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Dec 31, 2024

Stoke Therapeutics Q4 2024 Earnings Report

Stoke Therapeutics reported its Q4 2024 financial results with strong revenue growth from collaboration agreements but continued to report a net loss driven by R&D and operational investments.

Key Takeaways

In Q4 2024, Stoke Therapeutics reported $22.6 million in revenue from license and collaboration agreements. The company incurred a net loss of $10.5 million and continued investing heavily in R&D and administrative functions. With $246.7 million in cash and marketable securities, the company has a solid cash runway extending to mid-2028.

Revenue for Q4 2024 was $22.6 million, a substantial increase from $2.8 million in Q4 2023.

Net loss narrowed to $10.5 million compared to $27.0 million in the prior year period.

R&D expenses increased to $23.4 million, reflecting continued development activities.

Cash and cash equivalents stood at $127.98 million, with $246.7 million including marketable securities.

Total Revenue
$22.6M
Previous year: $2.8M
+707.4%
EPS
-$0.18
Previous year: -$0.6
-70.0%
R&D Expenses
$23.4M
Previous year: $21.8M
+7.6%
G&A Expenses
$12.8M
Previous year: $10.6M
+21.1%
Cash Runway Year
2.03K
Cash and Equivalents
$128M
Previous year: $191M
-33.1%
Total Assets
$272M
Previous year: $228M
+18.9%

Stoke Therapeutics

Stoke Therapeutics

Stoke Therapeutics Revenue by Segment

Forward Guidance

Stoke Therapeutics anticipates initiating the Phase 3 EMPEROR study in Q2 2025 and expects continued investment in clinical development and strategic collaborations.

Positive Outlook

  • Phase 3 EMPEROR study on track for Q2 2025 initiation.
  • Strong financial position with funding secured through mid-2028.
  • Positive regulatory alignment with FDA, EMA, and Japanese authorities.
  • Ongoing partnership with Biogen to accelerate global commercialization.
  • Continued progress in open-label extension studies with promising results.

Challenges Ahead

  • Ongoing net losses due to high R&D and operational expenses.
  • Potential delays or risks in clinical trial outcomes.
  • Market uncertainty impacting collaboration proceeds.
  • Regulatory risks tied to investigational treatments.
  • Significant dependency on zorevunersen's success for future revenue growth.