NASDAQ$TYRA

Tyra Biosciences Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported third quarter financial results and corporate progress.

Tyra Biosciences reported a net loss of $21.2 million for the third quarter of 2023 and highlighted the advancement of TYRA-300 in the SURF301 oncology study, positive preclinical data for achondroplasia, and the expected initiation of the TYRA-200 Phase 1 study by the end of 2023. The company's cash and cash equivalents totaled $215.7 million as of September 30, 2023.

  • Enrollment and dose escalation are ongoing in the SURF301 Phase 1/2 oncology study.
  • Additional preclinical data on TYRA-300 in achondroplasia were presented at ASBMR and ASHG meetings.
  • The first patient is expected to be dosed in the TYRA-200 Phase 1 study by the end of 2023.
  • Tyra Biosciences reported a strong cash position of $215.7 million as of Q3 2023.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.49

Previous: -$0.30-63.3%
Capital Expenditures

-$83K

Previous: $48K-272.9%
Free Cash Flow

-$17.2M

Previous: -$12.3M-40.5%
Net Income

-$21.2M

Previous: -$12.5M-69.1%
Operating Income

-$24M

Previous: -$13.6M-75.6%
Gross Profit

-$82K

No prior period
Cash & Equivalents

$216M

Previous: $263M-18.0%
Total Assets

$238M

Previous: $276M-13.6%
R&D Expense

$19.2M

No prior period
Stock-Based Comp

$4.38M

Previous: $1.02M+329.5%

Revenue & EPS history

Tyra Biosciences · Revenue · Quarterly

$0

Q3 2023

Forward guidance

Tyra Biosciences anticipates several key milestones, including updating guidance on the timing and design of the planned Phase 2 study in achondroplasia and dosing the first patient with TYRA-200.

Tailwinds

  • Continued advancement of TYRA-300 in the SURF301 oncology study.
  • Strengthening of preclinical data package in achondroplasia for TYRA-300.
  • Expected update on the timing and design of the planned Phase 2 study in achondroplasia.
  • Anticipated dosing of the first patient with TYRA-200 before the end of the year.
  • Advancement of the in-house precision medicine discovery engine, SNÅP, to develop therapies in targeted oncology and genetically defined conditions.

Headwinds

  • Potential delays in the commencement, enrollment, and completion of preclinical studies and clinical trials.
  • The approach to discover and develop drugs based on the SNÅP platform is novel and unproven.
  • Unexpected adverse side effects or inadequate efficacy of product candidates may limit their development, regulatory approval, and/or commercialization.
  • Dependence on third parties in connection with manufacturing, research, and preclinical testing.
  • Unstable market and economic conditions and adverse developments with respect to financial institutions and associated liquidity risk may adversely affect the business and financial condition.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+2.0%

Avg return

Earnings day

+3.0%

Avg return

5 days after

-0.8%

Avg return

30 days after

50%

9 / 18 earnings

Positive

+29.8%

Q3 2021

Best reaction

-11.5%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+1.5%+7.7%+21.8%
Q3 2025+0.3%+8.4%+50.6%
Q2 2025+0.4%-4.3%+17.0%
Q1 2025-3.1%-4.0%+2.3%
Q4 2024-0.8%-10.5%+3.9%
Q3 2024-5.9%-6.9%-8.1%
Q1 2024-3.8%+3.1%+9.7%
Q4 2023+7.0%+3.0%-9.7%
Q3 2023-6.3%-8.1%+2.5%
Q2 2023+0.9%+1.6%-3.4%
Q1 2023-3.3%+7.0%+13.1%
Q4 2022-3.3%+0.0%-9.8%
Q3 2022-7.1%+12.9%-3.1%
Q2 2022+11.1%+14.7%-24.0%
Q1 2022+0.1%-5.9%-17.8%
Q4 2021-11.5%-5.3%-6.4%
Q2 2021+29.8%+20.3%-26.6%
Q3 2021+29.8%+20.3%-26.6%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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