Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
STOK
Strong SellSinkerStoke Therapeutics, Inc. · Healthcare · United States · $2.0B · Avg Vol: $26M/d
COMPANY DESCRIPTION
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing antisense oligonucleotide (ASO) medicines to increase protein expression and treat genetic diseases caused by protein insufficiency. The company's proprietary TANGO (Targeted Augmentation of Nuclear Gene Output) platform aims to precisely upregulate protein levels by targeting pre-mRNA, addressing conditions like Dravet syndrome and severe epilepsies. This innovative ASO technology offers a distinct competitive moat in the precision medicine field, targeting diseases at their genetic root cause.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.4M | 8.8M | 36.6M | 184.4M | 145.9% | 27.6M | 32.0M | 44.8M | -50.7% |
| EPS | -2.60 | -2.38 | -1.65 | -0.12 | — | -3.39 | -3.62 | -3.52 | — |
| Shares | 39.4M | 45.9M | 54.0M | 58.9M | +49.4% | 64.5M | — | — | — |
| Debt | 2.4M | 2.1M | 2.3M | 3.0M | 8.4% | 2.7M | — | — | — |
| Equity | 184.8M | 159.6M | 229.0M | 352.5M | 24.0% | — | — | — | — |
| Op CF | -31.9M | -81.1M | -86.9M | 45.6M | — | -178.0M | — | — | — |
| Inv CF | -45.9M | 105.9M | -107.5M | -186.8M | — | — | — | — | — |
| Fin CF | 46.4M | 53.0M | 131.1M | 97.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of STOK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| STOK | Stoke Therapeutics, Inc.(you) | $2.0B | 13 | Strong Sell |
| ZBIO | Zenas BioPharma, Inc. | $2.0B | 14 | Strong Sell |
| KLRA | Kailera Therapeutics, Inc. | $2.1B | 12 | Strong Sell |
| COAG | Hemab Therapeutics Holdings, Inc. | $2.1B | 11 | Strong Sell |
| TSHA | Taysha Gene Therapies, Inc. | $1.9B | 13 | Strong Sell |
| INBX | Inhibrx Biosciences, Inc. | $1.8B | 13 | Strong Sell |
| BRVE | Braveheart Bio, Inc. | $1.9B | 11 | Strong Sell |
| MLYS | Mineralys Therapeutics, Inc. | $2.3B | 14 | Strong Sell |
| KARD | Kardigan, Inc. | $1.9B | 11 | Strong Sell |
| KOD | Kodiak Sciences Inc. | $2.4B | 12 | Strong Sell |
Peer medians: ROE -30.2% · P/E 27.0x · Gross margin 58.1%