Dianthus Therapeutics, Inc. (DNTH)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$85.81+3.76%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
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 | -34.5% |
| Our one-year growth estimate | diamond | -85.0% |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
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 50.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 66 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: The 46-patient study tests claseprubart in MMN. A clear benefit would add support for use across neuromuscular diseases.
Watch forDecember results show the trial met its main goal and beat placebo.
Also watch forResults miss the primary endpoint or show no clear benefit over placebo.
Why it matters: Part A showed a 75% response rate, but the company warns that interim results may not predict Part B. Part B timing will test whether the CIDP study stays on track.
Watch forBy year-end 2026, Dianthus gives a Part B top-line timing update and keeps the study on its stated path.
Also watch forDianthus reports a Part B delay, pauses the study, or gives no timing update by year-end 2026.
Why it matters: These data are the first clinical test of DNTH212. They may shape plans for SjD, SLE, and DM.
Watch forDianthus reports data from healthy volunteers by year-end 2026. The data includes safety and dose findings.
Also watch forThe data are delayed beyond year-end 2026, or the report shows a serious safety concern that blocks further study.
Why it matters: Dianthus reported $1.2 billion in cash and a runway into 2030. Rising trial costs make the next cash update a useful check on that plan.
Watch forThe November 4 report shows cash near or above $1.2 billion and keeps the runway into 2030.
Also watch forThe report shows a sharp cash drop or a shorter runway than 2030.
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 | ±$196 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $501 loss on $10,000 · 5.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,783 loss on $10,000 · 37.8% | 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.