TNYA Stock — Tenaya Therapeutics Inc.: Cash, EV, Pipeline

Share price

$0.68

Market cap

$152.3M

Cash

$78.1M

Enterprise value

$74.2M

Balance sheet

Cash	$78.1M
Debt	$0.0M
Net cash	$78.1M
Enterprise value	$74.2M
Basic shares	224.2M shares
Fully diluted shares	299.2M shares
Fully diluted market cap	$203.5M
Cash per share	$0.35

Cash figures as of 2026-06-30. Database snapshot: 2026-09-21.

Price history

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Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
Sep 12 - Oct 24	TN-201	Phase 1/2	Hypertrophic Cardiomyopathy	—

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

TN-201

Phase 1 · Active Modality: gene therapy (AAV)

Target MYBPC3 gene

Partnerships Alnylam: March 2026 research collaboration to discover and validate novel cardiovascular gene targets (upfront payment; target-by-target license)

Indications

MYBPC3-associated hypertrophic cardiomyopathy (HCM) (Phase 1)

Catalysts

— None

Status note Investigational AAV-based gene therapy for MYBPC3-associated HCM, caused by insufficient myosin-binding protein C (MyBP-C). Clinical-stage; one-time intravenous infusion studied in a first-in-human trial. Company pursuing alignment with regulators on pivotal trial plans.

TN-401

Phase 1 · Active Modality: gene therapy (AAV)

Target PKP2 gene

Indications

PKP2-associated arrhythmogenic right ventricular cardiomyopathy (ARVC/ACM) (Phase 1)

Catalysts

— None

Status note Investigational AAV-based gene therapy for ARVC caused by PKP2 mutations. Phase 1 trial evaluating two dose levels (3E13 vg/kg and 6E13 vg/kg) of a one-time IV infusion; pursuing alignment with regulators on pivotal trial plans.

TN-301

Phase 1 · Active Modality: small molecule

Target HDAC6

Indications

Duchenne muscular dystrophy (DMD) (Phase 1)
Heart failure with preserved ejection fraction (HFpEF) (Phase 1)

Status note Selective HDAC6 inhibitor. Phase 1 SAD/MAD study in healthy volunteers (up to 300mg QD for 14 days). FDA granted Orphan Drug and Rare Pediatric Drug Designations as a DMD treatment.

Per-asset detail extracted from the 10-Q filed 2026-08-05. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	TN-201
Lead indication	Hypertrophic Cardiomyopathy
Lead phase	Phase 1/2
Active trials	4

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT05836259	Phase 1/2	Recruiting	Sponsor	Tenaya Therapeutics	—	Hypertrophic Cardiomyopathy	—
NCT06228924	Phase 1	Recruiting	Sponsor	Tenaya Therapeutics	—	Arrhythmogenic Right Ventricular Cardiomyopathy	—
NCT05112237	Not disclosed	Active, not recruiting	Sponsor	Tenaya Therapeutics	—	Cardiomyopathy	—
NCT06311708	Not disclosed	Recruiting	Sponsor	Tenaya Therapeutics	—	Arrhythmogenic Right Ventricular Cardiomyopathy	—

Sponsor-matched active trials from ClinicalTrials.gov (4 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 4 active trials for Tenaya Therapeutics on ClinicalTrials.gov

Institutional holders

Fund	Shares	Q/Q change	% of portfolio	Filing
ADAR1 Capital Management	1,555,500	+47,700	0.05%	2026-08-14

Institutional holder positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

TNYA — Tenaya Therapeutics Inc.

Balance sheet

Price history

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Institutional holders