Tearsheet

Spyre Therapeutics (SYRE)


Market Price (12/27/2025): $32.94 | Market Cap: $2.0 Bil
Sector: Health Care | Industry: Biotechnology

Spyre Therapeutics (SYRE)


Market Price (12/27/2025): $32.94
Market Cap: $2.0 Bil
Sector: Health Care
Industry: Biotechnology

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24%
Trading close to highs
Dist 52W High is -5.0%
Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
1 Megatrend and thematic drivers
Megatrends include Precision Medicine. Themes include Biopharmaceutical R&D, Targeted Therapies, and Inflammatory Bowel Disease Therapeutics.
Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.87, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 19%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -224 Mil
2   Stock price has recently run up significantly
6M Rtn6 month market price return is 116%
3   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12%
4   Key risks
SYRE key risks include [1] intense competition in its target therapeutic area of inflammatory bowel disease (IBD).
0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine. Themes include Biopharmaceutical R&D, Targeted Therapies, and Inflammatory Bowel Disease Therapeutics.
2 Trading close to highs
Dist 52W High is -5.0%
3 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.87, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 19%
4 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -224 Mil
6 Stock price has recently run up significantly
6M Rtn6 month market price return is 116%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12%
8 Key risks
SYRE key risks include [1] intense competition in its target therapeutic area of inflammatory bowel disease (IBD).

Valuation, Metrics & Events

SYRE Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Spyre Therapeutics (SYRE) experienced significant stock movement between August 31, 2025, and December 27, 2025, driven by several key developments:

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<b>1. Positive Interim Phase 1 Results for SPY003.</b> On November 4, 2025, Spyre Therapeutics announced positive interim Phase 1 results for SPY003, their novel anti-IL-23 antibody. The trial demonstrated that SPY003 was well-tolerated and exhibited a half-life of approximately 85 days, supporting potential quarterly or twice-annual maintenance dosing. These results are anticipated to advance SPY003 into the SKYLINE Phase 2 platform trial.

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<b>2. Favorable Interim Phase 1 Data for SPY002 and SPY072.</b> The company also reported positive interim Phase 1 results for SPY002 and SPY072 (anti-TL1A antibodies), as highlighted on November 4, 2025, and in earlier reports from June 2025. The data indicated favorable safety profiles, differentiated pharmacokinetic profiles supporting potential quarterly or biannual maintenance dosing, and complete suppression of free TL1A for up to 20 weeks. These outcomes are expected to lead to the advancement of SPY002 into the SKYLINE Phase 2 platform trial and SPY072 into the SKYWAY Phase 2 basket trial.

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<b>3. Initiation of Key Phase 2 Clinical Trials.</b> Spyre Therapeutics initiated the Phase 2 SKYLINE-UC platform study in May 2025, which is designed to evaluate SPY001, SPY002, SPY003, and their combinations. Furthermore, the SKYWAY-RD basket study for SPY072 commenced in September 2025. These advancements indicate a robust pipeline progression, with the company expecting six Phase 2 proof-of-concept readouts in 2026.

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<b>4. Strengthened Financial Position and Public Offering.</b> As of September 30, 2025, Spyre Therapeutics reported a pro forma cash position of $782.7 million, including $316 million in gross proceeds from a recent underwritten public offering. This strong financial standing is projected to provide a cash runway into the second half of 2028, enabling the continued advancement of its clinical programs.

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<b>5. Positive Analyst Ratings and Price Target Increases.</b> In late 2025, Spyre Therapeutics received positive attention from financial analysts. Notably, in December 2025, Mizuho initiated coverage with an "Outperform" rating and a $53 price target, Citigroup initiated with a "Strong Buy" and a $64 price target, and Jones Trading upgraded its rating from "Hold" to "Strong Buy" with a $64 price target. The consensus among 11 Wall Street analysts is a "Buy" rating, with an average price target of $53.88, suggesting a significant potential upside.

