LYRA THERAPEUTICS INC (LYRA)
OTCHealth CareBiotechnologySnapshot 2026-09-04
$0.200.00%
Close 2026-09-03 · 1-day change
OTCHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · LYRA
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 | -89.5% |
| Our one-year growth estimate | diamond | -60.0% |
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.
A larger daily loss that occurred about once in every 20 trading days.
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.
Growth built into the price is above our model estimate.
The price assumes 29.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of — · Company calendar date is not available
LYRA — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-04-17
Termination of a Material Definitive Agreement. Termination of 880 Winter Street Sublease (Waltham, Massachusetts) On April 13, 2026, Lyra Therapeutics, Inc. (the “Company”) entered into a Termination of Sublease with RVAC Medicines (US), Inc. to terminate the Company’s sublease for approximately 23,704 rentable square feet at 880 Winter Street, Waltham, Massachusetts. The sublease, dated December 21, 2023, terminated effective as of March 31, 2026, with the Company required to surrender the…
Why it matters: A decline in sector revenue growth could signal broader issues affecting LYRA.
Worry ifSector revenue growth is below its median for two quarters in a row.
Less concerning ifSector revenue growth stays above its median for two quarters in a row.
Why it matters: Ending subleases can reduce costs and improve cash flow for the company.
Supportive ifAn announcement confirms the end of one or more sublease agreements.
Worry ifNo changes to sublease agreements show that financial problems continue.
Why it matters: Stopping LYR-210 impacts future products. It also affects how investors view the company.
Worry ifAn announcement confirms that LYR-210 development is on hold.
Less concerning ifA statement shows that LYR-210 development will continue or restart.
Why it matters: Cutting costs could help the company's finances and how investors feel.
Supportive ifA report shows a big drop in operating costs as part of the plan.
Worry ifAn update shows that cost cuts are not working as planned.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$403 on $10,000 · ±4.0% | How much price usually moves either way. |
| Bad day | $1,746 loss on $10,000 · 17.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $10,000 loss on $10,000 · 100.0% | 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.