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Taysha Gene Therapies (TSHA) Is Up 13.8% After TSHA-102 Phase 3 Upgrade Momentum - Has The Bull Case Changed?

Simply Wall St · 2d ago
  • Taysha Gene Therapies recently hit a 52-week high after Goldman Sachs upgraded its rating and highlighted progress of TSHA-102 into Phase 3 development, while Citizens also raised its outlook following the finalization of plans for the REVEAL clinical trial.
  • This convergence of analyst optimism around TSHA-102’s late-stage pathway underscores how regulatory clarity and clinical momentum can rapidly reshape perceptions of a pre-revenue gene therapy company.
  • We’ll now explore how Goldman Sachs’ positive view on TSHA-102 entering Phase 3 could influence Taysha Gene Therapies’ broader investment narrative.

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Taysha Gene Therapies Investment Narrative Recap

To own Taysha Gene Therapies, you need to believe TSHA-102 can progress from promising Rett syndrome data to a viable commercial product before cash and dilution risks dominate the story. The recent 52 week high and analyst upgrades reinforce TSHA-102 as the key near term catalyst, but they do not fundamentally change the core risks around ongoing losses, trial timing and the need for future funding.

The most relevant recent update here is the FDA Breakthrough Therapy designation and alignment on the pivotal Part B REVEAL trial, which frame Goldman Sachs’ focus on TSHA-102 entering Phase 3. That regulatory clarity, along with finalized trial design and endpoints, ties directly into how investors weigh the Phase 3 opportunity against execution risks in a capital intensive, pre profitability setting.

Yet behind the excitement around Phase 3 progress, investors should be aware of the ongoing net losses and funding pressure that...

Read the full narrative on Taysha Gene Therapies (it's free!)

Taysha Gene Therapies' narrative projects $88.9 million revenue and $14.1 million earnings by 2028.

Uncover how Taysha Gene Therapies' forecasts yield a $10.54 fair value, a 83% upside to its current price.

Exploring Other Perspectives

TSHA 1-Year Stock Price Chart
TSHA 1-Year Stock Price Chart

Two Simply Wall St Community fair value estimates cluster between US$10.54 and US$19.11 per share, showing very different expectations. Against that backdrop, the reliance on successful TSHA-102 REVEAL outcomes becomes a central issue for how the company’s future performance could evolve.

Explore 2 other fair value estimates on Taysha Gene Therapies - why the stock might be worth over 3x more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.