Stoke Therapeutics, Inc.
- Open
- 28.60
- Day high
- 29.49
- Day low
- 28.48
- Prev close
- 29.11
- Volume
- 396K
- Mkt cap
- $1.8B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 4.6
- P/S
- 56.4
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$408K over the last 3 months (0 open-market buys, 5 sales)
- 🏛Institutions accumulating (13F)
Stoke Therapeutics, Inc. (STOK) is a Healthcare company listed on NASDAQ. The stock is up 120% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 5 sales (SEC Form 4).
Stoke Therapeutics, Inc. (STOK) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
STOK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.80 | $-0.79 | +1.3% | $6M | -3.9% |
| Nov 4, 2025 | $-0.54 | $-0.65 | -20.4% | $11M | +133.4% |
| Aug 12, 2025 | $-0.57 | $-0.40 | +29.8% | $14M | +158.0% |
| Mar 18, 2025 | $-0.51 | $-0.18 | +64.7% | $23M | +485.9% |
| May 4, 2023 | $-0.70 | $-0.53 | +24.3% | $5M | +71.7% |
| Mar 6, 2023 | $-0.72 | $-0.65 | +9.7% | $3M | +14.2% |
| Nov 14, 2022 | $-0.69 | $-0.66 | +4.3% | $3M | +6.7% |
| Mar 10, 2022 | $-0.62 | $-0.66 | -6.5% | — | — |
| Aug 10, 2021 | $-0.49 | $-0.60 | -22.4% | — | — |
| Mar 9, 2021 | $-0.43 | $-0.42 | +2.3% | — | — |
| Nov 12, 2020 | $-0.42 | $-0.41 | +2.4% | — | — |
| May 15, 2020 | $-0.37 | $-0.34 | +8.1% | — | — |
STOK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 17, 2026 | McCauley Thomasofficer: Chief Scientific Officer | Grant | 225,000 | $29.91 |
| Jul 6, 2026 | Ticho Barryofficer: CHIEF MEDICAL OFFICER | Sell | 500 | $33.27 |
| Jul 6, 2026 | Ticho Barryofficer: CHIEF MEDICAL OFFICER | Sell | 6,728 | $32.62 |
| Jun 18, 2026 | Allan Jonathanofficer: GENERAL COUNSEL & CORP SEC | Sell | 1,457 | $29.95 |
| Jun 5, 2026 | Kaye Edward M. MDdirector | Grant | 17,786 | $29.46 |
| Jun 5, 2026 | Burstein Jenniferdirector | Grant | 17,786 | $29.46 |
| Jun 5, 2026 | Smith Juliedirector | Grant | 17,786 | $29.46 |
| Jun 5, 2026 | TZIANABOS ARTHURdirector | Grant | 17,786 | $29.46 |
| Jun 5, 2026 | LEVIN ARTHUR Adirector | Grant | 17,786 | $29.46 |
| Jun 5, 2026 | Krainer Adrian R.director | Grant | 17,786 | $29.46 |
| Jun 5, 2026 | Harrison Seth Loringdirector | Grant | 17,786 | $29.46 |
| Jun 3, 2026 | Ticho Barryofficer: CHIEF MEDICAL OFFICER | Sell | 1,795 | $30.58 |
| May 5, 2026 | Ticho Barryofficer: CHIEF MEDICAL OFFICER | Sell | 2,243 | $32.79 |
| Apr 7, 2026 | Kahn Claredirector | Grant | 30,782 | $32.79 |
| Apr 3, 2026 | Ticho Barryofficer: CHIEF MEDICAL OFFICER | Sell | 1,838 | $32.66 |
Source: STOK SEC Form 4 filings, latest Jul 17, 2026. For informational purposes only — not investment advice.
See the full STOK insider & 13F page →Stoke Therapeutics, Inc. company profile
Overview
Stoke Therapeutics, Inc. (NASDAQ:STOK) is an early-stage biopharmaceutical company founded in 2014 and headquartered in Bedford, Massachusetts. Originally incorporated as ASOthera Pharmaceuticals, Inc., the company changed its name to Stoke Therapeutics in May 2016 and went public in June 2019. Stoke focuses on developing novel antisense oligonucleotide medicines to treat severe genetic diseases by addressing their underlying molecular causes rather than just managing symptoms.
