Dilution profile // every instrument, one screen, from SEC filings

Tyra Biosciences, Inc. (TYRA)

CIK 1863127 · all EDGAR filings →

Overall dilution risk
HIGHworst of 4 computed signals (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
HIGHS-3 on file 2025-05-08
= is there a registration (S-1/S-3 family) on file without a later withdrawal
no structured fee data on the live registrations, so this is a yes/no, not a size
Overhead supply
LOWwarrants = 11% of O/S
= warrant shares outstanding divided by current shares outstanding (bands: 20% / 50%)
warrants only; converts, ATMs and equity lines are not in free structured data, so the true overhead is AT LEAST this
Historical dilution
MEDIUM+39% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
Cash need
MEDIUM~9.3 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2021-10-312026-07-31

Latest: 59.7M shares as of Jul 31, 2026 (10-Q).

Cash runway

~9 months of cash left

burning $23.8M / quarter

Full breakdown: cash runway tool · source filing →

Warrants

Warrants outstanding: 6.4M underlying shares, as reported Mar 31, 2026 (10-Q).

Reported exercise price: $0.001 (aggregate figure as tagged; individual tranches vary).

Rough fully diluted estimate: 66.1M = 59.7M O/S + 6.4M warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.

Convertible notes

No convertible-note facts tagged in the 10-Q filed Aug 4, 2026. If convertible notes exist, their terms live in exhibit prose for this filer and are not parsed; absence of a tag is not proof of absence. The exhibits are the ground truth.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding59.7MJul 31, 2026
+ Warrants (aggregate, as tagged) (if exercised)6.4MMar 31, 2026
Fully diluted estimate66.1M+10.7% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

S-3May 8, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →
S-3Mar 19, 2024no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 1 executed · 0 registered.

EXECUTEDAug 4, 2026Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
EFFECTIVEMay 16, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDMay 8, 2025S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDOct 18, 2024Unregistered share sale disclosed (8-K item 3.02)8-K
EFFECTIVEApr 22, 2024SEC declared a registration effective — selling can beginEFFECT
REGISTEREDMar 19, 2024S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDFeb 5, 2024Unregistered share sale disclosed (8-K item 3.02)8-K
EFFECTIVEOct 13, 2022SEC declared a registration effective — selling can beginEFFECT
REGISTEREDOct 3, 2022S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDSep 15, 2021Final prospectus — offering priced (typical for IPOs and marketed share deals)424B4
REGISTEREDSep 14, 2021S-1/A registration — capacity to sell shares, not a sale yetS-1/A
REGISTEREDSep 14, 2021S-1MEF registration — capacity to sell shares, not a sale yetS-1MEF

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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