joris
Overview

TYRA

Cleared

Tyra Biosciences

6 programs · 1 analysed

Company sweep 2026-08-07 Framework v5.5.0

Pipeline

Every program the data feed returns, including discontinued ones

Program BPIQ id Stage & event Catalyst (as disclosed) Analysed Materiality
TYRA-300 Low-grade, intermediate risk non-muscle invasive bladder cancer (IR NMIBC) 18677 Phase 2 Data readout September 2026 period placeholder — not a day Yes Dominant near-term. The next disclosed catalyst on the entire pipeline, the first controlled-expectation efficacy disclosure since October 2024, and the leg of the 3x3 the 2025-26 re-rating rode on. Not the whole equity - two other dabogratinib legs and TYRA-200 carry value - but the event the next three months of the share price answer to.
TYRA-300 Pediatric Achondroplasia 16756 Phase 2 Data readout End Of Q1 2027 period placeholder — not a day No Meaningful, largest long-term optionality: daily oral vs Voxzogo's daily injection in achondroplasia. Safety-sentinel initial data; fifth dose level opened per 2026-08-04 note; is_high_mgmt_interest flagged.
TYRA-200 Intrahepatic cholangiocarcinoma , Cancer 17139 Phase 2 Data readout Q4 2026 period placeholder — not a day No Meaningful. Second near-term readout, different molecule (FGFR2), first platform data beyond FGFR3; is_high_mgmt_interest flagged. Lands inside or just after the SURF302 reaction window, contaminating attribution.
Dabogratinib (TYRA-300) (FGFR3 Inhibitor) Low-Grade Upper Tract Urothelial Carcinoma 19389 Phase 2 Data readout 2027 period placeholder — not a day No Meaningful. Third leg of the 3x3, same drug in the upper urinary tract where surgery often costs a kidney; SURF303 enrolling since 2025-12-22. A SURF302 efficacy miss reads across directly - same drug, same biology.
TYRA-300 Cancer, Solid tumor/s 18397 Phase 1/2 Data readout no catalyst No Not assessed - no disclosed catalyst. SURF301, the source of the existing clinical evidence (54.5% PR in FGFR3-altered mUC at >=90 mg QD) and of the October 2024 -23% reaction.
TYRA-430 Cancer, Hepatocellular carcinoma 18563 Phase 1 Data readout no catalyst No Not assessed - no disclosed catalyst. Earliest-stage program; immaterial to the next twelve months.

Attribution and cadence

Whether each program's own catalyst can be attributed to it alone, and whether it is due for a refresh

dabogratinib (TYRA-300)
Contaminated a price move here cannot be attributed to this catalyst alone
  • TYRA-300 2027-03-31 · BPIQ id 16756 · unanalysed BPIQ row — 62 days away, a real disclosed date
  • TYRA-200 2026-12-31 · BPIQ id 17139 · unanalysed BPIQ row — overlaps, a real disclosed date

Readout window opens 2026-09-01 — covered gates T-1.

Locked stock calls

Each call is stamped with the period it applies to, so concurrent calls read as event-specific

  1. 2026-08-07 → 2026-11-30 · The program's own readout window (earliest 2026-09-01, latest 2026-10-31, MONTH precision) plus four weeks for the reaction to settle. Timing reads readout.window, never the BPIQ placeholder (rule 23).

    SURF302 initial data (safety >40 patients, 3-month complete response on >20 efficacy-evaluable, aggregate across 50 mg and 60 mg QD arms)

