VYNE THERAPEUTICS INC (VYNE)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$39.50+8.46%
Close 2026-08-24 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · VYNE
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 | 459.1% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
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.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: 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 2026-09-04 · Compared with 399 industry peers · Company calendar date is not available
VYNE — CEO transition
Dated 2026-07-28
Director, President, Chief Executive Officer, Chief Scientific Officer, Chief Legal Officer and General Counsel — David Domzalski, Iain Stuart, Ph.D., Mutya Harsch: All directors and certain officers resigned due to a merger, resulting in their termination without cause.
Why it matters: The merger completion is crucial for VYNE's future. Any delays or issues could impact the company's strategy.
Watch forThe merger with Yarrow Bioscience is confirmed to be complete.
Also watch forThere are delays or problems in finalizing the merger.
Why it matters: Management aims to extend cash runway into the first half of 2027. This is key for survival.
Supportive ifManagement says cash and equivalents will be over $39.6 million in the next update.
Worry ifCash and equivalents drop below $39.6 million in the next quarterly update.
Why it matters: Inconsistent revenue growth is a worry. Better growth shows more market acceptance.
Supportive ifRevenue increases to above $121,000 in the next quarterly report.
Worry ifRevenue drops below $86,000 in the next quarterly report.
Why it matters: If the healthcare sector's revenue growth speeds up, it could help VYNE's performance. This could indicate a better environment for biotech companies.
Supportive ifHealthcare sector revenue growth exceeds 10% year over year.
Worry ifHealthcare sector revenue growth remains below 5% year over year.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$106 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $429 loss on $10,000 · 4.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,383 loss on $10,000 · 23.8% | 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: The dividend shows VYNE's financial health. It also shows their care for shareholders.
Supportive ifThe cash dividend is about $0.40242 per share. It is paid on time.
Worry ifThe dividend payment is late or smaller. This is because of financial problems.
Why it matters: Data from this trial will show if YB-101 is effective for Graves' Disease. Positive results could boost confidence in the product's potential.
Supportive ifPhase 2a data shows big improvement in patients with Graves' Disease. This is better than placebo.
Worry ifPhase 2a data shows no big improvement. This is compared to placebo.
Why it matters: A strong cash position is crucial for funding ongoing trials and operations. It indicates financial health.
Supportive ifManagement says cash runway will last until 2028. This is based on recent financings.
Worry ifManagement says cash runway is shorter than they thought.
Why it matters: The Phase 2b trial will check how well YB-101 works. If it goes well, it may get regulatory approvals.
Supportive ifPhase 2b trial starts as planned in 1H 2028.
Worry ifPhase 2b trial is delayed or canceled.