KYMR at a glance
Kymera Therapeutics, Inc. (KYMR, SEC CIK 1815442) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Kymera Therapeutics, Inc. (KYMR) reported revenue of $39.2 million (down 16.7% from FY2024) and a net loss of $311.4 million. Diluted EPS was -$3.69.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Kymera Therapeutics, Inc. (KYMR) shares worth $4.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Mainolfi Nello on October 1, 2026 of 8,230 shares at $115.40 per share.
- In the last 90 days, KYMR insiders reported 0 open-market purchases ($0) and 9 open-market sales ($4.2M) on Form 4, a net sale of $4.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $39.2M
- −16.7% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$4.2M
- 13F holders
- 32 funds
- $4.5B · +4 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Clinical-stage biopharma specializing in targeted protein degradation (TPD) oral small molecules for immunology and serious diseases
- New products: Initiated Phase 2b trials for KT-621 (oral STAT6 degrader) in atopic dermatitis and asthma; Phase 1 trial started for KT-579 (oral IRF5 degrader)
- Strategic shifts: Expanded collaborations with Sanofi for IRAK4 degrader advancing to clinical testing in 2026 and new agreement with Gilead for molecular glue degraders targeting CDK2
- Quantitative highlight: KT-621 Phase 1b trial showed 98% median STAT6 degradation in blood, 62-74% reduction in Type 2 biomarkers, and up to 63% improvement in EASI scores by Day 29
- Noteworthy fact: First demonstration of IL-31 and FeNO reductions in AD patients with oral STAT6 degradation therapy, potentially matching injectable biologics' efficacy
Risk Factors
- Regulatory risk: FDA approval timing and success uncertainty for STAT6, IRF5, and IRAK4 programs affecting clinical development and commercialization
- Macroeconomic risk: Potential capital exhaustion before 2029 despite $1.62B cash, risking delays in R&D and clinical trials
- Operational risk: Dependency on third-party manufacturers and CROs for supply of clinical trial materials and manufacturing
- Competitive risk: Collaboration with Sanofi and Gilead required to advance programs, risk if partners prioritize other pipeline assets
- Financial risk: Net losses of $311.4M in 2025 with accumulated deficit $1.07B, requiring substantial future financings to sustain operations
Management Discussion & Analysis
- No capital allocation information (buybacks, dividends, capex) included
- No forward-looking guidance or management outlook mentioned
AI summary of the KYMR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Collaboration revenue $65.0M, up $53.5M YoY from $11.5M, driven by Gilead and Sanofi payments
- Operating loss $75.6M vs $84.6M YoY; operating margin -116.3% vs -736.6%
- Best-performing program STAT6 external costs $45.7M, up $23.5M YoY
- Cash, equivalents and marketable securities $1.505B; funding expected into 2029
- Near-term headwinds: substantially higher clinical development expenses and need for additional funding before product revenue
Risk Factors
- No newly triggered risk factor identified; section presents carried-forward risks from the 10-K
- Cash and marketable securities $1,505 million, expected to fund operations into 2029
- Accumulated deficit $1,196.4 million as of June 30, 2026
- STAT6 and IRF5 programs remain in early clinical development, limiting near-term product revenue
- No heterobifunctional degrader approved in the United States or Europe, heightening regulatory and technical uncertainty
AI summary of the KYMR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Kymera reported financial results for quarter ended June 30, 2026
- Full results and management commentary provided in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 collaboration revenue $65.0M, including $45M from Gilead and $20M Sanofi milestone payments
- BROADEN2 AD enrollment completed nearly six months early, pulling expected KT-621 data forward to year-end 2026
Item 7.01: Regulation FD Disclosure
- Dr. Rooney appointed Chief Medical Officer, changing Kymera’s clinical leadership
- Dr. Gollob’s retirement creates a senior medical leadership transition
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jared Gollob, M.D. resigned as Chief Medical Officer effective July 27, 2026
- Continued advisor role through December 31, 2026 supports transition continuity
Item EX-99.1: Item EX-99.1
- Terence Rooney appointed Chief Medical Officer to lead global clinical development and Kymera’s oral immunology portfolio
- Rooney brings immunology development experience from Johnson & Johnson, Eli Lilly and Roche
Item 7.01: Regulation FD Disclosure
