aTyr Pharma, Inc. (ATYR)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · ATYR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 248.1% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
ATYR — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-07-31
Termination of a Material Definitive Agreement. As previously disclosed in Item 5 to the aTyr Pharma, Inc. (the “Company”) Quarterly Report on Form 10-Q filed with the United States Securities and Exchange Commission on May 15, 2026, the Company received notice of termination of the collaboration and license agreement (“Kyorin Agreement”) with Kyorin Pharmaceutical Co., Ltd. (“Kyorin”) on May 12, 2026. As previously disclosed, Kyorin elected to terminate the Kyorin Agreement without cause in…
Why it matters: Topline results will show how well efzofitimod works for SSc-ILD. This will affect future plans.
Supportive ifTopline results in Q1 2027 show that efzofitimod works well.
Worry ifThe main results show no big safety problems. They also show efzofitimod is not effective.
Why it matters: A final decision on delisting will impact aTyr's stock and investor confidence. It is crucial for the company's future.
Worry ifNasdaq says aTyr Pharma follows listing rules. It can stay listed.
Less concerning ifNasdaq removes aTyr Pharma from the exchange.
Why it matters: The FDA will give feedback. This will help decide the next steps for efzofitimod in pulmonary sarcoidosis.
Supportive ifFDA comments received by the end of August 2026 that support the Phase 3 study protocol.
Worry ifFDA feedback shows big worries. It may need major changes to the protocol.
Why it matters: The earnings report will show how the company is doing. Investors want to see improvement.
Watch forThe earnings report shows more revenue or smaller losses than before.
Also watch forThe earnings report shows ongoing losses or less revenue.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$337 on $10,000 · ±3.4% | How much price usually moves either way. |
| Bad day | $869 loss on $10,000 · 8.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,343 loss on $10,000 · 93.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Fixing compliance issues is key for aTyr's listing. Not fixing them could hurt trust.
Worry ifA notice says aTyr is back in line with Nasdaq rules.
Less concerning ifThere is another notice about delisting or problems with Nasdaq.
Why it matters: The workforce cut aims to save money and manage losses. Doing this well could help financial stability.
Supportive ifThe workforce cut was completed successfully. It confirmed $13 million in annual savings.
Worry ifThe workforce cut did not save expected costs or caused problems in operations.
Why it matters: Good cost management will help cash flow and overall financial health.
Supportive ifOperating costs were cut by about $13 million starting in Q4 2026.
Worry ifOperating costs did not drop as planned. This shows bad cost management.
Why it matters: Moving forward with efzofitimod is important for aTyr's growth. Updates may show future success.
Supportive ifA public update confirming positive results from ongoing trials or FDA meetings.
Worry ifNo updates or negative results from trials or FDA meetings.
Why it matters: Following Nasdaq rules is key for aTyr to keep trading and access funds.
Worry ifCompany provides a plan or update that resolves the Nasdaq compliance issue.
Less concerning ifNo updates on compliance were reported. This could lead to delisting.
Why it matters: Submitting the IND is a key step to advance efzofitimod for pulmonary sarcoidosis. This could open doors for new treatments in a market with high unmet needs.
Supportive ifThe company files the IND for the Phase 3 study in June 2026 as planned.
Worry ifThe company delays or fails to submit the IND for the Phase 3 study.
Why it matters: Fixing compliance issues is key to avoid delisting. It affects stock stability.
Supportive ifA successful appeal or plan sent to Nasdaq shows compliance with listing rules.
Worry ifFailure to address compliance issues leading to delisting.