Kymera Therapeutics (KYMR) Hisse Özeti
Klinik aşamada bir biyofarmasötik şirketi olan Kymera Therapeutics, Inc. vücudun kendi doğal protein bozunma sisteminden yararlanarak hastalığa neden olan proteinleri seçici olarak bozan küçük moleküllü terapötikleri keşfetmeye ve geliştirmeye odaklanmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
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Analyst Price Targets
Kymera Therapeutics, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$114.96 |
| 52 Haftanın En Yüksek Seviyesi | US$130.05 |
| 52 Haftanın En Düşük Seviyesi | US$46.25 |
| Beta | 1.96 |
| 1 Aylık Değişim | -2.07% |
| 3 Aylık Değişim | 31.47% |
| 1 Yıllık Değişim | 143.15% |
| 3 Yıllık Değişim | 502.20% |
| 5 Yıllık Değişim | 90.05% |
| Halka arzdan bu yana değişim | 245.64% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Sep 03
KYMR: Early BROADEN2 Completion Will Accelerate Atopic Dermatitis Phase 2b Readout
Kymera Therapeutics' analyst fair value estimate has moved from $152.55 to $161.56 as analysts factor in higher price targets tied to expanded KT-621 atopic dermatitis indications, earlier Phase 2b timelines, and broader Th2 disease potential. Analyst Commentary Recent research updates on Kymera Therapeutics show a cluster of bullish analysts lifting price targets and highlighting key clinical and commercial milestones.Anlatı Güncellemesi • Aug 14
KYMR: Early BROADEN2 Completion Will Bring Atopic Dermatitis Catalyst Forward
Kymera Therapeutics' fair value estimate moved from $148.01 to $152.55 as analysts raised price targets into the $120 to $155 range, citing earlier than expected BROADEN2 enrollment completion, accelerated timelines for KT-621 in atopic dermatitis, and broader confidence in the company’s targeted protein degradation platform across Th2 and immune disease indications. Analyst Commentary Recent research updates on Kymera Therapeutics center on confidence in KT-621 in atopic dermatitis and in the broader targeted protein degradation platform.Recent updates
Anlatı Güncellemesi • Sep 03
KYMR: Early BROADEN2 Completion Will Accelerate Atopic Dermatitis Phase 2b Readout
Kymera Therapeutics' analyst fair value estimate has moved from $152.55 to $161.56 as analysts factor in higher price targets tied to expanded KT-621 atopic dermatitis indications, earlier Phase 2b timelines, and broader Th2 disease potential. Analyst Commentary Recent research updates on Kymera Therapeutics show a cluster of bullish analysts lifting price targets and highlighting key clinical and commercial milestones.Anlatı Güncellemesi • Aug 14
KYMR: Early BROADEN2 Completion Will Bring Atopic Dermatitis Catalyst Forward
Kymera Therapeutics' fair value estimate moved from $148.01 to $152.55 as analysts raised price targets into the $120 to $155 range, citing earlier than expected BROADEN2 enrollment completion, accelerated timelines for KT-621 in atopic dermatitis, and broader confidence in the company’s targeted protein degradation platform across Th2 and immune disease indications. Analyst Commentary Recent research updates on Kymera Therapeutics center on confidence in KT-621 in atopic dermatitis and in the broader targeted protein degradation platform.
