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STRO

SUTRO BIOPHARMA, INC.

Research: Finviz ↗·Perplexity ↗

No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.

Days to cover (short int.)
6.0d↑+14.7%
as of 2026-09-15

News Summary

Negative

Sutro reported early-stage clinical progress on lead asset STRO-004 with confirmed partial responses and favorable tolerability, but the disclosure of dose-limiting toxicities at the highest dose triggered a sharp 24% selloff in August. The company maintains adequate cash runway into Q2 2028 and continues pipeline execution, though a September downgrade to 'strong sell' by Wall Street Zen reflects ongoing investor concern about efficacy and safety profile.

Red flags

  • •24% stock selloff immediately following Q2 2026 earnings and STRO-004 Phase 1 update
  • •Dose-limiting toxicities reported at highest dose of lead candidate STRO-004
  • •Downgrade to 'strong sell' by Wall Street Zen on September 19, 2026
  • •Limited efficacy details disclosed; next clinical update delayed until 2027
  • •Significant disconnect between analyst views (Wedbush $60 target vs. Wall Street Zen 'strong sell')

Fund 13D/13G Filings (2)

Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).

FundForm∆ Shares% of ClassSince FilingFiledSrc
Point72SC 13G/A−709K1.4%
-26.2% vs SPY
-26.1% abs
2026-08-14↗
Point72SC 13GNEW5.7%
-33.4% vs SPY
-30.3% abs
2026-05-01↗