Dianthus Therapeutics, Inc. (DNTH)
Healthcare · NCM · US
Fundamentals
Valuation and ratings
Dianthus Therapeutics, Inc. trades at USD95.35, which is 58% above the USD39.96 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 42 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
About Dianthus Therapeutics, Inc.
Dianthus Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of therapies for patients with severe autoimmune diseases. Its lead clinical-stage candidate, claseprubart, a monoclonal antibody engineered with extended half-life, improved potency, and high selectivity for only the active C1s complement protein; and DNTH212, a bifunctional fusion protein that targets plasmacytoid dendritic cell (pDC) BDCA2 to reduce Type 1 interferon production, while simultaneously inhibiting BAFF/APRIL to suppress B cell function. Dianthus Therapeutics, Inc. was founded in 2019 and is headquartered in New York, New York.
DNTH passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
9 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Ken Griffin, CITADEL ADVISORS LLC$135.15M · 0.0% of book
- Farallon Capital, FARALLON CAPITAL MANAGEMENT, L.L.C.$70.16M · 0.4% of book
- Steve Cohen, Point72 Asset Management, L.P.$54.01M · 0.1% of book
- Marshall Wace, MARSHALL WACE, LLP$28.69M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$21.98M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Dianthus Therapeutics, Inc. (DNTH) undervalued?
Against our discounted cash flow estimate of USD39.96, DNTH at USD95.35 is 58% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own DNTH?
9 of the institutions we track reported a position in DNTH in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for DNTH, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.