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TYTYRA

Tyra Biosciences, Inc.

$TYRA·$1.5B·Biotechnology·Healthcare
$25.73+5.3%YTD-7.0%1Y+101.2%
Price updated 3h ago·X counts updated 6d ago
TYTYRA
$TYRATyra Biosciences, Inc.
$25.73+5.32%114 posts0.6×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TYRA 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.

114X posts · last 7 days
Sep 2Sep 13
Chatter Meter
0.6×
QuietNormal · 1×Loud

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

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

Tyra Biosciences is bullish on X — Piper Sandler reiterated Overweight-Top Pick $56, SURF-302 initial readout with 8am call, $700K in 30/45 Sept bull-debit for pre-announced data, and $1.1M into $30 Sept calls. Therapeutic-window bet on FGFR3 setting up.

Read what X is saying about $TYRA

  • 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 $TYRA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-19

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Tyra Biosciences has SURF-302 readout imminent and a Piper $56 Top Pick — with a fresh $400M raise and RA Capital adding.

Tyra Biosciences is a clinical-stage biotech developing precision-oncology FGFR-targeted therapies — pre-revenue, with a stacked near-term catalyst path and fresh capital just raised.

  • Revenue is zero and has been zero for four quarters — the entire ~$1.5B market cap is priced on the FGFR3 therapeutic-window thesis and the SURF-302 clinical readout, with today's price already discounting a specific pipeline outcome.
  • Piper Sandler reiterated Overweight Top Pick at $56 (vs $26 tape), $700K flowed into 30/45 Sept bull-debit for pre-announced data, and $1.1M into Sept $30 calls — that's aggressive derivative positioning ahead of the initial SURF-302 readout with an 8am call planned.
  • The Sept 15 $400M public offering (9M shares plus warrants at $22.03) is real dilution, but RA Capital and director Verjee both P-Purchased shares in the offering — the anchor institutional signal is that top holders participated at the discount.

SURF-302 initial readout is imminent (8am call) plus Nov 4 Q3 earnings — a clean positive readout on FGFR3 pipeline extends the trade toward the Piper $56 target; a mixed or negative readout on a name at 47th-percentile-of-range with $400M in fresh dilution is where the event-ahead setup compresses fast, and the Pomerantz investigation adds a background legal risk.

Agrees with X sentimentAgrees with the bullish X read on the Piper Sandler Overweight-Top Pick $56 PT and the aggressive derivative positioning ($700K in 30/45 Sept bull-debit, $1.1M into $30 Sept calls) — both are real. RA Capital's participation in the $400M raise via P-Purchase is a genuine anchor institutional signal that the therapeutic-window bet on FGFR3 has real institutional confidence.

What to watch: SURF-302 initial readout is imminent with 8am call, plus Nov 4 Q3 earnings — a clean positive readout on FGFR3 pipeline extends toward the Piper $56 target; a mixed or negative readout on a name at 47th-percentile-of-range with $400M in fresh dilution compresses the event-ahead setup fast, and Pomerantz adds background legal risk.

On the calendar: 2026-09-30 — SURF-302 initial readout (approximate)

Read the AI verdict on $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)
  • 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.

Clinical-stage oncology biotech developing selective FGFR3 inhibitors and other targeted therapies to overcome tumor resistance.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $TYRA

Partial — selective FGFR3 inhibitor (TYRA-300) for bladder cancer benefits from the precision-oncology re-rating but is pre-Phase 2 read-out; no GLP-1/mRNA/gene-editing exposure; pipeline catalyst timing is the idiosyncratic driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+42.4%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-$2.71-$2.82 – -$2.487
FY27$3.4M$3.4M – $3.4M-$2.98-$3.27 – -$2.378
FY28$28.3M$28.3M – $28.3M-$3.21-$3.89 – -$1.5711
FY29$53.7M$53.7M – $53.7M-$3.01-$3.01 – -$3.015
FY30$254.1M$254.1M – $254.1M-$1.34-$1.34 – -$1.345

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.2.2×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.47%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.-7.3%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.-15.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.7% 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.β0.735-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

BuySep 15Ra Capital Management, L.p.Director9.1M sh$9KBuySep 9Rehan VerjeeDirector972 sh$20KSellMar 25Gilla KaplanDirector14.3K sh$529K
+ 19 other (16 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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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 amendmentSep 17SC 13D/A
AI summary

RA Capital Management, L.P. (Peter Kolchinsky, Rajeev Shah) filed Amendment No. 7 to Schedule 13D on Tyra Biosciences, Inc. (TYRA), reporting beneficial ownership of 14,130,492 shares representing 19.9% of TYRA common stock as of September 15, 2026, held through RA Capital Healthcare Fund and related entities with shared voting and dispositive power. RA Capital's near-20% activist-capable stake in TYRA, with seven consecutive 13D amendments, reflects sustained concentrated exposure to the FGFR-focused biotech.

424B5Prospectus supplement (offering)Sep 15424B5
AI summary

Tyra Biosciences, Inc. (TYRA) filed a 424B5 prospectus supplement for its public offering of 9,079,000 shares at $22.03 and pre-funded warrants to purchase 9,078,529 shares at $22.029 (exercise price $0.001); total offering price $400,001,285, underwriting discounts $24,000,622, net proceeds to company approximately $376 million before expenses. Warrants are immediately exercisable, have no expiration, and are subject to 4.99%/9.99%/19.99% beneficial ownership caps. This completes the prospectus disclosure for the $400M equity raise; proceeds expected to fund the company's FGFR-targeted clinical pipeline.

S-3ASRAuto-shelf registrationSep 14S-3ASR
AI summary

Tyra Biosciences (TYRA) filed an automatic shelf registration statement (S-3ASR) to offer and sell common stock, preferred stock, debt securities, warrants, and units from time to time. No specific offering size, timeline, or use of proceeds is specified — this is an evergreen shelf giving TYRA flexibility to raise capital on demand. Dilution risk only materializes when an actual offering is executed under this shelf.

424B5Prospectus supplement (offering)Aug 4424B5
AI summary

Tyra Biosciences (TYRA) amended its ATM Sales Agreement on August 4, 2026 to increase the maximum aggregate offering price, after having fully utilized the prior $150 million limit. This prospectus supplement covers the incremental ATM capacity. The increase reflects ongoing capital needs for the FGFR-targeted oncology pipeline.

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 203
8-KOfficer or director changeApr 178-K — Item 5.02: Officer or director change
3New insider — initial holdingsApr 23
+ 20 other (10 13Gs · 2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Tyra Biosciences, Inc. - TYRAprnewswire.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Tyra Biosciences, Inc. - TYRAglobenewswire.com·5d agoTyra Announces Pricing of $400 Million Underwritten Offering of Common Stock and Pre-Funded Warrantsprnewswire.com·6d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Tyra Biosciences, Inc. - TYRAgurufocus.com·10d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Tyra Biosciences, Inc. - TYRAprnewswire.com·10d ago

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Voices on X · last 7 days

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

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