Price history

Daily closes and volume, with the analysis cadence marked against them

dabogratinib (TYRA-300) readout window: 2026-09-01 to 2026-10-31, likeliest 2026-09-15 52-week high $40.65 52-week low $12.38 TYRA close $25.73 on 2026-09-18 $40.65 $25.73 $12.38 Weekly total volume 2,751,700 · week ending 2021-09-17 Weekly total volume 2,047,400 · week ending 2021-09-24 Weekly total volume 2,516,300 · week ending 2021-10-01 Weekly total volume 2,481,300 · week ending 2021-10-08 Weekly total volume 961,100 · week ending 2021-10-15 Weekly total volume 670,300 · week ending 2021-10-22 Weekly total volume 950,700 · week ending 2021-10-29 Weekly total volume 685,100 · week ending 2021-11-05 Weekly total volume 457,900 · week ending 2021-11-12 Weekly total volume 643,000 · week ending 2021-11-19 Weekly total volume 534,700 · week ending 2021-11-26 Weekly total volume 905,500 · week ending 2021-12-03 Weekly total volume 1,057,300 · week ending 2021-12-10 Weekly total volume 3,813,400 · week ending 2021-12-17 Weekly total volume 1,265,000 · week ending 2021-12-23 Weekly total volume 786,200 · week ending 2021-12-31 Weekly total volume 667,000 · week ending 2022-01-07 Weekly total volume 512,700 · week ending 2022-01-14 Weekly total volume 604,300 · week ending 2022-01-21 Weekly total volume 849,000 · week ending 2022-01-28 Weekly total volume 497,300 · week ending 2022-02-04 Weekly total volume 327,300 · week ending 2022-02-11 Weekly total volume 492,600 · week ending 2022-02-18 Weekly total volume 373,300 · week ending 2022-02-25 Weekly total volume 557,300 · week ending 2022-03-04 Weekly total volume 796,200 · week ending 2022-03-11 Weekly total volume 1,147,600 · week ending 2022-03-18 Weekly total volume 410,400 · week ending 2022-03-25 Weekly total volume 613,400 · week ending 2022-04-01 Weekly total volume 204,200 · week ending 2022-04-08 Weekly total volume 309,000 · week ending 2022-04-14 Weekly total volume 363,700 · week ending 2022-04-22 Weekly total volume 420,500 · week ending 2022-04-29 Weekly total volume 307,000 · week ending 2022-05-06 Weekly total volume 232,400 · week ending 2022-05-13 Weekly total volume 263,600 · week ending 2022-05-20 Weekly total volume 288,500 · week ending 2022-05-27 Weekly total volume 253,700 · week ending 2022-06-03 Weekly total volume 253,900 · week ending 2022-06-10 Weekly total volume 264,600 · week ending 2022-06-17 Weekly total volume 453,800 · week ending 2022-06-24 Weekly total volume 509,600 · week ending 2022-07-01 Weekly total volume 207,900 · week ending 2022-07-08 Weekly total volume 333,600 · week ending 2022-07-15 Weekly total volume 220,000 · week ending 2022-07-22 Weekly total volume 212,100 · week ending 2022-07-29 Weekly total volume 192,000 · week ending 2022-08-05 Weekly total volume 181,900 · week ending 2022-08-12 Weekly total volume 223,400 · week ending 2022-08-19 Weekly total volume 197,200 · week ending 2022-08-26 Weekly total volume 205,000 · week ending 2022-09-02 Weekly total volume 167,700 · week ending 2022-09-09 Weekly total volume 245,600 · week ending 2022-09-16 Weekly total volume 112,900 · week ending 2022-09-23 Weekly total volume 243,100 · week ending 2022-09-30 Weekly total volume 183,200 · week ending 2022-10-07 Weekly total volume 198,800 · week ending 2022-10-14 Weekly total volume 140,500 · week ending 2022-10-21 Weekly total volume 249,300 · week ending 2022-10-28 Weekly total volume 342,700 · week ending 2022-11-04 Weekly total volume 180,000 · week ending 2022-11-11 Weekly total volume 126,600 · week ending 2022-11-18 Weekly total volume 933,600 · week ending 2022-11-25 Weekly total volume 119,800 · week ending 2022-12-02 Weekly total volume 102,200 · week ending 2022-12-09 Weekly total volume 437,500 · week ending 2022-12-16 Weekly total volume 88,600 · week ending 2022-12-23 Weekly total volume 62,800 · week ending 2022-12-30 Weekly total volume 73,400 · week ending 2023-01-06 Weekly total volume 91,400 · week ending 2023-01-13 Weekly total volume 73,400 · week ending 2023-01-20 Weekly total volume 41,200 · week ending 2023-01-27 Weekly total volume 299,200 · week ending 2023-02-03 Weekly total volume 1,129,200 · week ending 2023-02-10 Weekly total volume 148,300 · week ending 2023-02-17 Weekly total volume 190,800 · week ending 2023-02-24 Weekly total volume 108,500 · week ending 2023-03-03 Weekly total volume 478,300 · week ending 2023-03-10 Weekly total volume 244,500 · week ending 2023-03-17 Weekly total volume 294,100 · week ending 2023-03-24 Weekly total volume 214,100 · week ending 2023-03-31 Weekly total volume 77,800 · week ending 2023-04-06 Weekly total volume 97,100 · week ending 2023-04-14 Weekly total volume 78,800 · week ending 2023-04-21 Weekly total volume 125,300 · week ending 2023-04-28 Weekly total volume 86,700 · week ending 2023-05-05 Weekly total volume 71,900 · week ending 2023-05-12 Weekly total volume 107,200 · week ending 2023-05-19 Weekly total volume 136,900 · week ending 2023-05-26 Weekly total volume 183,000 · week ending 2023-06-02 Weekly total volume 210,700 · week ending 2023-06-09 Weekly total volume 755,100 · week ending 2023-06-16 Weekly total volume 740,100 · week ending 2023-06-23 Weekly total volume 1,231,900 · week ending 2023-06-30 Weekly total volume 348,000 · week ending 2023-07-07 Weekly total volume 303,500 · week ending 2023-07-14 Weekly total volume 245,300 · week ending 2023-07-21 Weekly total volume 271,600 · week ending 2023-07-28 Weekly total volume 186,500 · week ending 2023-08-04 Weekly total volume 212,800 · week ending 2023-08-11 Weekly total volume 158,700 · week ending 2023-08-18 Weekly total volume 281,800 · week ending 2023-08-25 Weekly total volume 157,100 · week ending 2023-09-01 Weekly total volume 108,300 · week ending 2023-09-08 Weekly total volume 297,400 · week ending 2023-09-15 Weekly total volume 196,100 · week ending 2023-09-22 Weekly total volume 300,800 · week ending 2023-09-29 Weekly total volume 596,800 · week ending 2023-10-06 Weekly total volume 270,300 · week ending 2023-10-13 Weekly total volume 300,000 · week ending 2023-10-20 Weekly total volume 645,200 · week ending 2023-10-27 Weekly total volume 258,100 · week ending 2023-11-03 Weekly total volume 271,700 · week ending 2023-11-10 Weekly total volume 236,000 · week ending 2023-11-17 Weekly total volume 217,100 · week ending 2023-11-24 Weekly total volume 219,300 · week ending 2023-12-01 Weekly total volume 243,900 · week ending 2023-12-08 Weekly total volume 510,400 · week ending 2023-12-15 Weekly total volume 654,200 · week ending 2023-12-22 Weekly total volume 558,200 · week ending 2023-12-29 Weekly total volume 234,700 · week ending 2024-01-05 Weekly total volume 792,400 · week ending 2024-01-12 Weekly total volume 220,700 · week ending 2024-01-19 Weekly total volume 183,500 · week ending 2024-01-26 Weekly total volume 1,341,700 · week ending 2024-02-02 Weekly total volume 855,300 · week ending 2024-02-09 Weekly total volume 645,100 · week ending 2024-02-16 Weekly total volume 252,300 · week ending 2024-02-23 Weekly total volume 351,100 · week ending 2024-03-01 Weekly total volume 451,700 · week ending 2024-03-08 Weekly total volume 1,041,800 · week ending 2024-03-15 Weekly total volume 891,800 · week