Added to YB: 2026-05-11
Pitch date: 2026-05-07
NGNE [bullish]
Neurogene Inc.
+1.02%
current return
Author Info
JNap is Head of Research for Remsen Investors LP, a long/short biopharma fund and owner of Bio5C, an independent biopharma research service. Sign up for the newsletter.
Company Info
Neurogene Inc., a clinical stage biotechnology company, develops genetic medicines for rare neurological diseases.
Market Cap
$504.9M
Pitch Price
$30.47
Price Target
65.00 (+111%)
Dividend
N/A
EV/EBITDA
-2.53
P/E
-7.63
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Idea: Neurogene Inc. (NGNE)
NGNE: Gene therapy for Rett syndrome w/ full-length MECP2 + EXACT regulation. Phase 1/2: 88% improved CGI-I, 35 milestones gained across 8 patients, 24mo durability. EMBOLDEN registrational needs >35% success vs 88% in Ph1/2. Breakthrough designation, data H1 2027, approval end-2027. ICV delivery not a barrier per KOLs. 3-4k TAM at $2.5M/patient=$7.5B. Trades <$250M EV vs TSHA $1B+ despite comparable data. PT $65
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