Dianthus Therapeutics, Inc. (DNTH)

Dianthus Therapeutics' stock has been impacted by Q1 and Q2 2025 financial results, with shares declining 2.0% following the Q2 earnings announcement. However, the stock has since increased by 75.5%. A significant event was the exclusive license agreement with Leads Biolabs for DNTH212, involving an upfront payment of $30 million and potential milestones up to $962 million. Analysts generally hold a "Strong Buy" consensus rating for DNTH stock, with an average price target of $65.22.

As a clinical-stage biotechnology company, Dianthus Therapeutics, Inc. does not currently experience traditional demand seasonality for its products or services. The company's revenue generation is tied to its progress in research, development, and potential future commercialization of its therapeutic antibodies.

Dianthus Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing next-generation antibody complement therapeutics for severe autoimmune and inflammatory diseases. The company specializes in designing monoclonal antibodies with improved selectivity and potency, with its primary product candidate being DNTH103, an investigational monoclonal antibody targeting the classical pathway by inhibiting the C1s protein. DNTH103 is in clinical trials for generalized myasthenia gravis (gMG), multifocal motor neuropathy (MMN), and chronic inflammatory demyelinating polyneuropathy (CIDP). In October 2025, Dianthus announced an exclusive worldwide license agreement with Leads Biolabs for DNTH212, a Phase 1 ready bifunctional BDCA2 & BAFF/APRIL inhibitor, with Phase 1 trials expected to commence in Q4 2025.

Dianthus Therapeutics, Inc. is headquartered in New York, New York, and has operations in Waltham, Massachusetts, indicating a primary operational footprint within the United States.

Dianthus Therapeutics maintains a generally positive brand reputation due to its focus on innovative therapies for severe autoimmune diseases and progress in clinical trials. The company is seen as dedicated to advancing next-generation antibody complement therapeutics, supported by an experienced team and positive analyst sentiment. Recent positive events, such as the exclusive licensing agreement for DNTH212 and advancements in clinical studies for DNTH103, have bolstered its reputation.

Dianthus Therapeutics, Inc. has a substantial institutional ownership base, with 247 institutional owners and shareholders holding a total of 41,260,231 shares. Major institutional owners include Fmr Llc, Vestal Point Capital, LP, Ra Capital Management, L.p., Fairmount Funds Management LLC, Bain Capital Life Sciences Investors, LLC, Octagon Capital Advisors LP, Deep Track Capital, LP, Avidity Partners Management LP, TCG Crossover Management, LLC, and Vanguard Group Inc. Fairmount Funds Management LLC is also a significant individual shareholder. Other notable individual and insider holders include Bruce Booth, Gv 2016 GP LLC, Blake Byers, Atlas Venture Fund X LP, Third Rock Ventures IV LP, and Lei Meng.