Taysha Gene Therapies, Inc. (TSHA)

Over the past six months, Taysha Gene Therapies' stock has experienced significant events, increasing by 88.82%. In October 2025, the FDA granted Breakthrough Therapy designation to TSHA-102 for Rett syndrome, leading to a 49% rally in TSHA shares and a shift in retail sentiment to 'extremely bullish'. Also in October 2025, Taysha regained full global rights to TSHA-102 after its agreement with Astellas expired. In November 2025, Taysha finalized alignment with the FDA on the protocol for the REVEAL pivotal trial for TSHA-102, with patient enrollment expected to begin in the fourth quarter of 2025. In January 2026, Taysha announced progress across the TSHA-102 pivotal program, with the REVEAL trial having dosed its first patient in Q4 2025, and reached written alignment with the FDA to include safety data from the ASPIRE trial in the planned BLA.

As a clinical-stage biotechnology company, Taysha Gene Therapies' products and services do not exhibit traditional demand seasonality. The demand for such therapies is driven by disease prevalence, clinical trial progress, regulatory approvals, and eventual commercialization, rather than seasonal patterns. The company's revenue is currently primarily from non-product sources like collaboration and licensing agreements, and capital raises to fund research and development.

Taysha Gene Therapies is a clinical-stage biotechnology company focused on developing and commercializing AAV-based gene therapies for severe monogenic diseases of the central nervous system. The company is dedicated to discovering, developing, and commercializing AAV-based gene therapies to treat monogenic diseases of the central nervous system, targeting both rare and larger patient populations with the goal of providing transformative treatments for severe neurological disorders. Their pipeline includes TSHA-102 for Rett syndrome, TSHA-121 for CLN7 disease, TSHA-118 for the treatment of CLN1 disease, TSHA-105 for SLC13A5 deficiency, TSHA-113 for tauopathies, TSHA-106 for Angelman syndrome, TSHA-114 for Fragile X syndrome, and TSHA-101 for GM2 gangliosidosis. The development of TSHA-120 for giant axonal neuropathy (GAN) was halted in September 2023 following FDA feedback.

Taysha Gene Therapies is headquartered in Dallas, Texas, USA. The company's primary focus for developing therapies and conducting clinical trials is major markets such as the United States and Europe. They also engage with global patient advocacy groups, researchers, and key opinion leaders.

Taysha Gene Therapies' reputation has been significantly bolstered by positive developments related to its lead gene therapy candidate, TSHA-102. The FDA's granting of Breakthrough Therapy designation to TSHA-102 for Rett syndrome in October 2025 was a major positive event, leading to a surge in retail investor sentiment. The company's mission to eradicate monogenic diseases of the central nervous system, coupled with the clinical reality of TSHA-102's progress, reflects a strong patient-centric and science-driven reputation. However, the decision to halt the development of TSHA-120 for giant axonal neuropathy in September 2023 could have had a temporary negative impact, though the focus has since shifted strongly to TSHA-102.

Taysha Gene Therapies is primarily owned by institutional shareholders, who hold approximately 96.59% of the stock. Insiders own about 11.11%, and retail investors hold 0.00% (though other sources indicate 18.46% for public companies and individual investors, and 10.44% for public companies and individual investors). Major institutional owners include RTW Investments, LP, RA Capital Management, L.P., Avoro Capital Advisors LLC, Morgan Stanley, BlackRock, Inc., FMR LLC, Goldman Sachs Group Inc., Vanguard Group Inc., Siren, L.L.C., and Octagon Capital Advisors LP. The largest individual shareholder is Ra Session II, owning 9.01 million shares, representing 3.29% of the company.