ending 2024-03-22 Weekly total volume 740,100 · week ending 2024-03-28 Weekly total volume 711,500 · week ending 2024-04-05 Weekly total volume 621,700 · week ending 2024-04-12 Weekly total volume 723,200 · week ending 2024-04-19 Weekly total volume 492,900 · week ending 2024-04-26 Weekly total volume 655,300 · week ending 2024-05-03 Weekly total volume 608,800 · week ending 2024-05-10 Weekly total volume 640,800 · week ending 2024-05-17 Weekly total volume 510,400 · week ending 2024-05-24 Weekly total volume 517,800 · week ending 2024-05-31 Weekly total volume 1,177,100 · week ending 2024-06-07 Weekly total volume 734,600 · week ending 2024-06-14 Weekly total volume 600,800 · week ending 2024-06-21 Weekly total volume 2,149,500 · week ending 2024-06-28 Weekly total volume 391,000 · week ending 2024-07-05 Weekly total volume 600,400 · week ending 2024-07-12 Weekly total volume 522,800 · week ending 2024-07-19 Weekly total volume 698,600 · week ending 2024-07-26 Weekly total volume 775,600 · week ending 2024-08-02 Weekly total volume 1,169,600 · week ending 2024-08-09 Weekly total volume 712,200 · week ending 2024-08-16 Weekly total volume 786,300 · week ending 2024-08-23 Weekly total volume 770,400 · week ending 2024-08-30 Weekly total volume 406,100 · week ending 2024-09-06 Weekly total volume 449,900 · week ending 2024-09-13 Weekly total volume 1,481,100 · week ending 2024-09-20 Weekly total volume 721,100 · week ending 2024-09-27 Weekly total volume 786,400 · week ending 2024-10-04 Weekly total volume 791,700 · week ending 2024-10-11 Weekly total volume 1,376,000 · week ending 2024-10-18 Weekly total volume 3,808,300 · week ending 2024-10-25 Weekly total volume 5,227,100 · week ending 2024-11-01 Weekly total volume 1,673,200 · week ending 2024-11-08 Weekly total volume 1,795,500 · week ending 2024-11-15 Weekly total volume 998,500 · week ending 2024-11-22 Weekly total volume 786,500 · week ending 2024-11-29 Weekly total volume 1,410,900 · week ending 2024-12-06 Weekly total volume 798,500 · week ending 2024-12-13 Weekly total volume 1,278,800 · week ending 2024-12-20 Weekly total volume 697,000 · week ending 2024-12-27 Weekly total volume 573,300 · week ending 2025-01-03 Weekly total volume 1,313,000 · week ending 2025-01-10 Weekly total volume 1,723,500 · week ending 2025-01-17 Weekly total volume 689,600 · week ending 2025-01-24 Weekly total volume 1,117,700 · week ending 2025-01-31 Weekly total volume 1,656,300 · week ending 2025-02-07 Weekly total volume 1,334,700 · week ending 2025-02-14 Weekly total volume 857,400 · week ending 2025-02-21 Weekly total volume 969,400 · week ending 2025-02-28 Weekly total volume 1,852,300 · week ending 2025-03-07 Weekly total volume 2,799,900 · week ending 2025-03-14 Weekly total volume 1,236,600 · week ending 2025-03-21 Weekly total volume 903,400 · week ending 2025-03-28 Weekly total volume 2,354,600 · week ending 2025-04-04 Weekly total volume 2,484,600 · week ending 2025-04-11 Weekly total volume 985,100 · week ending 2025-04-17 Weekly total volume 1,179,900 · week ending 2025-04-25 Weekly total volume 1,450,800 · week ending 2025-05-02 Weekly total volume 2,024,200 · week ending 2025-05-09 Weekly total volume 1,121,000 · week ending 2025-05-16 Weekly total volume 1,178,800 · week ending 2025-05-23 Weekly total volume 1,241,000 · week ending 2025-05-30 Weekly total volume 2,354,800 · week ending 2025-06-06 Weekly total volume 2,368,700 · week ending 2025-06-13 Weekly total volume 1,220,100 · week ending 2025-06-20 Weekly total volume 2,329,900 · week ending 2025-06-27 Weekly total volume 1,620,000 · week ending 2025-07-03 Weekly total volume 1,508,300 · week ending 2025-07-11 Weekly total volume 1,080,600 · week ending 2025-07-18 Weekly total volume 1,128,700 · week ending 2025-07-25 Weekly total volume 1,104,500 · week ending 2025-08-01 Weekly total volume 970,400 · week ending 2025-08-08 Weekly total volume 680,500 · week ending 2025-08-15 Weekly total volume 1,380,400 · week ending 2025-08-22 Weekly total volume 1,201,200 · week ending 2025-08-29 Weekly total volume 1,206,900 · week ending 2025-09-05 Weekly total volume 863,900 · week ending 2025-09-12 Weekly total volume 1,252,500 · week ending 2025-09-19 Weekly total volume 681,700 · week ending 2025-09-26 Weekly total volume 734,300 · week ending 2025-10-03 Weekly total volume 872,800 · week ending 2025-10-10 Weekly total volume 965,700 · week ending 2025-10-17 Weekly total volume 1,500,400 · week ending 2025-10-24 Weekly total volume 1,597,900 · week ending 2025-10-31 Weekly total volume 1,262,300 · week ending 2025-11-07 Weekly total volume 1,146,600 · week ending 2025-11-14 Weekly total volume 4,654,700 · week ending 2025-11-21 Weekly total volume 1,922,800 · week ending 2025-11-28 Weekly total volume 2,752,600 · week ending 2025-12-05 Weekly total volume 2,150,800 · week ending 2025-12-12 Weekly total volume 3,624,500 · week ending 2025-12-19 Weekly total volume 1,465,700 · week ending 2025-12-26 Weekly total volume 2,088,400 · week ending 2026-01-02 Weekly total volume 3,788,800 · week ending 2026-01-09 Weekly total volume 1,951,400 · week ending 2026-01-16 Weekly total volume 4,394,200 · week ending 2026-01-23 Weekly total volume 3,036,400 · week ending 2026-01-30 Weekly total volume 2,999,100 · week ending 2026-02-06 Weekly total volume 4,645,400 · week ending 2026-02-13 Weekly total volume 4,025,900 · week ending 2026-02-20 Weekly total volume 3,560,100 · week ending 2026-02-27 Weekly total volume 11,202,700 · week ending 2026-03-06 Weekly total volume 5,532,600 · week ending 2026-03-13 Weekly total volume 6,139,600 · week ending 2026-03-20 Weekly total volume 3,690,800 · week ending 2026-03-27 Weekly total volume 4,738,100 · week ending 2026-04-02 Weekly total volume 4,785,400 · week ending 2026-04-10 Weekly total volume 6,852,700 · week ending 2026-04-17 Weekly total volume 5,287,600 · week ending 2026-04-24 Weekly total volume 5,155,700 · week ending 2026-05-01 Weekly total volume 3,288,100 · week ending 2026-05-08 Weekly total volume 3,075,700 · week ending 2026-05-15 Weekly total volume 3,938,400 · week ending 2026-05-22 Weekly total volume 2,516,500 · week ending 2026-05-29 Weekly total volume 5,375,100 · week ending 2026-06-05 Weekly total volume 5,583,400 · week ending 2026-06-12 Weekly total volume 4,926,200 · week ending 2026-06-18 Weekly total volume 7,434,400 · week ending 2026-06-26 Weekly total volume 2,867,600 · week ending 2026-07-02 Weekly total volume 3,487,700 · week ending 2026-07-10 Weekly total volume 2,706,400 · week ending 2026-07-17 Weekly total volume 2,254,100 · week ending 2026-07-24 Weekly total volume 2,946,800 · week ending 2026-07-31 Weekly total volume 5,242,100 · week ending 2026-08-07 Weekly total volume 2,596,700 · week ending 2026-08-14 Weekly total volume 1,781,908 · week ending 2026-08-21 Weekly total volume 1,397,200 · week ending 2026-08-28 Weekly total volume 3,883,100 · week ending 2026-09-04 Weekly total volume 11,252,700 · week ending 2026-09-11 Weekly total volume 6,928,400 · week ending 2026-09-18 2022 2023 2024 2025 2026 Prediction locked 2026-08-07 · close $26.51
Yahoo Finance · daily closes · cached 2026-09-19 · readout window 2026-09-01 to 2026-10-31 View live chart

