4M-$2.87-$3.42 – -$2.208
FY28$25.5M$25.5M – $25.5M-$3.01-$3.75 – -$1.3711
FY29$107.3M$107.3M – $107.3M-$2.50-$2.50 – -$2.505
FY30$307.5M$307.5M – $307.5M-$0.81-$0.81 – -$0.815

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.3.8×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.51%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.-15.6%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.-11.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.2% 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.β0.765-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

SellMar 25Gilla KaplanDirector14.3K sh$529KSellFeb 12Daniel BensenChief Discovery Officer8.0K sh$263K
+ 18 other (15 awards · 2 exempts · 1 return) in window

See when $TYRA 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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Recent news

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

Tyra Biosciences Reports Second Quarter 2026 Financial Results and Recent Highlightsprnewswire.com·2d agoTYRA BIOSCIENCES AND BCAN ESTABLISH MAY 21 AS UPPER TRACT UROTHELIAL CANCER (UTUC) AWARENESS DAYprnewswire.com·78d agoTyra Biosciences Stock Has Soared 280% in a Year. One Fund Just Disclosed Buying More Sharesfool.com·81d agoTyra Biosciences, Inc. (TYRA) Presents at Bank of America Global Healthcare Conference 2026 Transcriptseekingalpha.com·85d agoTyra Biosciences Reports First Quarter 2026 Financial Results and Recent Highlightsprnewswire.com·86d ago

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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