Stoke Therapeutics, Inc.

NasdaqGS:STOK Stock Report

Market Cap: US$1.9b

Stoke Therapeutics Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Ian Smith

Chief executive officer

US$27.0m

Total compensation

CEO salary percentage0.63%
CEO tenure1.3yrs
CEO ownershipn/a
Management average tenure1.4yrs
Board average tenure7.8yrs

Recent management updates

Recent updates

Analysis Article May 11

Stoke Therapeutics, Inc. (NASDAQ:STOK) Analysts Are Pretty Bullish On The Stock After Recent Results

As you might know, Stoke Therapeutics, Inc. ( NASDAQ:STOK ) just kicked off its latest quarterly results with some very...
New Narrative May 11

Phase III Trial And Payer Risks Will Shape Dravet Treatment Prospects

Catalysts About Stoke Therapeutics Stoke Therapeutics is a biotechnology company focused on RNA-based medicines, including zorevunersen for Dravet syndrome. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 01

Stoke Therapeutics: Zorevunersen Has Disease-Modifying Potential In Dravet Syndrome

Summary I initiate Stoke Therapeutics with a Buy rating, driven by late-stage progress for zorevunersen in SCN1A Dravet Syndrome. STOK's phase 3 EMPEROR trial for zorevunersen targets mid-2027 data and a rolling NDA submission in the first half of 2027. Three-year open-label data show durable seizure reduction and functional improvement, supporting disease-modifying potential for zorevunersen. STOK's $390.9M cash position, Biogen partnership, and low burn rate provide runway into mid-2028, mitigating near-term financing risk. Read the full article on Seeking Alpha
Analysis Article Jan 12

Newsflash: Stoke Therapeutics, Inc. (NASDAQ:STOK) Analysts Have Been Trimming Their Revenue Forecasts

The analysts covering Stoke Therapeutics, Inc. ( NASDAQ:STOK ) delivered a dose of negativity to shareholders today, by...
Analysis Article Dec 05

Stoke Therapeutics, Inc.'s (NASDAQ:STOK) Shares Bounce 36% But Its Business Still Trails The Industry

Despite an already strong run, Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shares have been powering on, with a gain of...
Analysis Article Oct 09

Stoke Therapeutics, Inc. (NASDAQ:STOK) Held Back By Insufficient Growth Even After Shares Climb 39%

Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shares have continued their recent momentum with a 39% gain in the last month...
Analysis Article Aug 25

Improved Revenues Required Before Stoke Therapeutics, Inc. (NASDAQ:STOK) Stock's 49% Jump Looks Justified

Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shares have continued their recent momentum with a 49% gain in the last month...
Analysis Article Aug 15

Stoke Therapeutics, Inc. (NASDAQ:STOK) Shares Could Be 25% Above Their Intrinsic Value Estimate

NasdaqGS:STOK 1 Year Share Price vs Fair Value Explore Stoke Therapeutics's Fair Values from the Community and select...
Analysis Article May 20

Stoke Therapeutics, Inc.'s (NASDAQ:STOK) Shares Bounce 28% But Its Business Still Trails The Industry

Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shareholders would be excited to see that the share price has had a great...
Analysis Article Apr 16

Analysts Are More Bearish On Stoke Therapeutics, Inc. (NASDAQ:STOK) Than They Used To Be

Market forces rained on the parade of Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shareholders today, when the analysts...
Analysis Article Apr 05

Stoke Therapeutics, Inc.'s (NASDAQ:STOK) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

To the annoyance of some shareholders, Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shares are down a considerable 27% in...
Analysis Article Feb 26

We're Hopeful That Stoke Therapeutics (NASDAQ:STOK) Will Use Its Cash Wisely

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha Feb 16

Stoke Therapeutics: A Pivotal Moment For This RNA Pioneer

Summary Stoke Therapeutics' RNA-based treatments for severe neurological and ophthalmic disorders, particularly zorevunersen for Dravet syndrome, show potential for long-term value beyond a single drug. Financials reveal high R&D spending and cash burn, but revenue growth from Acadia Pharmaceuticals collaboration suggests early monetization and potential non-dilutive funding. The Phase 3 EMPEROR study for zorevunersen is critical, with regulatory alignment and promising early data, but execution and long-term safety monitoring remain challenges. Stoke's broader pipeline, including treatments for SYNGAP1-related disorders, Rett syndrome, and Autosomal Dominant Optic Atrophy, could expand its market potential if RNA modulation proves broadly effective. Read the full article on Seeking Alpha
Analysis Article Nov 08

Earnings Update: Stoke Therapeutics, Inc. (NASDAQ:STOK) Just Reported And Analysts Are Trimming Their Forecasts

Stoke Therapeutics, Inc. ( NASDAQ:STOK ) just released its third-quarter report and things are looking bullish. Results...
Analysis Article Nov 06

Industry Analysts Just Made A Huge Upgrade To Their Stoke Therapeutics, Inc. (NASDAQ:STOK) Revenue Forecasts

