Shattuck Labs, Inc.
- Open
- 6.84
- Day high
- 7.42
- Day low
- 6.63
- Prev close
- 6.85
- Volume
- 1.9M
- Mkt cap
- $498M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 5.2
- P/S
- 498.4
- Yield
- —
- Per share
- —
- ▲Insiders net buying $38K over the last 3 months (5 open-market buys, 2 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions accumulating (13F)
Shattuck Labs, Inc. (STTK) is a Healthcare company listed on NASDAQ. The stock is up 751% over the past year. Over the trailing 3 months, insiders filed 5 open-market buys and 2 sales (SEC Form 4).
Shattuck Labs, Inc. (STTK) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
STTK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.14 | $-0.13 | +7.1% | — | — |
| Mar 5, 2026 | $-0.14 | $-0.12 | +11.9% | — | — |
| Nov 6, 2025 | $-0.15 | $-0.14 | +6.7% | $1M | +500.0% |
| Aug 14, 2025 | $-0.25 | $-0.24 | +4.0% | — | — |
| May 1, 2025 | $-0.29 | $-0.27 | +6.9% | — | — |
| Mar 27, 2025 | $-0.38 | $-0.37 | +2.6% | $14M | +1712.9% |
| Nov 14, 2024 | $-0.41 | $-0.33 | +19.5% | $3M | +1098.8% |
| Aug 1, 2024 | $-0.41 | $-0.42 | -2.4% | $2M | +177.4% |
| May 2, 2024 | $-0.47 | $-0.37 | +21.3% | $1M | +266.0% |
| Feb 29, 2024 | $-0.51 | $-0.41 | +19.6% | $714000 | +257.0% |
| Nov 9, 2023 | $-0.52 | $-0.65 | -25.0% | $686000 | +281.1% |
| Aug 10, 2023 | $-0.52 | $-0.50 | +3.8% | $200000 | +100.0% |
STTK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | Ashiya Monadirector | Buy | 1,041,667 | $0.00 |
| Jun 15, 2026 | Ashiya Monadirector | Buy | 208,333 | $0.00 |
| Jun 15, 2026 | ORBIMED ADVISORS LLCdirector | Buy | 1,041,667 | $0.00 |
| Jun 15, 2026 | ORBIMED ADVISORS LLCdirector | Buy | 208,333 | $0.00 |
| Jun 11, 2026 | SIEGALL CLAY Bdirector | Buy | 62,500 | $4.00 |
| Jun 2, 2026 | SIEGALL CLAY Bdirector | Grant | 81,000 | $5.95 |
| Jun 2, 2026 | Ashiya Monadirector | Grant | 81,000 | $5.95 |
| Jun 2, 2026 | Boudreau Helen Mdirector | Grant | 81,000 | $5.95 |
| Jun 2, 2026 | Baker Daniel G.director | Grant | 81,000 | $5.95 |
| Jun 2, 2026 | Golumbeski Georgedirector | Grant | 81,000 | $5.95 |
| Jun 2, 2026 | Gibson Neil Wdirector | Grant | 81,000 | $5.95 |
| May 27, 2026 | SIEGALL CLAY Bdirector | Grant | 128,054 | $1.08 |
| May 27, 2026 | SIEGALL CLAY Bdirector | Option | 128,054 | $1.08 |
| May 21, 2026 | Shukla Abhinav A.officer: Chief Technical Officer | Option | 5,122 | $1.08 |
| May 21, 2026 | Shukla Abhinav A.officer: Chief Technical Officer | Grant | 5,122 | $1.08 |
Source: STTK SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full STTK insider & 13F page →Shattuck Labs, Inc. company profile
Overview
Shattuck Labs, Inc. (NASDAQ:STTK) is a clinical-stage biotechnology company founded in 2016 and headquartered in Austin, Texas. The company went public in October 2020 and focuses on developing innovative therapeutics for cancer and autoimmune diseases. Shattuck Labs specializes in creating fusion proteins that can simultaneously target multiple pathways in the immune system, representing a novel approach to cancer immunotherapy. The company is currently advancing its lead drug candidate through Phase 1 clinical trials while developing additional programs through its proprietary platform technology.
