Stock Markets January 28, 2026

Eikon Therapeutics Seeks $908.2 Million Valuation in U.S. IPO

California biotech files to raise up to $317.7 million; lead candidate paired with Keytruda heads into mid-to-late-stage testing

By Hana Yamamoto
Eikon Therapeutics Seeks $908.2 Million Valuation in U.S. IPO

On Jan. 28, Eikon Therapeutics filed to pursue a U.S. initial public offering that would value the company at as much as $908.2 million and raise up to $317.7 million by selling 17.65 million shares at $16 to $18 apiece. The Millbrae, California-based drug developer is advancing a cancer pipeline led by EIK1001, being evaluated in combination with Keytruda in a mid-to-late-stage study with an interim readout expected in the second half of 2026.

Key Points

  • Eikon aims to raise up to $317.7 million by offering 17.65 million shares at $16 to $18 apiece, targeting a valuation of up to $908.2 million and a Nasdaq listing under the ticker EIKN.
  • The company’s lead candidate, EIK1001, is in a mid-to-late-stage study in combination with Keytruda for a type of skin cancer, with an interim analysis expected in the second half of 2026; clinical progress is central to the company’s development outlook.
  • The IPO filing comes as biotech listings pick up after a weak 2025, with several other drug developers filing in January and a recent successful flotation by an Eli Lilly-backed cancer developer that saw shares rise nearly 18%.

On Jan. 28, Eikon Therapeutics disclosed plans for a U.S. initial public offering that would place the company’s valuation at up to $908.2 million. The Millbrae, California-based developer is seeking to raise up to $317.7 million by offering 17.65 million shares at a proposed price range of $16 to $18 per share. The company aims to list on the Nasdaq under the ticker symbol "EIKN".


The proposed offering arrives amid renewed momentum for biotech listings after a difficult 2025 and a busy start to 2026 for potential IPOs in the sector. Several drug developers filed for public offerings in January, including SpyGlass Pharma, AgomAb Therapeutics and Veradermics. The recent New York listing of Aktis Oncology, which is backed by Eli Lilly and whose shares have risen nearly 18% as of the last close, is cited as a recent successful flotation in the space.

Eikon was founded in 2019 by a team that includes Nobel-winning scientist Eric Betzig along with Xavier Darzacq, Luke Lavis and Robert Tjian. The company’s leadership includes Roger Perlmutter, the former Merck research chief, who played a significant role in the development of Keytruda. Eikon’s lead clinical program, EIK1001, is being tested in combination with Keytruda in a mid-to-late-stage study focused on a form of skin cancer. An interim analysis for that trial is anticipated in the second half of 2026.

Since its founding, Eikon has raised more than $1 billion from private investors. Prominent venture backers named in filings include Lux Capital, Foresite Capital and The Column Group. The underwriting syndicate for the IPO includes J.P. Morgan, Morgan Stanley, BofA Securities, Cantor and Mizuho.

The filing highlights both the company’s scientific pedigree and its capital-market ambitions. The proposed share count and price range yield the target proceeds and valuation the company has signaled to potential investors, while the planned Nasdaq listing would provide a public-market platform for Eikon as it advances clinical development and seeks broader financing options.

Any investor response to the offering will likely reflect a combination of interest in the company’s science and the wider appetite for biotech IPOs in the coming months. The timing of the interim trial readout for EIK1001, expected in the second half of 2026, represents a key forthcoming milestone for the company and its public-market prospects.

Risks

  • Clinical-readout uncertainty - the mid-to-late-stage study of EIK1001 has an interim analysis expected in the second half of 2026, and the outcome of that analysis is not known.
  • Market reception and pricing risk - the targeted valuation and price range indicate a plan but do not guarantee final pricing or investor demand in a busy IPO window.
  • Sector volatility - the broader biotech IPO market remains in flux after a difficult 2025, and competing offerings in early 2026 could influence investor appetite for new listings.

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