Taysha Gene Therapies, Inc. (TSHA)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$5.60+0.54%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · TSHA
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -44.3% |
| Our one-year growth estimate | diamond | 75.7% |
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 120.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
TSHA — debt issuance
Dated 2026-06-25
Entry into a Material Definitive Agreement. On June 24, 2026, Taysha Gene Therapies, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with Jefferies LLC and Goldman Sachs & Co. LLC, as representatives of the several underwriters set forth therein (collectively, the “ Underwriters ”), to issue and sell 32,500,001 shares of common stock of the Company, par value $0.00001 per share (“ Common Stock ”), and, in lieu of common stock to certain investors…
Why it matters: We need long-term safety data. This will show if TSHA-102 is safe to use. It will also help with the BLA submission.
Supportive ifLonger-term safety data from Part A of REVEAL Phase 1/2 trials is presented in Q2 2026.
Worry ifLonger-term safety data is not presented in Q2 2026.
Why it matters: Updates on commercial readiness will show how ready Taysha is for a product launch.
Supportive ifManagement shares news of successful partnerships and plans that help TSHA-102's launch.
Worry ifManagement says there are issues with being ready for business or partnerships. These problems slow down launch plans.
Why it matters: FDA feedback will help clarify the path for TSHA-102 and its approval chances.
Supportive ifFDA provides positive feedback on the BLA submission pathway for TSHA-102.
Worry ifFDA has serious concerns about the BLA submission path. This delays approval.
Why it matters: Advancing TSHA-102 is key for the company's future. Delays could hurt investor confidence.
Supportive ifA press release confirming the start of Phase 2 trials for TSHA-102.
Worry ifNo updates or delays in the clinical trial schedule for TSHA-102.
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 | ±$249 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $681 loss on $10,000 · 6.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,113 loss on $10,000 · 31.1% | 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: Completing the PPQ campaign is key for TSHA-102's approval. It shows readiness to sell.
Supportive ifFinishing the PPQ campaign shows readiness for the BLA submission.
Worry ifDelays in the PPQ campaign push back the timeline for the BLA submission.
Why it matters: The success of the offering is key to keeping funds for operations until 2028.
Watch forThe public offering was finished successfully. The funds are now secured.
Also watch forThe offering fails to close or raises significantly less than $200 million.
Why it matters: Updates on the ASPIRE trial will show how safe and effective TSHA-102 is for younger patients.
Watch forSafety data from the ASPIRE trial shows no serious side effects. It also shows positive early results.
Also watch forSafety data shows serious side effects. It also shows no effectiveness in the ASPIRE trial.
Why it matters: FDA feedback will clarify the path forward for TSHA-102 and its potential approval. This is key for investors.
Supportive ifThe FDA gave positive feedback for the BLA submission based on the REVEAL trial.
Worry ifThe FDA has concerns or needs more data for the BLA submission.
Why it matters: Completing dosing in the ASPIRE trial is key for the planned BLA submission for TSHA-102.
Supportive ifDosing of all four patients in the ASPIRE trial is completed by July 2026.
Worry ifDosing is not completed by July 2026.
Why it matters: Good financials help Taysha stay stable and grow.
Supportive ifNet income improves to less than -$30M in upcoming quarters.
Worry ifNet income remains worse than -$42.41M in future quarters.
Why it matters: Topline data will provide insights on TSHA-102's effectiveness for Rett syndrome. This data is crucial for the BLA submission.
Supportive ifThe REVEAL trial shows that patients have significant functional gains.
Worry ifThe data shows no big gains or losses.