Eikon Therapeutics Inc (EIKN)

$EIKN April 29 2026 BlackRock's Filing Shows a >5% Stake via Portfolio Management Unit. BlackRock Portfolio Management LLC reports beneficial ownership of 3,002,737 shares (5.5% of class). The filing attributes sole voting power for 2,939,120 shares and sole dispositive power for 3,002,737. Holdings are reported on behalf of certain Reporting Business Units; the filing clarifies it does not include other BlackRock business units. Subsequent SEC filings or amendments will show any material changes to this position.

$EIKN Flying under the radar. Three AACR abstracts drop this Thursday!!!! WHAT THEY ARE: Nobel Prize tech meets Keytruda’s architects. Eikon uses single molecule tracking (super-resolution microscopy) to find drug targets invisible to traditional methods. CEO Roger Perlmutter MD/PhD + CMO Roy Baynes MD/PhD built Keytruda at Merck — 100+ regulatory approvals between them. 384 employees, $1.2B raised privately before Feb 2026 IPO. THE DISLOCATION: Stock ~$9.50 vs. $18 IPO. Est. ~$650M+ cash. EV at or below cash. Runway confirmed into H2 2027. Pipeline effectively free at current price. 5 CLINICAL PROGRAMS → EIK1001 — TLR7/8 agonist + pembro. 60% ORR in NSCLC Ph2. Two registrational tracks (melanoma + NSCLC) → EIK1003 — Selective PARP1i. 31% ORR PARPi-naïve. Combination-enabling via reduced heme tox → EIK1004 — CNS-penetrant PARP1i. First clinical data ever at AACR this week → EIK1005 — WRN helicase inhibitor, MSI-H synthetic lethality. Built on internal platform in <18 months → EIK1006 — Next-gen AR antagonist. IND Q1 2027 AACR 2026 — 3 CONFIRMED PRESENTATIONS: 📌 Apr 19 — EIK1005 preclinical data (Abstract 233) 📌 Apr 21 — TeLuRide-006 melanoma Ph2/3 trial update (CT224) 📌 Apr 21 — EIK1004 FIH Ph1/2 first clinical data (CT287) THE BINARY: H2 2026 TeLuRide-006 melanoma interim — 740 patients, 24 countries, DSMB safety cleared. EIK1001 + pembro vs. pembro alone. This readout defines the stock. Bull: EV < cash, elite management, registrational signal already suggested by 60% NSCLC ORR, M&A optionality. Bear: TLR agonist history is tough, melanoma bar is brutal, lockup overhang. Starter position. Size for the binary. Abstracts embargoed until Apr 17. Not financial advice. Biotech investing is extremely risky.

$EIKN : No news 🤔

$SRZN $NWBO Have$SRZN retailers realized how $SRZN's pipeline can be combined with $NWBO's DCVax? Is TCG the largest shareholder of $SRZN? TCG is also a large shareholder of $EIKN, the so-called 'Merck 2.0', which is developing TLR 7/8 agonist. TCG was also the large shareholder of Immune Design which owned TLR4 agonist and was acquired by Merck with $300M in cash after Roger Perlmutter, SVP from Merck convinced a large shareholder to sell. Roger Perlmutter is the CEO of $EIKN. It's all connected. https://www.fiercebiotech.com/biotech/anatomy-a-deal-how-merck-closed-immune-design-for-300m

$NWBO This two guys from $EIKN, "Merck 2.0" should know a lot about DCVax. They have set up the platform. I am curious about how they play the symphony. https://www.eikontx.com/team/roger-perlmutter-2/ https://www.eikontx.com/team/kenneth-c-frazier/

$EIKN early stage name, still under the surface. Those are the ones that can sneak a move before they’re obvious.

$EIKN $NWBO No one pays attention to the hidden fact that TLR7/8 agonist from Eikon Therapeutics is deeply connected to DCVAX!

$EIKN 15$+

$EIKN very thin action. Can move aggressively on small size, but consistency is the issue.