REGENXBIO, Inc. (RGNX)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$8.94-2.83%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · RGNX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -75.9% |
| Our one-year growth estimate | diamond | 16.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 92.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
RGNX — director transition
Dated 2026-08-25
Director — Gregory Ciongoli: The filing reports the election of a new independent director and the resignation of two directors, which constitutes a routine board composition change rather than the departure of a senior executive officer.
Why it matters: Updates on RGX-121 could explain the next steps after the recent CRL. This may affect investor confidence.
Watch forManagement announces a clear path forward with the FDA regarding RGX-121.
Also watch forNo updates or more delays in the RGX-121 regulatory process.
Why it matters: Earnings results will show how well REGENXBIO is handling its money and operations during trials.
Watch forEarnings report shows a smaller net loss than $90.1 million reported in Q1 2026.
Also watch forEarnings report shows a larger net loss than $90.1 million reported in Q1 2026.
Why it matters: Fixing this dispute could create value and boost investor trust.
Supportive ifA public announcement says the GSK sublicense dispute is solved.
Worry ifMore delays or issues in the GSK sublicense dispute.
Why it matters: If the health care sector's revenue growth speeds up, it could help Regenxbio's performance. This would show a stronger market.
Supportive ifSector revenue growth is speeding up again. It could reach 10% or more.
Worry ifSector revenue growth continues to slow below 10%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$292 on $10,000 · ±2.9% | How much price usually moves either way. |
| Bad day | $855 loss on $10,000 · 8.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,464 loss on $10,000 · 64.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Positive data would support the path to accelerated approval for RGX-202. This is crucial for REGENXBIO's growth strategy.
Supportive ifThe Phase III AFFINITY DUCHENNE trial shows strong results in its main goals.
Worry ifThe data does not show clear improvement. There are also safety concerns.
Why it matters: The earnings report will show if the company can improve its financial performance. Investors will look for signs of recovery.
Watch forEarnings report shows revenue growth of at least 10% year over year.
Also watch forEarnings report shows revenue decline or flat growth year over year.
Why it matters: Dosing the first patient marks progress in REGENXBIO's retinal disease program. This could lead to significant revenue from AbbVie.
Supportive ifThe first patient has been treated in the Phase IIb/III NAAVIGATE trial for diabetic retinopathy.
Worry ifNo patients are dosed in the NAAVIGATE trial by the end of Q2 2026.
Why it matters: Updates on cash runway will show if the company can fund operations. This includes clinical trials into late 2027.
Watch forThe company has more than $300 million in cash. This shows it can operate into late 2027.
Also watch forThe company has less than $200 million in cash. This raises worries about funding operations.
Why it matters: Earnings results will show cash burn and progress during falling revenues.
Watch forQ2 2026 earnings report shows reduced cash burn and improved revenue outlook.
Also watch forQ2 2026 earnings report reveals continued high cash burn and negative revenue trends.
Why it matters: Topline data from key trials for sura-vec may affect its regulatory path. This could change its market potential for retinal diseases.
Watch forTopline data from the ATMOSPHERE and ASCENT trials show good results.
Also watch forTopline data from the trials show poor results or major safety issues.
Why it matters: The BLA submission is an important step for RGX-202. This could greatly affect REGENXBIO's future money and market position.
Supportive ifManagement says the BLA submission for RGX-202 started in Q3 2026.
Worry ifThe BLA submission is delayed or not initiated as planned.
Why it matters: Resubmitting RGX-121 is important for treating Hunter syndrome. It could create big market chances.
Supportive ifRGX-121 BLA resubmission is confirmed for Q3 2026.
Worry ifThe resubmission is delayed or not completed as planned.