REGENXBIO, Inc. (RGNX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$7.38-4.28%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -76.4% |
| Our one-year growth estimate | diamond | 14.2% |
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 2026-11-04.
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 90.6 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 2026-11-04 · Compared with 66 industry peers
RGNX — CEO transition
Dated 2026-10-16
Director — Kenneth T. Mills: A director resigned to pursue a new CEO role elsewhere, which is a genuine departure but not a negative signal given the stated reason and lack of disagreement.
Why it matters: These pivotal trial results test whether sura-vec helps people with wet AMD. Strong results may support planned 2027 filings.
Watch forQ4 2026 results from both trials meet their main goals and show a safety profile that supports 2027 filings.
Also watch forEither trial misses its main goal, shows a serious safety issue, or reports a delay beyond Q4 2026.
Why it matters: The Phase III trial met its main goal, but approval still depends on FDA review. A clear path would support the program.
Watch forFDA accepts the BLA for review and keeps the accelerated approval path, with no new study request.
Also watch forFDA rejects the filing, asks for a new study, or raises a major safety concern.
Why it matters: The filing is a key step after the Phase III trial met its main goal. A delay could push back the review path.
Watch forThe company confirms it began its RGX-202 BLA submission by September 30, 2026. It used the accelerated approval path.
Also watch forThe company reports no BLA submission by September 30, 2026. Or it says FDA asked for more trial data before filing.
Why it matters: The July funding lifted pro forma cash above $310 million. The company said it could fund work into Q4 2027.
Worry ifThe November 5 update keeps cash runway guidance at least through Q4 2027, with no new financing need disclosed.
Less concerning ifThe update cuts runway guidance to before Q4 2027 or reports a need for new funding sooner.
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 | ±$287 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.