Tyra Biosciences, Inc. (TYRA)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · TYRA
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.
A comparable price-assumption read is not available for this company.
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.
Worth watching into the next print: this name is on a run of consecutive earnings misses and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
TYRA — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, Tyra Biosciences, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchan…
Why it matters: Maintaining a strong cash position is crucial for funding ongoing clinical trials. A solid runway supports long-term growth.
Watch forCash and securities are above $350 million. This ensures funding for clinical trials.
Also watch forCash reserves fall below $350 million. This raises concerns about funding future projects.
Why it matters: These results will show if the drug is safe. This is important for approval.
Supportive ifResults show a good safety record with few side effects.
Worry ifResults show big safety issues or many side effects.
Why it matters: Initial data from SURF302 will show how well dabogratinib works for bladder cancer. This could impact future studies and investor confidence.
Supportive ifInitial clinical data shows a complete response rate above 30% in the SURF302 study.
Worry ifInitial data shows a complete response rate below 10% in the SURF302 study.
Why it matters: Initial results from BEACH301 will show if dabogratinib is safe for children with achondroplasia. This could impact future approvals.
Supportive ifInitial results show no serious safety issues and good height growth in the BEACH301 study.
Worry ifInitial results show serious safety issues or poor height growth in the BEACH301 study.
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 | ±$178 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $461 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,724 loss on $10,000 · 37.2% | 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: This study is important for using dabogratinib to treat children with achondroplasia. Good results could increase the drug's market value.
Supportive ifEarly results from the safety group show a big increase in height growth.
Worry ifEarly results show no big change in height growth for the BEACH301 study.
Why it matters: These results will show if dabogratinib is safe for children with achondroplasia. Good safety results could lead to more studies.
Supportive ifInitial results show no major safety issues and good growth numbers.
Worry ifResults show serious safety concerns or bad events.
Why it matters: The initiation of SURF303 is a key step in the dabogratinib 3x3 strategy. It could lead to pivotal data in the future.
Supportive ifThe first patient is dosed in the SURF303 trial, indicating progress in the clinical strategy.
Worry ifDelays in dosing the first patient in SURF303, indicating potential issues with the trial.
Why it matters: This trial could lead to the first NDA submission for TYRA. Progress here is vital for the company's future.
Supportive ifEarly results from SURF303 show good data for oral dabogratinib.
Worry ifEarly results from SURF303 show no good effects for oral dabogratinib.
Why it matters: This data is crucial for understanding the drug's effectiveness. It could impact future trials and investor confidence.
Supportive ifInitial data shows good results or strong effects in patients.
Worry ifInitial data shows bad results or no effects in patients.
Why it matters: The success of the ATM sales agreement could impact TYRA's cash runway. This is crucial for funding ongoing trials.
Watch forTYRA raises over $100 million through the ATM sales agreement.
Also watch forTYRA fails to raise significant funds through the ATM sales agreement.