Gyre Therapeutics, Inc. (GYRE)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$6.86+6.52%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · GYRE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Successfully integrate Cullgen's pipeline and team to expand Gyre's capabilities into targeted protein degradation and new therapeutic areas.
Stated as a priority in 2 of last 2 quarters. The acquisition of Cullgen closed in 2026-Q2 for approximately $300 million, expanding Gyre's pipeline into targeted protein degradation and new therapeutic areas including cancer and inflammatory diseases. Management has reiterated this priority since 2026-Q1 and is delivering on integration and pipeline expansion.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Acquisition of Cullgen with its robust degrader pipeline and strong executive team.”
“Completed acquisition of Cullgen in an approximately $300 million all-stock transaction, expanding pipeline into inflammatory diseases and cancers.”
Maintain and meet full-year 2026 revenue guidance range of $100.5 to $111.0 million.
Stated as a priority in 3 of last 3 quarters. Revenue increased from $22.5 million in 2026-Q1 to $29.1 million in 2026-Q2. Full year 2026 revenue guidance of $100.5 to $111.0 million was affirmed each quarter. The trajectory shows revenue growth consistent with management's guidance affirmation.
“Full year 2026 revenue guidance of $100.5 to $111.0 million affirmed.”
“Full year 2026 revenue guidance of $100.5 to $111.0 million affirmed.”
“Full year 2026 revenue guidance of $100.5 to $111.0 million.”
Progress clinical trials and regulatory submissions for F351 to treat CHB-induced liver fibrosis and other indications.
Stated as a priority in 2 of last 2 quarters. The NDA for F351 was submitted in 2026-Q1 and accepted by China's CDE in 2026-Q2. Phase 3C clinical trials are ongoing with potential launch expected in early 2027. Management is delivering regulatory progress consistent with stated plans.
“NDA for F351 (hydronidone) for CHB-induced liver fibrosis accepted by China’s CDE in May 2026.”
“NDA for F351 (hydronidone) for CHB-associated liver fibrosis submitted to China’s CDE in March 2026.”
Appoint new executives and board members to support company growth and governance.
Stated as a priority in 2 of last 2 quarters. Management appointed new CEO, CSO, CFO, Chairman, and three new board directors following the Cullgen acquisition. These changes reflect active governance strengthening consistent with management's stated priorities.
“Cullgen's CEO appointed Gyre's President and CEO; new CSO, CFO, and Chairman named.”
“Three new directors appointed to the board of Gyre Therapeutics, Inc.”
Develop and progress multiple novel targeted protein degrader and degrader antibody conjugate (DAC) candidates across oncology and inflammatory diseases.
Newly stated in 2026-09 presentation. Management outlined plans to submit IND applications for next-generation targeted protein degrader and DAC candidates in early 2027. This is a strategic pipeline expansion with early-stage progress.
Over the trailing year it converted -0.10x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated volatile grew net income 53% of the time over the next year (vs 50% for the rest of the cohort, n=3986).
Not investment advice. As of 2026-09-04.