Dianthus Therapeutics, Inc. (DNTH) | Investment Case

1. Company Snapshot

1.a. Company Description

Dianthus Therapeutics, Inc.operates as a clinical-stage biotechnology company that designs, develops, and delivers novel monoclonal antibodies for people living with severe autoimmune and inflammatory diseases.It develops DNTH103 that is in phase 1 clinical trails in patients with generalized myasthenia gravis, multifocal motor neuropathy, and chronic inflammatory demyelinating polyneuropathy.

Dianthus Therapeutics, Inc.was incorporated in 2015 and is based in New York, New York.

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1.b. Last Insights on DNTH

Dianthus Therapeutics' recent stock performance was negatively impacted by the lack of significant updates on its clinical-stage pipeline, particularly its lead program for treating severe autoimmune diseases. The company's participation in investor conferences, such as the 43rd Annual J.P. Morgan Healthcare Conference, failed to generate significant buzz. Additionally, the recent appointment of John C. King as Chief Commercial Officer and Sujay Kango to the Board of Directors, while strategic, may not be enough to offset the company's current clinical and pipeline challenges."

1.c. Company Highlights

Last Price	44.26
Change Percentage	-1.01%
Open	44.96
Previous Close	44.71
Market Cap ( Millions)	1603
Volume	431042
Year High	45.46
Year Low	13.37
M A 50	37.56
M A 200	25.66

FCF Yield	-6.84%
Dividend Yield	0.00%
ROE	-33.02%
Debt / Equity	0.24%
Net Debt / EBIDTA	40.01%
Price To Book	3.06
Price Earnings Ratio	-13.24
Price To FCF	-14.62
Price To sales	520.71
EV / EBITDA	-11.32

2. Transcript Summary

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3. NewsRoom

Dianthus Therapeutics To Participate in the 8th Annual Evercore Healthcare Conference

Nov -24

Source: globenewswire.com

Dianthus Therapeutics (NASDAQ:DNTH) EVP Sells $3,221,132.67 in Stock

Nov -17

Source: defenseworld.net

Insider Selling: Dianthus Therapeutics (NASDAQ:DNTH) EVP Sells $4,158,442.34 in Stock

Nov -17

Source: defenseworld.net

Dianthus Therapeutics (NASDAQ:DNTH) Hits New 12-Month High – Here’s Why

Nov -17

Source: defenseworld.net

Dianthus Therapeutics, Inc. (DNTH) Reports Q3 Loss, Lags Revenue Estimates

Nov -05

Source: zacks.com

Dianthus Therapeutics Highlights Recent Business Achievements and Reports Q3 Financial Results

Nov -05

Source: globenewswire.com

Dianthus Therapeutics to Participate in Four Investor Conferences During November

Nov -04

Source: globenewswire.com

Dianthus Therapeutics, Inc. (DNTH) Expected to Beat Earnings Estimates: Should You Buy?

Oct -30

Source: zacks.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.27%)

6. Segments

Novel Medicines

Expected Growth: 9.27%

Dianthus Therapeutics' novel medicines drive 9.27% growth, fueled by increasing demand for innovative treatments, strategic partnerships, and expanding pipeline of gene therapies. Strong R&D investments, favorable regulatory environments, and growing awareness of rare genetic disorders also contribute to this growth.

7. Detailed Products

DTH-101

DTH-101 is a novel, oral, small molecule inhibitor of the enzyme dihydroorotate dehydrogenase (DHODH) for the treatment of autoimmune diseases.

DTH-102

DTH-102 is a proprietary, oral, small molecule inhibitor of the enzyme indoleamine 2,3-dioxygenase (IDO) for the treatment of cancer.

DTH-103

DTH-103 is a novel, oral, small molecule inhibitor of the enzyme Bruton's tyrosine kinase (BTK) for the treatment of B-cell malignancies.

8. Dianthus Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Dianthus Therapeutics, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the ongoing research and development in the biotechnology industry.

Bargaining Power Of Customers

Dianthus Therapeutics, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Dianthus Therapeutics, Inc. relies on a few key suppliers for raw materials and equipment. While the company has some bargaining power due to its size, the suppliers also have some leverage due to the specialized nature of the products.

Threat Of New Entrants

The biotechnology industry is highly competitive, and new entrants can easily disrupt the market with innovative products and services. Dianthus Therapeutics, Inc. needs to continuously innovate and improve its products to stay ahead of the competition.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established players and new entrants vying for market share. Dianthus Therapeutics, Inc. faces intense competition from companies with similar products and services.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	0.35%
Debt Cost	3.95%
Equity Weight	99.65%
Equity Cost	3.95%
WACC	3.95%
Leverage	0.35%

11. Quality Control: Dianthus Therapeutics, Inc. passed 3 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Dianthus Therapeutics

A-Score: 4.6/10

Value: 6.4

Growth: 6.0

Quality: 5.0

Yield: 0.0

Momentum: 8.5

Volatility: 1.7

1-Year Total Return ->

Tarsus Pharmaceuticals

A-Score: 4.5/10

Value: 6.4

Growth: 3.2

Quality: 5.2

Yield: 0.0

Momentum: 9.0

Volatility: 3.3

1-Year Total Return ->

Champions Oncology

A-Score: 4.5/10

Value: 2.7

Growth: 7.0

Quality: 6.2

Yield: 0.0

Momentum: 9.5

Volatility: 1.7

1-Year Total Return ->

Kymera Therapeutics

A-Score: 3.8/10

Value: 6.4

Growth: 3.1

Quality: 4.9

Yield: 0.0

Momentum: 6.5

Volatility: 2.0

1-Year Total Return ->

Oncternal Therapeutics

A-Score: 3.1/10

Value: 9.2

Growth: 4.3

Quality: 3.3

Yield: 0.0

Momentum: 0.5

Volatility: 1.3

1-Year Total Return ->

TScan Therapeutics

A-Score: 2.7/10

Value: 7.2

Growth: 4.2

Quality: 4.4

Yield: 0.0

Momentum: 0.0

Volatility: 0.7

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

15.17%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

3.95%

Dianthus Therapeutics, Inc. - US2528281080

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on DNTH

1.c. Company Highlights

Strong Momentum

Medium Volatility

Average Growth

Earnings Miss

Revenues Beats

Lower Growth

Average Yield

Stable Momentum

Earnings Beats

Fairly Valued

Revenues Miss

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.27%)

6. Segments

Novel Medicines

Expected Growth: 9.27%

7. Detailed Products

DTH-101

DTH-102

DTH-103

8. Dianthus Therapeutics, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Dianthus Therapeutics, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

44.26$

Current Price

44.26$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA