VYNE Therapeutics Inc.
YARW evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for YARW—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · YARW
VYNE Therapeutics Inc. is a clinical-stage biopharmaceutical company focused on developing novel therapies for immuno-inflammatory diseases, with a pipeline including YB-101 and VYN202, and a recent merger with Yarrow Bio.
Key risk: Need for additional capital
BioSniper Score
Based on 4 of 6 signals
Financial data as of Jun 30, 2026.
Tracking 3 pipeline candidates · 1 clinical trial for VYNE Therapeutics Inc..
VYNE Therapeutics Inc. is a clinical-stage biopharmaceutical company focused on developing novel therapies for immuno-inflammatory diseases, with a pipeline including YB-101 and VYN202, and a recent merger with Yarrow Bio.
- Cash & equivalents of $22.9M as of 2026-06-30 [sec].
- Net loss of $3.0M for the quarter ended June 30, 2026 [sec].
- Accumulated deficit of $739.8M as of March 31, 2025 [sec_mda].
- No outstanding debt as of September 30, 2025 [sec_mda].
- Pipeline includes YB-101 and VYN202, targeting immune-mediated diseases [sec_mda].
What works
- No outstanding debt as of September 30, 2025, providing financial flexibility [sec_mda].
- Cash runway of at least 12 months from the date of the latest quarterly report (as of November 2025) [sec_mda].
- Pipeline includes multiple candidates (YB-101, VYN202) addressing immuno-inflammatory indications with significant unmet need [sec_mda].
What to weigh
- Accumulated deficit of $739.8M as of March 31, 2025, reflecting a history of losses [sec_mda].
- Net loss of $3.0M for the quarter ended June 30, 2026, with no guarantee of future profitability [sec].
- Dependence on raising additional capital; failure to do so could delay or curtail development efforts [sec_mda].
- Cash & equivalents of $22.9M as of June 30, 2026, may be insufficient to fund all planned programs without further financing [sec].
From the filings
Quoted directly from source documents.
Risks & what to watch (4)›
Key risks
- Need for additional capital — The company requires significant financing to continue development; failure to obtain capital may delay or curtail programs [sec_mda].
- History of net losses — Accumulated deficit of $739.8M and ongoing net losses; no assurance of positive cash flow [sec_mda].
- Clinical and regulatory uncertainty — Pipeline candidates are in early stages; clinical trial results and regulatory approvals are uncertain [sec_mda].
- Integration risk from merger — The merger with Yarrow Bio may pose integration challenges and affect operations [sec_mda].
What to watch
- Progress of YB-101 and VYN202 clinical development, including any data readouts [sec_mda].
- Ability to secure additional financing or partnerships to extend cash runway [sec_mda].
- Integration and operational execution following the merger with Yarrow Bio [sec_mda].
- Any strategic review outcomes or business development activities [sec_mda].
Sources: SEC MD&A · Generated August 14, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 4 of 6 signals · derived from public data
34.8 months
D/E 0.07 · 0% dilution
Lead: Phase 2
3 candidates
No upcoming catalysts tracked
No insider transactions in the last 180 days
Runway
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
40
Total value held
$4.3M
| Holder | Shares | Value |
|---|---|---|
| lynx1 capital management lp | 1,628,700 | $973K |
| adar1 capital management, llc | 1,063,899 | $636K |
| braidwell lp | 916,077 | $547K |
| vanguard capital management llc | 529,114 | $316K |
| citadel advisors llc | 514,443 | $307K |
| kvp capital advisors, lp | 500,551 | $299K |
| two sigma investments, lp | 426,412 | $255K |
| geode capital management, llc | 322,711 | $193K |
| ikarian capital, llc | 264,912 | $158K |
| vanguard fiduciary trust co | 183,443 | $110K |
Showing top 10 of 40 institutional holders of VYNE Therapeutics Inc.. Open the full 13F history after sign-in.
Short Interest
as of Apr 21, 2026- % of float
- 0.4%
- Days to cover
- 0.6
- Shares short
- 121,535
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
YARW short interestGovernance
Frequently asked questions
What is the AI investment thesis for VYNE Therapeutics Inc.?
VYNE Therapeutics Inc. is a clinical-stage biopharmaceutical company focused on developing novel therapies for immuno-inflammatory diseases, with a pipeline including YB-101 and VYN202, and a recent merger with Yarrow Bio.
What is VYNE Therapeutics Inc.'s lead drug candidate?
VYNE Therapeutics Inc.'s most advanced tracked candidate is repibresib (Phase 2) for nonsegmental vitiligo (NSV).
Who is the CEO of VYNE Therapeutics Inc.?
Ms. Rebecca Velez Frey Pharm.D. is the chief executive officer of VYNE Therapeutics Inc. (YARW).
Where is VYNE Therapeutics Inc. headquartered?
VYNE Therapeutics Inc. (YARW) is headquartered in New York, NY, United States.
What therapeutic areas does VYNE Therapeutics Inc. focus on?
VYNE Therapeutics Inc. develops therapies across Immunology, Musculoskeletal.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.