KYMRKymera Therapeutics, Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $39M
- 17% YoY
- Operating margin
- -891.1%
- 60% YoY
- EBITDA
- −$341M
- 34% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired-75% of net incomeCash flow under 80% of net income
- Dilutive SBCFired153% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $73M | $47M | $79M | $47M | $39M | 17% |
| Operating income | −$101M | −$161M | −$166M | −$262M | −$349M | 34% |
| Net income | $100M | $155M | $147M | $224M | $311M | 39% |
| Operating cash flow | −$129M | −$153M | −$103M | −$195M | −$233M | 20% |
| Capex | $2M | $3M | $34M | $13M | $1M | 89% |
| Stock-based comp | $25M | $35M | $43M | $55M | $60M | 8.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $9M | $28M | 126 | 125 |
| FY2024 | $15M | $20M | 65 | 93 |
| FY2023 | $10M | $6M | 41 | 94 |
| FY2022 | $7M | −$25M | 40 | 90 |
| FY2021 | $12M | $13M | 102 | 100 |