Market snapshot

Valuation and balance sheet at the sweep date

Spot
$26.96
Spot As Of
2026-08-07
Previous Close
25.71
Market Cap Reported
$1,534,294.02B
Market Cap Recomputed
$1,779,122B
Market Cap Note
BPIQ figure implies 59.68M shares (the fiscal-2025 weighted count) on the previous close; recomputed on the Q2 2026 10-Q weighted count of 65,991,171 shares at $26.96.
Enterprise Value Reported
1,519,342,153
Enterprise Value Recomputed
1,425,000,000
Enterprise Value Note
Recomputed: $1,779M market cap less $353.9M cash (2026-06-30); no debt found in the press feed or Q2 release (10-Q not opened).
Cash
$353,900B
Cash Source
Q2 2026 results release 2026-08-04; BPIQ still carries the stale Q1 figure of $383.5M stamped 2026-03-31
Monthly Burn Recomputed
$9,900B
Burn Note
Q2 balance movement $29.6M/quarter; BPIQ ttm monthly_burn $10.86M agrees within 10%. R&D rose 61% YoY, so burn is rising.
Runway Stated
into the second half of 2028
Runway Stated As Of
2026-08-04
Runway Recomputed
~36 months at flat burn (~mid-2029); the company's 2H 2028 statement embeds the spend ramp and is the figure used. BPIQ screener carries 2029-02-22.
Week52 High
$40.65
Week52 Low
$9.96
Week52 Position Last Price
$0.55
Week52 Source
derived from data/prices/TYRA.json with lib/prices.mjs range52w/positionInRange, asOf 2026-08-07, last cache close 26.96 (2026-08-06); identical to BPIQ's quoted range
Weighted Shares Q2 2026
65,991,171
Avg Dollar Volume 60d
25,939,046

Ownership and flow

Who holds it, and who has been buying

Insider Pct Reported
2.9%
Insider Note
BPIQ units unconfirmed and inconsistent with CEO's own reported 2.91M shares (~4.4%); treated as unreliable.
Institutional Note
BPIQ tute_own reads 1.11832 (>100%, impossible) and is unusable. Filings: FMR 14.4% (2026-04-07), Janus Henderson 7.2%, BlackRock 5% passive, Commodore 4.2%, Farallon multi-percent.
Short Float Pct Reported
32%
Short Float Note
BPIQ 0.32005 as of 2026-07-15, units unconfirmed; highest in this repo's coverage by ~4x; read comparatively.
Top 13f 2026q2
RA Capital Management
12,198,625
TCG Crossover
3,248,980
Paradigm Biocapital (New Q2)
2,054,991
BVF
1,976,196
5AM Ventures
1,029,298
Logos Global
850,000
Sofinnova (New Q2)
204,015
Baker Bros
10,607
Insider Flow
Only open-market conviction buyer is RA Capital (board seat, ~18.5%): ~1.55M shares at $9.63-10.20 in June 2025 and 1.22M at $16.25 in Nov 2024. Officer/director flow is grants, ESPP at $9.129 and 10b5-1-pattern selling (Bensen 71 of 140 disposals); Form 144 for $9.54M filed 2026-06-27. No officer/director open-market buy above $10.20.

Options chain

Whether the chain can price an event at all

Expiries
2026-08-21, 2026-09-18, 2026-10-16, 2026-11-20, 2027-02-19
Nearest Strike To Spot
$25.00
Expiry Nearest Catalyst
2026-09-18, at the front edge of the guided readout month; 2026-10-16 and 2026-11-20 span the full readout window
Atm Straddle Pct Bracket
17-49% bid-to-ask on the September $25 straddle; mid ~33% but $4-5 spreads make the mid a fiction
Front Iv
~1.18-1.21 on September $25/$30 calls; 0.01488 floor artifact on August deep-ITM calls treated as null
Notable Open Interest
September $40 calls 2,313 and $30 calls 1,144 - the two largest positions in the chain, positioned above spot for an early-September up-move
Liquidity Confidence
LOW

Past catalyst reactions

Cross-checked against the press feed

2024 10 25
Event
SURF301 interim PoC at EORTC: 54.5% confirmed PR in FGFR3-altered mUC
Close To Close Pct
-23.3%
Three Session Pct
-40.9%
2024 10 28
Event
FDA IND clearance for BEACH301
Close To Close Pct
-10.8%
2025 06 30
Event
First patient dosed in SURF302
Close To Close Pct
5.2%
2025 08 21
Event
First child dosed in BEACH301
Close To Close Pct
14.3%

Company data-quality flags

  • BPIQ market_cap implies the stale fiscal-2025 share count (59.68M) on the previous close; recomputed at 65,991,171 weighted shares x $26.96 = ~$1,779M.
  • BPIQ enterprise_value stale on both legs; recomputed ~$1,425M.
  • BPIQ cash ($383.5M, 2026-03-31) one quarter stale; Q2 release gives $353.9M at 2026-06-30.
  • BPIQ tute_own reads 1.11832 (>100%) - unusable for this ticker.
  • BPIQ intra_day_price_change_percent wrong in sign on 2024-10-25 (+18.97% vs cache -8.5% open-to-close, -23.3% close-to-close) and 2024-10-28 (+13.50% vs -10.8%); committed price cache used for all C.7 figures.
  • BPIQ short_float units unconfirmed (0.32005, 2026-07-15); highest in this repo's coverage by ~4x; read comparatively.
  • BPIQ insider_own (2.85%) inconsistent with the CEO's reported 2.91M-share position; treated as unreliable.
  • Press-release feed coverage hole: only one item predates 2024-10-28, so the February 2024 private placement is invisible to it; insider file partially fills the gap.
  • Options IV floor artifact 0.01488 on August deep-ITM calls; $3-5 spreads on near-the-money strikes; chain readable for positioning, not for an implied move.
  • Insider-transaction feed not limited to four filing quarters (250 rows to 2023-06-29).
  • No earnings-call transcript available for TYRA via the connector (empty on two attempts).
  • Runway sources disagree mildly: company states 'into the second half of 2028'; BPIQ screener carries 2029-02-22. Company statement used.

