TYRA

Tyra BiosciencesD

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-08-06

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

20%

Probability

Target price

$45.00

+66.9% vs current

Most likely

Base case

50%

Probability

Target price

$24.00

-11.0% vs current

B-

Bear case

30%

Probability

Target price

$15.00

-44.4% vs current

AI sentiment snapshot

Latest data as of 2026-08-06

AI commentary

Primary-source context is strong, but sentiment is cautious-to-negative. The August 4 Q2 update preserves the key September SURF302 readout while delaying BEACH301 data to end-Q1 2027 [#SEC-8K-2026-08-04]. The packet contains no social coverage, recent news set, analyst revision signal, consensus surprise, or trusted attribution of the post-print price reaction; missing data should not be treated as positive evidence.

RankAlpha Sentiment Codex - 2026-08-06

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-09-30eventSURF302 initial Phase 2 readout expected in September 2026High impact

The Q2 update says initial safety data from more than 40 patients and efficacy data from more than 20 patients are expected in September. This is the clearest near-term valuation test, but outcome quality remains binary and unavailable in advance [#SEC-8K-2026-08-04].

2027-03-31catalystBEACH301 data timing pushed to end-Q1 2027High impact

The safety-sentinel readout, previously expected in Q4 2026, is now expected at the end of Q1 2027 after opening a fifth dose level. The delay reduces near-term catalyst density and may pressure sentiment [#SEC-8K-2026-08-04].

2027-12-31catalystSURF303 remains an additional 2027 development milestoneHigh impact

The Phase 2a/b LG-UTUC study has advanced, but initial results are not expected until 2027. Positive data could broaden the dabogratinib opportunity beyond IR NMIBC; current evidence does not establish efficacy [#SEC-8K-2026-08-04].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-06 • Updated nightlySource: Internal modelMethodology