NASDAQ$TSHA

Taysha Gene Therapies Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Reported financial results for the first quarter ended March 31, 2021, and provided a corporate update.

Taysha Gene Therapies reported a net loss of $32.0 million, or $0.87 per share, for the first quarter ended March 31, 2021. As of March 31, 2021, Taysha had $228.7 million in cash and cash equivalents.

  • TSHA-120 program demonstrated clear arrest of disease progression and long-term durability at therapeutic dose levels in patients with giant axonal neuropathy (GAN).
  • Expects to have five programs in Phase 1/2 trials in the second half of 2021, including GAN, GM2 gangliosidosis, CLN1 disease, Rett syndrome and SURF1-associated Leigh syndrome.
  • Positive preclinical data for TSHA-102 in Rett syndrome provided quantitative evidence of miRARE’s ability to exhibit genotype-dependent regulation of MECP2 gene expression.
  • Treatment with TSHA-102 resulted in a statistically significant survival extension by 56% in 4-5 week-old knockout Rett mice.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.87

No prior period
R&D expenses

$23.9M

No prior period
G&A expenses

$8.2M

No prior period
Net Income

-$32M

No prior period
Cash & Equivalents

$229M

No prior period

Revenue & EPS history

Taysha Gene Therapies · Revenue · Quarterly

$0

Q1 2021
Beat estimate in 5 of 7 quarters(71%)
ActualEstimate

Forward guidance

Taysha Gene Therapies anticipates several milestones across its programs and corporate development in 2021.

Tailwinds

  • Report clinical data for TSHA-120 from the 3.5x1014 total vg dose cohort in the second half of 2021.
  • Engage with major regulatory agencies to discuss the approval pathway and provide a regulatory update by year-end 2021 for TSHA-120.
  • Report preliminary Phase 1/2 safety and biomarker data (Queen’s University trial) in the second half of 2021 for TSHA-101.
  • Submit an Investigational New Drug (IND) application in the U.S. in the second half of 2021 for TSHA-101.
  • Initiate a Phase 1/2 clinical trial in the U.S. in the second half of 2021 for TSHA-101.

Headwinds

  • No specific negative aspects were explicitly mentioned in the provided text. Therefore, this section is based on potential risks and uncertainties inherent in the biotechnology industry.
  • Clinical trial delays or failures could impact the timeline for bringing therapies to market.
  • Regulatory hurdles and the potential for non-approval of product candidates.
  • Manufacturing challenges in scaling up production of gene therapies.
  • Competition from other companies developing treatments for similar diseases.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+10.9%

Avg return

Earnings day

+11.7%

Avg return

5 days after

+18.2%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+195.0%

Q2 2023

Best reaction

-16.0%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-3.5%-6.3%
Q1 2026+0.6%-1.6%-20.9%
Q3 2025-5.9%-8.9%+18.3%
Q2 2025+5.4%+6.5%+17.4%
Q1 2025+8.1%+23.6%+7.2%
Q4 2024-4.7%-4.7%+13.5%
Q3 2024-5.0%-4.6%-13.4%
Q2 2024+9.1%+7.7%+11.0%
Q1 2024+29.6%+28.7%+73.7%
Q4 2023+39.0%+52.6%+13.1%
Q3 2023+26.3%+27.8%+16.5%
Q2 2023+195.0%+159.8%+312.7%
Q1 2023-10.5%-7.7%+14.7%
Q4 2022-6.5%+14.8%-3.9%
Q3 2022-5.5%+9.0%+2.5%
Q2 2022-16.0%-16.4%-29.9%
Q1 2022-4.1%-19.5%-12.5%
Q4 2021+3.1%+8.5%-40.5%
Q3 2021+0.2%-3.1%-9.3%
Q2 2021+0.7%-2.6%+20.1%
Q1 2021-0.7%+2.0%+19.9%
Q4 2020-7.2%-0.2%-19.9%
Q3 2020+2.2%+4.0%+10.3%

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