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Stock Movement Drivers

Fundamental Drivers

The 102.8% change in SYRE stock from 9/26/2025 to 12/26/2025 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
926202512262025Change
Stock Price ($)16.2432.94102.83%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)60.7060.78-0.13%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

9/26/2025 to 12/26/2025
ReturnCorrelation
SYRE102.8% 
Market (SPY)4.3%40.0%
Sector (XLV)15.2%19.7%

Fundamental Drivers

The 116.4% change in SYRE stock from 6/27/2025 to 12/26/2025 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
627202512262025Change
Stock Price ($)15.2232.94116.43%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)60.2760.78-0.85%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

6/27/2025 to 12/26/2025
ReturnCorrelation
SYRE116.4% 
Market (SPY)12.6%35.1%
Sector (XLV)17.0%34.8%

Fundamental Drivers

The 36.9% change in SYRE stock from 12/26/2024 to 12/26/2025 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
1226202412262025Change
Stock Price ($)24.0732.9436.85%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)51.2560.78-18.58%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

12/26/2024 to 12/26/2025
ReturnCorrelation
SYRE36.9% 
Market (SPY)15.8%46.4%
Sector (XLV)13.3%42.4%

Fundamental Drivers

The 239.3% change in SYRE stock from 12/27/2022 to 12/26/2025 was primarily driven by a 9.2233720368547763E17% change in the company's P/S Multiple.
1227202212262025Change
Stock Price ($)9.7132.94239.33%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5.800.00-100.00%
P/S Multiple6.30∞∞%
Shares Outstanding (Mil)3.7760.78-1513.01%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2023 to 12/26/2025
ReturnCorrelation
SYRE63.1% 
Market (SPY)48.0%38.6%
Sector (XLV)18.2%34.9%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
SYRE Return3%-40%-91%91%8%42%-83%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
SYRE Win Rate50%42%42%50%67%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
SYRE Max Drawdown-54%-56%-93%-76%-5%-49% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventSYRES&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-98.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven7954.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-58.6%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven141.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven65 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-63.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven175.9%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven209 days120 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Spyre Therapeutics's stock fell -98.8% during the 2022 Inflation Shock from a high on 3/22/2021. A -98.8% loss requires a 7954.5% gain to breakeven.

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About Spyre Therapeutics (SYRE)

Aeglea BioTherapeutics, Inc., a clinical-stage biotechnology company, designs and develops human enzyme therapeutics for the treatment of patients and families with rare metabolic diseases. The company's lead product candidate is pegzilarginase, a recombinant human Arginase 1 that is in Phase III PEACE trial to evaluate the safety and efficacy for the treatment of Arginase 1 deficiency. It also develops AGLE-177, a polyethylene glycol modified, which is in Phase I/II clinical trial for the treatment of patient with homocystinuria. In addition, the company's preclinical pipeline includes AGLE-325 for the treatment of cystinuria, as well as other research programs. The company was formerly known as Aeglea BioTherapeutics Holdings, LLC and changed its name to Aeglea BioTherapeutics, Inc. in March 2015. Aeglea BioTherapeutics, Inc. was founded in 2013 and is headquartered in Austin, Texas.

AI Analysis | Feedback

Here are 1-3 brief analogies for Spyre Therapeutics (SYRE):

  • Like an early-stage Vertex Pharmaceuticals, but hyper-focused on developing highly effective, disease-modifying treatments for inflammatory bowel disease (IBD).
  • Similar to Regeneron or Amgen, but specialized in creating next-generation antibody and oral therapies specifically for inflammatory bowel disease.
  • A biotech aiming to develop the 'next-generation Humira or Entyvio' for conditions like Crohn's and ulcerative colitis, with a focus on improved efficacy and patient convenience.

AI Analysis | Feedback

  • SPY001: A next-generation subcutaneous TL1A antibody being developed for the treatment of inflammatory bowel disease (IBD), designed for infrequent dosing.
  • SPY002: An oral, gut-restricted α4β7 integrin inhibitor currently in preclinical development for the treatment of inflammatory bowel disease (IBD).

AI Analysis | Feedback

Spyre Therapeutics (symbol: SYRE) is a clinical-stage biotechnology company focused on the discovery and development of novel precision medicines.

As a clinical-stage company, Spyre Therapeutics does not currently have any commercial products on the market, nor does it generate revenue from product sales. Therefore, the company does not have "major customers" in the traditional sense, whether these be other companies or individual consumers.

The business model for companies at this stage involves advancing their drug candidates through preclinical and clinical development. Potential future monetization would typically come through licensing agreements, collaborations with larger pharmaceutical companies, or an outright acquisition once their pipeline assets show significant promise and progress towards regulatory approval.

