Added to YB: 2025-06-30
Pitch date: 2025-06-27
VYNE [bullish]
VYNE Therapeutics Inc.
-31.1%
current return
Author Info
Biotenic is a freelance L/S biotech investment analyst sharing investment theses. Sign up for the newsletter.
Company Info
As of July 27, 2026, VYNE Therapeutics Inc. was acquired by Yarrow Bioscience, Inc., in a reverse merger transaction.
Market Cap
$19.1M
Pitch Price
$41.45
Price Target
3.00 (-89%)
Dividend
N/A
EV/EBITDA
0.24
P/E
-1.13
EV/Sales
-12.94
Sector
Pharmaceuticals
Category
growth
VYNE Therapeutics -- Ph2b vitiligo data due mid year
VYNE: Topical BET inhibitor for vitiligo with Ph2b readout in Aug. Expect positive vs placebo but may not beat Opzelura's 45-50% FVASI50. $75M mcap ($50M cash). Advantages: once-daily, no black box warning vs JAK. Bull case: $200M+ peak sales potential, $3 PT (85% upside). Risk: dose-related safety issues at 3%.
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