- June 25, 2026 press release furnished under Regulation FD, making the disclosure publicly available to all investors
- Exhibit 99.1 contains the substantive company update and is the key document for assessing market impact
Item 8.01: Other Events
- Forward-looking statements subject to standard SEC disclaimer and uncertainty
- Kymera disclaims obligation to update projections after disclosure date
Item EX-99.1: Item EX-99.1
- BROADEN2 Phase 2b enrollment completed nearly six months early, accelerating KT-621 atopic dermatitis topline data to year-end 2026
- Phase 3 atopic dermatitis trials targeted for mid-2027, subject to regulatory discussions
AI summaries of KYMR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KYMR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mainolfi Nello | Sell | Oct 1, 2026 | 8,230 | $115.40 |
| Mainolfi Nello | Sell | Oct 1, 2026 | 5,506 | $112.42 |
| Mainolfi Nello | Sell | Oct 1, 2026 | 4,876 | $113.24 |
| Mainolfi Nello | Sell | Oct 1, 2026 | 7,601 | $114.43 |
| Mainolfi Nello | Sell | Oct 1, 2026 | 262 | $116.12 |
| Mainolfi Nello | M | Oct 1, 2026 | 30,000 | - |
| Mainolfi Nello | Sell | Oct 1, 2026 | 3,525 | $111.44 |
| Mainolfi Nello | M | Oct 1, 2026 | 30,000 | $2.08 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $78.6M | $47.1M | $39.2M |
| Operating Income | - | -$261.6M | -$349.4M |
| Net Income | -$147.0M | -$223.9M | -$311.4M |
| Op. Margin | - | -555.8% | -891.1% |
| Net Margin | -187.0% | -475.6% | -794.0% |
| Balance Sheet | |||
| Total Assets | - | $978.0M | $1.7B |
| Equity | - | $835.6M | $1.6B |
| ROE | - | -26.8% | -19.7% |
| Per Share | |||
| EPS | $-2.52 | $-2.98 | $-3.69 |
| Cash Flow | |||
| Operating CF | - | -$194.5M | -$232.9M |
| CapEx | $34.5M | $12.8M | $1.4M |
Source: XBRL data in Kymera Therapeutics, Inc. (KYMR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KYMR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $4.51B |
| Q1 2026 | 28 | $2.96B |
| Q4 2025 | 25 | $2.55B |
| Q3 2025 | 27 | $1.55B |
| Q2 2025 | 26 | $1.19B |
| Q1 2025 | 21 | $401.4M |
| Q4 2024 | 20 | $561.6M |
| Q3 2024 | 15 | $172.6M |
- T. Rowe Price Group+1.05M (+17%)
- FMR LLC (Fidelity)+649.3K (+6%)
- BlackRock+477.3K (+9%)
- State Street Corp+347.5K (+15%)
- Goldman Sachs Group+298.9K (+34%)
- Invesco Ltd−49.6K (-45%)
- Morgan Stanley−17.9K (-8%)
- JPMorgan Chase & Co−12.4K (-10%)
- Citadel Advisors LLC−7.0K (-6%)
- AQR Capital Management−6.4K (-40%)
- Raymond James Financial+135.6K
- D.E. Shaw & Co+2.8K
- Allstate+2.5K
- M&T Bank+1.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 194 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KYMR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
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KYMR SEC filings: frequently asked questions
Are KYMR insiders buying or selling?
In the last 90 days, Kymera Therapeutics, Inc. (KYMR) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $4.2 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KYMR stock?
As of June 30, 2026, the largest Kymera Therapeutics, Inc. (KYMR) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($1.4 billion), T. Rowe Price Group ($815.6 million), BlackRock ($635.1 million), Vanguard Portfolio Management LLC ($343.1 million), Vanguard Capital Management LLC ($336.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KYMR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Kymera Therapeutics, Inc. (KYMR) reported revenue of $39.2 million (down 16.7% from FY2024) and a net loss of $311.4 million. Diluted EPS was -$3.69. The figures come from the XBRL data in the 10-K.
What are the main risks in KYMR's latest 10-K?
In the 10-K filed February 26, 2026, Kymera Therapeutics, Inc. (KYMR) flagged: Regulatory risk: FDA approval timing and success uncertainty for STAT6, IRF5, and IRAK4 programs affecting clinical development and commercialization. Macroeconomic risk: Potential capital exhaustion before 2029 despite $1.62B cash, risking delays in R&D and clinical trials. (AI summary of the Risk Factors section.)
What did KYMR report in its latest 8-K?
Kymera Therapeutics, Inc. (KYMR) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Kymera reported financial results for quarter ended June 30, 2026.
What are the latest KYMR SEC filings?
Kymera Therapeutics, Inc. (KYMR) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 1, 2026.
What is KYMR's SEC CIK number?
Kymera Therapeutics, Inc. (KYMR)'s SEC Central Index Key (CIK) is 1815442. EDGAR lists every KYMR filing under that number.
Ask anything about KYMR
The research agent reads KYMR's filings, financials, insider trades and 13F holders, then answers with sources.