Aura Biosciences (AURA)
Develops bel-sar, a virus-like drug conjugate for organ-preserving cancer treatment.
Something off on this page? Send us feedback.
Develops bel-sar, its only product candidate, for choroidal melanoma and other ocular and urologic cancers. The pre-commercial business centers on a virus-like drug conjugate platform and depends on clinical development, approval, patient access, and commercialization.
Builds virus-like drug conjugates that pair virus-like particles with cytotoxic payloads, aiming to target cancer cells and activate an immune response. The platform originated in discoveries associated with the National Cancer Institute and is being applied to organ preservation in solid tumors.
Bel-sar, formerly AU-011, is the only product candidate. It is in a global Phase 3 CoMpass trial for early choroidal melanoma, with additional clinical development for choroidal metastases and bladder cancer and exploration in ocular-surface cancers.
The company has not generated product revenue. Its business therefore depends on successful clinical development, regulatory approval, medical adoption, patient access, and subsequent commercialization.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 11, 2026 | H.C. Wainwright | Target | Target: $25 | Target: $18 |
| May 12, 2026 | Leerink Partners | Target | Target: — | Target: $17 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $323.8M · Total debt $16.6M · Total assets $348.1M · Shareholders' equity $315.3M
- Revenue
- $0
- Operating income
- −$48.1M
- Net income
- −$45.6M
No dividends on record.
| Institutions | ≈ 91.99% | 95.40M shares | |
|---|---|---|---|
| 151 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.56% | 2.66M shares | |
| 15 holders · as of Sep 1, 2026 | |||
| Strategic holders | 4.60% | 4.77M shares | |
| 1 holder · as of May 12, 2026 | |||
| Other | ≈ 0.85% | 885.5K shares | |
| remainder | |||
103.70M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
TCG Crossover Management, LLCInstitution | 9.19% | 9.53M | as of Jun 30, 2026 |
Suvretta Capital Management, LLCInstitution | 6.95% | 7.21M | as of Jun 30, 2026 |
Frazier Life Sciences Management, L.P.Institution | 6.85% | 7.10M | as of Jun 30, 2026 |
Long Focus Capital Management, LLCInstitution | 4.94% | 5.12M | as of Jun 30, 2026 |
TCG Crossover GP II, LLCStrategic | 4.60% | 4.77M | filed May 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Anthony S. Gibney | officer: See Remarks | −12,824 | $6.42 |
| May 7, 2026 | Matrix Capital Management Company, LP | 10 percent owner | −6,922,870 | $5.64 |
| Apr 16, 2026 | Conor Kilroy | officer: See Remarks | −11,738 | $7.02 |
| Feb 17, 2026 | Pinos Elisabet de los | director, officer: See Remarks | −47,648 | $5.06 |
| Feb 17, 2026 | Amy Elazzouzi | officer: Senior Vice President, Finance | −8,549 | $5.06 |
- Johnson & Johnson
Intravesical NMIBC options across high- and intermediate-risk disease
- CG Oncology
Late-stage intravesical oncolytic immunotherapy for NMIBC
- ImmunityBio
Approved BCG-combination immunotherapy in BCG-unresponsive NMIBC
- UroGen Pharma
FDA-approved intravesical chemoablation in recurrent NMIBC
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aura Biosciences | $6.07 | −5.82% | $667.2M | — | — | — | — |
| Johnson & Johnson | $269.95 | +0.28% | $648.72B | 31.2 | 22.7 | 6.6 | +6.6% |
| CG Oncology | $74.44 | −4.24% | $6.86B | — | — | 1,101.0 | — |
| ImmunityBio | $8.71 | −6.24% | $9.73B | — | — | 58.7 | +93.9% |
| UroGen Pharma | $41.07 | −3.95% | $2.08B | — | 33.4 | 11.0 | +199.2% |
| Median | 31.2 | 28.1 | 34.9 | +93.9% |