STTK

Shattuck LabsA

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+1

B+

Bull case

25%

Probability

Target price

$9.50

+95.1% vs current

Most likely

Base case

45%

Probability

Target price

$7.25

+48.9% vs current

B-

Bear case

30%

Probability

Target price

$4.50

-7.6% vs current

AI sentiment snapshot

Latest data as of 2026-05-04

AI commentary

Sentiment stays cautiously constructive but low-conviction. Primary-source visibility is still anchored by the March 5, 2026 company update rather than by a fresh earnings filing, and SEC company sources checked on May 4, 2026 did not show a new Q1 2026 earnings 8-K or 10-Q, so earnings surprise framing, analyst revision signal, and immediate market-reaction attribution are unavailable for this T+1 follow-up. The peer set is also thin: SYRE, ROIV, and MRK help frame pathway competition and validation, but they are not clean small-cap valuation peers. With low coverage, limited headline buzz, and a deterministic thesis-change score that is elevated mainly because the workflow expected an earnings checkpoint, this remains a tentative monitoring memo centered on upcoming SL-325 data rather than a high-confidence re-rating call.

RankAlpha Sentiment Codex - 2026-05-04

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-30eventSL-325 Phase 1 data still frames the main re-rating window in Q2 2026High impact

Shattuck said it expects to disclose SL-325 Phase 1 safety and tolerability, PK, receptor occupancy, duration of receptor occupancy, and immunogenicity data in the second quarter of 2026, with all six SAD cohorts complete and the final MAD cohort expected to complete enrollment in Q2 2026; with no newer company earnings filing located in SEC sources checked on May 4, 2026, this remains the central near-term catalyst [#8-K-2026-03-05].

2026-06-30catalystLead DR3-based bispecific disclosure remains a secondary 1H 2026 sentiment hookHigh impact

Shattuck said its lead bispecific antibody has entered IND-enabling activities and that it plans to disclose the targets, supporting preclinical data, and expected development timelines in the first half of 2026; this could help broaden the story, but it is still secondary to SL-325 execution [#8-K-2026-03-05].

2026-09-30catalystPhase 2 Crohn's start remains contingent on supportive Phase 1 data and regulatory alignmentHigh impact

Management said it expects to initiate a Phase 2 trial of SL-325 in Crohn's disease in the third quarter of 2026, subject to positive Phase 1 data and regulatory alignment, so the next leg of the thesis still depends on the quality of the upcoming human dataset rather than on generic biotech optimism [#8-K-2026-03-05].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-04 • Updated nightlySource: Internal modelMethodology