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Kymera CEO Nello Mainolfi's Boldest Line Had Nothing to Do With the Earnings Miss [Yahoo! Finance]

Kymera Therapeutics, Inc. (KYMR) 
Company Research Source: Yahoo! Finance
Regeneron (REGN)'s dupilumab serves a $20B market. Kymera dosed the first IRF5-directed therapy in human history and its oral drug matched Regeneron's injectable dupilumab in Phase 1b, targeting a $20B market with 48M untreated patients. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Kymera Therapeutics NASDAQ:KYMR ) CEO Nello Mainolfi had one line on the February 26, 2026 earnings call that deserves attention beyond the headline numbers: his company just put the first IRF5-directed therapy in human history into the clinic. That is not a minor pipeline update. Kymera Therapeutics missed on both revenue and earnings in Q4. Revenue came in at $2.87 million against an estimate of $17.30 million, and EPS landed at -$0.97 versus the -$0.79 estimate. But for a clinical-stage biotech burning cash to build a pipeline, the quarterly collaboration revenue figure is almost beside the point. What matters is what the science is doing. KT-621: Th Show less Read more
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