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1. Company Snapshot

1.a. Company Description

Lyra Therapeutics, Inc., a clinical-stage therapeutics company, focuses on the development and commercialization of novel integrated drug and delivery solutions for the localized treatment of patients with ear, nose, and throat diseases.It's XTreo technology platform is designed to deliver medicines directly to the affected tissue for sustained periods with a single administration.The company's product candidates include LYR-210, an anti-inflammatory implantable drug matrix for the treatment of chronic rhinosinusitis (CRS), which is in Phase II clinical trial; and LYR-220 for CRS patients with and without nasal polyps.


The company was formerly known as 480 Biomedical, Inc.and changed its name to Lyra Therapeutics, Inc.in July 2018.


Lyra Therapeutics, Inc.was incorporated in 2005 and is headquartered in Watertown, Massachusetts.

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1.b. Last Insights on LYRA

Lyra Therapeutics' recent performance was negatively impacted by a substantial quarterly loss of $5.51 per share, although it beat revenue estimates. The company's financials were also affected by a registered direct offering and concurrent private placement, which may dilute shareholder value. Despite positive ENLIGHTEN2 Phase 3 results for LYR-210, a treatment for chronic rhinosinusitis, the company's high operating expenses and significant quarterly loss are pressing concerns. According to Zacks, the company's loss per share narrowed from $14.5 a year ago.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Lyra Therapeutics (NASDAQ:LYRA) Trading Up 4.5% – Should You Buy?

Dec -04

Source: defenseworld.net

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Lyra Therapeutics, Inc. (LYRA) Reports Q3 Loss, Lags Revenue Estimates

Nov -12

Source: zacks.com

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Lyra Therapeutics Reports Third Quarter 2025 Financial Results and Provides Corporate Update

Nov -12

Source: globenewswire.com

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Lyra Therapeutics Announces Clinical Plan for LYR-210 and Late-Breaking Oral Presentation of Phase 3 ENLIGHTEN 2 Study

Oct -06

Source: globenewswire.com

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Lyra Therapeutics, Inc. (LYRA) Reports Q2 Loss, Beats Revenue Estimates

Aug -12

Source: zacks.com

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Lyra Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update

Aug -12

Source: globenewswire.com

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Lyra Therapeutics Announces Up to Approximately $15 Million Registered Direct Offering and Concurrent Private Placement Priced At-The-Market Under Nasdaq Rules

Jun -27

Source: globenewswire.com

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Lyra Therapeutics: Regulatory Pathway For Non-Polyp Patients, An Underappreciated Catalyst

Jun -16

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.38%)

6. Segments

Novel Integrated Drug and Drug Delivery Solutions

Expected Growth: 10.38%

Lyra Therapeutics' novel integrated drug and drug delivery solutions drive 10.38% growth, fueled by increasing demand for targeted therapies, advancements in biomaterials and nanotechnology, and a growing need for patient-centric treatments. Additionally, strategic partnerships, expanding product pipelines, and regulatory approvals contribute to the company's rapid expansion.

7. Detailed Products

LYR-210

LYR-210 is a novel, non-invasive, and removable treatment for chronic rhinosinusitis (CRS) that utilizes a proprietary gel-like material to deliver a sustained release of mometasone furoate, a corticosteroid, directly to the sinonasal tissue.

LYR-220

LYR-220 is a novel, non-invasive, and removable treatment for adenoiditis that utilizes a proprietary gel-like material to deliver a sustained release of antibiotics directly to the affected area.

LYR-230

LYR-230 is a novel, non-invasive, and removable treatment for otitis media that utilizes a proprietary gel-like material to deliver a sustained release of antibiotics directly to the middle ear.

8. Lyra Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Lyra Therapeutics, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the ongoing research and development in the biotechnology industry.

Bargaining Power Of Customers

Lyra Therapeutics, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Lyra Therapeutics, Inc. relies on a few key suppliers for raw materials and equipment. While the company has some bargaining power due to its size, the suppliers also have some leverage due to the specialized nature of the products.

Threat Of New Entrants

The biotechnology industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This makes it difficult for new entrants to enter the market and compete with established players like Lyra Therapeutics, Inc.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established players competing for market share. Lyra Therapeutics, Inc. faces intense competition from other companies with similar products and technologies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 23.11%
Debt Cost 3.95%
Equity Weight 76.89%
Equity Cost 5.49%
WACC 5.13%
Leverage 30.06%

11. Quality Control: Lyra Therapeutics, Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Sage Therapeutics

A-Score: 4.9/10

Value: 7.4

Growth: 6.1

Quality: 4.8

Yield: 0.0

Momentum: 9.0

Volatility: 2.3

1-Year Total Return ->

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Stock-Card
Travere Therapeutics

A-Score: 3.9/10

Value: 6.2

Growth: 2.3

Quality: 3.8

Yield: 0.0

Momentum: 9.0

Volatility: 2.0

1-Year Total Return ->

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Stock-Card
Bluebird Bio

A-Score: 3.6/10

Value: 9.8

Growth: 3.6

Quality: 5.1

Yield: 0.0

Momentum: 0.0

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
SAB Biotherapeutics

A-Score: 3.1/10

Value: 8.8

Growth: 1.2

Quality: 6.9

Yield: 0.0

Momentum: 1.5

Volatility: 0.3

1-Year Total Return ->

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Stock-Card
Veru

A-Score: 2.9/10

Value: 6.6

Growth: 0.9

Quality: 4.0

Yield: 0.0

Momentum: 5.0

Volatility: 0.7

1-Year Total Return ->

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Stock-Card
Lyra Therapeutics

A-Score: 2.5/10

Value: 6.4

Growth: 4.7

Quality: 3.4

Yield: 0.0

Momentum: 0.5

Volatility: 0.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

4.52$

Current Price

4.52$

Potential

-0.00%

Expected Cash-Flows