Company document

Human-readable context with tagged evidence

TYRA — Tyra Biosciences

Company context · prepared 2026-08-07 · company sweep 2026-08-07 · USD · framework v5.5.0

How to read this. Written for a reader who has not studied pharmacology or finance. General terms are defined once in framework/04-glossary.md. Tags: [VERIFIED — source] / [UNVERIFIED] / [WEB ESTIMATE — source, date].

Program analyses for this company are the sub-folders listed in C.2.

C.0 Company-tier coverage — CLEARED

ToolStateNote / verbatim error
BPIQ fetch_company_infoCALLEDOne record. Last price $26.96, previous close $25.71 (+4.86%). Financial fields (cash $383.5M, enterprise value, burn) are timestamped 2026-03-31 — one quarter stale against the Q2 release of 2026-08-04. Short-interest fields timestamped 2026-07-15. tute_own reads 1.11832, an impossible >100% — see C.8.
BPIQ fetch_company_drugsCALLED6 rows, all reproduced in C.2. Four carry has_catalyst: true. The note fields all carry a single 08/04/26 entry keyed to the Q2 release.
BPIQ fetch_company_historical_catalystsCALLED4 rows, 2024-10-25 to 2025-08-21. Two of the four carry an intra_day_price_change_percent that contradicts the committed price cache in sign — see C.7 and C.8.
BPIQ fetch_company_options_dataCALLED5 expiries: 2026-08-21, 2026-09-18, 2026-10-16, 2026-11-20, 2027-02-19. The September expiry sits at the front edge of the SURF302 readout window. Quoted spreads are $3–5 wide on near-the-money strikes; the documented 0.01488 implied-volatility floor artifact appears on deep in-the-money August calls.
BPIQ fetch_company_insider_transactionsCALLED250 rows, 2023-06-29 to 2026-05-28. Response exceeded the tool output limit and was read in full from the saved file. Not limited to four filing quarters, contrary to the tool’s own documentation.
BPIQ fetch_company_press_releasesCALLED236 items, 2021-08-23 to 2026-08-04. Response exceeded the tool output limit and was read in full from the saved file. The feed has a coverage hole: exactly one item predates 2024-10-28, so the February 2024 financing does not appear in it — see C.8.
BPIQ fetch_company_hedge_fund_holdings (optional)CALLED16 quarters, 2022Q2 to 2026Q2. 2026Q2 shows 8 funds; values internally consistent (~$38.3/share implied across funds, the quarter-end mark).
BPIQ fetch_company_earnings_transcript (optional)CALLEDEmpty result on two attempts. No earnings-call transcript is available for TYRA through this connector; management commentary in this document comes from press releases instead.

C.1 What the company is

Tyra Biosciences is a clinical-stage biotechnology company in Carlsbad, California, with no product revenue [VERIFIED — BPIQ fetch_company_info 2026-08-07]. Its work is built on one piece of biology: the fibroblast growth factor receptor (FGFR) family, a set of four related proteins (FGFR1 through FGFR4) that sit on cell surfaces and tell cells to grow. Its in-house SNÅP platform designs small molecules that hit one member of that family while sparing the others.

The lead asset is dabogratinib (TYRA-300), an oral drug designed to block only FGFR3. Management markets a “dabogratinib 3×3” strategy: the same molecule aimed at three indications it calls potential blockbusters — low-grade intermediate-risk non-muscle invasive bladder cancer (IR NMIBC, the SURF302 trial), low-grade upper tract urothelial carcinoma (LG-UTUC, SURF303), and pediatric achondroplasia (BEACH301) [VERIFIED — Q2 2026 release, 2026-08-04]. Behind it sit TYRA-200 (an FGFR2-focused molecule in bile-duct cancer) and TYRA-430 (FGFR4, liver cancer).

The next disclosed event on the whole pipeline is the initial SURF302 readout, guided to September 2026 [VERIFIED — Q2 2026 release, 2026-08-04]. The equity re-rated from about $10 to an all-time-high $40.65 between June 2025 and April 2026 largely in anticipation of the 2026 dabogratinib readouts, and now sits at $26.96 with 15 of 17 tracked sell-side ratings at buy [VERIFIED — price cache; WEB ESTIMATE — MarketBeat/TipRanks aggregators, 2026-08-07]. Cash was $353.9M at 2026-06-30 with a stated runway into the second half of 2028, so this is not a financing-distressed story; it is an expectations story [VERIFIED — Q2 2026 release].

C.2 Pipeline — every program

All six rows returned by fetch_company_drugs on 2026-08-07. The catalyst column reports catalyst_date_text exactly as disclosed; the “to a day?” column is yes only where that text names a day (01-rules.md, rule 23). No row names a day.

Program (drug — indication)bpiq_drug_idStage & eventCatalyst (as disclosed)Date to a day?Analysed?Materiality to the stock
TYRA-300 (dabogratinib) — low-grade, intermediate-risk non-muscle invasive bladder cancer (IR NMIBC), SURF30218677Phase 2 Data readoutSeptember 2026No — a month, not a day. BPIQ stores 2026-09-30 as a placeholder.Yes → dabogratinib-ir-nmibc/Dominant near-term. The next disclosed catalyst on the entire pipeline, the first controlled-expectation efficacy disclosure since October 2024, and the leg of the “3×3” the 2025–26 re-rating rode on. It is not the whole equity — two other dabogratinib legs and TYRA-200 carry value — but it is the event the next three months of the share price answer to.
TYRA-200 — intrahepatic cholangiocarcinoma17139Phase 2 Data readoutQ4 2026No — a quarter. BPIQ stores 2026-12-31 as a placeholder.NoMeaningful. Second near-term readout, different molecule (FGFR2), first efficacy data for the platform beyond FGFR3. BPIQ flags is_high_mgmt_interest. Lands inside or just after the SURF302 reaction window, which is what contaminates attribution (see the program document).
TYRA-300 (dabogratinib) — pediatric achondroplasia, BEACH30116756Phase 2 Data readoutEnd Of Q1 2027No — a quarter-end. BPIQ stores 2027-03-31 as a placeholder.NoMeaningful, and the largest long-term optionality. A daily oral for the most common form of genetic dwarfism, where the incumbent (BioMarin’s Voxzogo) is a daily injection. Safety-sentinel initial data only; the fifth dose level opened per the 2026-08-04 note. BPIQ flags is_high_mgmt_interest.
Dabogratinib — low-grade upper tract urothelial carcinoma, SURF30319389Phase 2 Data readout2027No — a year. BPIQ stores 2027-12-31 as a placeholder.NoMeaningful. Third leg of the “3×3”: same drug, adjacent organ (kidney-side urinary tract), where surgery often costs patients a kidney. A SURF302 efficacy miss would read across to it directly, because the biology and the drug are the same.
TYRA-300 — cancer, solid tumors (SURF301 Phase 1/2)18397Phase 1/2 Data readoutTBA (has_catalyst: false)NoNoNot analysed — no disclosed catalyst. This is the trial that produced the existing clinical evidence: 6 of 11 (54.5%) confirmed partial responses in FGFR3-altered metastatic urothelial carcinoma at ≥90 mg once daily, the disclosure the stock fell 23% on in October 2024 (C.7).
TYRA-430 — hepatocellular carcinoma18563Phase 1 Data readoutTBA (has_catalyst: false)NoNoNot analysed — no disclosed catalyst. Earliest-stage program; immaterial to the next twelve months.

