Scribe Therapeutics Inc. (SCTX) Stock Price & Analysis
Scribe Therapeutics Inc. (SCTX) closed at USD 17.54 on Wednesday, October 28, 2026, up 9.90% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 15.96; the Oct 28, 2026 session ranged USD 15.78–17.73 on volume of 318,648 shares. Market capitalization is $332.06M, with a 52-week range of USD 13.5–39.6 (NGM). Source: Nexqual, retrieved October 28, 2026 at 21:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SCTX.md
Key facts (SCTX)
- Insider open-market purchases, last ~7 months: 3 Form 4 filings, $5.1M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (4 analysts), mean target USD 57 (range 50–60).
- Total return with dividends: 1Y -7.5% vs S&P 500 +13.6%; 5Y -10.0% vs S&P 500 +79.8%.
- Next earnings: 2026-11-11, EPS estimate USD -1.03, revenue estimate $3.7M.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SCTX)
Earnings yield -11.19%
Insider purchases (SEC Form 4, open-market, last ~7 months) (SCTX)
3 purchases, $5.1M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-07-27 | Ah Bio Fund Ii, L.P. | 333,333 | $5.0M | 15 | Too little history (no open-market trades in 2023–2025) | |
| 2026-07-23 | Lucas Svetlana | Chief Business Officer | 3,000 | $45K | 15 | Too little history (no open-market trades in 2023–2025) |
| 2026-07-23 | Parrot David | Chief Financial Officer | 2,666 | $40K | 15 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SCTX)
Consensus Buy (mean 2.00 on a 1–5 scale), 4 analysts; mean target USD 57 (low 50, high 60).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-03 | HC Wainwright & Co. | Reiterated | Buy | $60 |
| 2026-08-31 | HC Wainwright & Co. | Initiated | Buy | $60 |
| 2026-08-18 | Wells Fargo | Initiated | Overweight | $60 |
| 2026-08-18 | Leerink Partners | Initiated | Outperform | $37 |
| 2026-08-18 | Guggenheim | Initiated | Buy | $50 |
Total return (dividends reinvested) (SCTX)
| 1Y (from 2026-07-27) | 5Y (from 2026-07-27) | |
|---|---|---|
| Total return | -7.5% | -10.0% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | — | — |
| Volatility (annualized) | 132.1% | 180.4% |
| Max drawdown | -58.6% (Aug 2026→Oct 2026) | -54.9% (Aug 2026→Oct 2026) |
SCTX major shareholder filing: Schedule 13D, Jul 30, 2026
Avoro Capital Advisors LLC, Avoro Ventures LLC, Aghazadeh Behzad filed a Schedule 13D with the SEC on Jul 30, 2026, reporting up to 16.37% of the class. A Schedule 13D is filed by an owner of more than 5% who may seek to influence the company. Item 4 (Purpose of Transaction), quoted from the filing:
The Reporting Persons acquired the shares of Common Stock reported herein for investment purposes. Dr. Aghazadeh serves as a member of the board of directors of the Issuer. The Issuer and certain of its stockholders, including Avoro Life Sciences and Avoro Ventures Fund, are parties to the Amended and Restated Investors' Rights Agreement, dated March 17, 2021, among the Issuer and certain of its stockholders (the "IRA"). Pursuant to the IRA, holders of Registrable Securities (as defined in the IRA), including the Funds, are entitled to certain registration rights with respect to shares of Common Stock issued upon conversion of the Issuer's preferred stock, with such rights terminating upon the earliest to occur of (i) the closing of a Deemed Liquidation Event (as defined in the IRA), (ii) such time as Rule 144 under the Securities Act of 1933, as amended, is available for the sale of all of a holder's shares without limitation during a three-month period without registration and (iii) the third anniversary of the closing of the IPO. …
Source: SEC EDGAR, Schedule 13D filed Jul 30, 2026. Quoted word for word; Nexqual adds no interpretation.
SCTX earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | −$2.62 | −$3.72 | Beat +29.6% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
SCTX recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Sep 2, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Sep 2, 2026 | 8-K | Quarterly results |
| Aug 3, 2026 | Schedule 13G | RA Capital Management, L.P., Peter Kolchinsky: 9.6% of shares, passive 5%+ holder |
| Jul 30, 2026 | Schedule 13D | Avoro Capital Advisors LLC, Avoro Ventures LLC: 16.4% of shares, 5%+ holder that may seek to influence the company “The Reporting Persons acquired the shares of Common Stock reported herein for investment purposes. Dr. Aghazadeh serves as a member of the board of directors of the Issuer. The Issuer and certain of its stockholders, including Avoro Life Sciences and Avoro Ventures Fund, are…” |
| Jul 30, 2026 | Schedule 13D | ELI LILLY & Co: 7.3% of shares, 5%+ holder that may seek to influence the company “The Reporting Person acquired the securities reported herein for investment purposes and intends to continue to review its investments in the Issuer on an ongoing basis. Except as set forth herein, the Reporting Person does not currently have any specific plan or proposal to…” |
| Jul 29, 2026 | Schedule 13D | ORBIMED ADVISORS LLC, ORBIMED CAPITAL GP VIII LLC: 7.2% of shares, 5%+ holder that may seek to influence the company “This Statement on Schedule 13D relates to the acquisition of Shares by the Reporting Persons. The Shares acquired by the Reporting Persons were acquired for the purpose of making an investment in the Issuer and not with the intention of acquiring control of the Issuer's business…” |
| Jul 27, 2026 | 8-K | Bylaws or fiscal-year change |
| Jul 20, 2026 | S-1/A | Registration of new shares |
| Jul 10, 2026 | S-1/A | Registration of new shares |
| Jul 2, 2026 | S-1 | Registration of new shares |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
SCTX customer concentration
In the period ended Jun 30, 2026, a single direct customer accounted for 100% of revenue, per the company's 10-Q filed Sep 2, 2026. The company does not name it.
