STOK
Stoke Therapeutics, Inc.33.61
+0.63+1.91%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.92BP/E (TTM)
49.43Basic EPS (TTM)
0.68Dividend Yield
0%Recent Filings
8-K
10-Q
Q2 FY2025 results
Stoke Therapeutics posted Q2 revenue of $13.8M, up 186% y/y from $4.8M, driven by Biogen collaboration milestones and Acadia program wind-downs, while YTD revenue soared to $172.4M from $9.0M y/y on the $165M Biogen upfront. Operating expenses climbed 20% y/y to $41.1M amid higher R&D for zorevunersen's Phase 3 EMPEROR trial, yielding a $27.3M operating loss, narrower than last year's $29.3M. Diluted EPS held at -$0.40, matching y/y, with YTD EPS flipping to $1.50 from -$1.02 on revenue surge and 1.3M diluted shares (derived). Cash swelled to $355M, funding ops to mid-2028 sans debt. Biogen deal closed February 2025 for $165M cash, recognizing $150.8M IP license revenue. Clinical setbacks loom if Phase 3 misses endpoints.
8-K
Phase 3 Dravet trial starts
Stoke Therapeutics kicked off its Phase 3 EMPEROR trial for zorevunersen in Dravet syndrome, dosing the first patient on August 11, 2025, while unveiling three-year OLE data showing durable seizure reductions and cognitive gains on top of standard care. The company also launched a Phase 1 study of STK-002 for ADOA, targeting unmet vision loss needs. Cash reserves hit $355 million, funding operations to mid-2028. Momentum builds, yet clinical risks linger.
8-K
First patient dosed in Phase 3
Stoke Therapeutics and Biogen dosed the first patient in the global Phase 3 EMPEROR study of zorevunersen on August 11, 2025, targeting Dravet syndrome with a potential disease-modifying antisense oligonucleotide. The 52-week trial randomizes patients aged 2-18 with SCN1A gene variants to zorevunersen or sham, assessing seizure frequency reductions at weeks 28 and 52 alongside cognition and behavior improvements via Vineland-3. Prior studies showed durable seizure cuts and neurodevelopmental gains. Yet risks loom if Phase 3 fails to replicate early promise.
8-K
Zorevunersen data boosts Phase 3
Stoke Therapeutics and Biogen unveiled data at the EPNS Congress on July 10, 2025, showing zorevunersen's Phase 3 dosing regimen improved cognition and behavior at Week 68 in Dravet syndrome patients, contrasting sharply with natural history outcomes under standard care. This bolsters the EMPEROR study's design, incorporating key secondary endpoints like Vineland-3 sub-domains for communication and coping skills. Data build on prior Phase 1/2a results of durable seizure reductions. Yet risks loom if Phase 3 fails to replicate gains.
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