Denali Therapeutics, Inc. (DNLI)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$20.96+7.76%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · DNLI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Document Exhibit 99.1 Denali Therapeutics Reports Third Quarter 2026 Financial Results and Business Highlights • AVLAYAH® (tividenofusp alfa-eknm) net product revenue accelerated to $17.8 million in…
Stated in 3 of 3 supplied quarters. Management reported: “• Fourth-quarter 2026 net product revenue is expected to be $30.0 million to $32.0 million.” “This is an important step toward generating confirmatory evidence, expanding the U.S. label to adult patients and supporting future global regulatory submissions.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Document Exhibit 99.1 Denali Therapeutics Reports Third Quarter 2026 Financial Results and Business Highlights • AVLAYAH® (tividenofusp alfa-eknm) net product revenue accelerated to $17.8 million in…”
“Document Exhibit 99.1 Denali Therapeutics Reports Second Quarter 2026 Financial Results and Business Highlights • Strong first full quarter of AVLAYAH™ (tividenofusp alfa-eknm) launch generated $3.6…”
“The U.S. commercial launch of AVLAYAH is underway and the first patients have received therapy.”
A Biologics License Application (BLA) submission in 2027 seeking accelerated approval is on track.
Stated in 3 of 3 supplied quarters. Management reported: “A Biologics License Application (BLA) submission in 2027 seeking accelerated approval is on track.” “Start-up activities are underway for a global Phase 3 confirmatory study.”
“A Biologics License Application (BLA) submission in 2027 seeking accelerated approval is on track.”
“Denali expects a Biologics License Application (BLA) submission and potential accelerated approval for zafinofusp alfa for Sanfilippo syndrome type A in 2027.”
“Denali expects a Biologics License Application (BLA) submission and potential accelerated approval for DNL126 for Sanfilippo syndrome type A in 2027.”
Data are expected in the first half of 2027.
Stated in 3 of 3 supplied quarters. Management reported: “Data are expected in the first half of 2027.” “Denali now expects results from the study in 2027, updated from its prior expectation of results by the end of 2026.”
“Data are expected in the first half of 2027.”
“Denali now expects results from the study in 2027, updated from its prior expectation of results by the end of 2026.”
“Enrollment in the study is complete with a total of 40 participants with FTD- GRN , and results are expected by the end of 2026.”
Next year we also expect data from our TransportVehicle programs in Alzheimer’s disease, FTD- GRN and Pompe disease as we build on this momentum across our pipeline of blood-brain barrier therapeutic…
Stated in 3 of 3 supplied quarters. Management reported: “Next year we also expect data from our TransportVehicle programs in Alzheimer’s disease, FTD- GRN and Pompe disease as we build on this momentum across our pipeline of blood-brain barrier therapeutics.”” “During the quarter, we also advanced two TransportVehicle-enabled programs into clinical development, expanding our Alzheimer's disease pipeline.”
“Next year we also expect data from our TransportVehicle programs in Alzheimer’s disease, FTD- GRN and Pompe disease as we build on this momentum across our pipeline of blood-brain barrier therapeutic…”
“During the quarter, we also advanced two TransportVehicle-enabled programs into clinical development, expanding our Alzheimer's disease pipeline.”
“DNL628 (OTV:MAPT) for Alzheimer's disease In March 2026, the first patient was dosed in the Phase 1b study of DNL628, which is an investigational therapy for Alzheimer’s disease and enabled by Denali…”
Continue clinical development of DNL593 for FTD-GRN after regaining full rights, with results expected by end of 2026.
Over the trailing year it converted 0.98x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.