Dianthus Therapeutics, Inc. (DNTH)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$108.10+0.23%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · DNTH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.5% |
| Our one-year growth estimate | diamond | -81.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 63.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
DNTH — earnings miss
Dated 2026-03-09
Results of Operations and Financial Condition. On March 9, 2026, Dianthus Therapeutics, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter and full year ended December 31, 2025. A copy of this press release is furnished as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securitie…
Why it matters: Earnings reports show how well the company is doing. They show financial and operational results.
Watch forQ2 earnings report shows better revenue or smaller losses.
Also watch forQ2 earnings report shows ongoing losses or low revenue.
Why it matters: Earnings results will show how well the company is doing financially.
Watch forThe earnings report shows revenue growth or good operational numbers.
Also watch forThe earnings report shows ongoing net losses or falling revenue.
Why it matters: If healthcare sector growth picks up, it could benefit Dianthus. It shows overall market health and demand.
Supportive ifHealthcare sector revenue growth speeds up to over 10% each year.
Worry ifHealthcare sector revenue growth slows down to below 5% each year.
Why it matters: A quick GO decision shows trust in CAPTIVATE's potential. It also shows belief in future earnings.
Supportive ifManagement will confirm a quick GO decision for CAPTIVATE Part A before the next earnings call.
Worry ifManagement is pushing back the GO decision for CAPTIVATE Part A past the expected date.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$217 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $514 loss on $10,000 · 5.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,020 loss on $10,000 · 20.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A strong cash position is key for funding clinical trials and operations.
Supportive ifCash position is above $1.2 billion. This supports operations until 2030.
Worry ifCash position drops below $1 billion or shows possible funding problems.
Why it matters: Starting this will show the company's plan to move forward with claseprubart for Myasthenia Gravis.
Supportive ifThe Phase 3 EMERGE trial has started as planned.
Worry ifThe trial is delayed or not initiated as scheduled.
Why it matters: Top-line results will show how well claseprubart works in treating MMN. This could impact future trials and market potential.
Supportive ifTop-line results from the Phase 2 MoMeNtum trial in MMN show a positive response rate exceeding 50%.
Worry ifTop-line results from the Phase 2 MoMeNtum trial in MMN show a response rate below 50%.
Why it matters: Part B results will show how well claseprubart works in CIDP. This may affect investor confidence.
Supportive ifManagement says CAPTIVATE Part B has a response rate over 50%. This is a good sign.
Worry ifManagement does not give guidance or says the response rate is below 50%. This is a bad sign.
Why it matters: Good Phase 1 data could show DNTH212 works for autoimmune diseases. This may improve market position.
Supportive ifPhase 1 data shows DNTH212 is safe and works well in healthy volunteers.
Worry ifPhase 1 data shows safety concerns or lack of efficacy for DNTH212.