HIGHBuilt-in & outside partyPipeline
oral dabogratinib
“10-K Item 1: 'Our lead program, oral dabogratinib, was designed to be more selective for FGFR3 over FGFR1, FGFR2, and FGFR4 to minimize off-target side effects'”
TYRA · Concentration risk · 10-K extracted
Tyra Biosciences (TYRA) concentration risks
Updated
The most significant concentration Tyra Biosciences discloses is oral dabogratinib, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Tyra Biosciences’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH2
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
third parties
“10-K Item 1A: 'We rely on third parties for the manufacture of our product candidates for preclinical and clinical development.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is characteristic of a clinical-stage biopharmaceutical company: both disclosed exposures carry high disclosed size, and neither is yet revenue-generating. The lead program, oral dabogratinib, was designed as a selective FGFR3 inhibitor and represents a high-share mixed exposure — the company's near-term value creation depends substantially on its clinical and regulatory outcome, making this both a structural feature of the company's stage of development and a concentrated bet on a single mechanism and indication. The mixed character reflects that success is partly within the company's control through trial design and execution, and partly dependent on external regulatory and clinical outcomes. The manufacturing dependency compounds the pipeline concentration. The company relies on third parties for the manufacture of its product candidates for preclinical and clinical development, a high-share dependency in character, since there is no disclosed in-house manufacturing capability and disruptions to third-party contract manufacturers would affect the company's ability to advance studies. The combination of a single lead asset and a fully outsourced supply chain for that asset means that the two concentrations are tightly coupled — a manufacturing disruption translates directly into program-timeline risk for the lead program. On balance, this profile is consistent with an early-stage company where both the upside and the risk are concentrated in one pipeline program and one supply arrangement.
For the engine’s reasoning on TYRA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| TYRA● | Tyra Biosciences, Inc. | 2 | 0 | 0 | 2 |
| ACLX | Arcellx, Inc. | 1 | 1 | 0 | 2 |
| AGIO | Agios Pharmaceuticals, Inc. | 1 | 0 | 0 | 1 |
| ALMS | Alumis Inc. | 1 | 0 | 0 | 1 |
| ADMA | ADMA Biologics Inc | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.