KYTX

$7.38+$0.14 (+1.93%)live

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Change$-22.60

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$449.0M

62M shares

52-week range

$3.78 – $13.67

36% from low

Sector

BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)

Exchange

NASDAQ

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$13M	+87.5%	$-2.76	$-2.82–$-2.68	—	5
2027	$15M	+21.3%	$-3.03	$-3.69–$-2.39	—	5
2028	$53M	+251.5%	$-2.30	$-3.01–$-1.60	—	4
2029	$175M	+227.5%	$-3.61	$-7.38–$-1.46	—	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 6 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-12	$-0.68	$-0.63	+7.1%
2026-05-12	$-0.75	$-0.66	+12.0%
2026-03-26	$-0.84	$-0.80	+5.3%
2025-11-12	$-0.97	$-0.85	+12.4%
2025-08-12	$-1.00	$-0.97	+3.0%
2025-05-13	$-1.21	$-1.03	+14.9%
2025-03-27	$-0.87	$-0.88	-1.1%
2024-11-13	$-0.77

DCF fair valuemodel estimate

Intrinsic value

$2.04

Price

$7.38

Implied downside

-72%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
KYTXKyverna Therapeutics, Inc.	$7.40	+1.93%	$450M	—
ALLOAllogene Therapeutics, Inc.	$1.78	+0.00%	$614M	—
AVIRAtea Pharmaceuticals, Inc.	$5.32	+0.19%	$426M	—
CABACabaletta Bio, Inc.	$2.91	+6.59%	$474M	—
CAPRCapricor Therapeutics, Inc.	$8.81	+5.26%

Kyverna Therapeutics, Inc. Common Stock

Kyverna Therapeutics Inc is a clinical-stage biopharmaceutical company. The company is focused on developing cell therapies for patients suffering from autoimmune diseases. Its product, KYV-101, is an autologous CD19 CAR T-cell product candidate made from an underlying chimeric antigen receptor, or CAR. It is also developing KYV-201, an allogeneic therapy containing the same CAR as KYV-101, to develop it in multiple autoimmune diseases.

www.kyvernatx.com

Employees: 149
IPO / List date: Feb 8, 2024
HQ: EMERYVILLE, CA

Held by traders on TradeandTell

No one on the platform currently holds KYTX.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	367,492	$3.2M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded KYTX yet.

$KYTX chatter on StockTwits

Mike Ma@mike75515h
$KYTX has a potential competitor in gMG. descartes-08 Will submit BLA in mid 2027. KYTX will complete enrollment by mid 2027. So probably one year lag. descartes-08 Has less side effects, but it needs 6 weekly infusions. It is less effective with MG-ADL score of -4.8 vs mic-cel -8.5. With QMG score at -6.0 vs -11.3 for mimic-cel. Standard of care was continued for Descartes-8 while standard of care was stopped for miv-cel.
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No name!@ValueBioTrackerBullish18h
$KYTX The market is wrong here. Extremely undervalued. There is no competition in SPS, and the gMG data is the best compared to the SOC and any late-stage competitor. Plus, the durability data of the three early german patients, with 19+ months follow-up, is INCREDIBLE. Safety is very good as well. SPS + gMG has a clear +$1B potential in revenue, and the CEO just recently hinted that data in progressive MS is very good as well.
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Jason@Power2kBullish1d
$KYTX Adding more this week. https://x.com/FWCStocks/status/2099030260742283596
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Christoph@Ritschier2d
$KYTX Not that it matters much, and I'll admit to gossiping here, but why are you so ~sure? If it were my doc working on a seemingly successful breakthrough therapy, and my doc I'd donated $2M to to help the science move faster, I'd ask my doc to get me in. Sure, it'd take a lot of discretion to get through the treatment without much of a fuss, but she could have had access alongside the trial. Yeah, sorry, gossiping, but it makes me happy seeing her on stage again; though I'm not a fan, it's just such an inspiring thing to see.
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Dan C@dcrownBullish2d
$KYTX @petermaskMD @strat @mulc @mike755 @bioland @ hummer2277 @th3m4askedst0nker @ccledez “We’ve been guiding to a pricing for miv-cel that would be a significant premium to current CAR T pricing” Industry analysts estimate that a premium-priced autoimmune CAR T therapy like miv-cel will likely target a one-time wholesale cost between $700,000 and $1.2 million
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Love Stock@lovestockstwits3d
$KYTX why does this stock even exist ..Literally scam and one of the worst performing stocks in recent times
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Simpson@hbkstockislife3d
$KYTX can someone poke those mofo management and let them know we have two data this month
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Simpson@hbkstockislife3d
$KYTX last time this bitch was green ..can’t recall
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Dan C@dcrown3d
$KYTX @petermask @strat @mulc @mike755 @bioland @hummer2277 @th3m4askedst0nker @ccledez Current lol enjoy your weekend https://www.investing.com/news/transcripts/kyverna-at-wells-fargo-healthcare-conference-autoimmune-car-t-push-advances-93CH-4894675
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ccledez@ccledezBullish3d
$KYTX small starter
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Strat@Strat3d
$KYTX Picked up and additional 500 shares at $7.25. Good price. I think investors got spooked with what happened to Novaritis and BMS recently. Too bad for them they haven't looked our way - the smart one have though. It creates for a huge spike once the BLA is completed on way to FDA. Just because you are a big Pharma it doesn't mean you have the right strategy or science. It's Kyverna that does and there will be an awakening and hopefully new infusion of interest in the eventual acquisition of this company. Do the research and read the presentations. Just remember... Kyverna effectively de-risked its entire pipeline against the exact safety hurdles that have disrupted Novartis and BMS. It's highly differentiated safety and tolerability profile is the foundational reason why Kyverna Therapeutics (KYTX) licensed it.
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Henry Danger@Madmortigan3d
$KYTX
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Dan C@dcrownBullish3d
$KYTX something is off here 98% Buy Activity: Over the trailing months, transactions have been almost exclusively purchases. Insiders and significant corporate stakeholders bought an aggregate of 16.43 million shares, compared to a negligible 28.19k shares sold.
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Dan C@dcrownBullish3d
$KYTX
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Jason@Power2k3d
$KYTX We have institutional and insider ownership of only 69%. Gilead reported about 4.13M shares/~6.7%, making it one of KYTX's largest shareholders. Hopefully, $GILD buys us out soon.
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