RNA · NASDAQ · Biotechnology

Atrium Therapeutics (RNA)

Targets genetic drivers of rare cardiomyopathies with tissue-directed siRNA medicines.

$8.57
vs last close−0.66 (−7.10%)
Loading prices…

Atrium Therapeutics, Inc.RNA
Health Care

Develops targeted, non-viral siRNA medicines for rare genetic cardiomyopathies. Its narrow pipeline includes ATR 1072 for PRKAG2 syndrome and ATR 1086 for PLN cardiomyopathy.

Develops targeted, non-viral siRNA medicines for rare genetic cardiomyopathies. ATR 1072 targets PRKAG2 syndrome, while ATR 1086 targets PLN cardiomyopathy; additional targets remain at the research stage.

Built around a delivery platform that pairs tissue-selective antibodies or other delivery ligands with oligonucleotides, the pipeline seeks to reach heart tissue and address genetic drivers rather than symptoms. The company was separated from Avidity and began Nasdaq trading in 2026.

Near-term execution depends on the planned clinical study of ATR 1072, progress toward an IND for ATR 1086, and continued development of cardiac-tissue delivery.

Company facts

CEOKathleen P. Gallagher
ListedFeb 27, 2026
ExchangeNASDAQ
HeadquartersSan Diego, CA
CountryUnited States
Employees511
CIK0002093101
ISINUS04965N1046

Market cap$157.7M
EPS (ttm)−$3.85
P/E (ttm)−2.39
ROE-42.9%
P/B0.7350
P/S6.71
Dividend yieldDiv yield
Beta1.14vs XLV 0.87

Price target$25.00+171.1%Average of 16 analysts
ConsensusBuy8 of 16 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026H.C. WainwrightInitiate
Rating: Target:
Rating: BuyTarget: $25
Jun 18, 2026Cantor FitzgeraldTarget
Target:
Target: $25
May 15, 2026Leerink PartnersTarget
Target:
Target: $25
Oct 29, 2025TD CowenDowngrade
Rating: Buy
Rating: Hold
Oct 28, 2025RBC CapitalDowngrade
Rating: Outperform
Rating: Sector Perform

Next report
Nov 12, 26
estimated · in 50 days
EPS estimate
−$0.87
Revenue estimate
$15.0M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Aug '24Nov '24Feb '25May '25Feb '26May '26Aug '26Nov '26
Reported−$0.65−$0.65−$0.80−$0.90−$0.61−$0.97−$1.18Pending
Estimate−$0.79−$0.71−$0.79−$0.90−$1.24−$1.05−$1.42−$0.87
Surprise+17.7%+8.5%−1.3%0.0%+50.8%+7.6%+16.9%

RevenueReportedEstimate

Aug '24Nov '24Feb '25May '25Feb '26May '26Aug '26Nov '26
Reported$2.1M$19.6M$3.0MPending
Estimate$2.6M$4.1M$1.6M$2.4M$2.0M$2.0M$666.7K$15.0M
Surprise+6.0%+881.8%+350.6%
Estimate−$0.87
ReportedDue Nov 12, 2026
Estimate$15.0M
ReportedDue Nov 12, 2026
View details

Debt to equity0.80%
Current ratio873.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$0$859.0K$19.6M$3.0M
Net income−$8.3M−$48.1M−$16.6M−$20.2M
Net margin0.0%0.0%0.0%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$8.5M−$48.0M−$17.3M−$22.6M
YoY growth

Balance sheet, Jun 30, 2026Cash & short-term investments $264.2M · Total debt $1.7M · Total assets $280.5M · Shareholders' equity $214.6M

Revenue
$3.0M
Operating income
−$22.6M
Net income
−$20.2M
View details

No dividends on record.

Institutions84.59%14.47M shares
159 holders · as of Jun 30, 2026
Insiders2.87%491.7K shares
8 holders · as of Sep 22, 2026
Other12.54%2.14M shares
remainder

17.11M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Sessa Capital Im, L.P.Institution
8.77%1.50Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
8.61%1.47Mas of Jun 30, 2026
BlackRock, Inc.Institution
8.46%1.45Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.27%730,831as of Jun 30, 2026
CRCM LPInstitution
3.75%641,539as of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

Compare

CompanyPriceChange
Atrium Therapeutics$8.57−7.10%$157.7M6.7
Tenaya Therapeutics$0.6693−1.89%$148.0M110.9
Lexeo Therapeutics$3.55−12.83%$319.6M
Alnylam Pharmaceuticals$247.38−1.70%$33.67B42.529.47.0+66.9%
Rocket Pharmaceuticals$3.15−6.01%$365.8M
BridgeBio Pharma$66.08−4.55%$13.56B19.6+120.4%
Median42.529.419.6+93.6%