The EPS beat is modest and the company remains pre-revenue. The key catalyst is the June 2026 IND filing for Phase 3 pulmonary sarcoidosis study — monitor for updates on FDA feedback and trial design. Cash runway of $68.3M supports operations into 2027 but likely requires future financing. The stock is driven by pipeline milestones, not quarterly financials.
Price Chart
Executive Summary
aTyr Pharma reported Q1 2026 EPS of -$0.14, a 3.9% beat vs consensus of -$0.15, on no revenue. The company announced plans to file an IND in June 2026 for a Phase 3 study of efzofitimod in pulmonary sarcoidosis following a Type C FDA meeting, and is on track to complete enrollment in the Phase 2 EFZO-CONNECT SSc-ILD study in H1 2026. Cash position of $68.3M provides runway into 2027, but the stock remains a binary-risk clinical-stage biotech with no approved products.
Key Financial Metrics
Key Facts
- Q1 2026 EPS -$0.14 vs consensus -$0.15 (3.9% beat)
- Cash, cash equivalents, restricted cash and investments: $68.3M as of March 31, 2026
- Plans to file IND in June 2026 for Phase 3 study of efzofitimod in pulmonary sarcoidosis
- Phase 2 EFZO-CONNECT study in SSc-ILD on track to complete enrollment in H1 2026
- Net loss attributable to aTyr Pharma: $10.8M in Q1 2026 vs $14.9M in Q1 2025
- R&D expenses: $7.3M in Q1 2026, down from $11.8M in Q1 2025
Financial Impact
EPS beat of 3.9% on a -$0.15 consensus; cash burn of ~$12.6M in Q1 2026
Risk Factors
- Clinical-stage biotech with no approved products or revenue
- Phase 3 pulmonary sarcoidosis study carries binary risk of failure
- Cash burn rate of ~$12.6M/quarter implies ~5 quarters of runway; likely need to raise capital
- Phase 2 EFZO-CONNECT SSc-ILD study enrollment completion is pending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3295781 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | Press Release | $0.1717 $0.1534 | ▼ −10.66% | ▼ −10.51% | $0.1149 (−33.08%) |
Oct 7, 2026 20d ago | SC 13G/A | $0.2783 $0.1833 | ▼ −34.14% | ▼ −33.16% | $0.1149 (−58.71%) |
Sep 22, 2026 4w ago | Institutional Cluster | $0.3564 $0.3077 | ▲ +13.66% | ▲ +12.48% | $0.1149 (+67.76%) |
Aug 7, 2026 11w ago | 8-K | $0.5289 $0.5189 | ▲ +1.89% | ▲ +1.84% | $0.1149 (+78.28%) |
Jun 11, 2026 19w ago | Institutional Cluster | $0.4754 $0.4629 | ▼ −2.63% | ▼ −3.06% | $0.1149 (−75.83%) |
Jun 8, 2026 20w ago | 8-K | $0.4556 $0.4433 | ▲ +2.70% | ▲ +5.11% | $0.1149 (+74.78%) |
Jun 1, 2026 21w ago | 8-K | $0.5200 $0.4560 | ▼ −12.31% | ▼ −9.34% | $0.1149 (−77.90%) |
May 15, 2026 23w ago | 8-K | $0.5040 $0.4900 | ▼ −2.78% | ▼ −3.74% | $0.1149 (−77.20%) |
May 15, 2026 23w ago | Press Release | $0.5040 $0.4900 | ▼ −2.78% | ▼ −3.74% | $0.1149 (−77.20%) |
May 11, 2026 24w ago | 8-K | $0.5300 $0.5200 | ▼ −1.89% | ▼ −1.96% | $0.1149 (−78.32%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers