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How Investors May Respond To Stoke Therapeutics (STOK) Data Suggesting Disease‑Modifying Potential In Dravet Syndrome

Simply Wall St · 3d ago
  • Earlier in December 2025, Stoke Therapeutics and Biogen presented long-term clinical data at the American Epilepsy Society meeting showing that investigational antisense oligonucleotide zorevunersen produced durable seizure reductions and improvements in cognition, behavior, and quality of life for Dravet syndrome patients on top of standard anti-seizure medicines.
  • The new propensity score weighted comparison with a natural history cohort, alongside EEG findings and multiple regulatory designations, underscores zorevunersen’s potential as a disease-modifying therapy targeting the SCN1A gene and NaV1.1 protein production.
  • We’ll now examine how this new disease-modifying evidence for zorevunersen shapes Stoke Therapeutics’ investment narrative despite a recent one-day share price decline.

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What Is Stoke Therapeutics' Investment Narrative?

For Stoke, owning the stock really comes down to believing that zorevunersen can evolve from promising data into an approved, commercially meaningful therapy that justifies a rich valuation multiple. The latest AES results, with 24‑month durability, EEG changes and a natural history comparison, strengthen the drug’s disease‑modifying story and reinforce the Phase 3 EMPEROR trial as the key near‑term catalyst. That said, the muted one‑day share pullback after the news suggests much of this optimism may already be reflected in a stock that trades well above many fair value estimates and on a high price‑to‑earnings ratio. The biggest risks still sit squarely around clinical and regulatory execution, future profitability once current earnings fade, and whether the Biogen partnership and rare disease designations translate into enough real‑world uptake to support today’s valuation.

However, one risk around future profitability and valuation sustainability is easy to underestimate. Stoke Therapeutics' share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

Exploring Other Perspectives

STOK 1-Year Stock Price Chart
STOK 1-Year Stock Price Chart
Three Simply Wall St Community fair value estimates cluster between US$4.77 and about US$12.24, highlighting very different views on upside. Set that against Stoke’s rich multiples and heavy dependence on a single late‑stage asset, and you can see why it helps to weigh several viewpoints before deciding how this story might play out.

Explore 3 other fair value estimates on Stoke Therapeutics - why the stock might be worth as much as $12.24!

Build Your Own Stoke Therapeutics Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.