DENALI THERAPEUTICS INC (DNLI)
Health Care · NASDAQ
Denali is a clinical-stage biopharmaceutical company pioneering the TransportVehicle™ platform to deliver large-molecule therapeutics across the blood-brain barrier for neurodegenerative diseases and lysosomal storage disorders.
What DENALI THERAPEUTICS INC does
Denali Therapeutics is a biopharmaceutical company focused on discovering, developing, and delivering medicines for serious diseases by addressing the blood-brain barrier challenge. The company has invented the proprietary TransportVehicle™ (TV) platform technology, which enables the delivery of large molecule biotherapeutics—including enzymes, oligonucleotides, and antibodies—across the blood-brain barrier to treat neurodegenerative diseases, lysosomal storage disorders, and other serious conditions. Its most advanced program, tividenofusp alfa (DNL310), targets mucopolysaccharidosis II and is under FDA priority review for accelerated approval. The company is building a portfolio across three TV franchises: Enzyme TV, Oligonucleotide TV, and Antibody TV.
Themes: ["Blood-brain barrier delivery / CNS penetration","Lysosomal storage diseases","Neurodegenerative diseases","Alzheimer's disease","Parkinson's disease","Enzyme replacement therapy","Rare genetic disorders","Large molecule biologics delivery"]
Fundamentals
- Price$27.21 as of 2026-07-09 close
- Market cap$4.2B as of 2026-07-10
- 1-year return+81.4% as of 2026-07-09 close
- Net margin-36.5% as of 2026-07-10
- ROE-50.1% as of 2026-07-10
- Debt / equity0.01 as of 2026-07-10
- Beta0.98 as of 2026-07-10
Key risks (from latest filing)
["Development and regulatory delays: The company's success depends on the timely progression of clinical trials and FDA regulatory approvals, including the priority review of tividenofusp alfa; any delays or unfavorable outcomes could impact commercialization timelines and revenue expectations.","Clinical trial and manufacturing execution: The company faces risks related to achieving adequate drug exposures in humans, successful manufacturing at scale, and the ability to meet dosing requirements necessary for therapeutic efficacy in both rare and common neurodegenerative diseases.","Competition and commercialization: The company operates in a highly competitive environment and must successfully market and commercialize approved products, obtain adequate pricing and reimbursement, compete with existing and emerging therapies, and demonstrate market acceptance for barrier-crossing therapeutics."]
Competitors & peers
- Sesen Bio
- Reata Pharmaceuticals
- Sangamo Therapeutics
- Ionis Pharmaceuticals
- Genzyme (Sanofi)
- Alnylam Pharmaceuticals
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.