Stoke Therapeutics, Inc. (STOK)
NASDAQ: STOK · Real-Time Price · USD
33.00
+0.28 (0.86%)
May 1, 2026, 3:03 PM EDT - Market open

Stoke Therapeutics Earnings Call Transcripts

Fiscal Year 2026

  • Zorevunersen demonstrates robust, durable seizure reduction and cognitive improvements in Dravet syndrome, with strong long-term safety and efficacy data. Regulatory focus is on phase III completion by Q2 2026, aiming for approval in late 2027. Longitudinal data and broad addressable market underpin commercial strategy.

  • Phase III enrollment for Dravet syndrome is on track, with robust long-term data supporting both seizure reduction and cognitive benefits. Regulatory strategy leverages longitudinal data for labeling, and pricing is expected to align with other disease-modifying therapies. Manufacturing and pipeline expansion efforts are progressing.

  • Durable seizure reduction and neurodevelopmental improvements in Dravet syndrome are supported by four-year data, with a pivotal phase 3 readout expected in mid-2027. The company is expanding into ADOA and maintains a strong cash runway into 2028.

  • The company is advancing zorevunersen for Dravet syndrome, with Phase III enrollment expected to complete in Q2 2026 and potential approval as early as Q4 2027. Four-year data show durable seizure reduction and neurocognitive benefits, while a strong pipeline and financial position support future growth.

Fiscal Year 2025

  • Leadership transition solidifies strategic focus on genetic diseases, with lead therapy for Dravet syndrome showing durable seizure reduction and cognitive benefits. Phase III is progressing well, with full enrollment expected by H2 2026 and data in H2 2027. Financial position is strong, supporting pipeline and commercial plans.

  • Zorevunersen advanced in phase III for Dravet Syndrome, with robust long-term efficacy and safety data supporting potential expedited FDA review. Financials remain strong with $328.6M in cash and a cash runway into mid-2028, while pipeline programs in ADOA and SYNGAP1 progress as planned.

  • The company is advancing a disease-modifying therapy for Dravet syndrome, showing durable seizure reduction and cognitive improvements in long-term studies. Phase III enrollment is progressing rapidly, with strong financial backing and plans for expedited FDA engagement.

  • Interim leadership with deep biotech experience is driving a focus on disease-modifying therapy for Dravet syndrome, with zorevunersen showing durable seizure reduction and significant neurodevelopmental gains in long-term studies. The phase III AMBER trial is enrolling rapidly, and regulatory discussions for expedited approval are planned for late 2024.

  • Long-term data show durable seizure reduction and cognitive gains in Dravet syndrome, with a phase III trial underway and global commercialization supported by Biogen. Regulatory discussions with the FDA and expansion into ADOA mark key upcoming milestones.

  • Zorevunersen shows durable seizure reduction and cognitive improvement in Dravet Syndrome, with strong long-term safety and rapid Phase III enrollment. Financials remain robust, supporting expansion into ADOA and ongoing regulatory engagement for potential accelerated approval.

  • Phase III trial for zorevunersen in Dravet syndrome has begun, targeting both seizure reduction and cognitive/behavioral improvements, with data expected in 2027. The drug's disease-modifying potential and strong safety profile support a significant market opportunity and robust financial position.

  • Interim leadership is guiding the company through a pivotal phase, with zorevunersen showing strong efficacy and safety in Dravet syndrome. Phase III is globally aligned and well powered, with a robust financial position and expanding pipeline supporting long-term growth.

  • A novel RNA-based therapy for Dravet syndrome shows sustained 70–80% seizure reduction and significant cognitive and behavioral improvements over two years. The upcoming phase 3 trial is globally aligned and powered for success, with a major Biogen partnership and strong financial runway supporting commercialization.

  • Biogen was chosen as a global partner for its neurology expertise, while U.S. commercialization remains independent. The phase III EMPEROR trial is robustly designed with sham control and endpoints focused on seizure reduction and cognitive improvement. High uptake is expected due to strong efficacy and broad applicability.

  • The conference highlighted a novel RNA-based approach to upregulate protein for genetic diseases, with zorevunersen showing sustained seizure reduction and cognitive improvements in Dravet syndrome. Regulatory alignment enables a single global phase 3 trial, and high market interest is expected.

Fiscal Year 2024

  • Status Update

    Zorevunersen shows promise as a disease-modifying therapy for Dravet Syndrome, delivering sustained seizure reduction and improvements in cognition, behavior, and motor skills, as reported in phase 1/2 and open-label studies. Caregivers highlight the profound impact of even small functional gains, and phase 3 planning is underway with regulatory support.

  • The presentation highlighted a novel RNA-based therapy for Dravet syndrome, showing significant reductions in seizures and improvements in cognition and behavior. Phase 3 trials are advancing, with both seizure frequency and non-seizure outcomes as key endpoints.

  • A novel oligonucleotide platform is advancing with strong clinical data in Dravet syndrome, showing significant seizure reduction and improvements in cognition and behavior. Regulatory discussions are ongoing for a pivotal phase III trial, with additional programs in optic atrophy and collaborations expanding the pipeline.

  • A novel platform is advancing first-in-class therapies for haploinsufficiency diseases, with zorevunersen showing strong, durable seizure reduction and cognitive improvements in Dravet syndrome. Phase III and new clinical programs are launching soon, supported by robust financials.

  • Significant seizure reduction and cognitive improvements were observed in Dravet syndrome studies, with a global phase III trial planned using a similar patient population and endpoints. Regulatory discussions and further data updates are expected in the second half of the year.

  • End-of-phase II data for zorevunersen showed dramatic seizure reduction and cognitive gains in Dravet syndrome, with benefits persisting over 12 months and across age groups. Phase III planning is underway, and the pipeline includes ADOA and other genetic programs.

Fiscal Year 2023

Fiscal Year 2022

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