EIKN Stock — Eikon Therapeutics Inc.: Cash, EV, Pipeline

What they do

We are a late-stage clinical biopharmaceutical company dedicated to building a global, fully-integrated organization developing, innovative medicines to address serious unmet medical needs. We are led by world-renowned drug developers Dr. Roger M. Perlmutter, M.D., Ph.D., and Dr. Roy Baynes, M.D., Ph.D.

Source: 10-K FY2025 via SEC EDGAR

Share price

$5.90

Market cap

$319.6M

Cash

$531.2M

Enterprise value

-$211.6M

Balance sheet

Cash	$531.2M
Debt	$0.0M
Net cash	$531.2M
Enterprise value	-$211.6M
Basic shares	54.1M shares
Fully diluted shares	63.3M shares
Fully diluted market cap	$373.8M
Cash per share	$9.81
Quarterly burn	$65.0M
Cash runway	8.2 quarters

Cash figures as of 2026-06-30. Database snapshot: 2026-11-07.

Share structure

Common

54.1M

Pre-funded warrants

0.0M

Options

7.9M

RSUs

0.0M

Warrants

0.7M

Converts

0.0M

Conv preferred

0.0M

ESPP reserve

0.5M

FDSO

63.3M

Cap table as of 2026-06-30.

Price history

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Next catalyst

EIK1006 · Dec 1-31 · guided in 24d

Recently reported

EIK1004-001 Phase 1/2 Mixed · 2026-10-23

EIK1003-001 · EIK1003-001

Primary: Safety, tolerability, pharmacokinetics and antitumor activity (ORR) in the ongoing Phase 1/2 dose-escalation studies of EIK1003, EIK1004 and EIK1005 — EIK1003 monotherapy Cohort 1A objective response rate (ORR) was 14.3% (7/49) overall, consisting of 5 confirmed partial responses (PR) and 2 unconfirmed PRs; ORR was 31.3% (5/16) in PARP-naïve participants, and 6.1% (2/33) in participants previously treated with a PARP inhibitor

· EIK1003 Cohort 1A disease control rate (DCR) was 38.8% (19/49), clinical benefit rate (CBR) was 22.4% (11/49) for ≥18 weeks, and median duration of response (DOR) among confirmed responders (n=5) was 6.3 months

· EIK1003 plus abiraterone Cohort 1B ORR was 20.8% (5/24); DCR was 83.3% (20/24)

· EIK1003 plus weekly paclitaxel Cohort 1C ORR was 26.4% (14/53) with 1 confirmed complete response (CR); DCR was 79.2% (42/53)

· EIK1004 monotherapy ORR was 12.1% (7/58) and the DCR was 62.1% (36/58)

· EIK1005 monotherapy: 6 out of 8 participants (75%) in Part 1A with at least one post-baseline tumor assessment reported a best response of stable disease (SD)

Safety: EIK1003 Cohort 1A: treatment-emergent adverse events (TEAEs) in 63 of 65 participants (96.9%), Grade 3 or higher TEAEs in 28 participants (43.1%), no treatment-related adverse events (TRAEs) leading to death; EIK1004: Grade 3 or higher TEAEs in 12 (17.6%) of 68 participants, Grade 3 or higher anemia and neutropenia at only 1.5% (1/68) each

Source release →

Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
GUIDEDDec 1-31 in 24d	EIK1006 IND submission	Not disclosed	Not disclosed	end of 2026
Jul 13 - Aug 24 in 8 mo	IMP1734	Phase 2	Advanced Solid Tumor	October 23, 2026
Jan 12 - Feb 23 in 27 mo	EIK1004-001 (IMP1707-001)	Phase 2	Advanced Solid Tumors	October 23, 2026

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

EIK1001

Phase 2/3 · Active

Target TLR7/TLR8

Partnerships MSD (clinical trial collaboration and supply agreements for three studies; MSD supplies pembrolizumab at its own cost)

Indications

advanced melanoma (Stage not disclosed)
non-small cell lung cancer (Stage not disclosed)

Status note Phase 2/3 registrational studies of EIK1001 in combination with pembrolizumab in advanced melanoma and NSCLC; company is sponsor of the trials.

EIK1003

Stage not disclosed · Active Modality: selective PARP1 inhibitor

Target PARP1

Partnerships Impact Therapeutics (exclusive license to develop and commercialize selective PARP1 inhibitors including EIK1003 and EIK1004, worldwide excluding China, Hong Kong, Taiwan and Macau)

Indications

not disclosed (Stage not disclosed)

Status note Company product candidate referenced in clinical trials in the 10-Q; phase not stated.

EIK1004

Stage not disclosed · Active Modality: selective PARP1 inhibitor

Target PARP1

Partnerships Impact Therapeutics (exclusive license to develop and commercialize selective PARP1 inhibitors including EIK1003 and EIK1004, worldwide excluding China, Hong Kong, Taiwan and Macau)

Indications

Advanced Solid Tumors (Phase 2)

Status note Company product candidate referenced in clinical trials in the 10-Q; phase not stated.

EIK1005

Phase 1 · Active

Target WRN

Partnerships MSD (clinical trial collaboration and supply agreement for the Phase 1/2 trial; MSD supplies pembrolizumab at its own cost)

Indications

advanced solid tumors (Stage not disclosed)

Status note Phase 1/2 clinical trial in advanced solid tumors in combination with pembrolizumab.

EIK1006

Preclinical · Active

Target androgen receptor

Indications

not disclosed (Stage not disclosed)

Status note Preclinical program; no further details in the current 10-Q excerpts.

Per-asset detail extracted from the 10-Q filed 2026-08-13. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	EIK1001
Lead indication	Advanced Melanoma
Lead phase	Phase 3
Active trials	2

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT06253130	Phase 2	Recruiting	Sponsor	EIKN	—	Advanced Solid Tumor	October 23, 2026
NCT06907043	Phase 2	Recruiting	Sponsor	EIKN	—	Advanced Solid Tumors	October 23, 2026

Sponsor-matched active trials from ClinicalTrials.gov (2 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 2 active trials for Eikon Therapeutics on ClinicalTrials.gov

Specialist fund holders

Tracked specialist funds: ADAR1 Capital Management, Aisling Capital, Ally Bridge Group, Avoro Capital Advisors, BVF Partners, Baker Bros. Advisors, Boxer Capital, Braidwell LP, Casdin Capital, Cormorant Asset Management, DAFNA Capital, Deerfield Management, EcoR1 Capital, Frazier Life Sciences, Great Point Partners, Ikarian Capital, Logos Global Management, OrbiMed Advisors, Perceptive Advisors, RA Capital Management, RTW Investments, Sphera Biotech, Stonepine Capital, Tang Capital Partners, Vivo Capital.

Fund	Shares	Q/Q change	% of portfolio	Filing
EcoR1 Capital	732,606	no change	0.47%	2026-08-14
Baker Bros. Advisors	555,555	no change	0.04%	2026-08-14

Specialist-fund positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

Latest news

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EIKN — Eikon Therapeutics Inc. ☆

What they do

Balance sheet

Share structure

Price history

Next catalyst

Recently reported

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Specialist fund holders

Latest news

EIKN — Eikon Therapeutics Inc.