NASDAQ$TSHA

Taysha Gene Therapies Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported financial results for the third quarter ended September 30, 2024, and provided a corporate update.

Taysha Gene Therapies reported its Q3 2024 financial results, highlighting progress with the FDA on the regulatory pathway for TSHA-102 and FDA approval to use the pivotal product in REVEAL trials. The company's cash resources are expected to support operations into the fourth quarter of 2026.

  • Advanced discussions with the FDA on trial design, endpoints, and potential use of natural history data for REVEAL trials.
  • FDA approved the use of pivotal TSHA-102 product in REVEAL trials based on analytical comparability.
  • Clinical data from cohort two (high dose) and cohort one (low dose) of both REVEAL trials are expected in H1 2025.
  • High dose TSHA-102 was generally well tolerated with no SAEs or DLTs in initial patients, and IDMC approved continued enrollment in cohort two.

Headline financials

Total Revenue

$1.79M

Previous: $4.75M-62.3%
EPS

-$0.10

Previous: -$0.93+89.2%
Capital Expenditures

-$376K

Previous: -$3.85M+90.2%
Free Cash Flow

-$25.9M

Previous: -$121M+78.6%
Net Income

-$25.5M

Previous: -$117M+78.2%
Operating Income

-$25.9M

Previous: -$16.3M-59.4%
Gross Profit

$1.79M

Previous: $4.75M-62.3%
Cash & Equivalents

$158M

Previous: $164M-4.0%
Total Assets

$180M

Previous: $196M-7.9%
R&D Expense

$14.9M

Previous: $11.8M+26.8%
Stock-Based Comp

$3.36M

Previous: $2.04M+64.6%

Revenue & EPS history

Taysha Gene Therapies · Revenue · Quarterly

$1.79M

Q3 2024-62.3%vs Q3 2023
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Forward guidance

Taysha anticipates safety and efficacy data from REVEAL trials in H1 2025 and expects current cash resources to support operations into Q4 2026.

Tailwinds

  • Safety and efficacy data in cohort two (high dose; n=3) and an update on safety and efficacy data in cohort one (low dose; n=2) expected in the first half of 2025 for REVEAL Adolescent and Adult Trial
  • Safety and efficacy data in cohort two (high dose; n=3) and an update on safety and efficacy data in cohort one (high dose; n=2) expected in the first half of 2025 for REVEAL Pediatric Trial
  • Current cash resources will support planned operating expenses and capital requirements into the fourth quarter of 2026.
  • Aligned with the FDA on the Company’s proposed meeting cadence to expedite the development and review of TSHA-102
  • The FDA endorsed the intended commercial manufacturing process, proposed analytical methods, and corresponding qualification and validation plans, including mechanism of action potency release assays

Headwinds

  • Clinical data from cohort two (high dose) and cohort one (low dose) of both REVEAL trials expected in H1 2025
  • Focus on objective measures that clinically capture functional gains
  • Safety and efficacy data in cohort two (high dose; n=3) and an update on safety and efficacy data in cohort one (low dose; n=2) expected in the first half of 2025
  • Safety and efficacy data in cohort two (high dose; n=3) and an update on safety and efficacy data in cohort one (high dose; n=2) expected in the first half of 2025
  • Net loss for the three months ended September 30, 2024, was $25.5 million, or $0.1 per share

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 Q3 2024

Historical avgQ3 2024

+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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