NASDAQ$TSHA

Taysha Gene Therapies Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Taysha Gene Therapies reported financial results for the second quarter and provided a corporate update.

Taysha Gene Therapies reported a net loss of $40.9 million for the second quarter ended June 30, 2021. The company had $197.4 million in cash and cash equivalents as of June 30, 2021. They also secured a non-dilutive term loan for up to $100 million.

  • Positive pre-IND/CTA feedback was obtained from regulatory agencies for Rett syndrome, GM2 gangliosidosis and CLN1 disease programs.
  • A non-dilutive term loan agreement was entered into with Silicon Valley Bank for up to $100 million.
  • Multiple successful GMP runs provided drug products to support five planned Phase 1/2 trials.
  • Phase 1/2 visual acuity data for TSHA-120 in patients with GAN demonstrated a dose-dependent trend towards stabilization of visual acuity.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$1.09

No prior period
R&D expenses

$30.6M

No prior period
G&A expenses

$10.1M

No prior period
Capital Expenditures

$3M

No prior period
Free Cash Flow

-$25.8M

No prior period
Net Income

-$40.9M

No prior period
Operating Income

-$40.8M

No prior period
Cash & Equivalents

$197M

No prior period
Total Assets

$242M

No prior period
Stock-Based Comp

$4.55M

No prior period

Revenue & EPS history

Taysha Gene Therapies · Revenue · Quarterly

$0

Q2 2021
Beat estimate in 5 of 7 quarters(71%)
ActualEstimate

Forward guidance

Taysha Gene Therapies expects to report clinical data for TSHA-120, engage with regulatory agencies for approval pathway of TSHA-120, report preliminary Phase 1/2 safety and biomarker data for TSHA-101, submit an IND application in the U.S. for TSHA-101, initiate a Phase 1/2 clinical trial in the U.S. for TSHA-101, initiate a Phase 1/2 clinical trial for TSHA-118, submit IND/CTA filing for TSHA-102, initiate Phase 1/2 clinical trial for TSHA-102, report clinical data for TSHA-102, submit IND/CTA filing for TSHA-104, initiate Phase 1/2 trial for TSHA-104.

Tailwinds

  • Report clinical data for TSHA-120 from the high dose cohort of 3.5x10^14 total vg in second half of 2021
  • Engage with key regulatory agencies to discuss the approval pathway and provide a regulatory update by year-end 2021
  • Report preliminary Phase 1/2 safety and biomarker data (Queen’s University trial) in second half of 2021
  • Submit an Investigational New Drug (IND) application in the U.S. in second half of 2021
  • Initiate Phase 1/2 clinical trial in the U.S. in second half of 2021

Headwinds

  • No specific negative guidance was provided in the earnings report.
  • Risks regarding the business are described in detail in the company's SEC filings.
  • Forward-looking statements are subject to risks and uncertainties.
  • The impacts of the COVID-19 pandemic may amplify risks.
  • The company disclaims any obligation to update forward-looking statements except as required by law.

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 Q2 2021

Historical avgQ2 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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