Aura Biosciences
Develops bel-sar, a virus-like drug conjugate for organ-preserving cancer treatment.
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Profile
Develops bel-sar, its only product candidate, for choroidal melanoma and other ocular and urologic cancers. The pre-commercial business centers on a virus-like drug conjugate platform and depends on clinical development, approval, patient access, and commercialization.
Builds virus-like drug conjugates that pair virus-like particles with cytotoxic payloads, aiming to target cancer cells and activate an immune response. The platform originated in discoveries associated with the National Cancer Institute and is being applied to organ preservation in solid tumors.
Bel-sar, formerly AU-011, is the only product candidate. It is in a global Phase 3 CoMpass trial for early choroidal melanoma, with additional clinical development for choroidal metastases and bladder cancer and exploration in ocular-surface cancers.
The company has not generated product revenue. Its business therefore depends on successful clinical development, regulatory approval, medical adoption, patient access, and subsequent commercialization.
Company facts
Key statistics
Year to date +39.5% · Average volume (30d) 664.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Aug 11, 2026 | H.C. Wainwright | Target | $25 | $18 |
| May 12, 2026 | Leerink Partners | Target | $17 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.38 | −$0.48 | −28.0% | — | — | — | −3.61% |
| Aug 11, 2026Q2 FY26 | −$0.38 | −$0.48 | −28.0% | — | — | — | +4.42% |
| May 11, 2026Q1 FY26 | −$0.40 | −$0.50 | −25.0% | — | — | — | −3.17% |
| Mar 30, 2026Q4 FY25 | −$0.43 | −$0.37 | +14.0% | — | — | — | +7.90% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | −$300.0K | $0 | $0 | $0 | $0 | |
| Operating income | −$29.0M | −$28.6M | −$27.9M | −$27.2M | −$34.9M | −$48.1M | |
| Net income | −$27.5M | −$27.0M | −$26.1M | −$25.6M | −$33.7M | −$45.6M | |
| Diluted EPS | −$0.55 | −$0.47 | −$0.40 | −$0.40 | −$0.50 | −$0.48 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $323.8M · Total debt $16.6M · Total assets $348.1M · Shareholders' equity $315.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 103.44M · Float 64.51M · 62.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| TCG Crossover Management, LLC | 9.53M | 9.22% | 13F | Aug 14, 2026 |
| Suvretta Capital Management, LLC | 7.21M | 6.97% | 13F | Aug 14, 2026 |
| Frazier Life Sciences Management, L.P. | 7.10M | 6.86% | 13F | Aug 14, 2026 |
| Long Focus Capital Management, LLC | 5.12M | 4.95% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 4.71M | 4.55% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Anthony S. Gibney | officer: See Remarks | −12,824 | $6.42 |
| May 7, 2026 | Matrix Capital Management Company, LP | 10 percent owner | −6,922,870 | $5.64 |
| Apr 16, 2026 | Conor Kilroy | officer: See Remarks | −11,738 | $7.02 |
| Feb 17, 2026 | Pinos Elisabet de los | director, officer: See Remarks | −47,648 | $5.06 |
| Feb 17, 2026 | Amy Elazzouzi | officer: Senior Vice President, Finance | −8,549 | $5.06 |
Peers
- Johnson & Johnson
Intravesical NMIBC options across high- and intermediate-risk disease
- CG Oncology
Late-stage intravesical oncolytic immunotherapy for NMIBC
- ImmunityBio
Approved BCG-combination immunotherapy in BCG-unresponsive NMIBC
- UroGen Pharma
FDA-approved intravesical chemoablation in recurrent NMIBC
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aura Biosciences | $7.40 | +0.07% | $765.4M | — | — | — | — |
| Johnson & Johnson | $268.40 | +0.13% | $645.95B | 31.1 | 22.4 | 6.6 | +6.6% |
| CG Oncology | $73.91 | −0.57% | $6.56B | — | — | 1,052.8 | — |
| ImmunityBio | $8.07 | +0.25% | $8.43B | — | — | 50.9 | +93.9% |
| UroGen Pharma | $43.62 | −0.02% | $2.13B | — | 35.5 | 11.3 | +199.2% |
| Median | 31.1 | 28.9 | 31.1 | +93.9% |