Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Gyre Therapeutics, Inc. (GYRE)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$4.01-9.68%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for GYRE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete acquisition of Cullgen Inc. | The company is completing the Cullgen acquisition to boost its capabilities. | Intact | Acquisition fails to complete or integration stalls significantly | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 6, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
GYRE is a higher-risk, loss-making growth story, with potential drivers in revenue growth and clinical development. The thesis is currently intact, supported by recent revenue growth and progress on Cullgen integration, though management has been volatile and confidence in the evidence is medium.
The valuation evidence points to GYRE being cheap versus peers, while the model has low confidence and shows a negative expectations gap. Pricing is tagged as justified, with no fragility gates triggered, but that does not remove the risk tied to losses and uncertain execution.
Near term, revenue has risen from the first to the second quarter of 2026, and full-year guidance has been reaffirmed. Cullgen integration is on track, while F351 has made regulatory progress but still has ongoing trials; consecutive earnings misses leave elevated risk of another miss. Over the multi-year view, results depend on turning pipeline and revenue progress into stronger financial performance.
A guidance cut at the next call would weaken the case, while continued progress toward affirmed revenue guidance would support it. F351’s clinical and regulatory progress and the results of Cullgen integration are key longer-term swing factors. Broader Healthcare momentum may help the sector backdrop, while weakening employment data could add pressure across cyclical names.
For the next one to three years, GYRE has a growth and pipeline story with a thesis that remains intact, but losses, execution demands, and elevated earnings risk make the evidence mixed. Not investment advice.
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 supporting condition in Gyre Therapeutics, Inc.'s published investment case. The stated target is No further major executive disruptions over next 4 quarters. |
| Intact |
| Additional key executive departures or leadership disruptions occur |
0 executive departures vs 0 allowed CFO transition was neutral (new agreements). No other key executive departures or leadership disruptions reported. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve full year 2026 revenue between $100.5M and $111.0M | A primary condition in Gyre Therapeutics, Inc.'s published investment case. The stated target is between $100.5 million and $111.0 million. | Intact | Full year 2026 revenue falls below $100.5 million | Revenue: $29.105M FY2026-Q2; GAAP. Published target: between $100.5 million and $111.0 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 202629,105,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Dr. Ying Luo, President and Chief Executive Officer of Gyre Therapeutics, commented, “I am very pleased with Gyre's progress over this last quarter, the highlights of which include the acquisition of Cullgen with its robust degrader pipeline and strong executive team, the NMPA acceptance of an NDA for F351 for CHB liver fibrosis, Gyre's second major product candidate after ETUARY TM , and increased sales from our Gyre Pharmaceuticals division, which demonstrates our commercialization capabilities.”” Revenue was $29.105 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.10 → $-0.23 · observed estimates
$0.13B → $0.14B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-25 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-26 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-27 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-28 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-29 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-30 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-07-31 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-01 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-02 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-03 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-04 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-05 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-06 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-07 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-08 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-09 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-10 | $-0.12 | $130,750,000 | 2 / 2 |
| 2026-08-12 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-13 | $-0.23 | $139,600,000 | 2 / 2 |
| 2026-08-14 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-15 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-16 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-17 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-18 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-19 | $-0.10 | $130,750,000 | 1 / 1 |
| 2026-08-20 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-21 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-22 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-23 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-24 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-25 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-26 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-27 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-28 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-29 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-30 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-08-31 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-01 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-02 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-03 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-04 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-05 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-06 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-07 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-08 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-09 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-10 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-11 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-12 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-13 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-14 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-15 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-16 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-17 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-18 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-19 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-20 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-21 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-22 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-23 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-24 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-25 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-26 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-27 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-28 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-29 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-09-30 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-01 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-02 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-03 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-04 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-05 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-06 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-07 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-08 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-09 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-10 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-11 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-12 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-13 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-14 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-15 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-16 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-17 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-18 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-19 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-20 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-21 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-22 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-23 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-24 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-25 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-26 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-27 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-28 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-29 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-30 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-10-31 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-11-01 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-11-02 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-11-03 | $-0.23 | $139,600,000 | 1 / 1 |
| 2026-11-04 | $-0.23 | $139,600,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.