Added to YB: 2025-07-15
Pitch date: 2025-05-27
RGNX [bullish]
REGENXBIO Inc.
+53.26%
current return
Author Info
No bio for this author
Company Info
REGENXBIO Inc., a clinical-stage biotechnology company, provides gene therapies that deliver functional genes to cells with genetic defects in the United States.
Market Cap
$437.4M
Pitch Price
$9.05
Price Target
31.50 (+127%)
Dividend
N/A
EV/EBITDA
-2.33
P/E
-2.80
EV/Sales
1.90
Sector
Biotechnology
Category
special_situation
REGENXBIO Inc. - $RGNX
RGNX: Gene therapy co with $423M cash vs $57M EV post-royalty monetizations. Partnered pipeline: Zolgensma (6.9% royalty, $150M upfront), RGX-121 (90% success odds, $110M upfront, $150M PRV), wet AMD w/ABBV (50/50 US, $200M milestone). FDA uncertainty overblown as 10% DMD value still yields upside. Catalysts: H2-25 PRV, 2026 pivotal data.
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