Stoke Therapeutics, Inc.

STOK

Held by 5 specialist biotech funds

High Convergence

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Fund Holdings

5 fund convergence

Baker Bros. Advisors BVF Partners Redmile Group

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ABaker Bros. Advisors5.8%Feb 17, 2026

SC 13GBaker Bros. Advisors8.3%Nov 14, 2024

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 3,336,697Value: $105.9M

**Baker Bros. Initiates Major New Position in Stoke Therapeutics (STOK)** **Note: The reported position value of ~$106B appears to be a data error — likely reflecting ~$105.9M based on share count and recent pricing, which would still represent a significant stake.** Baker Bros. taking a concentrated new position of ~3.3M shares in STOK is a high-conviction signal for the company's lead program, zorevunersen, an antisense oligonucleotide targeting TREM (Targeted RNA Expression Modulation) for Dravet syndrome, a severe genetic epilepsy; the drug has shown meaningful seizure frequency reductions in ongoing Phase 2 trials, with a pivotal Phase 3 readout and potential regulatory catalysts expected in the near term. Baker's history of initiating large positions ahead of clinical inflections — combined with their deep domain expertise in rare

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Insider Signals

No insider signals tracked.

Also Held by These Funds

IRON4 funds IMCR4 funds KYMR4 funds GPCR4 funds FDMT3 funds ARWR3 funds ANNX3 funds CELC

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: BVF Partners Initiates $71.9M Position in STOK BVF's entry into Stoke signals conviction in the company's splicing platform, likely driven by upcoming catalysts in its lead program STOK-005 for CDKL5 deficiency—a rare developmental and epileptic encephalopathy with no approved treatments and ~5,000 patients in developed markets. The $71.9M stake (2.3M shares) represents a meaningful commitment for value-focused BVF, suggesting confidence in either near-term clinical data or regulatory pathway clarity, though current share count dilution and cash runway through late 2025 warrant monitoring.