No row is marked failed or discontinued. Tyra has never reported a failed clinical program, so there is no record of how this management team or this register behaves through a miss — the closest precedent is the October 2024 sell-off on data the company itself presented as positive (C.7).

C.3 Financial position

ItemValueAs ofTag
Cash and equivalents$353.9M in cash, cash equivalents and marketable securities. BPIQ still carries the Q1 figure of $383.5M stamped 2026-03-31; the Q2 release supersedes it.2026-06-30[VERIFIED — Q2 2026 results release, 2026-08-04]
Burn (per month)~$9.9M recomputed from the quarter’s balance movement: $383.5M at 2026-03-31 less $353.9M at 2026-06-30 is $29.6M for the quarter. BPIQ’s trailing-twelve-month monthly_burn of $10.86M agrees within 10%. Spending is rising: Q2 R&D was $39.2M against $24.3M a year earlier (+61%), because three Phase 2 trials now run at once.Q2 2026[VERIFIED — Q2 2026 release; recomputed per rule 11]
Runway as the company states it”Into the second half of 2028.” Exact wording: current cash “expected to allow TYRA to execute on its plans into the second half of 2028.”2026-08-04[VERIFIED — Q2 2026 release]
Runway recomputed (cash ÷ burn)$353.9M ÷ $9.9M ≈ 36 months from 2026-06-30, which is ≈ mid-2029 — if spending stayed flat. It will not: the R&D line grew 61% year over year and SURF303 and BEACH301 are both scaling. The company’s “into 2H 2028” is the flat-burn arithmetic with a realistic spend ramp taken off, and it reconciles. BPIQ’s screener carries cash_runway_end_date of 2029-02-22, which is the flat-burn version; the company’s own statement is used.2026-08-07[UNVERIFIED — modelled from verified inputs]
DebtNone found. No borrowings, term loans or convertibles appear in the Q2 release or anywhere in the 236-item press feed. The 10-Q itself was not opened in this sweep, so absence is asserted only at the level of those sources.2026-08-04[UNVERIFIED — no disclosure found; 10-Q not opened]

Dilution history. Raises inside the last 24 months, plus one older financing for context.

DateInstrumentGross proceedsPriceSource
2026-03-04Block sale of 4,000,000 newly issued shares to “a large investment management firm” per the SEC-filing coverage. Announced at an all-time-high share price, one quarter after the 52-week-low-to-high run began.$126.0M$31.50 per share[VERIFIED — press feed 2026-03-04/05, multiple items citing the SEC filing]
2026-08-04Amended at-the-market (ATM) sales agreement with TD Securities: up to $250.0M of additional shares. Capacity, not a raise — but capacity refreshed one month before the readout.— (up to $250.0M)market[VERIFIED — Q2 2026 release, 2026-08-04]
2024-02-06 (outside the 24-month window, context)Private placement at $13.01: the insider file shows RA Capital taking 3,180,155 shares plus 1,538,457 pre-funded warrants and Boxer Capital taking shares plus 705,280 warrants. The full size was not confirmed in this sweep — the press feed’s coverage hole (C.8) predates it.not confirmed; visible legs ≈ $80M$13.01 / $13.009[VERIFIED — BPIQ insider file rows 2024-02-06; total UNVERIFIED]

Is a raise likely before the next catalyst? Before: no — cash reaches two years past the event and there is no distress. After: very likely on good data. The company amended its ATM to $250M on the same day it guided the readout to September, which is the standard setup for selling into post-data strength. The March block sale at $31.50 shows this management team raises opportunistically at highs. A holder should expect a positive September readout to be followed by equity issuance, which caps the top of the positive scenario in the program document.

C.4 Valuation frame

ItemValueSource / tag
Share price (spot)$26.96[VERIFIED — BPIQ fetch_company_info 2026-08-07, last price; equal to the price cache's 2026-08-06 close. Previous close $25.71]
Market capitalisationAs reported: $1,534.3M (BPIQ). Dividing by the previous close of $25.71 gives 59,677,715 implied shares — which matches the company’s fiscal-2025 weighted share count, not today’s: the Q2 2026 10-Q summary reports 65,991,171 weighted shares after the March block sale. Recomputed: 65,991,171 × $26.96 ≈ $1,779M. The BPIQ figure is ~$245M too low, from a stale share count on top of the previous-close bug family.[VERIFIED — Q2 2026 release (weighted shares); recomputed per rule 11]
Enterprise valueAs reported: $1,519.3M (BPIQ) — stale on both legs (stale market cap, 2026-03-31 cash). Recomputed: $1,779M − $353.9M cash + $0 debt found ≈ $1,425M.[UNVERIFIED — modelled from the verified inputs above]
52-week high / low$40.65 / $9.96 — derived from the committed price cache (data/prices/TYRA.json, bars to 2026-08-06) with lib/prices.mjs range52w(bars, 2026-08-07); identical to BPIQ’s own quoted range.[VERIFIED — price cache, cross-checked against BPIQ 2026-08-07]
Position in the 52-week range, computed off the last price55.4%: positionInRange(26.96, 9.96, 40.65) = 0.554, on the cache’s most recent close (2026-08-06, $26.96, the same print BPIQ quotes as last). BPIQ’s own max_52_week_position reads 0.51320, computed on the previous close — the documented bug, designed around rather than read.[VERIFIED — derived from the price cache with lib/prices.mjs]
Multiple off the 52-week low2.71× the low, and 33.7% below the high, at $26.96[VERIFIED — recomputed]

Two facts about this range matter more than the level. First, the whole range is one anticipation trade: closes ran $9.60 (2025-06-02) → $20.81 (2025-12-01) → $26.79 (2026-01-02) → a $39.61 peak close on 2026-04-02 — up roughly 300% in ten months with no efficacy data released anywhere in the period — then gave back a third to $25.42 by 2026-06-10 as sell-side flagged “renewed SURF-302 concerns,” and has sat in the mid-$20s since [VERIFIED — data/prices/TYRA.json closes; press feed 2026-06-10 (BofA note)]. Second, that give-back happened while guidance slipped twice, from “1H 2026” to “August” to “September” (program document, Readout). The market has already paid for a good readout once, at $39.61, and has partially taken it back. This is the run-up baseline for every program under this ticker.

C.5 Ownership and flow

Holder typeShareNoteSource
Insider2.85%BPIQ insider_own 0.02850 read as a fraction. Understates effective insider alignment: RA Capital (18.5%, below) files as a director/10%-owner. CEO Todd Harris reported 2.91M shares (~4.4%) on 2026-05-14, which already exceeds the BPIQ figure — units and coverage of this field are unreliable for this ticker.[UNVERIFIED — BPIQ 2026-08-07, units unconfirmed; press feed 2026-05-14]
InstitutionalHigh but not quantifiable from BPIQBPIQ tute_own reads 1.11832 — more than 100% of shares outstanding, which is impossible; the field is unusable for this ticker (C.8). Filings in the press feed give the texture instead: FMR 14.4% (2026-04-07), Janus Henderson 7.2% (2026-05-15), BlackRock 5% passive (2026-07-30), Commodore 4.2% (2026-05-15), Farallon multi-percent (2026-05-12), plus the eight 13F funds below.[UNVERIFIED — BPIQ field broken; individual stakes VERIFIED per the cited filings]
Retail / otherresidualNot separately reported by any source in this sweep.[UNVERIFIED]
Short interest32.0%BPIQ short_float reads 0.32005, timestamped 2026-07-15. Units are unconfirmed for this connector across the corpus; read comparatively it is the highest figure in this repo’s coverage by a factor of four and, if it is a fraction of float, roughly a third of the float is bet against this readout. Either way it is fuel on both sides: a squeeze on good data, company on bad.[UNVERIFIED — BPIQ 2026-07-15, units unconfirmed]

Insider flow. The file is 250 rows from 2023-06-29 to 2026-05-28 [VERIFIED — BPIQ fetch_company_insider_transactions 2026-08-07]. The one genuine open-market conviction buyer is RA Capital: ~1.55M shares bought on the open market across 2025-06-04 to 2025-06-16 at $9.63–$10.20 — within days of the SURF302 first-patient announcement, at what proved to be the bottom — plus 1.22M shares at $16.25 on 2024-11-08, into the post-EORTC wreckage, plus the February 2024 placement legs above. RA Capital holds a board seat and 12.2M shares. Officer and director flow is routine: annual grants (2026-05-05, 2026-05-28), ESPP purchases by the CEO and CFO at $9.129 (2026-03-13), and steady 10b5-1-pattern selling — COO/CDO Daniel Bensen accounts for 71 of the 140 disposals, director Kjellson 26, CEO Harris 23. Director Kaplan exercised 67,467 options and sold ~$528k on 2026-03-25/27 near the highs. A Form 144 filed 2026-06-27 proposes a further $9.54M insider sale. No officer or director has made an open-market purchase at any price above $10.20. The people running the company take grants and sell into the run; the fund with the board seat did its buying 60% below today’s price.

Concentration (13F, 2026Q2). Eight funds: RA Capital 12,198,625 shares (~18.5% of the Q2 weighted count), TCG Crossover 3,248,980 (added ~351k in Q2), Paradigm Biocapital 2,054,991 (new in Q2), BVF 1,976,196 (trimmed from 2,127,665), 5AM Ventures 1,029,298, Logos Global 850,000 (up from 210,000), Sofinnova 204,015 (new), Baker Bros 10,607 [VERIFIED — BPIQ fetch_company_hedge_fund_holdings 2026-08-07]. New money entered in Q2 2026 at $30+ marks (Paradigm, Logos adds); Boxer Capital, a 6.4M-share holder through 2025Q1, is gone. Eversept sold (2026-07-29). The register is crowded with specialists positioned for the readout — BPIQ’s own screener flags TYRA as held by 8 hedge funds, its top-10% threshold — which cuts both ways: strong hands into the event, but nobody left to upgrade on merely-fine data.

C.6 Options chain and its readability

Plain takeaway. The chain can see the event but cannot price it cleanly. The September 2026 expiry (2026-09-18) sits at the front edge of the guided readout month, and the two largest open positions in the entire chain are September calls above spot — 2,313 contracts at the $40 strike and 1,144 at $30 — visible positioning for an up-move on data landing early in September. But quoted spreads are $3–5 wide on near-the-money strikes with day volumes of 0–22 contracts, so any implied-move number is a construction. Bid-to-ask, the September $25 straddle brackets a move anywhere from ~17% to ~49% of spot; the honest statement is “wide, likely 25–40%,” not a number. Note also that data landing mid-to-late September would expire the September chain worthless before the print; the October (2026-10-16) and November (2026-11-20) expiries span the whole readout window.

ItemValueNote
Spot$26.962026-08-07
Nearest listed strike to spot$25Strikes run 12.5–55 across expiries; $25 and $30 bracket spot.
Expiry nearest the next catalyst2026-09-18Inside the guided month but before its back half; 2026-10-16 and 2026-11-20 cover the full readout window (earliest 2026-09-01, latest 2026-10-31, program document).
At-the-money straddle ÷ spotBracket only: ~17% (both legs at bid) to ~49% (both at ask)September $25 call 3.00/7.70, September $25 put 1.60/5.50. Mid-to-mid gives ~33%, but $4–5 spreads make the mid a fiction.
Front implied volatility~1.18–1.21 on the September $25/$30 callsElevated, consistent with a binary event; the documented 0.01488 floor artifact appears on August deep in-the-money calls (treated as null per 02-connectors.md).
Open interest at that strikeSeptember: 10 at $25C, 1,144 at $30C, 2,313 at $40C; 417 at August $15P, 150 at August $25PThe $30/$40 September call wall is the most informative structure: real money positioned for an early-September up-move through the old high.
Liquidity confidenceLOWDay volume across the whole chain was ~40 contracts. Open interest is readable as positioning; prices are not readable as an implied move.

