TYRAMEDIUM SIGNALFINANCIAL10-K

TYRA shows deteriorating financial performance with operating cash flow worsening 36% to -$95.1M and net losses expanding 39% to -$119.9M, driven by a 29% increase in R&D spending.

The company is burning through cash at an accelerated pace while advancing its clinical programs, with total assets declining 22% and cash reserves dropping 16% to $77.4M. While increased R&D spending signals continued investment in pipeline development, the worsening cash flow trajectory raises questions about runway duration and potential future financing needs.

Comparing 2026-03-02 vs 2025-03-27View on EDGAR →
FINANCIAL ANALYSIS

TYRA's financial position shows broad-based deterioration across key metrics, with operating cash outflows increasing 36% to -$95.1M driven primarily by a 29% surge in R&D expenses to $102.9M as the company advances its clinical programs. The company's balance sheet contracted significantly, with total assets declining 22% to $282.6M and stockholders' equity falling 25% to $259.2M, while cash reserves dropped 16% to $77.4M. This financial profile reflects a clinical-stage biotech company investing heavily in development but facing accelerating cash burn that may necessitate future financing.

FINANCIAL STATEMENT CHANGES
Capital Expenditure
Cash Flow
-78.8%
$664K$141K

Capex reduced 78.8% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Net Income
P&L
-38.7%
-$86.5M-$119.9M

Net income declined 38.7% — review whether driven by operations, interest costs, or non-recurring items.

Operating Cash Flow
Cash Flow
-36.4%
-$69.8M-$95.1M

Operating cash flow fell 36.4% — earnings quality concerns; investigate working capital changes and non-cash items.

R&D Expense
P&L
+28.5%
$80.1M$102.9M

R&D investment increased 28.5% — signals commitment to future product development, though near-term margin impact.

Operating Income
P&L
-27.4%
-$104.2M-$132.8M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Stockholders Equity
Balance Sheet
-24.5%
$343.2M$259.2M

Equity decreased 24.5% — buybacks or losses reducing book value, monitor solvency ratios.

Current Liabilities
Balance Sheet
+24%
$14.6M$18.1M

Current liabilities rose 24% — increased short-term obligations, watch current ratio.

Current Assets
Balance Sheet
-23.6%
$347.5M$265.4M

Current assets declined 23.6% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-22.3%
$363.6M$282.6M

Total assets contracted 22.3% — asset sales, write-downs, or balance sheet optimization underway.

Cash & Equivalents
Balance Sheet
-15.9%
$92.0M$77.4M

Cash decreased 15.9% — monitor burn rate and upcoming capital needs.

LANGUAGE CHANGES
NEW — 2026-03-02
PRIOR — 2025-03-27
ADDED
As of February 25, 2026 , the registrant had 53,867,115 shares of common stock ($0.0001 par value) outstanding.
Overview We are a clinical-stage biotechnology company focused on developing next-generation precision medicines for large opportunities in targeted oncology and genetically defined conditions, harnessing the power of Fibroblast Growth Factor Receptor (FGFR) biology.
Through this approach, we have built a wholly-owned pipeline of oral small molecule product candidates focused on targets that have previously been considered difficult-to-drug.
Our FGFR3 Programs oral dabogratinib (formerly TYRA-300) for Urothelial Cancers and Skeletal Dysplasia Alterations in the protein receptor FGFR3 are a validated driver in multiple indications with large market opportunities: urothelial cancers and skeletal dysplasia conditions.
Our lead program, oral dabogratinib, was designed to be more selective for FGFR3 over FGFR1, FGFR2, and FGFR4 to minimize off-target side effects, providing potential clinical advantages over less selective first-generation compounds and potentially addressing key unmet needs across both urothelial cancers and skeletal dysplasia conditions.
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REMOVED
As of March 25, 2025 , the registrant had 53,089,957 shares of common stock ($0.0001 par value) outstanding.
Overview We are a clinical-stage biotechnology company focused on developing next-generation precision medicines for large opportunities in targeted oncology and genetically defined conditions, with an initial focus on Fibroblast Growth Factor Receptor (FGFR) biology.
We have initially leveraged our SN P approach to develop TYRA-300, TYRA-200 and TYRA-430: three clinical-stage, novel small molecules designed to overcome the toxicity and resistance liabilities of first generation pan-FGFR inhibitors.
Our FGFR3 Programs TYRA-300 for Bladder Cancer and Skeletal Conditions Mutations in the protein receptor FGFR3 are a key driver in two indications with large market opportunities: bladder cancer and skeletal conditions.
Our lead program, TYRA-300, was designed to be more selective for FGFR3 over FGFR1, FGFR2, and FGFR4 to minimize off-target side effects, providing potential clinical advantages over less selective first-generation compounds and potentially addressing key unmet needs across both bladder cancer and skeletal conditions.
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