Anlatı Güncellemesi • Jul 30
KYMR: Accelerated Atopic Dermatitis Trials Will Drive Bullish Protein Degrader Outlook
Kymera Therapeutics' fair value estimate has moved from $123.76 to $127.52 as analysts reflect higher price targets linked to faster KT-621 trial timelines in atopic dermatitis, early completion of BROADEN2 enrollment, and the potential validation of its protein degradation platform through upcoming KT-579 data. Analyst Commentary Recent Street research on Kymera Therapeutics centers on two main themes.Anlatı Güncellemesi • Jul 16
KYMR: Early Completion Of Key Trial Will Reframe Atopic Dermatitis Opportunity
Kymera Therapeutics' updated analyst price target moves from $138.00 to about $148.01 as analysts factor in the earlier than expected completion of KT-621's Phase 2b BROADEN enrollment, revised timelines for atopic dermatitis data, and growing interest in the potential for an oral therapy with Dupixent-like efficacy and possible M&A appeal. Analyst Commentary Bullish analysts covering Kymera Therapeutics are largely focused on KT-621 and the accelerated progress of the BROADEN2 Phase 2b trial in atopic dermatitis, with several research desks adjusting models and timing assumptions to reflect the earlier enrollment completion and updated readout plans.Seeking Alpha • Jul 03
Kymera: Building Toward A Defining 2H26 Moment
Summary Kymera Therapeutics is rated Buy ahead of the 2H26 KT-621 Phase 2b readout, seen as a key inflection point. KT-621, a first-in-class oral STAT6 degrader, targets large, expanding markets in atopic dermatitis and other type 2 inflammatory diseases. Rapid trial enrollment, a strong balance sheet ($1.55B cash), and external validation position KYMR for potential high-value partnerships and lifecycle expansion. Valuation is elevated (EV/sales 154x), reflecting high expectations for clinical and commercial success, with limited margin for error if outcomes disappoint. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 02
KYMR: Earlier Trial Completion And Oral Degrader Data Will Shape Balanced Outlook
Kymera Therapeutics’ fair value estimate increased from $119.19 to $123.76 as analysts lifted price targets into a $125 to $155 range, citing earlier than expected BROADEN2 trial enrollment completion for KT-621 in atopic dermatitis, accelerated timelines for key readouts and launch planning, and large modeled peak sales potential of $6 billion for the lead asset. Analyst Commentary Recent Street research around Kymera Therapeutics centers on how the BROADEN2 timeline shift and KT-621 opportunity could affect both valuation and execution risk.Analiz Makalesi • Jun 21
Kymera Therapeutics (KYMR) Stock Could Be 24% Undervalued After KT 621 And KT 579 Data
Kymera Therapeutics (KYMR) is back in focus after sharing new data on its protein degrader pipeline, including Phase 1 results for KT-621 in healthy Japanese adults and expanded preclinical findings for lupus candidate KT-579. See our latest analysis for Kymera Therapeutics. Kymera Therapeutics’ recent KT-621 and KT-579 readouts arrive after a period of strong momentum, with the latest share price at $90.43, a 30 day share price return of 14.63% and a one year total shareholder return of...Anlatı Güncellemesi • Jun 18
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Kymera Therapeutics sees its analyst fair value estimate adjusted slightly higher to about $119 per share as analysts incorporate updated views on its discount rate, revenue trajectory, profitability assumptions, and a lower, still very large forward P/E multiple following recent research, including a refreshed price target cut from one firm and new bullish coverage from another. Analyst Commentary Recent Street research on Kymera Therapeutics highlights a mix of optimism around the company’s long term opportunity and caution around execution risks and valuation assumptions embedded in the new fair value estimate.Anlatı Güncellemesi • Jun 02