SCTX company outlook (results filed Sep 2, 2026)
- “By doing so, STX-1150 should help shift LDL-C management from burdensome chronic treatment toward durable, long-term prevention. • Clinical data expected in the first half of 2027. o Scribe anticipates reporting initial clinical data, including safety, tolerability, and LDL-C lowering activity, from the single ascending dose (SAD) portion of the STX-1150 Phase 1 trial in the first half of 2027.”
Quoted word-for-word from the SEC 8-K results press release.
SCTX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-1.03 | $0.00 | −$1.03 | $3.7M | 3 |
| Next quarter (ends Dec 2026) | $-1.06 | $0.00 | −$1.06 | $3.7M | 3 |
| Current fiscal year (ends Dec 2026) | $-5.59 | $0.00 | −$5.59 | $11.6M | 2 |
| Next fiscal year (ends Dec 2027) | $-3.62 | $0.00 | −$3.62 | $6.7M | 3 |
Key Statistics (as of October 28, 2026 at 21:23 UTC)
| Price | USD 17.54 |
|---|---|
| Change | ▲ 9.90% (up) |
| Previous Close | USD 15.96 |
| Open | USD 16.21 |
| Day Range | USD 15.78 – 17.73 |
| 52-Week Range | USD 13.5 – 39.6 |
| Volume | 318,648 shares |
| Market Cap | $332.06M |
| Exchange | NGM |
Technical Analysis (SCTX)
Nexqual's technical model rates SCTX "STRONG SELL" based on 0 bullish and 5 bearish signals across 67 daily candles, as of October 28, 2026 at 21:23 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 39.81 (neutral) |
| vs SMA50 | Below (USD 24.72) |
| MACD | -1.85 (negative) |
Analyst Ratings (SCTX)
Wall Street analysts rate SCTX "Buy" based on 4 analysts, with a mean price target of USD 57 (range USD 50–60), per Nexqual as of October 28, 2026 at 21:23 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 57 |
| High Target | USD 60 |
| Low Target | USD 50 |
| Buy / Hold / Sell | 4 / 0 / 0 |
Earnings (SCTX)
| Next Earnings Date | 2026-11-11 |
|---|---|
| EPS Estimate | USD -1.03 |
| Revenue Estimate | $3.72M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -2.62 vs est -3.72 ▲ beat |
Source: Nexqual, October 28, 2026 at 21:23 UTC.
Financials & Fundamentals (SCTX)
| Total Revenue | $33.30M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -60.80% |
| Gross Margin | -53.29% |
| Operating Margin | -489.83% |
| Profit Margin | -97.00% |
| Current Ratio | 0.57 |
| Total Cash | $43.01M |
| Total Debt | $43.27M |
Source: Nexqual, October 28, 2026 at 21:23 UTC.
Financial Health Score (SCTX)
Nexqual rates Scribe Therapeutics Inc.'s overall financial health "Weak" across five dimensions, as of October 28, 2026 at 21:23 UTC.
| Growth | Critical — Revenue -61% YoY (latest Q), sharp decline |
|---|---|
| Profitability | Critical — Heavily loss-making — early-stage company |
| Balance Sheet | Mixed — $43M cash vs $43M debt |
| Cash Flow | Weak — Operating cash flow -$38M (TTM) |
| Efficiency | Critical — ROE not meaningful (negative equity); ROA -64.1% (last 4 quarters, SEC) |
Ownership (SCTX)
| Insider Ownership | +18.04% |
|---|---|
| Institutional Ownership | +60.22% |
| Shares Outstanding | 18.93M |
| Float | 6.89M |
Source: Nexqual, October 28, 2026 at 21:23 UTC.
Leadership (SCTX)
Scribe Therapeutics Inc. is led by Benjamin L. Oakes, Co-Founder, President, CEO & Chairman, per Nexqual as of October 28, 2026 at 21:23 UTC.
| Co-Founder, President, CEO & Chairman | Benjamin L. Oakes |
|---|---|
| CFO & Treasurer | David L. Parrot |
| Chief Operating Officer | Svetlana Lucas |
| Senior Vice President of Development | Chitra Sharma M.S. |
| Senior Vice President of Operations | Sunny Mok |
Major Backers & Investors (SCTX)
Notable institutional backers of Scribe Therapeutics Inc. include ARK Invest, Franklin Strategic Series-Franklin Biotechnology Discovery Fund, according to Nexqual as of October 28, 2026 at 21:23 UTC.
Active Investors
| Investor | Stake |
|---|---|
| ARK Invest | 3.93% |
| Franklin Strategic Series-Franklin Biotechnology Discovery Fund | 0.72% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 1.81% |
Source: Nexqual, October 28, 2026 at 21:23 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RYTM | Rhythm Pharmaceuticals, Inc. | USD 91.97 | ▼ 0.23% |
| ORKA | Oruka Therapeutics, Inc. | USD 95.97 | ▲ 0.17% |
| IOVA | Iovance Biotherapeutics, Inc. | USD 14.81 | ▲ 1.58% |
| IONS | Ionis Pharmaceuticals, Inc. | USD 44.9 | ▲ 2.14% |
| AXSM | Axsome Therapeutics, Inc. | USD 143.51 | ▲ 0.92% |
| PRAX | Praxis Precision Medicines, Inc | USD 285.48 | ▲ 6.69% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 28, 2026 at 21:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt