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Stoke Therapeutics

STOK Rare disease Lead: Phase 3 2 Biotech Distilled articles ↓ 21 filings & releases ↓ Cash $107M (Sep 30, 2026) ↓ 2 verdicts ↓ 2 timing quotes ↓
Neurology Nucleic Acid

Market cap $1.74B 65.4M shares (10-Q, Oct 30, 2026) × $26.54 close Nov 6, 2026

Most recent annual filing: 2026-03-16

Catalyst timeline

11 trackedQuarter catalyst calendar →
  1. STK-002 enrollment doneYear-end 2026STK-002 enrollment done, Year-end 2026, routine
  2. EPX-100 ARGUS topline1H 2027EPX-100 ARGUS topline, 1H 2027, material
  3. Bexicaserin SEA topline1H 2027Bexicaserin SEA topline, 1H 2027, material
  4. Bexicaserin OCEAN topline1Q 2027Bexicaserin OCEAN topline, 1Q 2027, material
  5. ETX101 pivotal readout2027ETX101 pivotal readout, 2027, material
  6. Zorevunersen NDA filing1Q 2027Zorevunersen NDA filing, 1Q 2027, notable
  7. STK-002 readout1H 2027STK-002 readout, 1H 2027, notable
  8. Zorevunersen corporate update~Mar 2027Zorevunersen corporate update, ~Mar 2027, notable
  9. Zorevunersen topline3Q 2027Zorevunersen topline, 3Q 2027, thesis-defining
  10. Zorevunersen NDA filing2H 2027Zorevunersen NDA filing, 2H 2027, notable
  11. Zorevunersen FDA approval~May–Aug 2028Zorevunersen FDA approval, ~May–Aug 2028, material

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (2 active programs)

Technology platforms

TANGO · University of Southampton

Targeted Augmentation of Nuclear Gene Output — proprietary antisense oligonucleotide platform that upregulates protein expression by blocking non-productive mRNA splicing events (e.g., NMD-inducing poison exons) in the wild-type allele; focus on autosomal dominant haploinsufficiency diseases of the CNS, eye, and heart including rare genetic epilepsy, optic atrophy, and neurodevelopmental diseases

Targets: SCN1A, OPA1, SYNGAP1, MECP2, PCCA, CD274

TANGO

Targeted Augmentation of Nuclear Gene Output — proprietary antisense oligonucleotide approach to selectively restore naturally-occurring protein levels via haploinsufficiency correction; focus areas include CNS and ocular diseases caused by loss of ~50% of normal protein levels

Protein Upregulation Platform · University of Southampton

Proprietary RNA-based antisense oligonucleotide (ASO) platform that selectively upregulates protein expression by targeting non-mutant (wild-type) gene copies to restore protein levels in haploinsufficient diseases; disease focus includes rare genetic neurological and optic nerve disorders.

Capital (as filed)

Cash
$107M cash and cash equivalents · Sep 30, 2026 (10-Q)
Short-term investments
$212M Sep 30, 2026
Long-term investments
$39.6M Sep 30, 2026
Operating cash flow
−$62.7M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$359M cash, runway early 2028 per the update of Oct 29, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (2)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (2 calls)

Every verdict Biotech Distilled has published on Stoke Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-10-22 Watch Stoke Therapeutics (STOK) - Scientific Deep Dive for Zorevunersen, STK-002 and Pipeline Products Zorevunersen has strong biological rationale and specialist backing, but all human data are open-label, the cognition endpoint was redefined post-enrollment, and the cash runway ends where an optimistic FDA timeline begins, making 1H 2027 the better entry window.
  2. 2026-10-30 Watch UPDATE: Stoke Therapeutics (STOK) - Q3 2026: The Burn Speeds Up Zero EMPEROR discontinuations and minimal ATM use are positive, but accelerating burn reduces cash at the Q3 2027 readout and makes a pre-data raise more likely, so patience until 1H 2027 checkpoints remains warranted.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (2 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (21)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Oct 22, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

15 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)