AI Analysis | Feedback

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Cameron Turtle, Chief Executive Officer

Cameron Turtle, D.Phil., is an experienced leader in building, financing, and shaping biopharma organizations from preclinical development to late-stage clinical trials and commercialization. Prior to joining Spyre Therapeutics, he served as Venture Partner at Foresite Labs and as Chief Strategy Officer of BridgeBio Pharma. Before that, he was the Chief Business Officer of Eidos Therapeutics, where he led business development, investor relations, and multiple operational functions as the company advanced an investigational medicine for heart failure. Dr. Turtle was also a consultant at McKinsey & Company, working with pharmaceutical and medical device companies on M&A, growth strategy, clinical trial strategy, and sales force optimization. He has served as a Director for several other biotech companies, including CoA Therapeutics, Fortify Therapeutics, Dermecular Therapeutics, and Aspa Therapeutics, which suggests a pattern of involvement with companies that often receive private equity or venture capital backing. He currently serves on the board of directors of Oruka Therapeutics, Inc.

Scott Burrows, Chief Financial Officer

Scott Burrows, M.B.A., is a veteran of the biopharma industry with more than two decades of diverse experience and a proven track record in biopharmaceutical finance leadership roles spanning multiple public companies. Prior to Spyre, he served as the Chief Financial Officer of Arcutis Biotherapeutics, Inc., where he helped lead Arcutis through a successful initial public offering (IPO), several further equity and debt financings, and the transition to a fully integrated commercial-stage company. The successful IPO and venture capital financings at Arcutis indicate experience with companies backed by significant private and public investment. Before Arcutis, Mr. Burrows was the head of international investor relations for Shire, plc. Earlier in his career, he spent 15 years at Amgen, Inc. in roles of increasing responsibility across financial planning and analysis, treasury, and investor relations. Mr. Burrows began his career at Arthur Andersen as a consultant.

Heidy King-Jones, Chief Legal Officer and Corporate Secretary

Heidy King-Jones was appointed as Chief Legal Officer and Corporate Secretary of Spyre Therapeutics effective September 1, 2023.

Sheldon Sloan, M.D., Chief Medical Officer

Sheldon Sloan, M.D., serves as the Chief Medical Officer of Spyre Therapeutics, a position he has held since 2024.

Brian Connolly, Chief Technical Officer

Brian Connolly is the Chief Technical Officer at Spyre Therapeutics.

AI Analysis | Feedback

The key risks to Spyre Therapeutics (SYRE) primarily stem from the inherent challenges of being a clinical-stage biotechnology company developing novel treatments.

  1. Regulatory Hurdles and Clinical Trial Risks: As a company without any approved products on the market, Spyre Therapeutics' success is contingent upon the successful outcome of its clinical trials and subsequent regulatory approvals. The process of obtaining regulatory approval for new drugs is complex and uncertain, and any delays or failures in clinical trials or regulatory processes could significantly impact the company's prospects and financial position.
  2. Lack of Revenue-Generating Products and High R&D Expenses: Spyre Therapeutics is currently a pre-revenue and loss-making company. It continues to invest heavily in research and development (R&D) to advance its product pipeline. These high R&D expenses, in the absence of revenue-generating products, could strain the company's financial resources and raise concerns about its cash burn and long-term financial viability.
  3. Intense Competition: The biotechnology industry, particularly in therapeutic areas such as inflammatory bowel disease (IBD) which Spyre Therapeutics is targeting, is highly competitive. The company faces competition from numerous established pharmaceutical companies and other biotech firms that are also developing similar therapeutic approaches. This intense competition could impact Spyre's ability to gain a dominant market position if its product candidates are approved.

AI Analysis | Feedback

There are two clear emerging threats for Spyre Therapeutics (SYRE):

  • Pfizer's PF-07062119 (formerly RVT-3101) TL1A inhibitor: Pfizer's acquisition of Telavant in late 2023 for $7.1 billion, based on compelling Phase 2b data for this TL1A inhibitor in ulcerative colitis, represents a significant and advanced direct competitor to Spyre's lead candidate, SP-162. Given Pfizer's substantial investment and the strong clinical results reported for PF-07062119, this drug is significantly further along in development than SP-162 and, if successful in Phase 3, could establish a strong market position for TL1A inhibitors or capture substantial market share before Spyre's candidate reaches the market.
  • Oral alpha4beta7 integrin inhibitors such as BridgeBio Pharma's BBT-401: While Spyre's SP-212 aims to differentiate through an extended half-life for infrequent dosing, the emergence of effective oral alpha4beta7 integrin inhibitors presents a threat. BridgeBio Pharma has reported positive Phase 2a data for its oral BBT-401 in Crohn's disease. The significant patient preference for oral administration over injections could make such a therapy highly disruptive and competitive, potentially impacting the market for injectable alpha4beta7 integrin inhibitors, regardless of their dosing frequency.