Business
Shattuck Labs operates in the biotechnology sector, specifically in the field of cancer immunotherapy and autoimmune disease treatment. The company develops therapeutic drugs that harness the body's immune system to fight cancer and modulate immune responses in autoimmune conditions. The company's core technology platform is called GADLEN, which enables the creation of dual-sided fusion proteins. These are engineered molecules that can simultaneously perform two different functions - typically blocking one immune pathway while activating another. This dual-action approach is designed to overcome limitations of single-target therapies and potentially improve treatment outcomes. Shattuck's primary focus areas include: 1. Lead Product Candidate - SL-172154: This is a dual-sided fusion protein currently in Phase 1 clinical trials for platinum-resistant ovarian cancer, fallopian tube cancer, and peritoneal cancers. The drug works by simultaneously blocking CD47 (a "don't eat me" signal that cancer cells use to avoid immune detection) and activating CD40 (which stimulates immune cells to attack cancer). This dual mechanism is designed to enhance the immune system's ability to recognize and destroy cancer cells. 2. Acute Myeloid Leukemia (AML) Program: SL-172154 is also being tested in combination with azacitidine for treating AML and higher-risk myelodysplastic syndromes (MDS), blood cancers that are particularly difficult to treat. 3. Autoimmune Disease Pipeline: The company is developing a CD20-targeting candidate for autoimmune diseases and a B7-H3 targeting candidate for solid tumors using its GADLEN platform. The biotechnology industry involves lengthy development cycles, with drugs typically taking 10-15 years from discovery to market approval. Companies like Shattuck Labs must navigate multiple phases of clinical trials, regulatory approvals, and substantial capital requirements before generating revenue from product sales.
Revenue model
As a clinical-stage biotechnology company, Shattuck Labs currently generates minimal revenue and operates primarily on a research and development model funded by cash reserves and potential future partnerships. The company's limited revenue of $5.7 million in 2024 likely comes from research collaborations, grants, or licensing arrangements rather than product sales. The company's future business model will depend on successfully advancing its drug candidates through clinical trials and ultimately achieving regulatory approval. Once approved, biotech companies typically generate revenue through: 1. Direct Product Sales: Marketing approved drugs directly to hospitals, clinics, and patients through specialty pharmacies 2. Licensing and Partnerships: Partnering with larger pharmaceutical companies for development, manufacturing, and commercialization in exchange for upfront payments, milestone payments, and royalties 3. Platform Technology Licensing: Licensing the GADLEN platform technology to other companies for developing their own dual-sided fusion proteins The primary customers for Shattuck's future products would be oncologists, hematologists, and cancer treatment centers treating patients with ovarian cancer, AML, and other targeted indications. Several factors could significantly impact the company's future profitability margins. Positive factors include successful clinical trial results demonstrating superior efficacy over existing treatments, which could command premium pricing; potential breakthrough therapy designations that accelerate regulatory approval; and the dual-mechanism approach potentially providing competitive advantages. Negative factors include the high failure rate in oncology drug development (approximately 90% of cancer drugs fail in clinical trials), intense competition from other immunotherapy approaches, potential safety issues that could halt development, and the substantial manufacturing costs associated with complex fusion proteins. Additionally, the company faces pricing pressure from healthcare payers and potential competition from biosimilar versions once patents expire.