Business
Stoke Therapeutics operates in the biotechnology sector, specifically developing antisense oligonucleotide (ASO) medicines for rare genetic diseases. ASOs are short DNA-like molecules that can bind to specific RNA sequences in cells to modify gene expression. Unlike traditional drugs that typically inhibit or block biological processes, Stoke's approach aims to increase the production of functional proteins that are deficient due to genetic mutations. The company's core innovation is its proprietary Targeted Augmentation of Nuclear Gene Output (TANGO) platform. This technology allows Stoke to design ASOs that precisely upregulate protein expression by targeting specific genetic mechanisms. When genetic diseases are caused by insufficient production of essential proteins, TANGO-designed ASOs can potentially restore normal protein levels and improve patient outcomes. Stoke's pipeline consists of two main programs. STK-001 is the company's lead clinical candidate, currently in Phase I/IIa clinical trials for treating Dravet syndrome, a severe form of genetic epilepsy that typically begins in infancy and causes frequent, prolonged seizures along with developmental delays. STK-002 remains in preclinical development for autosomal dominant optic atrophy, a genetic condition that causes progressive vision loss due to degeneration of the optic nerve. The company has also established a strategic partnership with Acadia Pharmaceuticals Inc. through a license and collaboration agreement focused on discovering, developing, and commercializing RNA-based medicines for severe and rare genetic neurodevelopmental diseases affecting the central nervous system.
Competitive moat
Stoke Therapeutics possesses a moderately strong but narrow moat built primarily around its proprietary TANGO platform technology and specialized expertise in ASO design for protein upregulation. The company's approach of increasing rather than decreasing protein expression differentiates it from most other ASO developers, creating a unique technical niche in the genetic medicine space. The company's intellectual property portfolio around TANGO technology provides some protection, though the biotechnology industry's rapid pace of innovation means that technological advantages can be relatively short-lived. Stoke's expertise in rare genetic diseases, particularly Dravet syndrome, has created valuable clinical relationships and regulatory knowledge that would be difficult for competitors to quickly replicate. However, the moat faces significant challenges. Large pharmaceutical companies with substantially greater resources could potentially develop competing approaches or acquire smaller biotechnology companies with similar technologies. Gene therapy companies represent a major competitive threat, as successful gene therapies could provide more durable treatment solutions than ASOs, which typically require repeated dosing. CRISPR and other gene editing technologies also pose long-term competitive risks by potentially offering permanent genetic corrections rather than ongoing protein augmentation. The company's moat is further limited by its early-stage development status and dependence on clinical trial success. Regulatory setbacks or clinical failures could quickly erode competitive advantages, while the small market sizes for rare genetic diseases limit the ultimate commercial opportunity even for successful programs.
Risks & safety
Stoke Therapeutics demonstrates a strong financial safety profile with substantial cash reserves and minimal debt obligations, though the company faces typical early-stage biotech risks around cash burn and development timeline uncertainties. • Cash position: $274.8 million in cash and short-term investments as of Q1 2025, providing significant runway for operations • Debt level: Minimal debt with debt-to-equity ratio of 0.0% in Q1 2025, indicating very low financial leverage risk • Current ratio: 8.41 in Q1 2025, showing strong short-term liquidity to meet obligations • Cash burn: Historical quarterly cash burn of $17-23 million suggests current cash could fund operations for several years • Valuation metrics: Trading at 0.85x P/E ratio in Q1 2025 following profitable quarter, though this reflects partnership milestone payments rather than sustainable earnings • Revenue volatility: Highly variable quarterly revenues ($4.8-158.6 million range) create uncertainty around sustainable cash generation • Clinical risk: Early-stage development programs carry substantial risk of failure, which could impact partnership values and future funding needs
Recent development
Based on the financial data trends, Stoke Therapeutics has experienced significant recent developments centered around partnership expansion and milestone achievements. The dramatic revenue increase to $158.6 million in Q1 2025, compared to quarterly revenues of $4.8-22.6 million throughout 2024, indicates major milestone payments or expanded collaboration agreements, likely related to the Acadia Pharmaceuticals partnership. The company has maintained steady clinical development progress with STK-001 advancing through Phase I/IIa trials for Dravet syndrome. The consistent cash burn rates of approximately $17-23 million per quarter throughout 2024 suggest disciplined spending on clinical operations and research activities. The company's ability to generate positive net income of $112.9 million in Q1 2025, following consistent losses in prior periods, reflects the successful achievement of significant partnership milestones. Strategic focus on central nervous system diseases has remained consistent, with the Acadia collaboration specifically targeting genetic neurodevelopmental diseases. This partnership appears to have evolved into a more substantial revenue generator, providing both near-term financial support and validation of Stoke's TANGO platform technology. The company has maintained its lean operational structure while building clinical expertise in rare genetic epilepsies and optic nerve disorders.
STOK company profile · for informational purposes only — not investment advice.
Track STOK with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free