STOK Stock Forecast & Price Target

Stoke Therapeutics Inc is advancing its lead candidate, zorevunersen, which has shown durable improvements in patients with Dravet syndrome, indicating its potential for disease modification and differentiation from standard of care (SoC) antiseizure medications. Recent data from the 54th CNS Annual Meeting has bolstered confidence in the success of zorevunersen's upcoming Phase 3 trial and its commercial uptake, prompting an increased revenue forecast for its launch in fiscal year 2028. The significant advancements in clinical outcomes and the potential for expedited FDA approval reflect a positive outlook for Stoke Therapeutics's financial performance and long-term value formation.

Stoke Therapeutics Inc. recently experienced a notable 15% drop in share value, reflecting underlying concerns about its commercial execution and the broader market landscape. The company's trial results for zorevunersen, while promising, may not be sufficient to counterbalance the considerable risks associated with clinical outcomes, regulatory hurdles, and the competitive nature of the treatment markets, particularly in the case of Dravet syndrome where multiple therapies already exist. Additionally, a reported net loss of $38.3 million and a net operating loss of $43.1 million in the third quarter of 2025 highlight the financial challenges facing the company, raising concerns about its sustainability moving forward.