Every 10-Q that Stoke Therapeutics (STOK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow STOK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full STOK filings page.
Stoke Therapeutics reported second quarter 2026 collaboration revenue of $9.3 million, down from $13.8 million a year earlier, and first-half 2026 revenue of $15.6 million versus $172.4 million in 2025, when it recognized $150.8 million of Biogen license revenue.
Research and development spending rose to $49.5 million in Q2 and $89.2 million year-to-date, driven by the Phase 3 EMPEROR trial of zorevunersen for Dravet syndrome, the STK-002 ADOA program, and higher personnel and external program costs. Sales, general and administrative expenses increased to $25.3 million in Q2 and $45.2 million for the first half, reflecting commercial readiness activities.
The company posted a Q2 2026 net loss of $61.6 million (basic and diluted $(0.93) per share) and a first-half net loss of $111.6 million, compared with net income of $89.4 million in the prior-year period. Cash, cash equivalents and marketable securities totaled $354.3 million at June 30, 2026, and an additional $65.7 million was raised via at-the-market equity sales after quarter-end. The company believes this liquidity will fund operations through potential U.S. commercialization of zorevunersen in early 2028 while advancing the EMPEROR Phase 3 trial and the OSPREY Phase 1 study of STK-002 for ADOA.
Stoke Therapeutics’ quarterly results reflect a return to typical biotech spending after last year’s one-time deal revenue. For the three months ended March 31, 2026, revenue was $6.2 million, down from $158.6 million a year ago, mainly because 2025 included $150.8 million of Biogen license revenue recognized up front.
The company reported a net loss of $50.0 million versus net income of $112.9 million in the prior-year quarter, as research and development expenses rose to $39.7 million and sales, general and administrative costs increased to $20.0 million amid late-stage development and commercial readiness for zorevunersen.
Stoke ended the quarter with $411.0 million in cash, cash equivalents and marketable securities and expects this balance to fund operations into 2028, supported in part by at-the-market equity sales that raised about $168.5 million in net proceeds across 2025 and early 2026.
Stoke Therapeutics reported Q3 2025 results. Revenue was $10.6 million versus $4.9 million a year ago, with a net loss of $38.3 million (basic and diluted EPS of $0.65 loss). For the first nine months, revenue rose to $183.0 million and net income reached $51.0 million (diluted EPS $0.85), driven primarily by collaboration revenue.
Cash, cash equivalents and marketable securities totaled $328.6 million as of September 30, 2025. Stockholders’ equity increased to $308.1 million. The company recorded $150.8 million of license revenue and $11.5 million of development revenue year-to-date under its Biogen collaboration, following a $165.0 million upfront payment and 70/30 cost sharing. Deferred revenue was $14.3 million (current and long-term combined). The Phase 3 EMPEROR study of zorevunersen began in May 2025, with first patient dosed in August 2025.
After quarter-end, the company sold approximately 1.8 million shares for $48.7 million in net proceeds. Shares outstanding were 57,117,150 as of October 31, 2025.
Stoke Therapeutics (STOK) reported a six-month revenue boost driven by collaboration agreements, with total revenue of $172.4 million for the six months ended June 30, 2025, and revenue of $13.8 million for the quarter. The Biogen collaboration generated a $165.0 million upfront payment and the company recognized $155.6 million related to that collaboration in the six-month period, producing net income of $89.4 million for the six months but a net loss of $23.5 million in the quarter. Cash, cash equivalents and marketable securities totaled approximately $355.0 million as of June 30, 2025, which management says funds operations to mid-2028.
Research and development spending remains the primary operating use of funds, with R&D expense of $58.5 million for the six months and $25.9 million in the quarter as the company advances zorevunersen (STK-001) into Phase 3 (EMPEROR initiated May 2025 and first patient dosed August 2025) and prepares STK-002 (ADOA) for a Phase 1 study expected to enroll in the second half of 2025. In May 2025 Acadia discontinued two of three programs under that collaboration, and Stoke recorded $5.7 million of revenue related to the discontinued programs in the quarter. The company continues to report an accumulated deficit of $401.4 million and states it expects to incur losses for the foreseeable future.