Taysha Gene Therapies, Inc. (TSHA)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$4.36+6.60%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
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 | 96.7% |
| Our one-year growth estimate | diamond | 90.6% |
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 6.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 65 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: The PPQ campaign checks if the commercial process can make TSHA-102 for a BLA filing. A delay could push this step back.
Supportive ifTaysha reports that the TSHA-102 PPQ campaign is complete by December 31, 2026.
Worry ifTaysha reports the campaign is not complete by December 31, 2026, or gives a later completion date.
Why it matters: The data will show whether patients gain or regain milestones. FDA feedback will clarify whether these results can support a BLA filing.
Watch forBy June 30, 2027, Taysha reports six-month data for all 17 REVEAL patients and FDA feedback that supports a BLA filing path.
Also watch forThe readout or FDA feedback comes after June 30, 2027. Or, FDA feedback does not support filing a BLA based on interim data.
Why it matters: Taysha raised $230 million and reported $455.4 million in cash. The company says this can fund operations into 2H 2028.
Worry ifA later company update keeps the cash runway at least through the second half of 2028.
Less concerning ifA later company update says cash will run out before the second half of 2028. Or, it announces more funding for planned work.
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 | ±$238 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $677 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 | $4,971 loss on $10,000 · 49.7% | 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.