AI Analysis | Feedback

Spyre Therapeutics (SYRE) is a clinical-stage biotechnology company primarily focused on developing next-generation antibody treatments for inflammatory bowel disease (IBD) and other immune-mediated conditions. Their pipeline includes SPY001 (an anti-α4β7 integrin), SPY002 (an anti-TL1A antibody), and SPY003 (an anti-IL-23 antibody), along with several combination programs. The company is also exploring indications in rheumatoid arthritis (RA) with SPY002.

The addressable markets for the conditions Spyre Therapeutics is targeting are substantial:

  • Inflammatory Bowel Disease (IBD): The global inflammatory bowel disease treatment market was valued at approximately USD 26.55 billion in 2023 and is projected to grow to USD 44.08 billion by 2032. Another estimate puts the global market size at USD 26.6 billion in 2024, expected to reach USD 47.3 billion in 2034. The North American market for IBD treatment was valued at USD 10.89 billion in 2023.
  • Atopic Dermatitis: The global atopic dermatitis market size was valued at USD 6.14 billion in 2024 and is projected to reach around USD 12.97 billion by 2034. Other sources indicate the global atopic dermatitis drugs market size was estimated at USD 17.64 billion in 2024 and is projected to reach USD 29.88 billion by 2030. The global atopic dermatitis treatment market was also valued at USD 17.05 billion in 2024 and is expected to reach USD 32.04 billion by 2032.
  • Asthma: The global asthma treatment market size is projected to grow from USD 28.55 billion in 2025 to USD 38.57 billion by 2034. Another report estimates the global asthma drugs market size at USD 26.49 billion in 2025 and forecasts it to reach around USD 41.04 billion by 2034. The global asthma therapeutics market was valued at around USD 25.7 billion in 2023.

AI Analysis | Feedback

Spyre Therapeutics (SYRE), a clinical-stage biotechnology company, anticipates several key drivers for future revenue growth over the next 2-3 years, primarily through the advancement and potential commercialization of its pipeline. As the company currently generates no meaningful revenue, these drivers are centered on successful clinical development and market expansion.

  • Advancement of Lead Inflammatory Bowel Disease (IBD) Product Candidates: Spyre is progressing its pipeline of extended half-life antibodies, including SPY001 (targeting α4β7), SPY002 (targeting TL1A), and SPY003 (targeting IL-23), for the treatment of IBD. The company expects to deliver multiple Phase 2 proof-of-concept readouts in 2026 from its SKYLINE-UC platform trial in ulcerative colitis, which will assess these monotherapies and their combinations. Positive clinical data will be crucial for advancing these programs and unlocking future revenue potential.
  • Successful Development and Market Penetration of Combination Therapies for IBD: Spyre is actively exploring rational combinations of its proprietary antibodies, such as SPY120, SPY130, and SPY230, in IBD. The goal is to achieve best-in-class efficacy with infrequent dosing, and a Phase 2 clinical trial evaluating these combinations is expected to be initiated. Demonstrating superior efficacy with these combinations could significantly differentiate Spyre's offerings and drive substantial market adoption.
  • Expansion into New Therapeutic Areas, Particularly Rheumatic Diseases: Spyre is expanding its therapeutic focus beyond IBD into other immune-mediated diseases. Notably, the company initiated the Phase 2 SKYWAY-RD basket trial for SPY072 (an anti-TL1A antibody, also referred to as SPY002) in mid-2025, evaluating its potential in rheumatoid arthritis (RA), psoriatic arthritis (PsA), and axial spondyloarthritis (axSpA), with topline results anticipated in 2026. Success in these large rheumatic disease markets would represent a significant expansion of potential revenue streams.
  • Differentiation Through Extended Half-Life and Convenient Dosing: A core component of Spyre's strategy is developing antibodies with extended half-lives that allow for less frequent, subcutaneous dosing (e.g., quarterly or twice-annual). This improved patient convenience and adherence, coupled with the potential for superior efficacy, could provide a significant competitive advantage and drive market share upon the eventual commercial launch of its products.