Competitive moat
Shattuck Labs operates in a highly competitive biotechnology landscape with limited sustainable competitive advantages at this early stage. The company's primary potential moat lies in its proprietary GADLEN platform technology, which enables the creation of dual-sided fusion proteins. This approach of simultaneously blocking and activating different immune pathways represents a novel therapeutic strategy that could differentiate Shattuck from single-target competitors. However, the strength of this moat remains largely unproven. The company's intellectual property portfolio around its fusion protein technology provides some protection, but patents in biotechnology can be circumvented through alternative approaches. The dual-mechanism concept, while innovative, is not necessarily impossible for competitors to replicate using different molecular designs. The competitive threats are substantial. Large pharmaceutical companies like Roche, Bristol Myers Squibb, and Merck have significantly more resources to develop competing immunotherapies and can potentially acquire or out-license superior technologies. The CD47 pathway that Shattuck targets is being pursued by multiple companies including Gilead Sciences (through its acquisition of Forty Seven) and other biotech firms. Additionally, the rapidly evolving field of cancer immunotherapy means that entirely new approaches like CAR-T cell therapies, bispecific antibodies, and other novel modalities could potentially render Shattuck's approach obsolete. The company's moat will ultimately depend on clinical trial results demonstrating superior efficacy and safety compared to existing treatments. Without successful Phase 2 and Phase 3 trials showing meaningful clinical benefits, the company lacks the regulatory approvals and market position necessary to establish a defensible competitive position. At present, Shattuck's moat should be considered weak and speculative, heavily dependent on successful execution of its clinical development programs.
Risks & safety
Shattuck Labs presents moderate financial safety with adequate cash reserves but ongoing substantial losses typical of clinical-stage biotech companies. • Cash Position: $60.9 million in cash and short-term investments as of Q1 2025, providing approximately 12-15 months of runway based on current burn rate • Cash Burn: Operating cash flow of -$60.5 million for full year 2024, with quarterly burn rate of approximately $12-17 million • Debt Level: Very low debt with debt-to-equity ratio of 0.034, indicating minimal solvency risk from leverage • Liquidity: Strong current ratio of 9.1x and quick ratio of 9.1x, indicating excellent short-term liquidity • Valuation Metrics: Trading at 0.77x price-to-book ratio, suggesting potential undervaluation relative to net assets • Graham Net-Net: Trading at 1.01x net current assets, indicating the stock price is roughly equal to liquidation value • Other Considerations: The company will likely need additional financing within the next 12-18 months through equity raises, partnerships, or debt, which could dilute existing shareholders. Clinical trial failures represent the primary business risk that could rapidly erode value.
Recent development
Based on the available financial data and limited earnings call information, Shattuck Labs has undergone several significant strategic developments over the past few years. The company discontinued its secondary program SL-279252 in 2022 after Phase 1 trials failed to meet the target 20% overall response rate, demonstrating management's willingness to allocate resources toward more promising candidates. The company has focused its clinical development efforts on SL-172154, advancing this lead candidate into multiple Phase 1 trials. Key developments include the completion of dose escalation studies that identified 3 mg/kg as the optimal dose for combination trials. The company has expanded its clinical program to include combination studies with liposomal doxorubicin in ovarian cancer and azacitidine in AML and higher-risk MDS. Clinical progress has shown encouraging early signals, with the company reporting a 27% overall response rate in platinum-resistant ovarian cancer patients and observing anti-leukemic activity in heavily pre-treated AML patients with TP53 mutations. The company has initiated frontline dose expansion cohorts in its AML program, representing a strategic shift toward earlier-line treatment settings where efficacy may be enhanced. On the pipeline development front, Shattuck has advanced two preclinical candidates from its GADLEN platform: a CD20-targeting candidate for autoimmune diseases and a B7-H3 targeting candidate for solid tumors. This diversification beyond oncology into autoimmune applications represents a strategic expansion of the platform's potential applications. The company has experienced significant financial pressures, with cash reserves declining from $125.6 million at the end of 2023 to $60.9 million by Q1 2025, necessitating careful capital allocation and likely future financing activities to support continued operations.
STTK company profile · for informational purposes only — not investment advice.
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