Feed / STOK

Stoke Therapeutics, Inc.

STOK

Healthcare · 29.36 -1.9% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Stoke Therapeutics, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 28 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company-1.9% todayVolume comparison unavailable
Market group0 of 28 activeOil & Gas and Biotech · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • STOK's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if STOK's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 28 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • STOK's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods4
Price observations319
Usable filing statements55
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +404.5% year over year.
  • Operating margin changed +266.1 percentage points in the latest annual period.
  • Net margin changed +239.7 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 9.6% in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

29.36
6m-19.4%12m+52.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-12-31$12.4M$-2.60
2023-12-31$8.8M-29.2%$-2.38+13.1%
2024-12-31$36.6M+316.3%$-1.65+22.8%
2025-12-31$184.4M+404.5%$-0.12+9.6%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposuremixed · 2 filings
As a result of this decision, we cannot be sure whether there will be increased challenges to existing agency regulations or how lower courts will apply the decision in the context of other regulatory schemes without more specific guidance from the U.S.
10-Q · Nov 4, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 9.4× · EV/sales 9.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

29.36-1.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for STOK. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for STOK. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind STOK

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BIIBBiogen Inc.partnerMay 7, 2026

On February 14, 2025, we entered into a License and Collaboration Agreement (the “Biogen Agreement”) with Biogen International GmbH (“Biogen”) for the joint development and commercialization of zorevunersen and other compounds targeting the SCN1A gene (the “L…

ACADACADIA Pharmaceuticals Inc.partnerMar 16, 2026

In addition, although we intend to establish a sales organization if we are able to obtain approval to market any product candidates, we have entered into a strategic alliance with Biogen to develop and commercialize zorevunersen outside of North America (the…

Depended on by

ACADACADIA Pharmaceuticals Inc.partnerMay 7, 2026

In January 2022, the Company entered into a license and collaboration agreement with Stoke Therapeutics, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

STOK is currently a Follower in the organic co-movement group Oil & Gas and Biotech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for STOK; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.