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Share Issuance

  • In June 2023, in conjunction with its reverse merger with privately held Spyre Therapeutics, Aeglea BioTherapeutics issued approximately 13 million common shares and 365,000 shares of Series A preferred stock to former Spyre security holders.
  • In October 2025, Spyre Therapeutics completed an underwritten public offering of 17,094,594 shares of common stock at $18.50 per share, generating approximately $316.2 million in gross proceeds.

Inbound Investments

  • In June 2023, concurrent with the acquisition of privately held Spyre Therapeutics, Aeglea BioTherapeutics secured $210 million through a private placement (PIPE) from existing and new investors. This investment was anticipated to fund the company's operations into 2026.

Trade Ideas

Select ideas related to SYRE. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CRL_11142025_Dip_Buyer_FCFYield11142025CRLCharles River Laboratories InternationalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
21.4%21.4%-3.7%
GDRX_11142025_Dip_Buyer_High_CFO_Margins_ExInd_DE11142025GDRXGoodRxDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-7.4%-7.4%-11.8%
ASTH_11142025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11142025ASTHAstrana HealthDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
18.0%18.0%-5.5%
SGRY_11142025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11142025SGRYSurgery PartnersDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
3.9%3.9%-1.4%
TFX_11072025_Dip_Buyer_FCFYield11072025TFXTeleflexDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.2%12.2%-5.1%

Recent Active Movers

More From Trefis

Peer Comparisons for Spyre Therapeutics

Peers to compare with:

Financials

SYREHPQHPEIBMCSCOAAPLMedian
NameSpyre Th.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price32.9423.2624.49305.0978.16273.4055.55
Mkt Cap2.021.932.6284.9309.24,074.4158.8
Rev LTM055,29534,29665,40257,696408,62556,496
Op Inc LTM-2243,6241,64411,54412,991130,2147,584
FCF LTM-1622,80062711,85412,73396,1847,327
FCF 3Y Avg-1332,9781,40011,75313,879100,5037,366
CFO LTM-1623,6972,91913,48313,744108,5658,590
CFO 3Y Avg-1333,6723,89613,49814,736111,5598,697

Growth & Margins

SYREHPQHPEIBMCSCOAAPLMedian
NameSpyre Th.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM-3.2%13.8%4.5%8.9%6.0%6.0%
Rev Chg 3Y Avg--3.9%6.5%2.6%3.7%1.8%2.6%
Rev Chg Q-4.2%14.4%9.1%7.5%9.6%9.1%
QoQ Delta Rev Chg LTM-1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM-6.6%4.8%17.7%22.5%31.9%17.7%
Op Mgn 3Y Avg-7.4%7.2%16.4%24.2%30.8%16.4%
QoQ Delta Op Mgn LTM--0.2%-1.4%0.6%0.4%0.1%0.1%
CFO/Rev LTM-6.7%8.5%20.6%23.8%26.6%20.6%
CFO/Rev 3Y Avg-6.8%12.7%21.4%26.1%28.4%21.4%
FCF/Rev LTM-5.1%1.8%18.1%22.1%23.5%18.1%
FCF/Rev 3Y Avg-5.5%4.6%18.6%24.6%25.6%18.6%

Valuation

SYREHPQHPEIBMCSCOAAPLMedian
NameSpyre Th.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap2.021.932.6284.9309.24,074.4158.8
P/S-0.41.04.45.410.04.4
P/EBIT-9.06.819.925.122.531.321.2
P/E-13.48.6572.736.029.941.033.0
P/CFO-12.45.911.221.122.537.516.2
Total Yield-7.4%14.1%2.3%5.0%5.4%2.8%3.9%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg-63.8%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.00.50.70.20.10.00.2
Net D/E-0.20.30.60.20.00.00.1

