DNTH at a glance
Dianthus Therapeutics, Inc. /DE/ (DNTH, SEC CIK 1690585) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Dianthus Therapeutics, Inc. /DE/ (DNTH) reported revenue of $2.0 million (down 67.3% from FY2024) and a net loss of $162.3 million. Diluted EPS was -$4.20.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Dianthus Therapeutics, Inc. /DE/ (DNTH) shares worth $2.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by CARR EDWARD on September 17, 2026 of 700 shares at $104.39 per share.
- In the last 90 days, DNTH insiders reported 0 open-market purchases ($0) and 33 open-market sales ($29.3M) on Form 4, a net sale of $29.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.0M
- −67.3% vs prior year
- Insiders · 90 days
- 0 buys · 33 sells
- Net −$29.3M
- 13F holders
- 31 funds
- $2.4B · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Development of claseprubart and DNTH212 biopharmaceutical candidates reliant on outsourced manufacturing and clinical trial services
- New emphasis: Impact of the BIOSECURE Act (Dec 2025) restricting collaborations with certain Chinese biotech firms, including sole manufacturer WuXi Biologics
- Strategic risk shift: Heightened regulatory and geopolitical exposure due to reliance on Chinese contract manufacturers amid increasing U.S.-China trade tensions
- Notable metric: Sole supplier WuXi Biologics in China for claseprubart, with significant supply chain and regulatory risks highlighted in detail
- Unusual fact: First-year reporting impact of U.S. BIOSECURE Act posing potential federal contract and funding prohibitions involving designated Chinese "biotechnology companies of concern"
Risk Factors
- Regulatory risk: Dependence on FDA approval for claseprubart and DNTH212 with uncertain timing and outcomes for clinical trial phases and marketing approvals
- Geopolitical risk: License and development agreements with Tenacia Biotechnology for Greater China involving clinical trial cost sharing and milestone payments up to $15 million
- Operational risk: Reliance on third-party CROs and CDMOs for clinical trials and manufacturing with no owned laboratory or manufacturing facilities
- Competitive risk: Significant R&D spending $145.6M in 2025 to advance claseprubart and DNTH212 amid competition from other biopharma firms in autoimmune neurology space
- Financial risk: Net loss $162.3M in 2025 with cash runway into 2028; future capital needs may dilute shareholders via ATM $200M equity offering capacity
Management Discussion & Analysis
- Net loss reported; specific profitability or margin figures not provided
- No segment performance data detailed
- Cash flow usage: capital expenditures and operating expenses incurred, no buybacks or dividends mentioned
- Forward-looking: general caution on risks and uncertainties, no specific guidance or outlook disclosed
AI summary of the DNTH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes identified; filing incorporates 2025 Form 10-K risk factors
- Business risk: Unspecified carried-forward risks could materially harm growth prospects and financial condition
- Market risk: Adverse developments could reduce Dianthus common-stock market price
- Disclosure risk: Additional currently unknown or immaterial risks may harm operations
AI summary of the DNTH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results released for quarter ended June 30, 2026
- Full financial results and management commentary contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 net loss $50.2M, or $0.90/share, versus $31.6M, reflecting sharply higher development spending
- R&D expense $48.7M, up from $26.3M, as Phase 2 and Phase 3 claseprubart programs accelerate
Item 8.01: Other Events
- June 2026 corporate presentation filed as Exhibit 99.1, potentially updating investors on Dianthus’s strategy and pipeline
- Filing signed June 12, 2026 by Adam M. Veness, SVP, General Counsel and Secretary
Item EX-99.1: Item EX-99.1
- Claseprubart Phase 2 gMG results support potential best-in-disease positioning, with statistically significant improvements across five key efficacy measures at 300mg/2mL Q2W
- 65 participants enrolled; 300mg/2mL achieved MG-ADL change of -4.6 vs -2.8 for placebo at Week 13
