Taysha Gene Therapies Inc Dossier
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SectorHealth Care IndustryBiotechnology Beta (adjusted)1.13 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $4.74Price as of 1 Oct 2026 Data confidenceNot applicable Market Cap $1.5B Enterprise Value $1.1B Shares Outstanding 325.8M diluted Next Earnings Date12 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Taysha Gene Therapies is a highly focused, clinical-stage biotechnology company that has transitioned into a single-asset play centered on TSHA-102, an intrathecally delivered AAV9 gene therapy for Rett syndrome. Following the strategic discontinuation of its broader pipeline to conserve capital, Taysha has successfully secured a robust cash runway extending into 2028. TSHA-102 utilizes a proprietary miRARE auto-regulatory element to prevent MeCP2 overexpression, addressing a critical safety hurdle that has historically limited Rett syndrome gene therapies. Early clinical data from the REVEAL Phase 1/2 trials has demonstrated a 100% response rate with zero treatment-related serious adverse events or dose-limiting toxicities. Crucially, the FDA has aligned on an accelerated pathway that allows Taysha to skip Phase 3 and submit a Biologics License Application (BLA) based on a 6-month interim analysis of the ongoing REVEAL pivotal trial. With pivotal data expected in late 2026, Taysha represents a high-conviction, catalyst-driven investment opportunity with a clear path to commercialization by 2027/2028. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$10.00 Mean target$13.33 High · most bullish analyst$19.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario The REVEAL pivotal trial interim data reveals safety concerns, such as delayed immune responses or overexpression toxicities, or fails to replicate the high efficacy seen in early cohorts. The FDA rescinds the accelerated pathway, demanding a full Phase 3 trial. This delays commercialization by several years, accelerating cash burn and forcing highly dilutive equity raises, which severely depresses the stock price. Base CaseCentral scenario TSHA-102 continues to demonstrate a clean safety profile and robust efficacy in the REVEAL pivotal and ASPIRE trials. The 6-month interim analysis from the REVEAL pivotal trial, expected in late 2026, confirms significant milestone gains in patients. Taysha successfully completes its PPQ campaign by Q4 2026 and files a BLA in 2027 under the accelerated pathway, leading to commercial approval and launch by 2028. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |