Gyre Therapeutics (GYRE)
A majority-owned Beijing unit sells China's pirfenidone lung-fibrosis therapy while San Diego runs the antifibrotic pipeline.
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A majority-owned Beijing subsidiary generates nearly all revenue selling pirfenidone-based and related therapies for lung and liver conditions across Chinese hospitals and pharmacies, while a separate San Diego unit develops hydronidone for liver fibrosis and, following a 2026 acquisition, an early-stage protein-degradation drug platform. A Japanese parent holds voting control.
A majority-owned Beijing subsidiary sells an established pirfenidone therapy for idiopathic pulmonary fibrosis through Chinese hospitals and pharmacies, joined in 2025 by a nintedanib antifibrotic and a drug for liver-disease-related low platelet counts. This subsidiary generates nearly all revenue, funding a separate San Diego development unit.
That unit is advancing hydronidone, a pirfenidone derivative, toward conditional approval in China for hepatitis-B-related liver fibrosis, with a US study in fatty-liver fibrosis planned next. A 2026 stock acquisition of Cullgen added a protein-degradation drug-discovery platform and early-stage oncology candidates.
Voting control rests with a Japanese parent holding a large majority of common shares, a structure dating to the 2023 reverse merger that combined a dormant Nasdaq shell with the Beijing drugmaker under the current name. Two reportable segments track this same China-commercial, US-development split.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $74.8M · Total debt $3.4M · Total assets $199.3M · Shareholders' equity $130.4M
- Revenue
- $29.1M
- Operating income
- −$14.4M
- Net income
- −$10.6M
HistoryDividendAnnual yield
| Institutions | 7.94% | 8.85M shares | |
|---|---|---|---|
| 62 holders · as of Jun 30, 2026 | |||
| Insiders | 5.46% | 6.09M shares | |
| 4 holders · as of Jun 22, 2026 | |||
| Other | 86.60% | 96.57M shares | |
| remainder | |||
111.51M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
SC China Holding LtdInstitution | 3.36% | 3.75M | as of Jun 30, 2026 |
Songjiang MaInsiderdirector, officer: President | 2.52% | 2.81M | filed May 29, 2025 |
Ying LuoInsiderdirector, officer: Chief Executive Officer | 2.30% | 2.57M | filed May 7, 2026 |
BlackRock, Inc.Institution | 0.89% | 993,943 | as of Jun 30, 2026 |
Octagon Capital Advisors LPInstitution | 0.86% | 954,416 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 18, 2026 | Weiguo Ye | officer: Chief Operating Officer | −3,000 | $6.35 |
| Jun 10, 2026 | Weiguo Ye | officer: Chief Operating Officer | −11,418 | $6.22 |
| Jun 9, 2026 | Weiguo Ye | officer: Chief Operating Officer | −17,500 | $6.14 |
| Jun 11, 2026 | Weiguo Ye | officer: Chief Operating Officer | −2,800 | $6.17 |
| Jun 4, 2026 | Weiguo Ye | officer: Chief Operating Officer | −19,575 | $6.13 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Gyre Therapeutics | $7.35 | −1.87% | $835.1M | — | — | 7.0 | +8.7% |
| Madrigal Pharmaceuticals | $507.22 | −2.24% | $11.99B | — | — | 9.3 | +71.2% |
| Novo Nordisk (ADR) | $38.31 | −2.77% | $174.96B | 9.9 | 15.8 | 3.5 | +1.3% |
| Arvinas | $8.02 | −5.76% | $549.1M | 53.2 | — | 1.7 | +1,014.7% |
| Kymera Therapeutics | $113.78 | −6.78% | $10.04B | — | — | 95.6 | +466.4% |
| Median | 31.5 | 15.8 | 6.4 | +268.8% |