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Narrative Update: Kymera Therapeutics Analysts have trimmed their average price target on Kymera Therapeutics by about $0.58 to reflect slightly higher discount rate assumptions and more cautious revenue growth forecasts, partly offset by a stronger expected profit margin and a lower projected future P/E. This follows mixed but generally constructive recent coverage from Canaccord, Morgan Stanley, and Jefferies.Anlatı Güncellemesi • May 06
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Leadership
Analysts have made a small downward adjustment to Kymera Therapeutics' modeled fair value, trimming the target by about $0.29 as they factor in more cautious revenue growth and profit margin assumptions while still highlighting the potential of the oral STAT6 degrader platform and broader degrader pipeline. Analyst Commentary Recent Street research on Kymera Therapeutics centers on how much value to put on the oral STAT6 degrader KT-621 and the broader degrader pipeline, with several firms revising price targets while maintaining generally constructive views on the long term opportunity.Anlatı Güncellemesi • Apr 21
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Upside
Kymera Therapeutics' blended analyst price target now centers around $119, as analysts fine-tune their models following a mix of upward and downward revisions that reflect updated views on the potential of its STAT6 degrader programs and broader degrader pipeline. Analyst Commentary Recent Street research around Kymera Therapeutics clusters around constructive views on its STAT6 degrader and broader degrader pipeline, but with some differing opinions on how much of that potential is already reflected in current valuation.Anlatı Güncellemesi • Apr 07
KYMR: Future Type 2 Disease Data Will Drive Oral Degrader Upside
Analysts' blended price target for Kymera Therapeutics has shifted modestly within a range of about $100 to $140 as they weigh updated Q4 data, progress across the degrader pipeline, and the potential of the STAT6 program as an oral alternative to existing biologics in type 2 diseases. Analyst Commentary Recent research notes cluster around a constructive stance on Kymera Therapeutics, with most firms adjusting price targets within a relatively tight US$100 to US$140 band as they reassess Q4 updates, the degrader pipeline, and the potential of the STAT6 program in type 2 diseases.Anlatı Güncellemesi • Mar 23
KYMR: Future Type 2 Disease Milestones Will Drive Oral Degrader Upside
The analyst fair value estimate for Kymera Therapeutics has edged down slightly from about $119.71 to $119.14. This reflects updated assumptions on discount rate, profitability, and future P/E following recent Street research that includes both higher and lower price targets tied to progress in the STAT6 degrader pipeline and broader type 2 disease opportunities.Anlatı Güncellemesi • Mar 07
KYMR: Future Type 2 Disease Data Will Support Upside Potential
Narrative Update The analyst fair value estimate for Kymera Therapeutics has increased by about $3 to $119.71 as analysts factor in recent price target revisions that highlight confidence in the type 2 disease opportunity and Kymera's oral protein degrader pipeline. Analyst Commentary Recent research updates show a generally constructive tone on Kymera Therapeutics, with most price targets clustered in a relatively tight range and anchored to expectations around the type 2 disease opportunity and the oral protein degrader pipeline.Anlatı Güncellemesi • Feb 20
KYMR: Future Atopic Dermatitis And Asthma Data Will Support Upside Potential
Analysts have slightly raised their price targets on Kymera Therapeutics, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a very high future P/E that incorporate both the recent Overweight initiation at Barclays and the downgrade to Peer Perform at Wolfe Research. Analyst Commentary Recent research views on Kymera Therapeutics are mixed, with one firm initiating with a positive stance and another firm moving to a more neutral rating.Anlatı Güncellemesi • Feb 05
KYMR: Future Atopic Dermatitis And Asthma Data Will Drive Upside Potential
