STOK Stoke Therapeutics Inc

$STOK is off 26% over the last 4 weeks. As near as we can tell, the evidence suggests STOK's Zorevunersen is as likely to be approved for Dravet as any peer submission targeting any non-oncology disease/condition. The graph compares STOK analyst consensus revenue estimates v $IRON which, as we understand it, also anticipates approval in the near-term. More important, analysts project both to generate roughly the same revenues over the next 9 years. Analysts project STOK to outsell IRON by roughly 10% yet STOK now trades at a meaningfully lower valuation. Revenue multiples are provided. More than 10 analysts cover both & at least 6 for each provide projections through FY35. We're unaware of either's anticipated gross manufacturing margins. If anyone can provide any insight it would genuinely be appreciated. This is not investment advice. $XBI $IBB

$STOK Announces Completion of Successful Meeting with the FDA to Align on Planned U.S. NDA for Zorevunersen, an Investigational Medicine for the Treatment of Dravet Syndrome https://www.businesswire.com/news/home/20261005238322/en/Stoke-Therapeutics-Announces-Completion-of-Successful-Meeting-with-the-FDA-to-Align-on-Planned-U.S.-NDA-for-Zorevunersen-an-Investigational-Medicine-for-the-Treatment-of-Dravet-Syndrome Following the discussion with the FDA, Stoke now plans to use a multicomponent assessment of four prespecified Vineland-3 subdomains to evaluate changes in cognition and behavior in the Phase 3 EMPEROR study. Phase 3 readout anticipated in the third quarter of 2027 to complete the planned U.S. NDA submission in the second half of 2027

$STOK added. Selloff overdone. Zorevunersen likely to be the first disease-modifying drug in dravet syndrome.