Tenaya Therapeutics (TNYA)
Develops gene therapies and small molecules for genetically defined heart diseases.
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Develops gene therapies and a targeted small-molecule candidate for genetically defined heart diseases. Its pipeline includes TN-201 and TN-401 gene therapies and TN-301, an HDAC6 inhibitor, with development centered on clinical studies rather than commercial products.
Develops gene therapies and a targeted small-molecule candidate for genetically defined heart diseases. TN-201 is for MYBPC3-associated hypertrophic cardiomyopathy, while TN-401 is for PKP2-associated arrhythmogenic right ventricular cardiomyopathy. TN-301 is an HDAC6 inhibitor for heart failure with preserved ejection fraction and selected rare cardio-metabolic indications.
Based in South San Francisco, California, the clinical-development organization uses internal discovery and AAV gene-therapy capabilities. TN-201 and TN-401 are in Phase 1b/2 trials, with clinical execution shaping the path from data generation to regulatory discussions.
Development priorities have concentrated resources on data from the MyPEAK-1 and RIDGE-1 trials.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Mar 12, 2026 | Leerink Partners | Target | Target: — | Target: $2 |
| Jan 8, 2026 | Morgan Stanley | Target | Target: — | Target: $2 |
| Dec 12, 2025 | H.C. Wainwright | Target | Target: — | Target: $3 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $78.1M · Total debt $3.9M · Total assets $93.5M · Shareholders' equity $69.4M
- Revenue
- $1.1M
- Operating income
- −$44.1M
- Net income
- −$43.4M
No dividends on record.
| Institutions | ≈ 24.12% | 54.08M shares | |
|---|---|---|---|
| 108 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.44% | 982.1K shares | |
| 4 holders · as of Sep 11, 2026 | |||
| Strategic holders | 5.90% | 13.23M shares | |
| 2 holders · as of Aug 24, 2026 | |||
| Other | ≈ 69.54% | 155.94M shares | |
| remainder | |||
224.23M company shares as of Sep 22, 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 |
|---|---|---|---|
Integrated Core Strategies (US) LLCStrategic | 5.16% | 11.58M | filed Aug 24, 2026 |
Vanguard Capital Management LLCInstitution | 3.17% | 7.10M | as of Jun 30, 2026 |
Millennium Management LLCInstitution | 2.87% | 6.43M | as of Jun 30, 2026 |
Citadel Advisors LLCInstitution | 2.04% | 4.57M | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 1.91% | 4.28M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Whittemore Tingley | officer: Chief Medical Officer | −5,787 | $0.7098 |
| Aug 17, 2026 | Faraz Ali | director, officer: Chief Executive Officer | −22,232 | $0.7097 |
| May 18, 2026 | Tomohiro Higa | officer: SVP, Finance | −1,485 | $0.7932 |
| May 18, 2026 | Whittemore Tingley | officer: Chief Medical Officer | −3,121 | $0.7936 |
| May 18, 2026 | Faraz Ali | director, officer: Chief Executive Officer | −3,390 | $0.7934 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tenaya Therapeutics | $0.6811 | −1.28% | $146.2M | — | — | 109.5 | — |
| Rocket Pharmaceuticals | $3.43 | +2.24% | $357.1M | — | — | — | — |
| Lexeo Therapeutics | $4.07 | 0.00% | $320.4M | — | — | — | — |
| Bristol-Myers Squibb | $62.20 | −0.07% | $127.91B | 13.8 | 9.7 | 2.6 | +5.7% |
| Cytokinetics | $67.90 | +0.43% | $8.41B | — | — | 118.5 | −57.1% |
| Eli Lilly | $1,170.89 | +0.04% | $1.10T | 39.1 | 28.6 | 13.8 | +47.7% |
| Edgewise Therapeutics | $44.63 | +0.34% | $4.80B | — | — | — | — |
| AstraZeneca (ADR) | $168.45 | +0.05% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| Median | 25.2 | 15.8 | 9.0 | +6.1% |