Added to YB: 2025-03-17
Pitch date: 2025-03-14
STOK [bullish]
Stoke Therapeutics, Inc.
+245%
current return
Author Info
Vulpes’s Substack - B.S/PhD in Biology. Former analyst at biotech-specialist hedge fund. Citizen of Graham and Doddsville. Boston, MA. Sign up for the newsletter.
Company Info
Stoke Therapeutics, Inc. engages in the development of treatments for severe genetic diseases by upregulating protein expression.
Market Cap
$1.9B
Pitch Price
$8.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-10.68
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Stoke Therapeutics, Inc. - $STOK
STOK: Zorevunersen for Dravet Syndrome, high PoS, possibly best-in-class. Undervalued due to catalyst desert until 2027 Ph3 data, Biogen deal disappointment. Ph1/2 data promising: >50% seizure reduction, cognitive improvements. Biogen deal funds through 2028. $500M market cap vs potential $1B+ peak sales. High PoS, PRV potential.
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