Update shared on08 Aug 2025
Fair value Decreased 5.31%Analysts have revised REGENXBIO’s price target downward to $29.75, reflecting heightened sector scrutiny after competitor safety issues but maintaining confidence in RGX-202’s differentiated immune suppression strategy and clinical outlook.
Analyst Commentary
- Safety issues with a competitor's product (Sarepta's Elevidys) have renewed focus on immune prophylaxis, highlighting Regenxbio's proactive approach to immune suppression with RGX-202.
- Regenxbio's early implementation of immune suppression measures is perceived as contributing to a superior safety profile for RGX-202 so far.
- Bullish analysts anticipate no changes to RGX-202's regimen despite competitor setbacks, supporting confidence in the ongoing clinical protocol.
- The competitor's regulatory and safety challenges are viewed as clearing the path to market for Regenxbio's RGX-202.
- Bullish analysts maintain a Buy rating and reiterate a $22 price target on Regenxbio, citing differentiated safety advantages and market visibility.
What's in the News
- REGENXBIO will initiate a pivotal Phase IIb/III trial for surabgene lomparvovec (sura-vec, ABBV-RGX-314) in diabetic retinopathy using suprachoroidal delivery, supported by positive two-year Phase II data; AbbVie will pay up to $200 million in milestones with updated collaboration terms.
- Publication of preclinical data showed microdystrophin gene therapy RGX-202 with the CT domain delivers improved functional benefit for Duchenne muscular dystrophy; interim Phase I/II data confirm disease trajectory improvement and favorable safety, with pivotal enrollment ongoing and BLA submission expected in mid-2026.
- REGENXBIO was added to the S&P Biotechnology Select Industry Index.
- Positive interim Phase I/II results for RGX-202 in Duchenne muscular dystrophy showed consistent functional improvements and strong microdystrophin expression, with clinical benchmarks surpassed in dose level 2 participants.
- FDA accepted for review and granted Priority Review to BLA for clemidsogene lanparvovec (RGX-121) in Hunter syndrome, with potential commercialization by NS Pharma and retention of Priority Review Voucher proceeds by REGENXBIO.
Valuation Changes
Summary of Valuation Changes for REGENXBIO
- The Consensus Analyst Price Target has fallen from $31.42 to $29.75.
- The Future P/E for REGENXBIO has significantly fallen from 55.80x to 36.84x.
- The Net Profit Margin for REGENXBIO has significantly risen from 10.54% to 13.95%.
Disclaimer
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