Spyre Therapeutics Stock Surges This Past Year as $10.5 Million Buy Lifts Stake to $78 Million

4 weeks ago 13

Jonathan Ponciano, The Motley Fool

Mon, February 23, 2026 astatine 9:38 AM CST 4 min read

Commodore Capital disclosed a bargain of 400,161 shares of Spyre Therapeutics (NASDAQ:SYRE), an estimated $10.46 cardinal commercialized based connected quarterly mean pricing, per a February 17, 2026, SEC filing.

According to a February 17, 2026, SEC filing, Commodore Capital accrued its presumption successful Spyre Therapeutics by 400,161 shares during the 4th quarter. The estimated transaction worth is $10.46 million, based connected the mean unadjusted closing terms for the period. The quarter-end worth of the involvement roseate by $44.92 million, a fig that includes some stock accumulation and banal terms appreciation.

Top holdings aft the filing:
- NASDAQ:RLAY: $143.82 cardinal (9.6% of AUM)
- NASDAQ:ALKS: $99.33 cardinal (6.6% of AUM)
- NASDAQ:TYRA: $88.73 cardinal (5.9% of AUM)
- NASDAQ:XENE: $80.68 cardinal (5.4% of AUM)
- NASDAQ:SYRE: $78.24 cardinal (5.21% of AUM)
As of February 17, 2026, shares of Spyre Therapeutics were priced astatine $35.95, up 62.9% implicit the past twelvemonth and good outperforming the S&P 500’s astir 13% summation successful the aforesaid period.

Metric

Value

Market capitalization	$2.17 billion
Price (as of marketplace adjacent 2/17/26)	$35.95
Net income (TTM)	($148.97 million)
One-year terms change	63%

Spyre Therapeutics develops preclinical-stage monoclonal antibody therapeutics targeting inflammatory bowel disease, with pb programs including SPY001 (anti-a4ß7), SPY002 (anti-TL1A), and aggregate operation therapies successful early-stage development.
The institution operates arsenic a preclinical signifier biotechnology company, investing successful R&D to beforehand proprietary biologic candidates for inflammatory bowel disease.
Spyre Therapeutics’ superior absorption is connected patients with ulcerative colitis and Crohn's disease, aiming to code unmet needs successful the inflammatory bowel illness market.

Spyre Therapeutics, Inc. is simply a biotechnology institution focused connected innovative antibody-based therapies for inflammatory bowel disease. With a pipeline of differentiated preclinical assets, the institution leverages precocious biologic platforms to code unmet needs successful ulcerative colitis and Crohn's disease. Its strategy centers connected technological innovation and targeted therapeutic improvement to found a competitory presumption successful the IBD attraction landscape.

Clinical-stage biotech lone works if you tin money the subject agelong capable to spot it through, and Spyre looks built for that moment. The institution ended 2025 with astir $757 cardinal successful cash, currency equivalents and marketable securities and expects its runway to agelong into the 2nd fractional of 2028. That matters with six proof-of-concept Phase 2 readouts expected this year.

Still, this is not a gross communicative yet. Fourth 4th nett nonaccomplishment came successful astatine $62.5 million, with R&D spending of $44.6 cardinal arsenic programs advance. But the equilibrium expanse was bolstered by a $316 cardinal October offering, giving absorption country to execute connected SKYLINE successful ulcerative colitis and SKYWAY successful rheumatic diseases.

Within the portfolio, the presumption present sits astir $78 million, oregon conscionable implicit 5% of assets, smaller than the biggest holdings similar Relay Therapeutics astatine 9.6% but meaningful alongside different names specified arsenic Xenon. Shares astatine $35.95 are up astir 63% implicit the past year, handily beating the S&P 500.

Ultimately, this is simply a capital-intensive stake connected differentiated antibodies and operation biology. The existent inflection could apt travel from 2026 data, with beardown signals justifying the concentration, and anemic information investigating condemnation quickly.

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