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected Sujay Kango, Anne McGeorge and Jonathan Violin, Ph.D. as Class II directors through 2029
- Jonathan Violin and Sujay Kango received 42,799,946 and 42,739,315 votes, respectively
AI summaries of DNTH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DNTH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CARR EDWARD | Sell | Sep 17, 2026 | 700 | $104.39 |
| CARR EDWARD | Sell | Sep 17, 2026 | 7,928 | $100.43 |
| CARR EDWARD | Sell | Sep 17, 2026 | 6,771 | $101.37 |
| CARR EDWARD | Sell | Sep 17, 2026 | 1,100 | $103.20 |
| CARR EDWARD | M | Sep 17, 2026 | 20,000 | - |
| CARR EDWARD | Sell | Sep 17, 2026 | 3,501 | $102.39 |
| CARR EDWARD | M | Sep 17, 2026 | 20,000 | $17.88 |
| Randhawa Simrat | M | Sep 1, 2026 | 9,375 | $22.07 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.8M | $6.2M | $2.0M |
| Operating Income | -$48.2M | -$101.9M | -$177.9M |
| Net Income | -$43.6M | -$85.0M | -$162.3M |
| Op. Margin | -1704.7% | -1633.7% | -8739.3% |
| Net Margin | -1541.2% | -1362.8% | -7973.3% |
| Balance Sheet | |||
| Total Assets | $179.4M | $374.0M | $530.9M |
| Equity | - | $352.5M | $493.4M |
| ROE | - | -24.1% | -32.9% |
| Per Share | |||
| EPS | $-8.45 | $-2.55 | $-4.20 |
| Cash Flow | |||
| Operating CF | -$36.9M | -$78.2M | -$129.1M |
Source: XBRL data in Dianthus Therapeutics, Inc. /DE/ (DNTH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DNTH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.41B |
| Q1 2026 | 29 | $1.78B |
| Q4 2025 | 23 | $685.8M |
| Q3 2025 | 24 | $507.2M |
| Q2 2025 | 21 | $191.8M |
| Q1 2025 | 15 | $139.3M |
| Q4 2024 | 13 | $166.7M |
| Q3 2024 | 12 | $42.1M |
- T. Rowe Price Group+1.37M (+119%)
- State Street Corp+958.5K (+69%)
- BlackRock+948.1K (+30%)
- FMR LLC (Fidelity)+432.2K (+6%)
- Vanguard Portfolio Management LLC+220.7K (+63%)
- Citadel Advisors LLC−635.6K (-39%)
- Millennium Management−170.1K (-65%)
- Goldman Sachs Group−165.8K (-30%)
- D.E. Shaw & Co−106.7K (-71%)
- Invesco Ltd−45.1K (-35%)
- Two Sigma Investments+107.5K
- Principal Financial Group+3.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 168 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DNTH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - |
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DNTH SEC filings: frequently asked questions
Are DNTH insiders buying or selling?
In the last 90 days, Dianthus Therapeutics, Inc. /DE/ (DNTH) officers, directors and 10% owners reported no open-market purchases and 33 open-market sales worth $29.3 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DNTH stock?
As of June 30, 2026, the largest Dianthus Therapeutics, Inc. /DE/ (DNTH) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($799.3 million), BlackRock ($402.0 million), T. Rowe Price Group ($245.2 million), State Street Corp ($229.8 million), Vanguard Capital Management LLC ($210.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DNTH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Dianthus Therapeutics, Inc. /DE/ (DNTH) reported revenue of $2.0 million (down 67.3% from FY2024) and a net loss of $162.3 million. Diluted EPS was -$4.20. The figures come from the XBRL data in the 10-K.
What are the main risks in DNTH's latest 10-K?
In the 10-K filed March 9, 2026, Dianthus Therapeutics, Inc. /DE/ (DNTH) flagged: Regulatory risk: Dependence on FDA approval for claseprubart and DNTH212 with uncertain timing and outcomes for clinical trial phases and marketing approvals. Geopolitical risk: License and development agreements with Tenacia Biotechnology for Greater China involving clinical trial cost sharing and milestone payments up to $15 million. (AI summary of the Risk Factors section.)
What did DNTH report in its latest 8-K?
Dianthus Therapeutics, Inc. /DE/ (DNTH) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results released for quarter ended June 30, 2026.
What are the latest DNTH SEC filings?
Dianthus Therapeutics, Inc. /DE/ (DNTH) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 18, 2026.
What is DNTH's SEC CIK number?
Dianthus Therapeutics, Inc. /DE/ (DNTH)'s SEC Central Index Key (CIK) is 1690585. EDGAR lists every DNTH filing under that number.
Ask anything about DNTH
The research agent reads DNTH's filings, financials, insider trades and 13F holders, then answers with sources.