DICE Therapeutics, Inc. is a biopharmaceutical company leveraging its proprietary technology platform to build a pipeline of novel oral therapeutic candidates to treat chronic diseases in immunology and other therapeutic areas. DICE is initially focused on developing oral therapeutics against well-validated targets in immunology, with the goal of achieving comparable potency to their systemic biologic counterparts, which have demonstrated the greatest therapeutic benefit to date in these disease areas. The Company’s DELSCAPE platform is designed to discover selective oral small molecules with the potential to modulate protein-protein interactions (PPIs) as effectively as systemic biologics. DICE’s lead therapeutic candidate, S011806, is an oral antagonist of the pro-inflammatory signaling molecule, interleukin-17 (IL-17), which is a validated drug target implicated in a variety of immunology indications. DICE is also developing oral therapeutic candidates targeting α4ß7 integrin and αVß1/αVß6 integrin for the treatment of inflammatory bowel disease and idiopathic pulmonary fibrosis, respectively.
Company profile
Ticker
DICE
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
DiCE Molecules Holdings, LLC, DiCE MOLECULES HOLDINGS, LLC
SEC CIK
Corporate docs
Subsidiaries
DiCE Molecules SV, Inc. • DiCE Alpha, Inc. ...
IRS number
472286244
DICE stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Amendments to Articles of Incorporation or Bylaws
17 Nov 22
8-K
DICE Therapeutics Reports Third Quarter 2022 Financial Results and Recent Highlights
9 Nov 22
10-Q
2022 Q3
Quarterly report
9 Nov 22
8-K
DICE Announces Pricing of Upsized Public Offering of Common Stock
13 Oct 22
424B5
Prospectus supplement for primary offering
13 Oct 22
424B5
Prospectus supplement for primary offering
11 Oct 22
8-K
DICE Therapeutics Announces Positive Topline Data from Phase 1 Clinical Trial of Lead Oral IL-17
11 Oct 22
EFFECT
Notice of effectiveness
11 Oct 22
CORRESP
Correspondence with SEC
5 Oct 22
UPLOAD
Letter from SEC
4 Oct 22
Latest ownership filings
4
Scott M. Robertson
31 Jan 23
4
Lu Timothy
31 Jan 23
4
Kevin Judice
31 Jan 23
4
John R. Jacobsen
31 Jan 23
SC 13D/A
Northpond Ventures, LP
10 Nov 22
SC 13G
FMR LLC
10 Nov 22
SC 13G/A
DRIEHAUS CAPITAL MANAGEMENT LLC
10 Nov 22
SC 13D/A
RA CAPITAL MANAGEMENT, L.P.
19 Oct 22
4
Rajeev M. Shah
19 Oct 22
4
Rajeev M. Shah
8 Jun 22
Financial summary
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| Diluted EPS |
| Annual (USD) | Dec 21 | |
|---|---|---|
| Revenue | ||
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| Operating margin | ||
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 48.47 mm | 48.47 mm | 48.47 mm | 48.47 mm | 48.47 mm | |
| Cash burn (monthly) | (no burn) | 21.96 mm | 7.06 mm | 6.50 mm | 1.16 mm | |
| Cash used (since last report) | n/a | 95.50 mm | 30.69 mm | 28.27 mm | 5.06 mm | |
| Cash remaining | n/a | -47.04 mm | 17.78 mm | 20.20 mm | 43.41 mm | |
| Runway (months of cash) | n/a | -2.1 | 2.5 | 3.1 | 37.3 | |
Institutional ownership, Q3 2022
83.9% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 86 |
| Opened positions | 17 |
| Closed positions | 14 |
| Increased positions | 30 |
| Reduced positions | 16 |
| 13F shares | Current |
|---|---|
| Total value | 871.31 mm |
| Total shares | 40.00 mm |
| Total puts | 831.40 k |
| Total calls | 2.23 mm |
| Total put/call ratio | 0.4 |
| Largest owners | Shares | Value |
|---|---|---|
| Ra Capital Management | 5.21 mm | $105.64 mm |
| FMR | 3.42 mm | $69.42 mm |
| Northpond Ventures | 3.29 mm | $66.78 mm |
| Sands Capital Ventures | 3.15 mm | $63.86 mm |
| Northpond Ventures | 2.60 mm | $96.31 mm |
| T. Rowe Price | 2.55 mm | $51.79 mm |
| Driehaus Capital Management | 1.97 mm | $39.99 mm |
| BLK Blackrock | 1.91 mm | $38.67 mm |
| JHG Janus Henderson | 1.64 mm | $33.18 mm |
| Vanguard | 1.39 mm | $28.12 mm |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 27 Jan 23 | John R. Jacobsen | RSU Common Stock | Grant | Acquire A | No | No | 0 | 15,000 | 0.00 | 15,000 |
| 27 Jan 23 | John R. Jacobsen | Stock Option Common Stock | Grant | Acquire A | No | No | 32.31 | 90,000 | 2.91 mm | 90,000 |
| 27 Jan 23 | Kevin Judice | RSU Common Stock | Grant | Acquire A | No | No | 0 | 50,000 | 0.00 | 50,000 |
| 27 Jan 23 | Kevin Judice | Stock Option Common Stock | Grant | Acquire A | No | No | 32.31 | 300,000 | 9.69 mm | 300,000 |
| 27 Jan 23 | Lu Timothy | RSU Common Stock | Grant | Acquire A | No | No | 0 | 15,000 | 0.00 | 15,000 |
| 27 Jan 23 | Lu Timothy | Stock Option Common Stock | Grant | Acquire A | No | No | 32.31 | 90,000 | 2.91 mm | 90,000 |
| 27 Jan 23 | Scott M. Robertson | RSU Common Stock | Grant | Acquire A | No | No | 0 | 18,750 | 0.00 | 18,750 |
| 27 Jan 23 | Scott M. Robertson | Stock Option Common Stock | Grant | Acquire A | No | No | 32.31 | 112,500 | 3.63 mm | 112,500 |
| 17 Oct 22 | Ra Capital Management | Common Stock | Buy | Acquire P | Yes | No | 36.5 | 1,640,000 | 59.86 mm | 6,848,911 |