Stoke Therapeutics, Inc. ( NASDAQ:STOK ) shareholders will have a reason to smile today, with the analysts making...
Seeking Alpha Sep 07

Stoke Therapeutics: The First Gene Therapy For Dravet Syndrome

Summary STOK's zorevunersen shows strong efficacy in reducing seizures but has safety concerns, particularly elevated CSF protein levels, needing further monitoring. Dravet Syndrome market potential is significant, with 35,000 patients in key regions and existing treatments costing up to $96,000 annually. STOK has a solid cash runway for 7-8 quarters, with a Phase 3 trial expected to start soon, aiming for topline data by mid-2026. Despite recent stock gains, I may consider investing when Phase 3 trial enrollment is announced, given the promising genetic approach to Dravet Syndrome. Read the full article on Seeking Alpha
Analysis Article Jul 22

We're Keeping An Eye On Stoke Therapeutics' (NASDAQ:STOK) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Jun 14

Stoke Therapeutics' STK-001: A Potential Game-Changer For Dravet Syndrome

Summary Stoke Therapeutics' TANGO platform enhances RNA output to compensate for gene mutations causing severe genetic diseases. STOK primarily focuses on developing treatments for Dravet syndrome and autosomal dominant optic atrophy (ADOA). STK-001, a Phase 1/2 candidate for Dravet syndrome, shows promising clinical results with seizure reduction and cognitive improvements. Collaborations with ACAD involve significant milestones and potential royalty payments, enhancing its financial outlook. STOK's financials are strong, with a healthy cash runway and potential for significant royalty revenues, making it a promising investment. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Ian Smith's remuneration changed compared to Stoke Therapeutics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$170m

Dec 31 2025US$27mUS$171k

-US$7m

Sep 30 2025n/an/a

US$41m

Jun 30 2025n/an/a

US$52m

Mar 31 2025n/an/a

US$50m

Dec 31 2024US$248kn/a

-US$89m

Sep 30 2024n/an/a

-US$105m

Jun 30 2024n/an/a

-US$104m

Mar 31 2024n/an/a

-US$109m

Dec 31 2023US$394kn/a

-US$105m

Compensation vs Market: Ian's total compensation ($USD27.03M) is above average for companies of similar size in the US market ($USD5.29M).

Compensation vs Earnings: Ian's compensation has increased whilst the company is unprofitable.


CEO

Ian Smith (60 yo)

1.3yrs
Tenure
US$27,031,655
Compensation

Mr. Ian F. Smith, CPA, ACA, is CEO of Stoke Therapeutics, Inc. from October 6, 2025 and serves as its Director since September 19, 2023 and served as its Interim CEO from March 19, 2025 to October 6, 2025....


Leadership Team

NamePositionTenureCompensationOwnership
Ian Smith
CEO & Director1.3yrsUS$27.03mno data
Adrian Krainer
Co-Founder & Independent Directorno dataUS$268.34k0.45%
$ 8.4m
Thomas Edward Leggett
Chief Financial Officer2.2yrsUS$1.83m0.016%
$ 303.3k
Edward Kaye
Advisor & Director1.3yrsUS$3.23m0.18%
$ 3.3m
Jason Hoitt
Chief Patient Officer2.2yrsUS$2.27m0.017%
$ 306.4k
Isabel Aznarez
Co-Founderno datano datano data
Doug Snow
Director of Communications & Investor Relations1.4yrsno datano data
Jonathan Allan
Corporate Secretary & General Counsel5.3yrsno data0.031%
$ 582.8k
Susan Willson
Vice President of Corporate Communicationsless than a yearno datano data
Sara Besten
Chief People Officer1.4yrsno datano data
Barry Ticho
Chief Medical Officer8.7yrsUS$2.47m0.056%
$ 1.0m
Dawn Kalmar
Chief of Corporate Affairs & Strategic Partnershipsless than a yearno datano data
1.4yrs
Average Tenure
53yo
Average Age

Experienced Management: STOK's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Ian Smith
CEO & Director2.8yrsUS$27.03mno data
Adrian Krainer
Co-Founder & Independent Director12yrsUS$268.34k0.45%
$ 8.4m
Edward Kaye
Advisor & Director8.7yrsUS$3.23m0.18%
$ 3.3m
Seth Harrison
Independent Director10.9yrsUS$270.84k3.01%
$ 55.9m
Arthur Levin
Independent Director10.8yrsUS$281.25k0.036%
$ 662.5k
Julie Smith
Independent Director6yrsUS$283.34k0%
$ 0
Jennifer Burstein
Independent Director7yrsUS$283.34k0%
$ 0
Arthur Tzianabos
Chairman of the Board7.8yrsUS$778.78k0.050%
$ 934.6k
G. Kahn
Independent Directorless than a yearno datano data
7.8yrs
Average Tenure
66yo
Average Age

Experienced Board: STOK's board of directors are considered experienced (7.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/15 04:58
End of Day Share Price 2026/06/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stoke Therapeutics, Inc. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gregory HarrisonBofA Global Research
Thomas ShraderBTIG
Michelle GilsonCanaccord Genuity