InsidersTradesSigma
Track the Kymera Therapeutics, Inc. share price and the full directors' dealings record of the company, a listed equity based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Kymera Therapeutics, Inc. has published 209 public disclosures. Market capitalisation: €9.8bn. The latest transaction was filed on 4 September 2026 (Cession). Among the most active insiders: Mainolfi Nello. The full history is openly available.
209
Insider Decl.
n/a
Thresholds
€62m
16 ops.
Buy Volume
€90m
64 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Kymera Therapeutics, Inc. Strong Buy (bullish), based on 22 analysts. Average price target: US$132.50.
59Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 4 September 2026
Declarations209 total
1,209 shares@ US$115.550.0014% mcap18.8% of flowCommon StockSEC:0001193125-26-383874:0
3,025 shares@ US$116.810.0036% mcap47.5% of flowCommon StockSEC:0001193125-26-383874:1
2,137 shares@ US$117.570.0026% mcap33.8% of flowCommon StockSEC:0001193125-26-383874:2
6,371 shares@ US$117.28Common StockSEC144:0001193125-26-383667
38,000 shares0Common StockSEC:0001193125-26-318408:0
50,000 shares@ US$2.080.0011% mcap1.1% of flowCommon StockSEC:0001193125-26-297817:0
50,000 shares@ US$119.000.063% mcap63.3% of flowCommon StockSEC:0001193125-26-297817:1
3,389 shares@ US$114.670.0040% mcap100.0% of flowCommonSEC144:0001950047-26-006765
77,109 shares@ US$109.320.086% mcap100.0% of flowCommonSEC144:0001950047-26-006647
66,177 shares@ US$108.120.073% mcap13.0% of flowCommon StockSEC144:0001628280-26-046097
10,473 shares@ US$108.120.012% mcap14.4% of flowCommon StockSEC144:0001628280-26-046098
410,427 shares@ US$116.460.49% mcap87.0% of flowCommon StockSEC144:0001628280-26-045808
57,451 shares@ US$116.460.069% mcap85.6% of flowCommon StockSEC144:0001628280-26-045807
1,630,658 shares@ US$116.461.95% mcap77.2% of flowCommon StockSEC144:0000921895-26-001685
480,992 shares@ US$99.870.49% mcap31.3% of flowCommon StockSEC144:0001628280-26-045609
67,329 shares@ US$99.870.069% mcap31.1% of flowCommon StockSEC144:0001628280-26-045610
5,000 shares@ US$99.870.0051% mcap44.9% of flowCommonSEC144:0001950047-26-006511
118,178 shares@ US$98.250.12% mcap7.6% of flowCommon StockSEC144:0001628280-26-045290
16,542 shares@ US$98.250.017% mcap7.5% of flowCommon StockSEC144:0001628280-26-045289
1,235 shares@ US$99.450.0013% mcap0.1% of flowCommon StockSEC144:0001628280-26-044984
173 shares@ US$99.450.0002% mcap0.1% of flowCommon StockSEC144:0001628280-26-044985
243,976 shares@ US$90.430.22% mcap14.3% of flowCommon StockSEC144:0001628280-26-044731
34,152 shares@ US$90.430.031% mcap14.2% of flowCommon StockSEC144:0001628280-26-044732
2,500 shares@ US$90.430.0023% mcap20.2% of flowCommonSEC144:0001950047-26-006382
100,928 shares@ US$89.900.092% mcap5.9% of flowCommon StockSEC144:0001628280-26-044425
25 of 209 declarations
关于 Kymera Therapeutics, Inc.
Kymera Therapeutics, Inc.是一家在美国纳斯达克上市的临床阶段生物技术公司，其运营总部位于马萨诸塞州沃特敦。该公司成立于2016年，围绕一个明确的科学前提建立：利用靶向蛋白降解（TPD）技术，为复杂的免疫介导疾病开发口服药物。对于国际投资者而言，Kymera属于生物技术领域中高风险、高回报的细分市场，它结合了创新平台和仍处于商业化早期阶段的管线。 Kymera的商业模式以发现和开发选择性降解致病蛋白而非简单阻断它们的小分子为核心。这种区别很重要，因为它为用传统疗法难以解决的药物通路打开了大门。该公司的战略重点是免疫学，正在围绕STAT6、IRF5和CDK2的口服降解剂构建产品组合。其主要资产KT-621被描述为首个进入临床评估的STAT6靶向降解剂，正在开发用于特应性皮炎、哮喘及相关疾病等2型炎症性疾病。KT-579是一种口服IRF5降解剂，也处于临床开发阶段，预计健康志愿者数据将于2026年下半年公布。同时，KT-200，一种CDK2分子胶降解剂，在2026年4月吉利德行使其独家授权该项目的选择权后，成为一个主要的价值驱动因素。 从竞争角度来看，Kymera在竞争激烈的生物制药领域占据了一个有趣的利基市场。大型制药公司主导着已获批的免疫学市场，但Kymera旨在通过其专有发现引擎、口服给药的便利性以及开发可内部推进或合作的资产的能力来实现差异化。管理层表示，自成立以来，公司每年至少有一个新项目进入临床试验，这表明其执行力严谨且研发引擎高效。 最近的进展对于验证该平台至关重要。在2025年和2026年，Kymera报告了KT-621的积极临床数据，将其BROADEN2 2b期研究扩展到青少年，继续推进KT-579，并从与吉利德的合作中获得了额外的经济价值。其2025年年度报告还显示了可观的现金头寸，支持了近期资金需求，同时也提醒投资者，该公司仍处于亏损状态，并面临临床挫折和潜在稀释等标准生物技术风险。总的来说，Kymera是一家以科学为主导的美国纳斯达克上市生物技术公司，拥有差异化的靶向降解平台和如果临床执行力持续提高，可能创造有意义的长期价值的管线。
