Kymera Therapeutics(US:KYMR) ZACKS·2025-12-04 17:37Company Overview - Kymera Therapeutics reported a third-quarter 2025 loss of $0.90 per share, which was wider than the Zacks Consensus Estimate of a loss of $0.71 per share and compared to a loss of $0.82 per share in the same quarter last year [3] - Collaboration revenues for the quarter totaled $3 million, significantly missing the Zacks Consensus Estimate of $27 million, and were derived from a partnership with Gilead Sciences [4] - Research and development expenses increased by 22.6% year over year to $74.1 million, primarily due to investments in the STAT6 program and growth in the R&D organization [5] Financial Performance - General and administrative expenses rose to $17.3 million from $15.5 million in the previous year, driven by higher legal and professional service fees and increased personnel costs [6] - As of September 30, 2025, Kymera had $978.7 million in cash and equivalents, which is expected to sustain operations into the second half of 2028 [7] Market Reaction and Estimates - Following the earnings release, there has been a 6.52% upward shift in consensus estimates for Kymera Therapeutics [8] - The stock currently holds a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [10][11] Industry Comparison - Kymera Therapeutics operates within the Zacks Medical - Biomedical and Genetics industry, where Illumina has seen a 4.5% gain over the past month [12] - Illumina reported revenues of $1.08 billion for the last quarter, reflecting a year-over-year increase of 0.4%, with an EPS of $1.34 compared to $1.14 a year ago [12] - Illumina's earnings for the current quarter are projected at $1.22 per share, representing a year-over-year change of 41.9%, and it holds a Zacks Rank of 1 (Strong Buy) [13]