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SKYE

Skye Bioscience, Inc.

NASDAQ · Healthcare · Biotechnology · US

$1.92
+7.87%
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Next report

Analyst consensus

Next report date
Nov 9, 2026
EPS estimate
-$1.14
Revenue estimate

Latest reported

Last report date
Aug 14, 2026
EPS actual
-$0.27
EPS estimate
-$0.25
Revenue actual
Revenue estimate

Track record

Trailing twelve quarters

EPS beats (12Q)
3
EPS misses (12Q)
6
EPS in line (12Q)
1
Avg surprise (4Q)
-16.7%
Revenue beats (12Q)
Earnings call summaryRead the full call →

Q4 FY2025 · Mar 10, 2026

AI summary of management’s prepared remarks and analyst Q&A · For informational purposes only, not investment advice

Management highlights

Puneet Dhillon discussed C-Beyond's progress with namazumab, including combination signal, safety profile, and monotherapy learnings. Chris Twitty spoke about dosing and exposure rationale. Updates on expansion study, formulation work with Halozyme, FDA feedback, durability data, and antibody peptide conjugate program were provided. Operational highlights included cost structure alignment.

Guidance

Anticipated catalysts in 2026 include interim CB1 extension data, FDA type C meeting minutes review, enhanced compatibility study completion, cohort enrollment, preclinical bioconjugation data sharing, feasibility work on high concentration formulation, top line clinical data from expansion study, and phase 2B final study design and execution readiness.

Analyst Q&A

Q: Can you talk about plans to share data from higher dose cohorts above 200 milligrams and status of formulation work using halozyme technology?

A: Expanding into part C study for higher dose data, formulation work ongoing with halozyme, aiming for Phase 2b.

Q: When it comes to expansion, do you think you're going high enough?

A: Confident in selected doses with clean exposure separation.

Q: What's the profile for the new program?

A: Long term optionality, not near-term value driver.

Q: How do you think about which peripheral tissues are most important for nemacimab's clinical effect?

A: Adipose tissue, liver, etc.

Q: Why use IV in Part C phase instead of enhanced?

A: IV provides fastest way to generate high exposure PK and safety info.

Q: What is the basis for 400 mg IV equivalent to 700 mg subcutaneous?

A: Based on bioavailability study.

Q: What's the bar for success from the expanded study for monotherapy?

A: PK and safety validation for phase 2B dosing.

Reported results against consensus at the time of each report · Surprise is computed from the estimate on record · Data as of Nov 9, 2026