Core Insights - Eikon Therapeutics, Inc. reported significant progress in 2025, including a successful IPO that strengthened its financial position and enabled advancement of multiple clinical programs [2][7]. Pipeline Updates - EIK1001, a dual-agonist for Toll-like receptors 7 and 8, completed enrollment in the TeLuRide-005 Phase 2 study for non-small cell lung cancer, with data expected in the second half of 2026 [3][4]. - EIK1003 and EIK1004, next-generation PARP1 inhibitors, are under evaluation in various trials, with EIK1003 expected to initiate a new cohort in the second half of 2026 [5]. - EIK1005, a WRN helicase inhibitor, has shown in vitro activity in MSI-high cancer cells and is currently in a Phase 1/2 trial [4][5]. Financial Results - As of December 31, 2025, Eikon had cash, cash equivalents, and marketable securities totaling $336.0 million, bolstered by an IPO that raised $381.2 million in February 2026 [7][17]. - Research and Development (R&D) expenses for Q4 2025 were $65.2 million, a 21% increase from Q4 2024, driven by clinical trial activities and increased operational costs [8]. - General and Administrative (G&A) expenses for Q4 2025 were $17.9 million, a 29% increase from the previous year, primarily due to higher compensation costs and depreciation expenses [9]. - The net loss attributable to common stockholders for Q4 2025 was $79.7 million, compared to $64.9 million in the prior year, with a total net loss of $333.6 million for the full year 2025 [10][16].

Table of Contents As filed with the Securities and Exchange Commission on January 28, 2026. Registration No. 333-292633 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 EIKON THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Delaware 2836 84-2807586 (Primary Standard Industrial Classification Code Number) 230 Harriet ...

Table of Contents As filed with the Securities and Exchange Commission on January 9, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 EIKON THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 2836 84-2807586 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Numbe ...