Added to YB: 2026-05-05
Pitch date: 2026-05-01
TSHA [bullish]
Taysha Gene Therapies, Inc.
+4.9%
current return
Author Info
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Company Info
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.
Market Cap
$1.8B
Pitch Price
$6.33
Price Target
12.50 (+88%)
Dividend
N/A
EV/EBITDA
-14.78
P/E
-18.39
EV/Sales
158.81
Sector
Biotechnology
Category
growth
DD: Taysha Therapeutics ($TSHA)
TSHA: AAV9 gene therapy for Rett syndrome w/ proprietary miRARE platform preventing MECP2 toxicity. REVEAL trial: 100% responder rate (10/10), zero SAEs/DLTs across all cohorts. Key catalyst Q2 2026: pediatric/pivotal data + BLA submission late 2026. $319.8M cash funds ops into 2028. Bull: $1B+ revenue potential, 4,922 peak patients at $2.5M/dose = $12.3B lifecycle revenue. rNPV $12.50 PT (+98% upside) vs $6.30. Bear: late-onset immune issues, manufacturing delays, reimbursement hurdles could collapse stock to <$1.50. Breakthrough/RMAT/Orphan status, IP to 2040s.
Read full article (6 min)