Scholar Rock Holding Corp. (SRRK)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · SRRK
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 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 | 19.8% |
| Our one-year growth estimate | diamond | 44.6% |
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 2026-09-04.
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.
Growth built into the price is above our model estimate.
The price assumes 24.8 percentage points less one-year growth.
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
SRRK — earnings in line
Dated 2026-08-06
Results of Operations and Financial Condition. On August 6, 2026, Scholar Rock Holding Corporation (the “Company”) issued a press release announcing its financial and operating results for the quarter ended June 30, 2026. A copy of the press release is being furnished as Exhibit 99.1 to this Report on Form 8-K. The information in this Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exc…
Why it matters: Extending cash runway is crucial for funding operations and R&D. A short runway raises risks.
Supportive ifThey will announce a financing round or partnership. This will help fund operations into 2027.
Worry ifNo updates on cash runway extension by Q3 2026.
Why it matters: Enrollment progress shows demand for apitegromab in new patients. Strong enrollment can help future growth.
Supportive ifEnrollment in the Phase 2 FORGE trial reaches 60 patients as planned.
Worry ifEnrollment stalls or falls short of the target number of patients.
Why it matters: Good data could prove the drug's potential. It may boost investor trust in Scholar Rock.
Supportive ifTopline data from the SRK-439 Phase 1 study shows positive results.
Worry ifTopline data from the study shows negative or unclear results.
Why it matters: Extending the cash runway is important. It helps fund ongoing projects without dilution.
Supportive ifScholar Rock gets more funding or cuts costs to extend cash runway into 2027.
Worry ifCash runway shortens. This shows possible funding problems.
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 | ±$175 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $453 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,189 loss on $10,000 · 31.9% | 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: Good results could increase the value of apitegromab and aid further development. It shows the drug works for a new patient group.
Supportive ifFORGE trial shows a significant improvement in muscle volume at 12 months.
Worry ifFORGE trial results show no significant change in muscle volume.