Insider Trading February 25, 2026

Kymera CEO Sells $2.7M in Stock as Company Advances KT-621 Trials and Receives FDA Fast Track

Insider sale and option exercise come amid mixed analyst views and upcoming late-stage readouts for atopic dermatitis and eosinophilic asthma programs

By Priya Menon KYMR
Kymera CEO Sells $2.7M in Stock as Company Advances KT-621 Trials and Receives FDA Fast Track
KYMR

Kymera Therapeutics Chief Executive Officer executed a near $2.7 million stock sale and exercised options to acquire additional shares, while the company advances Phase 2b testing of KT-621 and secures an FDA Fast Track designation for atopic dermatitis. Analysts remain divided on catalysts and valuation.

Key Points

  • CEO Nello Mainolfi sold 29,999 shares on February 25, 2026, for approximately $2.7 million at prices between $89.78 and $93.49.
  • Mainolfi also exercised options to buy 30,000 shares at $2.08, costing $62,400, and now directly owns 666,195 shares.
  • Kymera has begun dosing in the Phase 2b BREADTH trial of KT-621 for eosinophilic asthma (data expected late 2027) and received FDA Fast Track designation for KT-621 in atopic dermatitis; BROADEN2 Phase 2b results are expected by mid-2027.

Kymera Therapeutics (NASDAQ:KYMR) reported insider activity on February 25, 2026, when Chief Executive Officer Nello Mainolfi sold 29,999 shares of the companys common stock for roughly $2.7 million. The shares were disposed of at prices between $89.78 and $93.49, while the stock was quoted at $90.68 following a 156% gain over the prior 12 months.

In a separate transaction on the same day, Mainolfi exercised stock options to purchase 30,000 shares of Kymera common stock at an exercise price of $2.08, for a total outlay of $62,400. After completing the sale and the option exercise, Mainolfi holds 666,195 shares directly.

Market commentary provided by InvestingPro included an assessment that the shares appear overvalued at current levels, and noted that the relative strength index suggests the stock is in overbought territory. A Pro Research Report on KYMR is available through InvestingPro for investors seeking further analysis.


Beyond the insider transactions, Kymera continues to advance its clinical pipeline. The company has initiated dosing in a Phase 2b study of KT-621, an oral STAT6 degrader being evaluated for moderate to severe eosinophilic asthma. That study, named BREADTH, is expected to yield data by late 2027.

Separately, the U.S. Food and Drug Administration has granted Fast Track designation to KT-621 for the treatment of moderate to severe atopic dermatitis. The designation follows positive findings from the BroADen Phase 1b trial. Kymera is also running BROADEN2, a Phase 2b study of KT-621 in atopic dermatitis, with topline results anticipated by mid-2027.


Analyst coverage of Kymera shows a range of views. Wolfe Research downgraded the stock from Outperform to Peerperform, citing a lack of catalysts and suggesting the company may face an uneventful period ahead. In contrast, RBC Capital increased its price target on Kymera to $103 and maintained an Outperform rating, citing encouraging Phase 1b atopic dermatitis data. Stephens also raised its price target to $110 and kept an Overweight rating after positive results in moderate-to-severe atopic dermatitis.

The insider sale, option exercise, ongoing clinical readouts, FDA Fast Track designation, and mixed analyst opinions together form the current publicly disclosed picture for Kymera. Investors looking for deeper research can reference the available professional reports that aggregate these developments and the companys reported insider holdings and transactions.

Risks

  • Potential valuation risk - InvestingPro analysis flags KYMR as appearing overvalued and the RSI as indicating overbought conditions, which may affect market sentiment.
  • Clinical and timing uncertainty - Key readouts for KT-621 are not due until mid-2027 and late 2027, creating multi-year timing risk for pipeline-driven catalysts.
  • Analyst divergence - Mixed analyst actions, including a downgrade citing lack of near-term catalysts and upgrades based on trial data, indicate uncertain market consensus on near-term performance.

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