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The Toronto-Dominion Bank and TD Securities filed an amendment to a Schedule 13G reporting beneficial ownership of 3,175,558 shares of Stoke Therapeutics common stock, equal to 5.4%, with the position stated as of 03/31/2026. The filing is a joint statement: TD Bank reports sole voting and dispositive power over 3,173,258 shares and TD Securities Inc. reports sole voting and dispositive power over 2,300 shares. The filing includes standard disclaimers and a joint filing agreement dated 05/15/2026.
RTW Investments, LP and Roderick Wong, M.D. filed an amended Schedule 13G/A reporting shared beneficial ownership of 5,940,866 shares of Stoke Therapeutics common stock, representing 9.99% of the class. The filing states this percent assumes exercise of 317,341 warrants and uses February 28, 2026 as the as of date for 59,150,790 shares outstanding. The Reporting Persons disclose shared voting and dispositive power over the reported shares and note that RTW Funds, including RTW Master Fund Ltd., have the right to receive dividends or sale proceeds.
Stoke Therapeutics, Inc. disclosure: Wellington Management-related entities report beneficial ownership of 3,095,700 shares of Common Stock, representing 5.23% of the class as of 03/31/2026. The shares are held of record for clients of Wellington investment advisers and voting/dispositive power is shared across affiliated entities.
Stoke Therapeutics reported a first quarter 2026 net loss of $50.0 million, or $0.79 per share, as revenue normalized following a prior-year licensing milestone. Revenue was $6.2 million versus $158.6 million a year earlier, mainly because 2025 included $150.8 million of Biogen license revenue.
The company ended March 31, 2026 with $411.0 million in cash, cash equivalents and marketable securities, including $80.7 million raised via at-the-market share sales, which it expects to fund operations into 2028.
Stoke highlighted new 4-year open-label extension data for zorevunersen in Dravet syndrome showing durable seizure reductions and statistically significant cognitive and behavioral improvements, continued generally good tolerability, and progress in the global Phase 3 EMPEROR study expected to finish U.S./UK/Japan enrollment in June 2026 and support a planned rolling U.S. NDA submission starting in early 2027.
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, Inc. chief medical officer Barry Ticho reported an open-market sale of company stock. On May 1, 2026, he sold 2,243 shares of common stock at $32.79 per share. Following this transaction, he directly holds 36,621 shares of Stoke Therapeutics common stock.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan that Barry Ticho adopted on November 19, 2025. Such plans are designed to allow insiders to sell shares according to a preset schedule, helping separate routine portfolio management from discretionary trading decisions.
Morgan Stanley Smith Barney LLC reports Form 144 notices for sales of Common Stock by Baruch S. Ticho, executed under 10b5-1 plans. The excerpt lists four sale dates: 03/17/2026 (6,164 shares), 03/18/2026 (6,686 shares), 03/19/2026 (1,461 shares), and 04/01/2026 (1,838 shares). Total proceeds shown per trade are included in the table.
Stoke Therapeutics will hold its 2026 Annual Meeting of Stockholders virtually on June 3, 2026 at 9:00 a.m. Eastern. Stockholders of record as of April 7, 2026, when 62,271,082 common shares were outstanding, may vote online or by proxy.
Investors are asked to elect three Class I directors, ratify Ernst & Young LLP as the new independent registered public accounting firm for 2026, and approve on an advisory basis the compensation of named executive officers. The company highlights its board independence, committee structure, clawback and insider trading policies, human capital metrics, and a mix of salary, cash bonuses, options and RSUs for executives, including leadership transition arrangements for the former and current CEO.
Stoke Therapeutics director Clare Kahn received a new stock option award covering 30,782 shares of Common Stock. The option has an exercise price of $32.79 per share and expires in 2036. It vests in 12 equal quarterly installments starting July 1, 2026, contingent on continued service.