Kyntra Bio Inc (KYNB)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$3.96-8.12%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · KYNB
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -61.1% |
| Our one-year growth estimate | diamond |
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.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
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.
| 23.4% |
Growth built into the price is above our model estimate.
The price assumes 84.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers
KYNB — legal / regulatory event — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standar…
Dated 2026-10-06
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On September 30, 2026, Kyntra Bio, Inc. (the “Company” or “Kyntra Bio”) received a determination letter (“Determination”) from the Listing Qualifications Staff (the “Staff”) of the Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that it had not yet demonstrated compliance with Nasdaq Listing Rule 5450(b) as of the September 29, 2026 deadline and that, as a result, the Staff had determ…
Why it matters: Nasdaq said the company had not shown compliance by the September 29 deadline. A listing change could affect access to the stock.
Worry ifNasdaq issues a notice of delisting or transfers KYNB to another market.
Less concerning ifNasdaq confirms that KYNB meets the listing rule and may remain listed.
Why it matters: Starting the trial would move roxadustat toward a key test in lower-risk MDS. The company is still weighing internal work or a partner.
Supportive ifThe company announces that the Phase 3 LR-MDS trial has started by the end of Q4 2026.
Worry ifThe trial has not started by year-end 2026, or the company reports another delay or a change to the plan.
Why it matters: The results will test whether FG-3246 shows tumor activity in prostate cancer. Management said the interim analysis was on track for Q4 2026.
Watch forInterim results show tumor responses or longer time without disease worsening. These results support activity in the Phase 2 trial.
Also watch forThe results show little tumor activity. Or, the interim analysis is delayed past Q4 2026.
Why it matters: The August royalty payment left $53.1 million in cash, investments, and receivables. The company now sees runway into Q4 2027, not 2028.
Worry ifThe November 9 report shows at least $53.1 million in cash, investments, and receivables. Runway lasts into Q4 2027 or later.
Less concerning ifThe November 9 report shows less than $53.1 million. Or, management moves the runway estimate to before Q4 2027.
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 | ±$208 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $533 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,410 loss on $10,000 · 64.1% | 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: Kyntra Bio owes up to $15 million from half of some Astellas revenue. After that cap, it keeps all later royalties in those territories.
Supportive ifA filing or company update says the remaining $15 million cap has been reached. The royalty agreement has ended.
Worry ifLater updates show the cap is still unpaid, or Astellas revenue is too low for the scheduled payments.