Reports Q1: IR NMIBC 3-Mo CRR Data In Aug; All 4 Achon Sentinel Cohorts Cleared

研报英文原文证据摘录

Reports Q1: IR NMIBC 3-Mo CRR Data In Aug; All 4 Achon Sentinel Cohorts Cleared

Biotechnology

Tyra Biosciences

TD SECURITIES (USA) LLC EARNINGS UPDATE

May 13, 2026

Price: $34.87 (05/12/2026) Reports Q1: IR NMIBC 3-Mo CRR Data In Aug;

Price Target: NA All 4 Achon Sentinel Cohorts Cleared

BUY (1)

ESG SCORE: 61/100

Tyler Van Buren THE TD COWEN INSIGHT

646 562 1343

Tyra is executing well on its “dabo 3x3” strategy, with all programs advancing toward key

tyler.vanburen@tdsecurities.com

milestones in the '26-27 timeframe. Encouragingly, all 4 achon sentinel cohorts in BEACH301

Greg W. Torres, Ph.D. have been safely cleared. Focus now shifts to H2:26, with initial IR NMIBC (August) and achon

646 562 1351 (Q4) data poised to provide meaningful clinical proof points for oral FGFR3 inhibition in these

gregory.wiessner@tdsecurities.com

strategic indications.

Nicholas Lorusso

646 562 1390 3-Month CRR Data From The Phase II SURF302 Trial In IR NMIBC Now Expected In August,

nick.lorusso@tdsecurities.com And We Have A High Level Of Confidence In The Data

Sam Rollenhagen Tyra is actively enrolling and dosing patients in the Phase II SURF302 study of dabogratinib in

212 468 7785

IR NMIBC, with >20 patients enrolled to date across US and international sites. Management

samuel.rollenhagen@tdsecurities.com

noted that the majority of patients entered the study in Q1 following significant site activation at

Key Data the end of 2025, with enrollment continuing to build.

Symbol NASDAQ: TYRA

To ensure a more robust initial dataset – including ~20 patients with ≥3 months of efficacy

Beta: 0.79

follow-up and >30 patients evaluable for safety – the company now plans to include additional

52-Week Range: $39.61-$8.82

patients expected to reach first scans in July.