EQUITY RESEARCH MEMO

Haya Therapeutics

Generated 5/24/2026

Executive Summary

Conviction (model self-assessment)65/100

Haya Therapeutics is a preclinical-stage biotechnology company pioneering RNA-targeted therapies based on long non-coding RNA (lncRNA) biology to treat fibrosis and cardiovascular diseases. Founded in 2019 and headquartered in San Diego, the company has raised $65 million to advance its platform that modulates RNA networks to halt or reverse fibrotic processes. Haya's approach aims to address underlying disease drivers with precision medicines, potentially offering disease-modifying benefits over current symptomatic treatments. The company's lead programs target cardiac fibrosis and other fibrotic indications, with an initial focus on lncRNA targets that are highly specific to diseased tissues, thereby minimizing off-target effects. As a private, early-stage company, Haya's progress is monitored through scientific presentations and funding milestones, with the potential to become a key player in the emerging lncRNA therapeutics space.

Upcoming Catalysts (preview)

  • Q4 2026Presentation of preclinical efficacy data for lead lncRNA program in cardiac fibrosis60% success
  • H2 2026Announcement of Series B financing round70% success
  • Q3 2026Disclosure of new pipeline program or partnership for fibrosis indications50% success
Locked sections
  • · Pipeline Analysis
  • · Competitive Landscape
  • · Catalyst Calendar (full 12-month)
  • · Bull Case
  • · Bear Case
  • · Counterfactual Scenarios
  • · Valuation Notes
  • · SEC Filing Highlights
  • · Insider Activity
  • · Literature Watch
  • · Patent Landscape
  • · Mechanism Cluster Map
  • · Audio Briefing (5 min)