Returns

SYREHPQHPEIBMCSCOAAPLMedian
NameSpyre Th.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn10.7%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn102.8%-11.9%2.7%7.9%17.0%7.1%7.5%
6M Rtn116.4%-4.0%34.5%6.6%15.2%36.3%24.9%
12M Rtn36.9%-27.3%14.2%39.2%33.7%6.0%23.9%
3Y Rtn239.3%-3.8%67.7%139.0%79.5%113.4%96.5%
1M Excs Rtn10.4%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn98.5%-16.2%-1.7%3.6%12.7%2.8%3.2%
6M Excs Rtn104.2%-16.3%22.3%-5.7%3.0%24.0%12.6%
12M Excs Rtn23.6%-42.9%-0.7%25.0%19.9%-8.4%9.6%
3Y Excs Rtn193.4%-83.5%-11.2%59.6%-1.2%28.4%13.6%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Development of biopharmaceutical products for the treatment of patients with inflammatory bowel disease (IBD)1    
Development fee and royalty 2   
License 0   
Total12   


Net Income by Segment
$ Mil20242023202220212020
Development of biopharmaceutical products for the treatment of patients with inflammatory bowel disease (IBD)-339    
Total-339    


Assets by Segment
$ Mil20242023202220212020
Single Segment  11016283
Total  11016283


Price Behavior

Price Behavior
Market Price$32.94 
Market Cap ($ Bil)2.0 
First Trading Date04/07/2016 
Distance from 52W High-5.0% 
   50 Days200 Days
DMA Price$27.48$18.86
DMA Trendupup
Distance from DMA19.9%74.6%
 3M1YR
Volatility75.3%69.5%
Downside Capture23.74157.75
Upside Capture361.45166.66
Correlation (SPY)40.7%46.3%
SYRE Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta2.482.462.162.331.681.66
Up Beta3.643.243.622.441.480.90
Down Beta4.885.064.053.132.001.97
Up Capture388%423%303%360%225%867%
Bmk +ve Days13263974142427
Stock +ve Days12253970130379
Down Capture84%-34%-36%134%135%109%
Bmk -ve Days7162452107323
Stock -ve Days8172455118366

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of SYRE With Other Asset Classes (Last 1Y)
 SYRESector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return38.1%15.1%17.8%72.1%8.6%4.4%-8.3%
Annualized Volatility69.2%17.2%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.750.650.722.700.340.09-0.08
Correlation With Other Assets 42.2%46.1%-2.2%6.9%32.9%26.5%

ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of SYRE With Other Asset Classes (Last 5Y)
 SYRESector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-31.7%8.4%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility178.5%14.5%17.1%15.5%18.7%18.9%48.7%
Sharpe Ratio0.270.400.700.970.500.160.57
Correlation With Other Assets 10.5%10.0%-2.1%-6.3%5.2%1.9%

ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of SYRE With Other Asset Classes (Last 10Y)
 SYRESector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-18.7%9.9%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility138.0%16.6%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.260.490.710.860.320.220.90
Correlation With Other Assets 14.7%15.8%-0.7%0.3%11.3%3.6%

ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity11,818,159
Short Interest: % Change Since 113020255.9%
Average Daily Volume852,169
Days-to-Cover Short Interest13.87
Basic Shares Quantity60,776,935
Short % of Basic Shares19.4%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/4/2025-0.6%1.6%45.6%
8/5/2025-5.4%-5.8%0.7%
5/8/20259.6%13.1%33.4%
2/27/20257.2%11.6%-2.3%
11/7/20245.0%-17.0%-28.9%
8/7/20242.9%0.7%13.9%
5/9/20244.9%7.4%3.7%
2/29/20249.0%41.6%34.8%
...
SUMMARY STATS   
# Positive121115
# Negative10117
Median Positive5.2%7.4%12.9%
Median Negative-3.6%-8.5%-26.4%
Max Positive9.6%41.6%90.6%
Max Negative-6.6%-18.9%-59.0%

SEC Filings

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Report DateFiling DateFiling
93020251104202510-Q 9/30/2025
6302025805202510-Q 6/30/2025
3312025508202510-Q 3/31/2025
12312024227202510-K 12/31/2024
93020241107202410-Q 9/30/2024
6302024807202410-Q 6/30/2024
3312024509202410-Q 3/31/2024
12312023229202410-K 12/31/2023
93020231109202310-Q 9/30/2023
6302023811202310-Q 6/30/2023
3312023511202310-Q 3/31/2023
12312022302202310-K 12/31/2022
93020221103202210-Q 9/30/2022
6302022804202210-Q 6/30/2022
3312022505202210-Q 3/31/2022
12312021308202210-K 12/31/2021