Neurogene Inc. (NGNE)

In January 2026, Neurogene announced achievements and milestones for NGN-401, including dosing of multiple participants in the Embolden trial, with HC Wainwright & Co. reiterating a "Buy" rating. In December 2025, the company announced inducement grants of stock options to new employees, with the share price declining 9.61% from the previous year. In November 2025, Neurogene reported its third-quarter financial results, highlighting $265.4 million in cash expected to fund operations through Q1 2028, and positive data for NGN-401, with the announcement of the first participant dosed in the Embolden trial leading to initial optimism followed by a stock price decline. HC Wainwright & Co. maintained a "Buy" rating and raised its price target. In October 2025, Neurogene announced a positive regulatory update for NGN-401 and plans to initiate dosing in the Embolden trial, with HC Wainwright & Co. increasing its price target and the company making inducement grants.

As a clinical-stage biotechnology company, Neurogene, Inc. does not have commercialized products, so traditional demand seasonality does not apply. Its financial performance is influenced by clinical trial progress, regulatory milestones, and financing activities. However, NGNE's stock has exhibited some seasonal patterns, with a historical "Buy Date of November 16 and a Sell Date of February 9" showing a geometric average return of 35.74% above the S&P 500 Total Return Index over the past 10 years, pertaining to stock trading patterns rather than demand for its therapies.

Neurogene, Inc. is a clinical-stage biotechnology company focused on developing genetic medicines for rare neurological diseases, operating within the Healthcare sector and Biotechnology industry. It specializes in gene therapies, utilizing its EXACT™ gene regulation platform to deliver controlled transgene expression. Its major product candidates include NGN-401, an AAV9 gene therapy in Phase 1/2 clinical trials for Rett syndrome with an initiated registrational trial (Embolden™), and NGN-101, a conventional gene therapy candidate in Phase 1/2 clinical trials for CLN5 Batten disease.

Neurogene, Inc. is headquartered in New York, New York, United States. Initial clinical studies are underway in North America, with plans to expand into Europe pending regulatory clearances. The company also operates a gene therapy manufacturing facility in Houston, Texas.

Neurogene, Inc. has maintained a positive brand reputation due to its focus on developing genetic medicines for rare neurological diseases. This is supported by positive clinical data for NGN-401, PRIME designation from the EMA, and the initiation of the Embolden™ registrational trial. The company has received generally positive analyst ratings. No major negative events impacted the company's brand reputation in the past year.

Neurogene, Inc. has significant institutional ownership, with 189 institutional owners holding 16,048,463 shares as of September 30, 2025, including Samsara BioCapital, RTW Investments, and others. Insider ownership accounts for approximately 8.54% to 9.92% of the stock. Redmile Group LLC is a significant shareholder, owning 24.96% of the company. Other notable individual owners include Jonathan G. Drachman, Gary Bridger, and Rachel L. McMinn (CEO).