Stoke Accelerates Dravet Syndrome Drug Development, Expects 150 Patient Enrollment by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 11 2026
0mins
Should l Buy BIIB?
Source: Businesswire
- Enrollment Progress: Stoke Therapeutics announced an accelerated timeline for the EMPEROR study, expecting to complete enrollment of 150 patients by Q2 2026, which will set the stage for a mid-2027 data readout to support a New Drug Application (NDA) to the FDA.
- Clinical Meeting Outcomes: During a multidisciplinary meeting with the FDA, Stoke discussed the ongoing clinical development of zorevunersen; while no immediate changes were agreed upon, the FDA showed interest in expedited regulatory pathways, indicating strong support for the drug's potential.
- Financial Position: As of December 31, 2025, Stoke has approximately $391.7 million in cash and cash equivalents, which is expected to fund operations into 2028, ensuring the continuity of its research and development activities.
- Market Demand: Among patients with Dravet syndrome, up to 57% do not achieve a ≥50% reduction in seizure frequency even with the best available anti-seizure medications, highlighting the urgent need for disease-modifying treatments, which zorevunersen aims to address.
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Analyst Views on BIIB
Wall Street analysts forecast BIIB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIIB is 186.19 USD with a low forecast of 135.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
11 Buy
13 Hold
1 Sell
Moderate Buy
Current: 185.360
Low
135.00
Averages
186.19
High
250.00
Current: 185.360
Low
135.00
Averages
186.19
High
250.00
About BIIB
Biogen Inc. is a global biopharmaceutical company. The Company is focused on discovering, developing, and delivering advanced therapies for people living with serious and complex diseases worldwide. It operates a portfolio of medicines to treat multiple sclerosis (MS), spinal muscular atrophy (SMA), Alzheimer's disease, and amyotrophic lateral sclerosis (ALS). It is focused on advancing its pipeline in neurology, specialized immunology, and rare diseases. Its marketed products include TECFIDERA, VUMERITY, AVONEX, PLEGRIDY, TYSABRI and FAMPYRA for the treatment of MS; SPINRAZA for the treatment of SMA; SKYCLARYS for the treatment of Friedreich's Ataxia; QALSODY for the treatment of ALS, and FUMADERM for the treatment of severe plaque psoriasis. It also collaborations with Eisai on the commercialization of LEQEMBI for the treatment of Alzheimer's disease and Sage on the commercialization of ZURZUVAE for the treatment of Postpartum Depression (PPD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Product Revenue Decline: Product revenue decreased by 9% to $1.67 billion, with the largest drug category, multiple sclerosis (MS) treatments, experiencing a 14% year-over-year decline to $917 million, highlighting the impact of generics and biosimilars on sales.
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