Narrative Update Analysts have slightly reduced their fair value estimate for Kymera Therapeutics to about US$116.71 from roughly US$116.76, reflecting modest tweaks to the discount rate, long term revenue growth assumptions, and a very high future P/E multiple following mixed recent Street views that include both an Overweight initiation and a downgrade to Peer Perform. Analyst Commentary Recent Street views on Kymera Therapeutics have been mixed, with one firm assuming coverage with an Overweight rating and another moving to a more neutral stance at Peer Perform.Anlatı Güncellemesi • Jan 22
KYMR: Upcoming Atopic Dermatitis Data Will Drive Future Upside Potential
Narrative update on Kymera Therapeutics The updated analyst price target for Kymera Therapeutics moves to about $70 to $73, reflecting mixed sentiment across recent research. Some analysts cite increased confidence in KT-621 and upcoming atopic dermatitis data as key supports for their higher targets, while one firm shifted to a more neutral rating.Anlatı Güncellemesi • Jan 08
KYMR: Upcoming Atopic Dermatitis Data And Fast Track Status Will Drive Upside
Analysts have nudged their price expectations for Kymera Therapeutics higher, with our fair value estimate moving from US$114 to about US$116.76 as they factor in higher Street targets supported by growing optimism around KT-621 and upcoming clinical readouts. Analyst Commentary Recent Street research around Kymera Therapeutics shows a mix of optimism and caution, with most attention focused on KT-621 and its upcoming atopic dermatitis data, while one firm has stepped back from a previously more constructive stance.Anlatı Güncellemesi • Dec 15
KYMR: Upcoming Atopic Dermatitis Milestones Will Drive Significant Long Term Upside Potential
Kymera Therapeutics' fair value estimate has been raised from $77.59 to $114.00 as analysts lift price targets into the $60 to $80 range. They cite growing conviction in KT-621 ahead of key Phase 1b atopic dermatitis data and its potential for significant long term sales.Anlatı Güncellemesi • Nov 30
KYMR: Upcoming Atopic Dermatitis Data Will Unlock Major Upside Potential
Kymera Therapeutics' analyst price target has increased from approximately $74.55 to $77.59. This reflects analysts' growing optimism around upcoming KT-621 clinical milestones and anticipated efficacy data in atopic dermatitis.Anlatı Güncellemesi • Nov 16
KYMR: Upcoming Atopic Dermatitis Data Will Drive Confidence And Momentum
Analysts have raised their price target on Kymera Therapeutics from approximately $69 to $75. This reflects increased optimism around KT-621 data and strengthened near-term revenue growth projections.Anlatı Güncellemesi • Nov 01
KYMR: Advancing Clinical Milestones Will Drive Meaningful Upside in Immunology Indications
Kymera Therapeutics’ analyst price target has increased from $65 to approximately $69, as analysts cite strengthening conviction in the company's KT-621 program and positive upcoming clinical milestones as key drivers for the higher outlook. Analyst Commentary Recent assessments by street analysts show growing optimism surrounding Kymera Therapeutics, particularly regarding the advancement and potential of its KT-621 program.Anlatı Güncellemesi • Oct 18
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
The analyst price target for Kymera Therapeutics has increased modestly from $64.33 to $65.00, as analysts cite strengthened conviction in the KT-621 program and the anticipated impact of upcoming Phase 1b and Phase 2 clinical data as key drivers of valuation. Analyst Commentary Recent research highlights both optimism and caution regarding Kymera Therapeutics as the company's KT-621 program advances through clinical stages.Anlatı Güncellemesi • Oct 04
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Analysts have revised Kymera Therapeutics' fair value target down to approximately $64 from $72. This adjustment is based on updated models that reflect mixed expectations for growth as well as newly anticipated milestones for KT-621 clinical progress.
