B+
Bull case
25%
Probability
Target price
$115.00
Analysis reference price unavailable
Analysis 2026-04-15 · RankAlpha Sentiment Codex
DNTH
Dianthus TherapeuticsDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
Primary sources show multiple shots on goal around claseprubart: early CAPTIVATE GO language in CIDP, a planned gMG Phase 3 start in mid-2026, and MMN data in 2H 2026, while March 2026 FDA feedback reduced a visible screening/safety-framing overhang across trials [#10-K-2026-03-09] [#8-K-2026-03-26].
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +2.0.
What can break
Clinical readouts remain binary and can overwhelm favorable operational updates.
Momentum
80
Value
41
Sentiment
35
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $82.00 · Bull $115.00 · Bear $55.00Analysis 2026-04-15; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-15 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $140.47
Why
Momentum80 · Δ7d +5.7
Value41 · Δ7d 0.0
Sentiment35 · Δ7d +2.0
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +2.0.
Contradictions & invalidation
- • Clinical readouts remain binary and can overwhelm favorable operational updates.
- • Current trading sits above the packet’s median analyst target, reducing valuation support if sentiment cools.
- • This is still a pre-commercial biotech with concentrated asset risk, rising trial spend, and limited hard forward visibility beyond development milestones; the deterministic prior is negative and catalyst density is modest, so paying above the packet’s median analyst target leaves little room for execution slips.
Catalyst clock
2026-06-30
FDA-backed trial-screening simplification could improve enrollment efficiency
Lead driver: Sentiment · See AI snapshot
Momentum
80
9% active weight
Current posture
7d trendImproving
Δ7d
+5.7
Δ21d
-12.1
Value
41
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+0.1
Sentiment
35
62% active weight
Current posture
7d trendImproving
Δ7d
+2.0
Δ21d
+7.6
Why this grade
Composite grade D. Momentum 80.1 / Value 41.2 / Sentiment 34.9
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-04-15. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$82.00
Analysis reference price unavailable
Analysis 2026-04-15 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$55.00
Analysis reference price unavailable
Analysis 2026-04-15 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$6.42B
Beta
1.59
Shares Out
55.93M
P/E (TTM) · Derived
-27.3
P/S (TTM)
513.87
P/FCF (TTM) · Derived
-34.44
Rev YoY
+294.3%
EPS YoY
+1.5%
Gross Margin
+80.1%
Op Margin
-11441.4%
Net Debt
-$402.91M
Current Ratio
26.10
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data