STOK

Several events have impacted Stoke Therapeutics' stock price over the past six months. Stoke Therapeutics reported a Q1 2026 loss of $0.79 per share, topping estimates, but revenue of $6.23 million was below estimates, representing a significant decrease from the previous year due to a one-time Biogen license revenue. The Phase 3 data readout for zorevunersen (STK-001) for Dravet syndrome was delayed until mid-2027. Recent insider selling by the Chief Medical Officer and Chief Financial Officer further fueled investor worries. New 4-year longitudinal data from Phase 1/2a open-label extension studies provided additional support for zorevunersen. The first patient was dosed in the Phase 1 study of STK-002 for autosomal dominant optic atrophy. The company announced updates to timelines for the completion of enrollment and a Phase 3 data readout from the EMPEROR study of zorevunersen, with enrollment of 150 patients expected to complete in Q2 2026.