Taysha Gene Therapies (NASDAQ:TSHA) Issues Quarterly Earnings Results, Misses Expectations By $0.02 EPS

Taysha Gene Therapies (NASDAQ:TSHA) posted its earnings results on Wednesday. The company reported ($0.12) EPS for the quarter, missing the consensus estimate of ($0.10) by ($0.02), FiscalAI reports.

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

• Management said a Breakthrough Therapy Type B meeting with the FDA reaffirmed the BLA pathway and endpoints — including the option to pursue approval based on a 6‑month interim analysis — and a BLA‑enabling PPQ campaign started in April and is expected to complete by Q4 2026, with the FDA agreeing clinical and commercial material are comparable to allow data pooling.
• Dosing in the REVEAL pivotal and ASPIRE trials is on track to finish in Q2 2026, and Part A reported strong efficacy (high‑dose response rates of 83% at 6 months and 100% at 9 months) with no treatment‑related serious adverse events or dose‑limiting toxicities as of the May cutoff.
• Preclinical data (to be presented at ASGCT) showed self‑complementary AAV9 produces ~30‑fold higher neuronal transduction versus single‑stranded AAV9, miniMECP2 is functionally comparable to full‑length MECP2, and NHP studies support lumbar intrathecal delivery as a minimally invasive, scalable CNS route.
• Taysha said it has assembled senior commercial leadership and is developing launch, payer, and health‑systems strategies, with additional commercial plans to be shared in the second half of 2026.
• Operating spend rose sharply (R&D and G&A), widening the Q1 net loss to $42.4 million from $21.5 million a year earlier, although the company reported $276.6 million in cash, which it expects will fund operations into 2028.

Taysha Gene Therapies Stock Down 4.4%

TSHA opened at $6.67 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 12.23 and a current ratio of 12.23. The company has a market capitalization of $1.92 billion, a PE ratio of -17.55 and a beta of 1.25. The stock’s fifty day moving average is $5.07 and its 200-day moving average is $4.93. Taysha Gene Therapies has a one year low of $1.85 and a one year high of $7.30.

Insider Activity

In related news, insider Sukumar Nagendran sold 200,000 shares of Taysha Gene Therapies stock in a transaction on Friday, April 10th. The stock was sold at an average price of $4.46, for a total value of $892,000.00. Following the transaction, the insider directly owned 1,136,410 shares in the company, valued at $5,068,388.60. The trade was a 14.97% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.78% of the stock is owned by insiders.

Hedge Funds Weigh In On Taysha Gene Therapies

A number of hedge funds have recently modified their holdings of the stock. Invesco Ltd. grew its holdings in shares of Taysha Gene Therapies by 376.3% in the 4th quarter. Invesco Ltd. now owns 1,332,780 shares of the company’s stock worth $7,330,000 after acquiring an additional 1,052,987 shares during the last quarter. Oracle Investment Management Inc. acquired a new position in shares of Taysha Gene Therapies in the 4th quarter worth $1,458,000. Voloridge Investment Management LLC acquired a new position in shares of Taysha Gene Therapies in the 4th quarter worth $301,000. Vestal Point Capital LP grew its holdings in shares of Taysha Gene Therapies by 150.0% in the 4th quarter. Vestal Point Capital LP now owns 13,750,000 shares of the company’s stock worth $75,625,000 after acquiring an additional 8,250,000 shares during the last quarter. Finally, Virtus Investment Advisers LLC grew its holdings in shares of Taysha Gene Therapies by 7.0% in the 4th quarter. Virtus Investment Advisers LLC now owns 45,946 shares of the company’s stock worth $253,000 after acquiring an additional 3,008 shares during the last quarter. 77.70% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on TSHA shares. Needham & Company LLC lifted their price target on Taysha Gene Therapies from $10.00 to $12.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. Wall Street Zen raised Taysha Gene Therapies from a “sell” rating to a “hold” rating in a research note on Saturday, March 21st. Truist Financial raised Taysha Gene Therapies to a “strong-buy” rating in a research note on Wednesday, March 25th. Weiss Ratings reissued a “sell (d-)” rating on shares of Taysha Gene Therapies in a research note on Friday, March 27th. Finally, Chardan Capital reissued a “buy” rating and issued a $12.00 price objective on shares of Taysha Gene Therapies in a research note on Thursday, March 19th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Taysha Gene Therapies currently has a consensus rating of “Buy” and a consensus price target of $11.64.

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.