Taysha Gene Therapies (NASDAQ:TSHA) Issues Quarterly Earnings Results

Taysha Gene Therapies (NASDAQ:TSHA) announced its earnings results on Thursday. The company reported ($0.08) EPS for the quarter, topping analysts’ consensus estimates of ($0.11) by $0.03, FiscalAI reports. The business had revenue of $5.49 million during the quarter, compared to the consensus estimate of $1.89 million. Taysha Gene Therapies had a negative net margin of 1,144.97% and a negative return on equity of 67.26%.

Here are the key takeaways from Taysha Gene Therapies’ conference call:

• REVEAL pivotal initiated and safety profile — Taysha dosed the first patients in the REVEAL pivotal trial (initiated Q4 2025), reports TSHA-102 is generally well-tolerated with no treatment-related serious adverse events or dose-limiting toxicities as of the March 2026 cutoff, and expects to complete pivotal dosing in Q2 2026.
• FDA alignment and CMC plan — The company obtained written FDA alignment on REVEAL and ASPIRE trial designs, a 6‑month interim analysis, and agreed CMC comparability and PPQ strategies that permit pooling data across trials, which Taysha says could streamline a potential BLA submission.
• Encouraging Part A efficacy and upcoming 12‑month update — Taysha reported strong REVEAL Part A results (company-reported 100% response across 10 patients, high‑dose 83% response at 6 months rising to 100% by 9 months, and ~19 skill gains per patient) and will present 12‑month data for all Part A patients in Q2 2026.
• Commercial readiness and intrathecal delivery preference — Market research cited by the company shows clinician and caregiver preference for intrathecal administration (seen as more familiar, scalable, and able to broaden access beyond centers of excellence) and Taysha has added a senior market access hire to prepare for potential launch.
• Financials and burn — Taysha ended 2025 with $319.8M in cash (plus $50M raised via ATM) and expects runway into 2028, but reported a widened net loss of $109M for 2025 driven by higher R&D and G&A expenses.

Taysha Gene Therapies Stock Performance

NASDAQ TSHA traded up $0.06 on Thursday, hitting $4.51. 277,631 shares of the company’s stock traded hands, compared to its average volume of 2,533,532. The firm’s 50-day moving average price is $4.66 and its two-hundred day moving average price is $4.53. The firm has a market capitalization of $1.24 billion, a PE ratio of -13.56 and a beta of 1.02. The company has a current ratio of 10.48, a quick ratio of 10.48 and a debt-to-equity ratio of 0.23. Taysha Gene Therapies has a 1-year low of $1.05 and a 1-year high of $6.02.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $10.00 price objective on shares of Taysha Gene Therapies in a research report on Tuesday, March 3rd. Wall Street Zen downgraded shares of Taysha Gene Therapies from a “hold” rating to a “sell” rating in a research note on Saturday, January 3rd. UBS Group set a $11.00 price target on shares of Taysha Gene Therapies in a report on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Taysha Gene Therapies in a research report on Monday, December 29th. Finally, Raymond James Financial reiterated a “strong-buy” rating and set a $13.00 price objective on shares of Taysha Gene Therapies in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Taysha Gene Therapies currently has a consensus rating of “Moderate Buy” and an average price target of $10.91.

Insider Transactions at Taysha Gene Therapies

In related news, insider Sukumar Nagendran sold 26,918 shares of the firm’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $4.61, for a total transaction of $124,091.98. Following the completion of the transaction, the insider owned 1,317,389 shares of the company’s stock, valued at $6,073,163.29. This trade represents a 2.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Kamran Alam sold 23,849 shares of the firm’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $4.61, for a total transaction of $109,943.89. Following the transaction, the chief financial officer directly owned 1,443,786 shares of the company’s stock, valued at approximately $6,655,853.46. This trade represents a 1.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 598,623 shares of company stock worth $2,822,188 over the last 90 days. 3.78% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Taysha Gene Therapies

A number of institutional investors have recently modified their holdings of the stock. Vestal Point Capital LP boosted its stake in shares of Taysha Gene Therapies by 150.0% in the fourth quarter. Vestal Point Capital LP now owns 13,750,000 shares of the company’s stock worth $75,625,000 after buying an additional 8,250,000 shares during the last quarter. Adage Capital Partners GP L.L.C. acquired a new stake in Taysha Gene Therapies during the second quarter worth about $11,178,000. Barclays PLC raised its position in Taysha Gene Therapies by 1,042.8% during the third quarter. Barclays PLC now owns 5,148,112 shares of the company’s stock valued at $16,834,000 after acquiring an additional 4,697,611 shares in the last quarter. State Street Corp lifted its holdings in Taysha Gene Therapies by 49.1% in the fourth quarter. State Street Corp now owns 10,790,084 shares of the company’s stock valued at $59,345,000 after acquiring an additional 3,553,619 shares during the period. Finally, MPM Bioimpact LLC acquired a new position in Taysha Gene Therapies in the second quarter valued at approximately $6,823,000. Hedge funds and other institutional investors own 77.70% of the company’s stock.

Taysha Gene Therapies Company Profile

Taysha Gene Therapies, Inc (NASDAQ: TSHA) is a clinical-stage biotechnology company focused on developing gene therapies for rare monogenic diseases of the central nervous system. Using a proprietary adeno-associated viral (AAV) vector platform, the company engineers novel capsids and regulatory elements to optimize delivery and expression of therapeutic genes. Its pipeline features lead programs such as TSHA-102 for GM2 gangliosidoses (Tay–Sachs and Sandhoff diseases), TSHA-101 for GM1 gangliosidosis and TSHA-103 for aromatic l-amino acid decarboxylase (AADC) deficiency, alongside earlier-stage candidates targeting other life-threatening pediatric CNS disorders.

Founded in 2019 and headquartered in Dallas, Texas, Taysha Gene Therapies completed its initial public offering in May 2021.