Stoke Therapeutics Inc 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended June 30, 2026 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from __________ to ____________Commission File Number: 001-38938 Stoke Therapeutics, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware(State or other jurisdiction ofincorporation or organization) 47-1144582(I.R.S. EmployerIdentification No.) 45 Wiggins AveBedford, Massachusetts(Address of principal executive offices) 01730(Zip Code) (781) 430-8200 (Registrant’s telephone number, including area code) Not applicable(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of July 30, 2026, the registrant had 64,526,242 shares of common stock, $0.0001 par value per share, outstanding. Table of Contents PART I.FINANCIAL INFORMATION4Item 1.Financial Statements (Unaudited)4Condensed consolidated balance sheets4Condensed consolidated statements of operations and comprehensive (loss) income5Condensed consolidated statements of stockholders’ equity6Condensed consolidated statements of cash flows7Notes to unaudited condensed consolidated financial statements8Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations18Item 3.Quantitative and Qualitative Disclosures About Market Risk30Item 4.Controls and Procedures30PART II.OTHER INFORMATION31Item 1.Legal Proceedings31Item 1A.Risk Factors31Item 2.Unregistered Sales of Equity Securities, Use of Proceeds and Issuer Purchases of Equity Securities68Item 3.Defaults Upon Senior Securities68Item 4.Mine Safety Disclosures69Item 5.Other Information69Item 6.Exhibits70Signatures71 FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the safe harbor provisions for forward-lookingstatements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) and Section 21E of theSecurities Exchange Act of 1934, as amended (the “Exchange Act”). All statements other than statements of present and historicalfacts contained in this Quarterly Report on Form 10-Q, including, but not limited to, statements regarding the ability ofzorevunersen (STK-001) to treat the underlying causes of Dravet syndrome and reduce seizures or show improvements in behavioror cognition at the indicated dosing levels or at all, the clinical development of STK-002 and our other product candidates,including the initiation, timing and expected progress of clinical trials (including our EMPEROR Phase 3 study and our OSPREYPhase 1 study), our efforts to expand our pipeline using our proprietary protein upregulation platform, the receipt of potentialmilestone or royalty payments or the exercise of options under our collaboration agreement with Biogen International GmbH(“Biogen”) and our collaboration agreement with Acadia Pharmaceuticals Inc. (“Acadia”), our future results of operations andfinancial position, business strategy, prospective products, planned preclinical studies and clinical or field trials, regulatoryapprovals, research and development costs, and timing and likelihood of success, as well as plans and objectives of management forfuture operations, may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as“may,” “will,” “should,” “expect,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplat