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DNDNTH

Dianthus Therapeutics, Inc.

$DNTH·$4.5B·Biotechnology·Healthcare
$105.61-0.2%YTD+168.5%1Y+342.8%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 1 posts2026-08-24: 6 posts210%
Price updated 14h ago·X counts updated 8d ago
DNDNTH
$DNTHDianthus Therapeutics, Inc.
$105.61-0.22%21 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DNTH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Dianthus has quintupled in a year on complement-pathway pipeline hope, and there's essentially no revenue underneath it yet.

Dianthus Therapeutics is a clean pipeline story where the price has moved decisively ahead of the readouts that would justify or deflate it.

  • The stock is up roughly 400% over 12 months and 169% YTD, driven by expectations around DNTH103, a subcutaneous long-acting C1s inhibitor targeting complement-mediated autoimmune diseases.
  • Quarterly revenue was $463K — effectively nil — so every dollar of the $4.5B market cap is discounted future value from myasthenia gravis, MMN, and CIDP trial reads, not current cash flow.
  • Balance sheet leverage is negligible (debt-to-equity near zero), which is what you want when there's no earnings — cash runway is the only real defense line.
  • Complement-pathway biotech has a long history of both outsized winners (Alexion, Apellis) and binary washouts, and DNTH sits closer to the pre-pivotal end of that arc.

At this valuation, a delayed or mixed Phase 2 readout can easily halve the stock in a session; the trajectory is momentum, but the archetype is closer to an option on the pipeline than an operating business.

What to watch: The next DNTH103 clinical update in generalized myasthenia gravis, cash-runway commentary from the CFO, and any strategic-partnership language on the next call.

On the calendar: Q3 2026 earnings and pipeline update, expected November

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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage autoimmune biotech targeting complement pathways; lead candidate claseprubart is in trials for rare severe autoimmune diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $DNTH.

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $DNTH

Partial — upstream oil & gas exposure ties to commodity price cycle; Dianthus Therapeutics, Inc.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-920.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-15.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-143%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3165.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
94.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-0.90$-0.85-6.3%
Q1 2026May 5, 2026$-0.85$-1.17+27.4%
Q4 2025Mar 9, 2026$-1.43$-0.98-45.9%
Q3 2025Nov 5, 2025$-0.97$-0.86-12.8%
Next earningsThu, Nov 5·consensus EPS $-1.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$463K-60.2%83.6%-10050%$-0.85$-28.9M
Q4 FY25$284K-78.6%100%-24486%$2.59$-47.1M
Q3 FY25$396K-81.8%100%-10174%$-0.97$-30.6M
Q2 FY25$193K-89.6%100%-18097%$-0.88$-23.9M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2M$415K – $1.8M-$3.75-$4.72 – -$3.059
FY27$1.8M$852K – $2.8M-$4.48-$5.39 – -$3.389
FY28$17.7M$7.8M – $26.7M-$4.86-$5.89 – -$2.5911
FY29$189.0M$82.9M – $285.5M-$2.84-$4.73 – -$0.775
FY30$658.6M$288.7M – $994.8M$2.96$0.80 – $4.935

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.87%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+41.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 19Simon ReadDirector2.8K sh$327KSellAug 10Adam M VenessSVP, General Counsel and Sec.16.2K sh$1.8MSellAug 10Anne McgeorgeDirector7.8K sh$845KSellAug 10Simon ReadDirector2.8K sh$304KSellAug 7Adam M VenessSVP, General Counsel and Sec.3.8K sh$424KSellAug 7Marino GarciaCEO166.0K sh$17.9MSellJul 9Ryan SavitzCFO31.2K sh$3.2MSellJun 17Adam M VenessSVP, General Counsel and Sec.30.0K sh$2.4MSellJun 1Simrat RandhawaEVP, Head of R&D5.4K sh$487KSellMay 8Paula SoteropoulosDirector599 sh$51K
1–10 of 13
+ 22 other (15 exempts · 7 awards) in window

See when $DNTH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Dianthus Therapeutics (DNTH) — 8-K (Item 5.07) reporting shareholder vote results from the annual meeting held May 21, 2026. Covers the election of directors and other routine annual-meeting proposals. Administrative — routine shareholder vote disclosure; refer to the full filing for vote tallies and whether any proposals failed.

8-KMaterial agreementMar 128-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Mar 11424B5
424B5Prospectus supplement (offering)Mar 9424B5
8-KPress release / Reg FDMar 98-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 23 other (11 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dianthus Therapeutics: The C1s Shakeout Strengthens The Bull Caseseekingalpha.com·7d agoAgomab Announces Proposed Appointments of Marino Garcia and Dr. Naimish Patel to Board of Directorsglobenewswire.com·22d agoCalifornia State Teachers Retirement System Raises Stock Holdings in Dianthus Therapeutics, Inc. $DNTHdefenseworld.net·23d agoDimensional Fund Advisors LP Purchases 114,767 Shares of Dianthus Therapeutics, Inc. $DNTHdefenseworld.net·26d agoDianthus Therapeutics, Inc. (DNTH) Reports Q2 Loss, Tops Revenue Estimateszacks.com·28d ago

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