📈 Price History

Ratio Health

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— Average

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By Category

📊 Sector Averages

About

Taysha Gene Therapies, Inc., a clinical-stage biotechnology company, focuses on developing and commercializing adeno-associated virus-based gene therapies for the treatment of severe monogenic diseases of the central nervous system.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding TSHA

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Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	461.9K	$2.1M	0.00%	Mar 2026
Jim Simons Renaissance Technologies LLC	413.2K	$1.8M	0.00%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🎙 Management Tone Confident Specific → Stable 3 quarters Full tone analysis in Intelligence →

📊 MIXED Taysha advances TSHA-102 for Rett; net loss $42.4M in Q1 2026

Revenue & Profitability

For Q1 2026, net loss was $42.4 million ($0.12 per share), compared to $21.5 million ($0.08 per share) in Q1 2025. R&D expenses were $33.8 million (up from $15.6 million), driven by BLA-enabling PPQ manufacturing and clinical trial costs. G&A expenses were $9.7 million (up from $8.2 million). Cash and cash equivalents totaled $276.6 million as of March 31, 2026.

Outlook

Management expressed confidence in the Rett syndrome gene therapy market, citing high unmet need and strong demand from physicians and caregivers across all age groups. They highlighted that 85% of the prevalent Rett population is over age 10, reinforcing the importance of broad age efficacy. The FDA has been constructive and open to a potential BLA submission based on a six-month interim analysis from the REVEAL pivotal trial, contingent on data.

Growth Drivers

Key growth drivers include completion of patient dosing in the REVEAL pivotal and ASPIRE trials (expected Q2 2026), longer-term 12-month data from Part A (to be reported later this quarter), and potential accelerated regulatory submission. The company is also building commercial infrastructure with senior hires focused on launch planning. Continued demonstration of durable functional gains across pediatric, adolescent, and adult patients supports expansion into the broad Rett population.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Not discussed in this earnings call.

Key Risks

Management and analysts highlighted risks including reliance on TSHA-102's clinical and regulatory success, potential for FDA to require 12-month data instead of six-month interim, manufacturing disruptions, and screen-fail rates in trials. Financial risks include continued net losses and reliance on cash runway into 2028. No treatment-related serious adverse events or dose-limiting toxicities have been observed to date.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-11

Key milestones included completion of dosing in pivotal trials, strong long-term efficacy and safety data, and a $230M financing extending cash runway into 2H 2028. Payer research supports robust reimbursement potential, and commercial manufacturing is secured.

Q1 2026 Q1 2026 2026-05-06

TSHA-102 clinical and regulatory progress continued, with pivotal trial dosing on track for Q2 2026 and strong FDA alignment on BLA submission scenarios. Financials reflect increased R&D investment, and market research shows high demand for gene therapy with preference for intrathecal delivery.

Q4 2025 Q4 2025 2026-03-19

Significant clinical, regulatory, and commercial progress was made in 2025, highlighted by positive TSHA-102 data, FDA Breakthrough Therapy designation, and strong financial positioning with $319.8M in cash. Pivotal and ASPIRE trials are on track, with commercial readiness advancing.

Q3 2025 Q3 2025 2025-11-04

FDA breakthrough therapy designation and regulatory alignment position TSHA-102 for accelerated pivotal trial execution and BLA submission. Strong clinical data, regained global rights, and a solid cash position support late-stage development and commercialization.

Q2 2025 Q2 2025 2025-08-12

Pivotal trial for TSHA-102 in Rett Syndrome is underway with strong efficacy and safety data, 100% response rate in Part A, and regulatory alignment. Financial position is robust with $312.8M in cash and a runway into 2028, following a $230M capital raise.

📊 Analysis Methodology

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