Yeni Anlatı • Mar 21
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Advancing clinical programs and strategic partnerships could increase market share and positively impact future revenue and earnings.Seeking Alpha • Feb 19
Kymera Therapeutics: Plenty Of Potential, But A Long Way From The Finish Line
Summary Today, I circle back to Kymera Therapeutics, which is focused on developing small-molecule therapeutics that degrade disease-causing proteins. The company's pipeline has several 'shots on goal', targeting potentially very large indications and is partnered with drug giant Sanofi for its lead candidate. Kymera has $900 million in cash and no long-term debt, funding operations into mid-2027. An updated analysis around Kymera Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Kymera: Protein Degradation Could Drive Dupixent-Like Value
Summary Kymera Therapeutics' KT-474, partnered with Sanofi, is in Phase 2 trials for Hidradenitis Suppurativa and Atopic Dermatitis, with completion of studies expected mid-2026. KT-621, a STAT6 degrader for immuno-inflammatory disorders, shows promise with Phase 1 data expected in the first half of 2025. The company has $911 million in cash, sufficient to fund operations into mid-2027, covering key milestones and pipeline developments. KT-295 is another candidate in its pipeline, being developed as a TYK2 protein degrader to target inflammatory disorders like IBD. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
Kymera's Protein Degradation Technology: A Promising Bet For Long-Term Biotech Investors
Summary Kymera Therapeutics' innovative TPD technology degrades disease-causing proteins, with promising candidates like KT-474 and KT-621 targeting large TAMs in immunology and oncology. The company's approach leverages the body’s proteasome system to degrade harmful proteins. This could lead to safer and less invasive treatments. Kymera's cash runway of approximately 4.9 years is expected to support the advancement of its pipeline until 2027. I believe the company's strong cash runway and strategic partnership with Sanofi bolster its financial stability and expedite KT-474's development and market adoption. Despite clinical trial risks, KYMR's promising IP and large market potential make it a compelling long-term investment, rated a "Buy" for informed biotech investors. Read the full article on Seeking AlphaHissedar Getirileri
| KYMR | US Biotechs | US Pazar | |
|---|---|---|---|
| 7D | -2.1% | -5.2% | -0.9% |
| 1Y | 143.1% | 38.0% | 13.9% |
Getiri vs. Endüstri: KYMR geçen yıl % 38 oranında getiri sağlayan US Biotechs sektörünü aştı.
Getiri vs Piyasa: KYMR geçen yıl % 13.9 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| KYMR volatility | |
|---|---|
| KYMR Average Weekly Movement | 8.0% |
| Biotechs Industry Average Movement | 9.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: KYMR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: KYMR 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2015 | 273 | Nello Mainolfi | www.kymeratx.com |
Klinik aşamada bir biyofarmasötik şirketi olan Kymera Therapeutics, Inc. vücudun kendi doğal protein bozunma sisteminden yararlanarak hastalığa neden olan proteinleri seçici olarak bozan küçük moleküllü terapötikleri keşfetmeye ve geliştirmeye odaklanmaktadır. Orta ila şiddetli atopik dermatit, astım, KOAH, EoE, CRSwNP, CSU, PN, BP ve diğerleri için Faz 2b klinik çalışmalarında oral bir STAT6 parçalayıcı olan KT-621'i; sistemik lupus eritematozus, romatoid artrit, inflamatuar bağırsak hastalığı, SSc, DM ve diğerleri gibi otoimmün hastalıklar için Faz 1 çalışmalarında oral bir IRF5 parçalayıcı olan KT-579'u geliştirmektedir; KT-485/SAR447971, hidradenitis suppurativa ve atopik dermatit dahil olmak üzere immünoloji-inflamasyon hastalıklarının tedavisi için Faz II klinik çalışmasında olan IRAK4 programı; ve meme kanseri ve diğer solid tümörler dahil olmak üzere geniş onkoloji tedavi potansiyeline sahip siklin bağımlı kinaz 2 (CDK2). Şirketin onkoloji ve immüno-onkoloji alanları dışında IRAK4'ü hedefleyen ilaç adaylarının geliştirilmesi için Sanofi S.A. ile stratejik bir ittifakı bulunmaktadır.
Kymera Therapeutics, Inc. Temel Bilgiler Özeti
| KYMR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$9.56b |
| Kazançlar(TTM) | -US$299.60m |
| Gelir(TTM) | US$105.00m |
91.0x
P/S Oranı-31.9x
F/K OranıKYMR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| KYMR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$105.00m |
| Gelir Maliyeti | US$375.57m |
| Brüt Kâr | -US$270.57m |
| Diğer Giderler | US$29.03m |
| Kazançlar | -US$299.60m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -3.60 |
| Brüt Marj | -257.68% |
| Net Kâr Marjı | -285.33% |
| Borç/Özkaynak Oranı | 0% |
KYMR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 08:17 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Kymera Therapeutics, Inc. 38 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Etzer Darout | Barclays |
| Eliana Merle | Barclays |
| Zhiqiang Shu | Berenberg |