[VERIFIED — BPIQ fetch_company_options_data 2026-08-07]

C.7 Reaction to past catalysts

Four rows from fetch_company_historical_catalysts, each cross-checked against the committed price cache and the press feed. Two BPIQ intraday figures fail the cross-check in sign; the cache is used (C.8).

DateEventIntraday moveSame-day press-feed checkRead
2024-10-25SURF301 interim proof-of-concept at EORTC-NCI-AACR: 6 of 11 (54.5%) confirmed partial responses in FGFR3-altered metastatic urothelial carcinoma−23.3% close-to-close (28.61 → 21.93); opening gap −16.2%; open-to-close −8.5%. BPIQ’s field says +18.97%, which the cache contradicts — flagged in C.8. The slide continued: −40.9% over three sessions to $16.91 by 2024-10-29.Feed hole predates 2024-10-28, so no same-day bundle check is possible; the catalyst source is the company’s own release.The most important row in the table. Tyra’s only prior efficacy disclosure — data the company presented as positive proof of concept — cost the stock a quarter of its value in a day and 40% in three. Whether the whisper was higher or the details (durability, tolerability) disappointed, the lesson for September 2026 is that this name sells “good” data that is not great data.
2024-10-28FDA IND clearance for BEACH301 (achondroplasia Phase 2)−10.8% close-to-close (21.93 → 19.89). BPIQ’s field says +13.50%; cache open 22.30 → close 19.89 contradicts it.No feed coverage that day (hole).Confounded — good regulatory news drowned by the ongoing post-EORTC unwind. Not a clean read.
2025-06-30First patient dosed in SURF302 (this program)+3.6% open-to-close (9.24 → 9.57); +5.2% close-to-close. BPIQ says +7.58%.Company release same day; nothing else in the feed.Clean, modest. An operational milestone at the bottom of the range. RA Capital’s open-market buying bracketed this date.
2025-08-21First child dosed in BEACH301+15.5% open-to-close (10.13 → 11.70); +14.3% close-to-close. BPIQ says +18.36%, direction consistent.Company release same day; nothing else.Clean. The largest positive one-day reaction on record — for a dosing milestone, not data.

The read that matters. Operational milestones move this stock +4% to +15%. The single efficacy disclosure in its history moved it −23% in a day from a much lower base of expectations than today’s: on 2024-10-25 the stock had run to ~$28 into the data; today it sits at $26.96, up 2.7× in a year, with 15 buys, a crowded specialist register and (if the units are right) a third of the float short. Nothing in this table prices a Phase 2 readout received well; the only precedent for “data meets high expectations” on this ticker resolved sharply down.

C.8 Company data-quality flags

  • BPIQ market capitalisation uses a stale share count on top of the previous-close bug. $1,534.3M ÷ $25.71 implies 59.68M shares — the fiscal-2025 weighted count. The Q2 2026 10-Q summary reports 65,991,171 weighted shares (post the March 2026 block sale). Recomputed: ~$1,779M. Every BPIQ-derived per-share and EV figure inherits this.
  • BPIQ enterprise_value ($1,519.3M) is stale on both legs — stale market cap, 2026-03-31 cash. Recomputed ≈ $1,425M.
  • BPIQ cash ($383.5M, stamped 2026-03-31) is one quarter stale. The Q2 release supersedes it at $353.9M (2026-06-30).
  • BPIQ tute_own reads 1.11832 — institutional ownership above 100% of shares outstanding, which is impossible. The field is unusable for this ticker; individual 13G/13F filings are used instead (C.5).
  • BPIQ intra_day_price_change_percent is wrong in sign on both 2024-10 catalyst rows. It reports +18.97% (2024-10-25) and +13.50% (2024-10-28) against cache opens/closes of 23.98→21.93 and 22.30→19.89 — both down days, confirmed close-to-close as −23.3% and −10.8%. The committed cache is used for every C.7 figure. This is one step worse than the documented open_price_gap_percent unreliability: here the preferred field fails the cross-check.
  • BPIQ short_float units are unconfirmed (0.32005, 2026-07-15). Read comparatively: highest in this repo’s coverage by ~4×. No second source resolved it this sweep.
  • BPIQ insider_own (2.85%) is inconsistent with the CEO’s own reported 2.91M-share position (~4.4% of the Q2 weighted count, press feed 2026-05-14). Field treated as unreliable.
  • The press-release feed has a coverage hole: 236 items but only one predates 2024-10-28, so the February 2024 private placement and the entire 2022–2024 history are invisible to it. The insider-transaction file partially fills the gap.
  • Options implied volatility carries the documented 0.01488 floor artifact on August deep in-the-money calls; near-dated quotes have $3–5 spreads on single-digit volume. Treated as unpriceable beyond a bracket (C.6).
  • The insider-transaction feed is not limited to four filing quarters for this ticker (250 rows back to 2023-06-29) — same behaviour as documented on ABOS; the C.5 findings rest on the full returned history.
  • No earnings-call transcript is available for TYRA through the connector (empty on two attempts). Management wording is sourced from releases only.
  • Runway sources disagree in a minor way and both are reported: the company states “into the second half of 2028”; BPIQ’s screener field carries 2029-02-22 (flat-burn arithmetic). The company’s own statement is used for every judgement in this document.

Sources

    BPIQ fetch_company_info, fetch_company_drugs, fetch_company_historical_catalysts, fetch_company_options_data, fetch_company_insider_transactions (250 rows via saved file), fetch_company_press_releases (236 items via saved file), fetch_company_hedge_fund_holdings, fetch_company_earnings_transcript (empty), all 2026-08-07 Tyra Biosciences Q2 2026 results release, 2026-08-04 (PRNewswire): cash $353.9M, runway into 2H 2028, R&D $39.2M, G&A $9.8M, net loss $45.6M, 65,991,171 weighted shares, SURF302 September 2026 guidance, amended $250M ATM with TD Securities data/prices/TYRA.json via lib/prices.mjs (52-week range, position, average dollar volume, catalyst-day cross-checks, run-up baseline) Press feed items cited inline: 2026-03-04/05 block sale, 2026-06-10 BofA note, 13G/13F stake items, 2026-06-27 Form 144