Why Tvardi Therapeutics (TVRD) Stock Is Up Today

Tvardi Therapeutics (TVRD) is up 48.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is Tvardi’s July 7 clinical update showing positive Phase 1 results for TTI-109, its next-generation STAT3 inhibitor. Investors appear to be responding to signs that the drug matched the exposure of TTI-101, showed better tolerability, and produced pharmacodynamic evidence of target engagement, which can strengthen confidence in the company’s pipeline.

Details:

Tvardi disclosed Phase 1 data for TTI-109 on July 7 and also furnished the update in a current report filed the same day.

The company said TTI-109 rapidly converted to TTI-101 and produced nearly equivalent plasma exposure at molar-equivalent doses, supporting the prodrug design.

Management highlighted improved tolerability versus TTI-101, including shorter diarrhea duration, which matters because better tolerability can improve development prospects.

Tvardi said exploratory pharmacodynamic data showed reductions of up to 60% in STAT3-driven immune cell populations and that it plans to advance TTI-109 into dermatologic and gastrointestinal diseases, subject to additional funding.

Sources:

Tvardi Therapeutics press release, SEC, Tvardi Therapeutics first-quarter update

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TVRD Hedge Fund Activity

We have seen 28 institutional investors add shares of $TVRD stock to their portfolio, and 29 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JANE STREET GROUP, LLC removed 47,444 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $150,871
AQR CAPITAL MANAGEMENT LLC added 42,192 shares (+inf%) to their portfolio in Q1 2026, for an estimated $134,170
GREAT LAKES ADVISORS, LLC added 36,236 shares (+inf%) to their portfolio in Q1 2026, for an estimated $115,230
BANK OF AMERICA CORP /DE/ removed 25,382 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $80,714
GEODE CAPITAL MANAGEMENT, LLC added 25,206 shares (+16.0%) to their portfolio in Q1 2026, for an estimated $80,155
FARALLON CAPITAL MANAGEMENT LLC removed 21,787 shares (-50.4%) from their portfolio in Q1 2026, for an estimated $69,282
QUADRATURE CAPITAL LTD removed 20,964 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $66,665

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TVRD Analyst Ratings

Wall Street analysts have issued reports on $TVRD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

HC Wainwright & Co. issued a "Buy" rating on 06/08/2026

To track analyst ratings and price targets for $TVRD, check out Quiver Quantitative's $TVRD forecast page.

$TVRD Price Targets

Multiple analysts have issued price targets for $TVRD recently. We have seen 4 analysts offer price targets for $TVRD in the last 6 months, with a median target of $6.0.

Here are some recent targets:

Julian Harrison from BTIG set a target price of $15.0 on 07/07/2026
Sara Nik from HC Wainwright & Co. set a target price of $9.0 on 06/08/2026
Etzer Darout from Barclays set a target price of $3.0 on 04/20/2026
Yasmeen Rahimi from Piper Sandler set a target price of $3.0 on 04/01/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.