Every trade that managers of Denali Therapeutics Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Healthcare & Pharma sector. In the past year (18 October 2025 to 18 October 2026), 22 filings came from 13 insiders.
There is no open-market purchase to report; the filings show 7 sales worth €1.1M by 4 insiders. Biggest ticket of the year: €496k, sold by Watts Ryan J. and made public on 8 January 2026.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. The legal deadline for a Form 4 is two business days after the transaction. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Compared with its exchange (5,813 companies, median 19 filings), a count of 22 filings is above the norm. Our records for Denali Therapeutics Inc. go back to 2021, with no purchases and 130 sales on the open market in total. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists net income at -512.5 m USD.
In the same sector, recent insider purchases at Anixa Biosciences Inc and Vivos Inc also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
+1 other insider
Analysts rate Denali Therapeutics Inc. Strong Buy (bullish), based on 16 analysts. Average price target: US$35.75.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
FY ended December 2025 · cache
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Denali Therapeutics Inc. is a U.S.-based biopharmaceutical company headquartered in South San Francisco, California, and listed on the Nasdaq market (NYSE/NASDAQ). Founded in 2015, Denali was built around a focused scientific mission: to overcome the blood-brain barrier and enable delivery of therapeutics to the central nervous system. Its core asset is the proprietary TransportVehicle™ (TV) platform, which is designed to transport large therapeutic molecules such as enzymes, antibodies, and oligonucleotides across the blood-brain barrier after intravenous administration. This platform-led strategy makes Denali a differentiated player in the intersection of neurology, rare disease, and advanced biologics. ([denalitherapeutics.com](https://www.denalitherapeutics.com/about-us/))
Denali’s pipeline is concentrated in lysosomal storage disorders and neurodegenerative diseases, with a mix of clinical and earlier-stage programs. Its lead program is tividenofusp alfa (DNL310; ETV:IDS) for Hunter syndrome (MPS II), a next-generation enzyme replacement therapy that was supported by phase 1/2 clinical data and was under FDA priority review in early 2026. Denali also highlighted DNL126 for Sanfilippo syndrome type A, DNL628 for Alzheimer’s disease, DNL952 for late-onset Pompe disease, and additional TV-enabled and small-molecule programs. The company has stated that five TV-enabled programs are currently in clinical development. ([investors.denalitherapeutics.com](https://investors.denalitherapeutics.com/news-releases/news-release-details/new-england-journal-medicine-publishes-phase-12-study-denali))
From a competitive standpoint, Denali’s main differentiator is not simply a single drug candidate but a delivery technology intended to unlock whole-body and brain exposure for biologics. If clinically durable, this could create meaningful strategic value in diseases where standard therapies fail to address CNS pathology because they do not cross the blood-brain barrier. At the same time, the investment case remains typical of a late-stage biotech company: regulatory uncertainty, dependence on a small number of assets, execution risk in commercialization, and the need to manage capital efficiently. ([investors.denalitherapeutics.com](https://investors.denalitherapeutics.com/news-releases/news-release-details/denali-therapeutics-announces-us-fda-approval-avlayahtm))
The biggest recent development is the FDA approval of AVLAYAH™ (tividenofusp alfa-eknm) for Hunter syndrome in March 2026, a significant commercial and scientific validation of Denali’s platform. Management also flagged 2026 as a pivotal year, with expected data readouts across the pipeline and plans to advance programs into Alzheimer’s and Pompe disease studies. For investors, Denali is best understood as a platform biotech with a newly validated lead asset, substantial upside optionality, and the usual biotech risk profile tied to regulation, clinical execution, and launch performance. ([investors.denalitherapeutics.com](https://investors.denalitherapeutics.com/news-releases/news-release-details/denali-therapeutics-announces-us-fda-approval-avlayahtm))
Purchases our model currently ranks for the recommendations list.
All recommendations| Fiscal year end | Revenue | Net income | Diluted EPS | Filing |
|---|---|---|---|---|
| Dec 2025 | n.d. | -512.5 m USD | -2.97 USD | 10-K |
| Dec 2024 | n.d. | -422.8 m USD | -2.57 USD | 10-K |
| Dec 2023 | 330.5 m USD | -145.2 m USD | -1.06 USD | 10-K |
| Dec 2022 | 108.5 m USD | -326.0 m USD | -2.60 USD | 10-K |
| Dec 2021 | 48.7 m USD | -290.6 m USD | -2.39 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.