Stoke Therapeutics SEC Filings

Jonathan Allan, General Counsel and Corporate Secretary of Stoke Therapeutics, Inc. (STOK), reported equity awards and vesting terms. The Form 4 shows transactions dated 08/14/2025 with the filing signed on 08/18/2025. Non-derivative activity records an acquisition of 6,000 shares of common stock at $0, bringing Mr. Allan's direct beneficial ownership to 25,631 shares. Derivative activity shows grants of 12,000 performance stock units (PSUs) and an additional 6,000 PSUs under a modification code; each unit converts to one share of common stock on vesting. The award vests in two equal tranches: half on August 14, 2025 and half on August 14, 2026, subject to continued service and certification of performance criteria.

Edward M. Kaye, M.D., a director of Stoke Therapeutics, Inc. (STOK), reported equity awards and stock units on 08/14/2025. The filing shows an acquisition of 26,250 shares of common stock and that Dr. Kaye beneficially owned 165,596 shares after the transaction. He was also granted performance stock units convertible into 52,500 shares and an additional 26,250 performance stock units, each with an exercise/conversion price of $0. The performance units vest in two equal installments: one on August 14, 2025 and the remainder on August 14, 2026, subject to continued service and certification of performance conditions. The form was signed by an attorney-in-fact on 08/18/2025.

Jonathan Allan, General Counsel and Corporate Secretary of Stoke Therapeutics, Inc. (STOK), reported a sale of 13,712 shares of the issuer's common stock on 08/13/2025 at a price of $15.00 per share. The filing states the sale was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2024. After the reported transaction, the reporting person beneficially owned 19,631 shares, which includes an aggregate 1,778 shares acquired under the issuer's Employee Stock Purchase Plan in one or more transactions exempt under Rules 16b-3(c) and 16b-3(d). The form is signed and dated 08/15/2025.

Redmile Group, LLC and Jeremy C. Green report shared beneficial ownership of 4,375,931 shares of Stoke Therapeutics common stock, representing 8.0% of the outstanding class based on 54,596,924 shares. The position is held through Redmile-managed investment vehicles, including Redmile Biopharma Investments III, L.P., which directly holds 3,505,612 shares (6.4%). The filers report shared voting and dispositive power over these shares and disclaim sole ownership, indicating the stake is held on behalf of Redmile clients rather than directly by the reporting individuals or manager.

Stoke Therapeutics filed a Form 144 indicating that a person affiliated with the company intends to sell 13,712 common shares, with an aggregate market value of $185,523.36, on or about 08/13/2025 through Morgan Stanley Smith Barney LLC on NASDAQ. The filing states there are 54,797,418 shares outstanding.

The shares to be sold were acquired from the issuer as equity awards: 9,264 restricted stock units on 03/15/2025 and 4,448 performance stock units on 12/03/2024. The filing reports "Nothing to Report" for securities sold in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information, with reference to Rule 10b5-1 language.

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.

Stoke Therapeutics reported financial results for the quarter ended June 30, 2025 and provided business updates, including new data from ongoing open label extension (OLE) studies of zorevunersen extending out to three years and the initiation of a Phase 1 clinical study of STK-002 in patients with Autosomal Dominant Optic Atrophy (ADOA).

The company furnished a press release and an investor presentation as Exhibits 99.1 and 99.2, with the presentation including certain key findings from an analysis of the OLE studies; the company states these materials are furnished, not filed, and are not incorporated by reference into other filings.

Stoke Therapeutics and Biogen issued a joint press release announcing that the first patient has been dosed in the global Phase 3 EMPEROR study of zorevunersen for the treatment of Dravet syndrome. The company furnished that press release as Exhibit 99.1 to this Form 8-K and also included the cover page interactive XBRL file.

The filing states the furnished information, including Exhibit 99.1, is not deemed "filed" for purposes of Section 18 of the Exchange Act and is not incorporated by reference into other filings unless expressly stated. The report is executed on behalf of Stoke by Chief Financial Officer Thomas E. Leggett.

Schedule 13G/A filing by FMR LLC (and Abigail P. Johnson) reports beneficial ownership in Stoke Therapeutics, Inc. (CUSIP 86150R107). The filing states 7,412,982 shares beneficially owned, representing 13.6% of the class as of the 06/30/2025 event date. Signatures dated 08/05/2025 certify the securities are held in the ordinary course of business and not for the purpose of changing or influencing control.

• Issuer: STOKE THERAPEUTICS INC; principal office 45 WIGGINS AVENUE, BEDFORD, MA 01730.
• Reporting persons: FMR LLC (entity) and Abigail P. Johnson (individual).
• Voting/dispositive power: FMR reports 7,405,833 sole voting power and 7,412,982 sole dispositive power; no shared power reported.