Stoke Therapeutics, Inc.
NASDAQ•STOK
CEO: Dr. Edward M. Kaye M.D., Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2019-06-19
Stoke Therapeutics, Inc., an early-stage biopharmaceutical company, develops medicines to treat the underlying causes of severe genetic diseases in the United States. The company utilizes its proprietary targeted augmentation of nuclear gene output to develop antisense oligonucleotides to selectively restore protein levels. Its lead clinical candidate is STK-002, which is in preclinical stage for the treatment of autosomal dominant optic atrophy. The company also develops STK-001, which is in phase I/II clinical trial to treat Dravet syndrome; and programs focused on multiple targets, including haploinsufficiency diseases of the central nervous system and eye. The company has a license and collaboration agreement with Acadia Pharmaceuticals Inc. for the discovery, development, and commercialization of novel RNA-based medicines for the treatment of severe and rare genetic neurodevelopmental diseases of the central nervous system. The company was formerly known as ASOthera Pharmaceuticals, Inc. and changed its name to Stoke Therapeutics, Inc. in May 2016. Stoke Therapeutics, Inc. was incorporated in 2014 and is headquartered in Bedford, Massachusetts.
連絡先情報
時価総額
$1.82B
PER (TTM)
46.1
34.3
配当利回り
--
52週高値
$38.69
52週安値
$5.35
52週レンジ
順位57Top 83.3%
2.4
F-Score
改良版 Piotroski 分析
8年ファンダメンタル
弱い • 2.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2018-2025
財務ダッシュボード
Q3 2025 データ
売上高
$10.63M+117.25%
直近4四半期の推移
EPS
-$0.65+38.30%
直近4四半期の推移
フリーCF
-$30.50M+40.43%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Massive Revenue Recognition Nine months revenue reached $183.0M, up $169.1M, driven by Biogen IP license revenue recognition.
Shift to Nine-Month Income Nine months net income $51.0M, reversing prior $78.5M loss; R&D expenses increased $30.5M.
Strong Liquidity Position Total cash and marketable securities stood at $328.6M as of September 30, 2025, funding operations to mid-2028.
Clinical Program Progress Phase 3 zorevunersen EMPEROR study initiated May 2025; STK-002 Phase 1 study authorized in UK.
リスク要因
Clinical Success Uncertainty Early preclinical or clinical trial success does not guarantee later stage results or regulatory approval.
Future Capital Requirements Expect continued operating losses; substantial future financing needed to fund development through mid-2028.
Low Patient Population Risk Target diseases (Dravet, ADOA) have low prevalence, potentially delaying trial enrollment and limiting commercial revenue.
Regulatory Approval Delays Failure to demonstrate safety and efficacy to FDA/foreign authorities may cause delays or inability to complete development.
見通し
Zorevunersen Phase 3 Progress Phase 3 EMPEROR study initiated May 2025; management plans FDA review meeting before year-end 2025.
STK-002 Clinical Activation STK-002 Phase 1 OSPREY study underway in UK; European sites expected to activate early 2026.
Liquidity Runway Extended Current capital expected to fund operations until mid-2028; future financing via equity or debt remains necessary.
Recent Equity Financing Post-period, sold approximately 1.8 million common shares, raising net proceeds of $48.7M after commissions.
同業比較
売上高 (TTM)
SRPT$2.41B
NVAX$1.06B
BCRX$599.82M
粗利益率 (最新四半期)
VRDN100.0%
ZYME100.0%
100.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CELC | $4.84B | -28.8 | -179.0% | 67.3% |
| LQDA | $3.32B | -27.1 | -296.8% | 72.2% |
| VERA | $2.96B | -10.7 | -50.9% | 14.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-22.2%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年3月17日
EPS:-$0.75
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月4日|売上高: $10.63M+117.2%|EPS: $-0.65+38.3%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年8月12日|売上高: $13.82M+186.0%|EPS: $-0.40-13.0%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月13日|売上高: $158.57M+3661.1%|EPS: $1.95-442.1%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年3月18日|売上高: $36.56M+316.3%|EPS: $-1.65+30.7%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月5日|売上高: $4.89M+47.9%|EPS: $-0.47-14.5%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月7日|売上高: $4.83M-294.7%|EPS: $-0.46-33.3%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月6日|売上高: $4.22M-18.2%|EPS: $-0.57+32.6%予想を上回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年3月25日|売上高: $8.78M-29.2%|EPS: $-2.38+8.5%予想を下回る