Taysha Gene Therapies (NASDAQ:TSHA) Releases Earnings Results

Taysha Gene Therapies (NASDAQ:TSHA) announced its quarterly earnings data on Thursday. The company reported ($0.08) EPS for the quarter, topping the consensus estimate of ($0.11) by $0.03, FiscalAI reports. The company 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 Trading Up 2.5%

NASDAQ:TSHA opened at $4.56 on Friday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 10.48 and a current ratio of 10.48. The firm has a market cap of $1.25 billion, a price-to-earnings ratio of -13.82 and a beta of 1.02. Taysha Gene Therapies has a 52 week low of $1.05 and a 52 week high of $6.02. The firm has a 50-day moving average price of $4.65 and a two-hundred day moving average price of $4.53.

Insider Transactions at Taysha Gene Therapies

In other news, insider Sukumar Nagendran sold 200,000 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $4.71, for a total value of $942,000.00. Following the transaction, the insider owned 1,006,439 shares in the company, valued at $4,740,327.69. The trade was a 16.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Kamran Alam sold 78,968 shares of the company’s stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $4.75, for a total value of $375,098.00. Following the completion of the transaction, the chief financial officer directly owned 1,467,635 shares of the company’s stock, valued at approximately $6,971,266.25. This represents a 5.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 598,623 shares of company stock worth $2,822,188 in the last 90 days. Insiders own 3.78% of the company’s stock.

Institutional Investors Weigh In On Taysha Gene Therapies

Several large investors have recently made changes to their positions in TSHA. Invesco Ltd. raised its stake in shares of Taysha Gene Therapies by 376.3% during the 4th quarter. Invesco Ltd. now owns 1,332,780 shares of the company’s stock worth $7,330,000 after purchasing an additional 1,052,987 shares during the period. Oracle Investment Management Inc. purchased a new position in shares of Taysha Gene Therapies in the 4th quarter worth about $1,458,000. Voloridge Investment Management LLC bought a new position in Taysha Gene Therapies during the fourth quarter valued at about $301,000. Vestal Point Capital LP increased its holdings in Taysha Gene Therapies by 150.0% during 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. Finally, Virtus Investment Advisers LLC increased its holdings in Taysha Gene Therapies by 7.0% during the fourth quarter. Virtus Investment Advisers LLC now owns 45,946 shares of the company’s stock worth $253,000 after buying an additional 3,008 shares during the last quarter. 77.70% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Wells Fargo & Company increased their target price on shares of Taysha Gene Therapies from $8.00 to $11.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Chardan Capital restated a “buy” rating and issued a $12.00 target price on shares of Taysha Gene Therapies in a research note on Thursday. The Goldman Sachs Group set a $11.00 price target on Taysha Gene Therapies in a research note on Thursday, December 4th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Taysha Gene Therapies in a report on Monday, December 29th. Finally, Wall Street Zen downgraded Taysha Gene Therapies from a “hold” rating to a “sell” rating in a report on Saturday, January 3rd. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $11.09.

More Taysha Gene Therapies News

Here are the key news stories impacting Taysha Gene Therapies this week:

• Positive Sentiment: Q4 beats on both EPS and revenue — reported EPS of ($0.08) vs. consensus ($0.11) and revenue $5.49M vs. $1.89M consensus; management reiterated progress in the business update. Taysha Gene Therapies Reports Full-Year 2025 Financial Results and Provides Corporate Update
• Positive Sentiment: Clinical milestone — dosing continuing in the REVEAL pivotal trial for TSHA‑102, enrollment advancing across sites and on track to complete dosing in Q2 2026; company outlined a 2026 BLA submission path, which materially de‑risks the program if timelines hold. Taysha Gene Therapies, Inc. (TSHA) Q4 2025 Earnings Call Transcript
• Positive Sentiment: Balance sheet & liquidity highlighted — management and coverage notes emphasize a strong cash position and high current/quick ratios, supporting near‑term trial execution without obvious financing pressure. Taysha Gene Therapies Inc (TSHA) Q4 2025 Earnings Call Highlights: Strong Cash Position and …
• Positive Sentiment: Analyst support — Chardan Capital reaffirmed a “buy” and set a $12 price target, signaling bullish conviction from at least one boutique healthcare analyst. Benzinga
• Neutral Sentiment: Earnings call coverage and transcripts are available for deep dives — useful for investors wanting management color on timelines, enrollment details and regulatory strategy. Taysha Gene Therapies Signals Momentum in Earnings Call
• Neutral Sentiment: Preview/coverage pieces summarize expectations and questions investors should watch on upcoming milestones (e.g., final pivotal enrollments, data timelines). Taysha (TSHA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Company remains unprofitable with a very negative net margin and negative return on equity; biotech risk remains high if clinical or regulatory timelines slip — these fundamentals temper valuation despite the recent positive headlines. Taysha Gene Therapies Stock Earnings Details

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.