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FDA Meetings And TSHA-102 Trials Will Advance Approval

TSHA logo
TSHA
AnalystConsensusTarget
Not Invested
Published 31 Mar 2025

Update shared on30 Jul 2025

Fair value Increased 65%
Previous
AnalystConsensusTarget's Fair Value
US$8.32
63.9% undervalued intrinsic discount
30 Jul
US$3.00
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1Y
38.9%
7D
2.4%

Driven by promising early TSHA-102 clinical data in Rett syndrome, robust sales potential, and expected competition with Acadia's Daybue, analysts have raised Taysha Gene Therapies’ consensus price target from $5.04 to $8.32.


Analyst Commentary


  • Bullish analysts cite early data from TSHA-102 in Rett syndrome showing treated patients can gain or regain developmental milestones, distinguishing it from current therapies.
  • Risk-adjusted peak sales for TSHA-102 in Rett syndrome are modeled at $995M, implying significant revenue potential.
  • The therapy is expected to directly challenge Acadia's Daybue, currently holding a 35% market share in the indication.
  • Successful commercialization of TSHA-102 is forecasted to contribute $7 per share in value.
  • Overall initiation with a Buy rating and $8 price target reflects confidence in clinical data and strong market opportunity.

What's in the News


  • Taysha Gene Therapies completed a $199.97 million follow-on equity offering, issuing common stock and pre-funded warrants.
  • Stockholders approved an increase in authorized common shares from 400 million to 700 million.
  • Multiple securities (common stock, options, pre-funded warrants, restricted stock units, warrants) are subject to a 61-day lock-up period ending 28-July-2025.
  • Added to the S&P Biotechnology Select Industry Index.
  • Received FDA alignment and announced pivotal Part B trial design for TSHA-102 in Rett syndrome, showing positive efficacy data in ongoing trials.

Valuation Changes


Summary of Valuation Changes for Taysha Gene Therapies

  • The Consensus Analyst Price Target has significantly risen from $5.04 to $8.32.
  • The Future P/E for Taysha Gene Therapies has significantly risen from 141.61x to 255.37x.
  • The Net Profit Margin for Taysha Gene Therapies has significantly fallen from 15.87% to 12.02%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.