B+
Bull case
25%
Probability
Target price
$43.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
TYRA
Tyra BiosciencesDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
September SURF302 data could validate oral dabogratinib in FGFR3-altered IR NMIBC, while the broader three-program strategy and cash runway into the second half of 2028 support continued execution [#SEC-8K-2026-08-04].
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -22.7.
What can break
BEACH301 timing has been pushed to end-Q1 2027 after progression to a fifth dose level.
Momentum
7
Value
41
Sentiment
65
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $24.00 · Bull $43.00 · Bear $14.00Analysis 2026-08-08; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-18
Investment thesis
As of 2026-09-18
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-18. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $48.45
Why
Momentum7 · Δ7d +5.1
Value41 · Δ7d 0.0
Sentiment65 · Δ7d -22.7
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta -22.7.
Contradictions & invalidation
- • BEACH301 timing has been pushed to end-Q1 2027 after progression to a fifth dose level.
- • No reliable consensus surprise, estimate revision, target revision, or trusted source-attributed post-print price reaction is available in the packet.
- • The investment case remains highly dependent on binary clinical outcomes.
Catalyst clock
2026-09-30
SURF302 initial Phase 2 readout expected in September 2026
Lead driver: Sentiment · See AI snapshot
Momentum
7
9% active weight
Current posture
7d trendImproving
Δ7d
+5.1
Δ21d
+3.3
Value
41
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-0.0
Sentiment
65
62% active weight
Current posture
7d trendSoftening
Δ7d
-22.7
Δ21d
-2.1
Why this grade
Composite grade D. Momentum 6.9 / Value 41.2 / Sentiment 64.8
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-08. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$24.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$14.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$1.56B
Beta
1.07
Shares Out
59.68M
P/E (TTM) · Derived
-13.0
P/S (TTM)
-
P/FCF (TTM) · Derived
-14.79
Rev YoY
-
EPS YoY
+46.3%
Gross Margin
-
Op Margin
-
Net Debt
-$250.19M
Current Ratio
14.91
As of 2026-09-18 • Updated nightlySource: Internal modelMethods & Data