GYRE Gyre Therapeutics, Inc.

bullish track record → $7.87 -0.07 (-0.9%)
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Mkt Cap $765M P/E 397.0 fwd 132.3 52wk $6.57 - $11.78 Earnings 2026-05-07 46d ago
Insider selling: $1,870,788 sold by 4 insiders (30d)
Est. revisions: -204.8%
Factor Model (net -3.4)

Factor Model

net -3.4 6.4 / 10
Est. Revisions
-1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
-0.5

Gyre acquires Cullgen for $300M to expand protein degrader platform

Watch: Monitor Q2 2026 closing progress and regulatory approval timelines. Watch for integration updates on manufacturing efficiency gains and updates on Cullgen's lead candidates moving through the clinic — these will telegraph whether Gyre can execute this expansion without derailing its own development timelines.

Gyre Therapeutics announced an all-stock acquisition of clinical-stage biotech Cullgen for approximately $300 million. The deal, expected to close in early Q2 2026, combines U.S. and China-based capabilities in discovery, manufacturing, and commercialization of targeted protein degrader and degrader antibody conjugate therapies. Cullgen's CEO Ying Luo will join Gyre as President and COO, while existing Gyre chairman Ping Zhang remains in position.

This acquisition expands Gyre's pipeline depth in a high-potential modality — protein degraders are an increasingly validated drug class with multiple late-stage candidates in development across the industry. The integration of Cullgen's China-based manufacturing capability strengthens supply-chain resilience while the all-stock structure preserves Gyre's cash for clinical development.

Evidence

Fundamentals & Data ▾
Gyre Therapeutics, Inc. Healthcare · Biotechnology
Mkt Cap
$765M
P/E
397.0 fwd 132.3
Beta
6.40
52w Range
$6.57 - $11.78
Short Interest
1.5M 9.72%
Days to Cover
10.0 +14%
Technicals downtrend
from 52w Hi
-2.8%
1w return
+0.4%
Insiders
selling 0B / 17S
EPS Estimate
$-0.07 -204.8% 30d 0up / 2dn
Est. Dispersion
96% 3 analysts
Analyst Target
$19 $18 - $20
Options P/C
0.00
Financials
Revenue
$37M +33% YoY
FCF
$-6M
Gross Margin
95%
Op Margin
0%
Momentum: accelerating
Recent Filings & Data
insider trade 45
net selling · $1,870,788 sold
4 insiders · 45 transactions (30d)
Recent transactions
MA SONGJIANG · sell · $26,179
MA SONGJIANG · sell · $23,804
MA SONGJIANG · sell · $44,160
MA SONGJIANG · sell · $44,840
MA SONGJIANG · sell · $21,586
MA SONGJIANG · sell · $43,860
EASTLING THOMAS WILSON · exercise · $103,950
YE WEIGUO · exercise · $37,500
YE WEIGUO · exercise · $487,500
MA SONGJIANG · sell · $1,740
MA SONGJIANG · sell · $40,440
MA SONGJIANG · sell · $26,658
MA SONGJIANG · sell · $48,220
MA SONGJIANG · sell · $46,280
MA SONGJIANG · sell · $40,632
MA SONGJIANG · sell · $43,560
MA SONGJIANG · sell · $44,180
MA SONGJIANG · sell · $45,480
MA SONGJIANG · sell · $46,000
MA SONGJIANG · sell · $45,190
MA SONGJIANG · sell · $49,380
MA SONGJIANG · sell · $48,860
MA SONGJIANG · sell · $46,360
MA SONGJIANG · sell · $45,435
MA SONGJIANG · sell · $50,020
MA SONGJIANG · sell · $48,029
MA SONGJIANG · sell · $45,960
MA SONGJIANG · sell · $45,600
MA SONGJIANG · sell · $45,380
MA SONGJIANG · sell · $42,760
MA SONGJIANG · sell · $42,960
MA SONGJIANG · sell · $42,860
MA SONGJIANG · sell · $42,480
MA SONGJIANG · sell · $11,157
MA SONGJIANG · sell · $22,336
MA SONGJIANG · sell · $47,543
MA SONGJIANG · sell · $49,600
MA SONGJIANG · sell · $50,553
MA SONGJIANG · sell · $48,399
MA SONGJIANG · sell · $43,440
MA SONGJIANG · sell · $44,852
USMAN NASSIM · sell · $41,438
USMAN NASSIM · exercise · $23,922
USMAN NASSIM · sell · $282,577
USMAN NASSIM · exercise · $138,600
1 signals · latest 48d ago

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