NASDAQ · Health Care

Denali Therapeutics Inc. DNLI

Denali Therapeutics Inc., a biopharmaceutical company, discovers and develops therapeutics to treat neurodegenerative and lysosomal storage diseases. The company develops Eclitasertib (SAR443122/DNL758) RIPK1 inhibitor program for peripheral inflammatory diseases; BIIB122/DNL151 LRRK2 inhibitor program for Parkinson's disease; TAK-594/DNL593 program for frontotemporal dementia-granulin; DNL126 program for MPS IIIA (Sanfilippo Syndrome A); and DNL310 Tividenofusp alfa, an enzyme replacement therapy program for MPS II (Hunter Syndrome).

Biotechnology: Biological Products (No Diagnostic Substances)

Company profile

Business mix

  • The company develops Eclitasertib (SAR443122/DNL758) RIPK1 inhibitor program for peripheral inflammatory diseases; BIIB122/DNL151 LRRK2 inhibitor program for Parkinson's disease; TAK-594/DNL593 program for frontotemporal dementia-granulin.
  • Its Enzyme TransportVehicle (TV) programs include DNL952 for the treatment of Pompe disease; DNL111 for Parkinson’s and Gaucher diseases; and DNL622 for Hurler syndrome (MPS I).
  • The company’s OTV programs also comprise DNL628 targeting tau for Alzheimer’s disease; and DNL422 targeting alpha synuclein for Parkinson’s disease, as well as antibody TV program includes DNL921 targeting Abeta for treating Alzheimer’s disease.
  • The company was formerly known as SPR Pharma Inc. and changed its name to Denali Therapeutics Inc. in March 2015.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF -13.53% Buyback -3.87%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $231.7M 2026-03-31
Baker Bros. Advisors 0.4% $71.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $452,371 Estimated from net reduced shares
Net share change / base shares -0.1% -23,561 / 15,821,735
Baker Bros. Advisors 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,731,695 Last 4 periods +0 (0.0%) Total shares 3,731,695 Value $71.6M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -1.1% 13F value change +$2.9M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -3.0% 13F value change +$1.1M
13F 2025-12-31 Filed 2026-01-23
Minor increase Shares 6.2% 13F value change +$34.9M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -2.0% 13F value change +$28.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 12,090,040 Last 4 periods -23,561 (-0.2%) Total shares 12,066,479 Value $231.7M

Recent mentions

No public mentions.