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Tyra Biosciences gets 6.1% stake from BVF group

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Tyra Biosciences, Inc. (TYRA) is reported to have a significant shareholder group led by Biotechnology Value Fund entities and Mark N. Lampert, which collectively may be deemed to beneficially own 4,215,886 shares of Tyra’s common stock, or approximately 6.1% of the outstanding shares as of September 21, 2026.

The stake is held across several affiliated funds: BVF holds 2,203,710 shares (about 3.2%), BVF2 holds 1,651,007 shares (about 2.4%), and Biotechnology Value Trading Fund OS holds 278,491 shares (less than 1%). Voting and dispositive power is shared among BVF GP, BVF2 GP, Partners OS, BVF GP Holdings, BVF Partners L.P., BVF Inc., and Mr. Lampert, with multiple entities disclaiming beneficial ownership of shares held by affiliates.

The ownership percentages are calculated using 59,676,939 shares outstanding as of July 31, 2026 plus 9,079,000 shares issued in an offering described in a prospectus supplement filed September 15, 2026; this share count is used solely as the denominator for the reported percentages.

Positive

  • None.

Negative

  • None.
BVF shares beneficially owned 2,203,710 shares Common stock beneficially owned by Biotechnology Value Fund, L.P. as of September 21, 2026
BVF2 shares beneficially owned 1,651,007 shares Common stock beneficially owned by Biotechnology Value Fund II, L.P. as of September 21, 2026
Biotechnology Value Trading Fund OS shares 278,491 shares Common stock beneficially owned by Biotechnology Value Trading Fund OS LP as of September 21, 2026
Aggregate shares beneficially owned by BVF group 4,215,886 shares Shares beneficially owned in aggregate by BVF, BVF2, Trading Fund OS and a Partners managed account
BVF ownership percentage 3.2% Approximate percentage of outstanding shares beneficially owned by BVF
BVF2 ownership percentage 2.4% Approximate percentage of outstanding shares beneficially owned by BVF2
BVF GP Holdings ownership percentage 5.6% Approximate percentage of outstanding shares BVF GP Holdings LLC may be deemed to beneficially own
Partners, BVF Inc. and Lampert ownership percentage 6.1% Approximate percentage of outstanding shares each of Partners, BVF Inc. and Mark N. Lampert may be deemed to beneficially own
beneficially owned financial
"As of the close of business on September 21, 2026, (i) BVF beneficially owned 2,203,710 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 4,215,886.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 4,215,886.00"
percent of class financial
"Percent of class: The following percentages are based upon a denominator that is the sum of"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G regulatory
"If a group has filed this schedule pursuant to 1(c) or 1(d), attach an exhibit"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
managed account financial
"including 82,678 Shares held in the Partners Managed Account"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is the major shareholder group in Tyra Biosciences (TYRA) disclosed in this Schedule 13G?

A group of affiliated investment entities led by Biotechnology Value Fund, L.P., its related funds and managers, and Mark N. Lampert is reported as the shareholder group, collectively referred to as the Reporting Persons.

How many Tyra Biosciences (TYRA) shares does the BVF group report owning?

The BVF group may be deemed to beneficially own 4,215,886 shares of Tyra Biosciences common stock in aggregate, including 82,678 shares held in a Partners managed account, as of September 21, 2026.

What percentage of Tyra Biosciences (TYRA) does the BVF group’s holding represent?

The Reporting Persons state that they may be deemed to beneficially own approximately 6.1% of Tyra Biosciences’ outstanding common stock, based on specified outstanding shares and shares issued in an offering.

How are Tyra Biosciences (TYRA) shares allocated among the BVF funds?

As of September 21, 2026, BVF holds 2,203,710 shares (about 3.2%), BVF2 holds 1,651,007 shares (about 2.4%), and Biotechnology Value Trading Fund OS holds 278,491 shares (less than 1%).

What share count did the BVF group use to calculate its ownership in Tyra Biosciences (TYRA)?

Percentages are based on 59,676,939 shares outstanding as of July 31, 2026, plus 9,079,000 shares issued in an offering described in a prospectus supplement filed September 15, 2026.

Do the BVF entities and Mark N. Lampert claim full beneficial ownership of all Tyra (TYRA) shares reported?

No. Several entities, including BVF GP, BVF2 GP, Partners OS, BVF GPH, Partners, BVF Inc. and Mark N. Lampert, expressly disclaim beneficial ownership of shares owned by other reporting entities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





90240B106

(CUSIP Number)
09/14/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





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SCHEDULE 13G



BIOTECHNOLOGY VALUE FUND L P
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BVF I GP LLC
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BIOTECHNOLOGY VALUE FUND II LP
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BVF II GP LLC
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
Biotechnology Value Trading Fund OS LP
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BVF Partners OS Ltd.
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BVF GP HOLDINGS LLC
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BVF PARTNERS L P/IL
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
BVF INC/IL
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert, Authorized Signatory
Date:09/21/2026
LAMPERT MARK N
Signature:/s/ Mark N. Lampert
Name/Title:Mark N. Lampert
Date:09/21/2026
Exhibit Information

99.1 - Joint Filing Agreement, September 21, 2026.

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