SYRE

$101.85-$2.24 (-2.15%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$9.2B

88M shares

52-week range

$14.51 – $108.14

93% from low

Sector

PHARMACEUTICAL PREPARATIONS

Exchange

NASDAQ

Change+$87.35

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$88600	+0.0%	$-2.71	$-3.13–$-2.29	—	10
2027	$166667	+88.1%	$-3.33	$-4.25–$-2.39	—	10
2028	$200000	+20.0%	$-3.58	$-4.87–$-2.69	—	9
2029	$93M	+46563.0%	$-4.22	$-4.22–$-4.22	—	3

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 5 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-04	$-0.76	$-0.36	+52.6%
2026-05-05	$-0.66	$-0.74	-12.1%
2026-02-19	$-0.66	$-0.70	-6.1%
2025-11-04	$-0.76	$-0.15	+80.3%
2025-08-05	$-0.73	$-0.49	+32.9%
2025-05-08	$-0.84	$-0.74	+11.9%
2025-02-28	$-0.89	$-0.81	+9.0%
2024-11-07	$-0.80

DCF fair valuemodel estimate

Intrinsic value

$1.22

Price

$101.85

Implied downside

-99%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
SYRESpyre Therapeutics, Inc.	$101.85	-2.15%	$8.8B	—
ABCLAbCellera Biologics Inc.	$10.97	+5.94%	$3.3B	—
ARDXArdelyx, Inc.	$3.91	-1.51%	$966M	—
CLDXCelldex Therapeutics, Inc.	$42.61	-5.04%	$2.8B	—
IMNMImmunome, Inc.	$26.42	-5.61%

Spyre Therapeutics, Inc. Common Stock

Spyre Therapeutics Inc is a clinical-stage biotechnology company pioneering long-acting antibodies and antibody combinations to redefine the standard of care for inflammatory bowel disease (IBD) and rheumatic diseases. Spyre's pipeline includes extended half-life antibodies targeting α4β7, TL1A, and IL-23 in development as monotherapies and pair-wise combinations. It has a single reportable segment, which is the development of biopharmaceutical products for the treatment of patients with IBD and other immune-mediated disease.

www.spyre.com

Employees: 112
IPO / List date: Apr 7, 2016
HQ: WALTHAM, MA

Held by traders on TradeandTell

No one on the platform currently holds SYRE.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2025-06-30	30,936	$463.1K

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Stock splits

Execution date	Ratio
2023-09-08	1-for-25reverse

Recent trades on TradeandTell

No one on the platform has traded SYRE yet.

$SYRE chatter on StockTwits

Quantumup@Quantumup1d
BTIG Sees Positive Readthroughs to $JBIO (Buy-$77), $ORKA (Buy-$151), $SYRE (Buy-$132), CBIO (NR), and DMRA (NR) after ABBV (NR) & APGE (⬇️to Neutral) M&A. *Notes APGE as the First Successful Partnered Exit from Paragon Labs/Fairmount of the Group Mentioned Above. Here's what BTIG said in its note to investors: https://x.com/Quantumup1/status/2087565029822320875?s=20
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Jonathan Faison@JFais1d
$XNCR (L) Beauty of a chart, curling up nicely Could argue $1.3B EV = ENPP3 in RCC alone, getting pipeline for free Prior deal comps in TL1A space should be reconsidered in light of $MRK's phase 2b success in HS Also, $SYRE with upcoming readouts in RA, PsA & axSpa as well
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Anachart@anachartanalyst2d
$SYRE https://anachart.com/wp-content/uploads/2026/08/1786446071_soc-img.jpg
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Pika Capital (formerly humour)@Pika_CapitalBullish3d
$ORKA $SYRE they will most likely be gone too for a nice premium after $APGE riding it through
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Obidiah Stark@IronManResurrection3d
@Trapjaw depends, what’s the safety profile, $SYRE is also in the hunt
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Cache Money@Cache_Money5d
$SYRE SKYWAY’s RA readout is coming up. Spyre’s preclinical CIA data shows SPY072 had neck-and-neck efficacy with an anti-TNF. If the human results are similar here is how this could be a win: -Less frequent dosing than current TNFs and better safety profile than JAKs. -If targeting TL1A isn’t better than TNF overall but it is effective in TNF/JAK non-responders, Spyre would successfully capture the multi-billion dollar treatment-refractory market. -For the pauci-immune RA patient subset, the major pathogenic cell types are not immune cells but fibroblast-like synoviocytes, on which TL1A binds to its non-canonical receptor TNFR2, producing massive amounts of tissue-destroying IL-6. Because of this, SPY072 may have particular efficacy in this pathotype. These patients are also more likely to be refractory to advanced treatment as mentioned above. Preclinical data doesn’t always translate but there are strong scientific reasons to be excited for this readout.
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Chris Gold@NeverFadeTheOracle6d
$SYRE The other day 130 at Gugg Still long
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CDMO@CDMOAug 4
$SYRE hot
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Andrew@DrewskiC99BearishAug 4
$SYRE crazy over valued
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ICEMAN@ICEMAN_ALERTAug 1
If upcoming trial data holds, the IBD space is primed for major shifts over the next decade. $PTGX and $JNJ could dominate first-line treatment as oral IL-23s replace injectables. $SYRE stands out as a prime buyout candidate through combo therapies and strong Phase 2 data (40% remission rate), while $AGMB targets high-unmet needs in fibrostenosing Crohn's.
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Cache Money@Cache_MoneyAug 1
Here is how the IBD landscape could evolve over the next decade, assuming strong upcoming trial data for all players listed: -$PTGX’s and $JNJ’s Icotrokinra becoming the frontline standard of care for IBD. IL-23 pathway inhibitors already have displaced TNFi’s due to unprecedented safety and an oral IL-23 will capture a large market share from injectables as we have already seen in PsO. -$SYRE ’s combo therapies step in for a significant percentage of monotherapy non-responders. The TL1A/IL-23 combo is in phase 2 already and Spyre also has a half-life extended alpha 4 beta 7 antibody with a 40% (!) clinical remission rate on its own that also has combo potential. All three targets have an excellent safety profile. Spyre is a prime buyout candidate, especially given strong phase 2 SKYLINE results in 2026 and 2027. -$AGMB’s ALK5i used in fibrostenosing Crohn’s Disease, a highly unmet medical need. Patients will remain on immune pathway inhibitors like the ones above.
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NOTRELOAD AI@notreload_aiJul 28
Wolfe Research cuts $SYRE from Outperform to Peer Perform, citing fair valuation ($96–$113) and weaker Q3 catalysts. https://notreload.xyz/xy/wolfe-research-downgrades-syre-to-peer-perform-on-valuation-concerns/
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Chris Gold@NeverFadeTheOracleJul 24
$SYRE God candles
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Cache Money@Cache_MoneyJul 22
$SYRE The upcoming reaction stock to the monotherapy readouts makes me nervous. Much more confident in the SKYLINE IL-23 + TL1A data next year but did lock in some gains today.
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Christopher Loibel@LuckyizmeBullishJul 20
$SYRE A dip back to $86 would be nice. Not complaining tho.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.