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← CockpitCompetitor Analysis › TSHA Taysha Gene Therapies, Inc.Open in the cockpit ↗

Taysha Gene Therapies, Inc.TSHACompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology

Develops AAV gene therapies for rare, monogenic central nervous system diseases in children.

Momentum laggard 16
Mkt cap
$1.41B
US dollars, full cap
Free float
84%
of shares outstanding
$/day
$15.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 11.3%
Hurdle
n/a
no reverse DCF
Next earnings
4 days
10 Nov 2026
Close · USD$4.33
1D+5.9%
1W+4.8%
1M-2.3%
3M-32.0%
6M-36.4%
YTD-21.3%
1Y+7.4%
ATR %6.6%
Beta1.76
52w lowhigh40.7% off high

What Taysha Gene Therapies does

Develops AAV gene therapies for rare, monogenic central nervous system diseases in children.

Has no product on sale, so it funds trials with money raised from investors, and revenue would start only with an approval or a licensing deal. A gene therapy is meant to be a one-time treatment, which is why such drugs are priced per patient rather than as a recurring prescription.

Products and services

  • TSHA-102 (Rett syndrome)
  • TSHA-120 (giant axonal neuropathy)

Customers

  • Pediatric neurologists (post-approval)

Where it sits in the supply chain

  • Health Care
  • Biotechnology
  • CNS gene therapy

What could go right

  • Pivotal trial data readouts
  • Orphan drug pricing and exclusivity potential

What could go wrong

  • Clinical trial failure risk
  • Ongoing cash runway and financing needs

Moat: none (IP / patents). Addresses ultra-rare pediatric CNS diseases with no approved treatments, but is clinical-stage and cash-constrained.

Headquarters: Dallas, Texas, US · Founded: 2018 · Employees: 99

Named competitors

Taysha Gene Therapies at a glance

Size Taysha Gene Therapies (TSHA) is a United States Health Care company (Biotechnology) with a market value of $1.41B, the 2038th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.33 on 6 Nov 2026.

Performance Over six months the shares fell 36.4%, against -19.4% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 18 in its peer set.

Growth Revenue fell 32.3% over the last twelve months (peer median +18.4%); the operating margin is -2,854.9% (peer median -7.4%).

Valuation It trades at 184.6× enterprise value to sales against a peer median of 8.7× (5th most expensive of 15).

Short interest Short interest is 15.7% of the free float (15 Oct 2026).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 80TSHA 63
Six months, rebased to 100: Taysha Gene Therapies against the median of its 20 peers (local-currency closes).

Taysha Gene Therapies financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$5.49M$9.77M$8.33M$15.5M$2.50M
Revenue growth—+17%-46%+518%—
Gross profit$4.31M$8.63M$7.09M$14.1M$15,000
EBITDA-$155M-$109M-$85.4M-$70.0M-$124M
Net income-$150M-$109M-$89.3M-$112M-$166M
Free cash flow-$133M-$93.8M-$81.6M-$76.9M-$109M
Capital expenditure$3.38M$738,000$374,000$7.37M$24.9M
Total debt$56.9M$70.5M$64.0M$61.1M$59.9M

Quarterly statements and history in the cockpit →

Taysha Gene Therapies competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%+100%+150%0%+50%KRSA301207ANAB4588000403TYRANUVBMLYS6949QURE2637IMCRTSHA6-month return →1-month return →
Up and to the right = strong over both horizons. Taysha Gene Therapies is the large dot.

Fundamentals: revenue growth against valuation

0%+500%+1,000%+1,500%0×500×1,000×1,500×KRSA301207ANAB4588NUVB6949688806TSHARevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Taysha Gene Therapies is the large dot.

Taysha Gene Therapies competitors and peer comparison

Head to head with its named competitors (TSHA vs PTCT vs SRPT vs QURE)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Taysha Gene Therapies TSHA$1.41B-36%-32%-2,855%184.6×n/a
PTC Therapeutics PTCT$5.47B-11%-35%22%3.4×8.0%
Sarepta Therapeutics SRPT$1.88B-11%-20%-3%1.1×11.9%
uniQure QURE$1.51B-22%+30%-1,093%66.8×n/a

How Taysha Gene Therapies compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Taysha Gene Therapies against its 20 peers (data as of 6 Nov 2026)
MeasureTSHAPeer medianRank in peer set
1-month return-2.3%-2.7%11th highest of 21
6-month return-36.4%-19.4%5th lowest of 18
Distance from 52-week high-40.7%-41.7%10th highest of 21
Revenue growth (TTM)-32.3%+18.4%2nd lowest of 17
Operating margin-2,854.9%-7.4%lowest of 16
EV / Sales184.6×8.7×5th most expensive of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Taysha Gene Therapies TSHAUnited States$1.41B-36%-32%-2,855%184.6×n/an/a
Korsana Biosciences KRSAUnited States$1.41B+43%-13%-359%743.5×n/an/a
Hualan Biological Vaccine 301207.SZChina$1.39B-21%-28%-7%10.3×36.5%-13.1%
AnaptysBio ANABUnited States$1.39B-33%+93%56%6.3×-1.2%+25.6%
Oncolys BioPharma 4588.TJapan$1.39B+162%+1,662%-303%429.8×n/an/a
Pacific Shuanglin Bio-pharmacy 000403.SZChina$1.38B-19%+1%10%3.8×n/an/a
Kardigan KARDUnited States$1.45Bn/an/an/an/an/an/a
Tyra Bioscience TYRAUnited States$1.45B-38%n/an/an/an/an/a
Nuvation Bio NUVBUnited States$1.46B-13%+1,084%-81%7.2×n/an/a
Mineralys Therapeutics MLYSUnited States$1.36B-48%n/an/an/an/an/a
PELL Bio-Med Technology 6949.TWTaiwan$1.49B+126%+5%-1,720%1,640.0×n/an/a
uniQure QUREUnited States$1.51B-22%+30%-1,093%66.8×n/an/a
Hugel 145020.KSSouth Korea$1.52B-26%+17%38%4.4×-7.9%+15.0%
Fujian Haixi Pharmaceuticals 2637.HKHong Kong$1.53B-41%+25%33%n/an/an/a
ANI Pharmaceuticals ANIPUnited States$1.55B-18%+31%13%1.8×-4.1%+33.5%
Liaoning Chengda Biotechnology 688739.SSChina$1.28B-10%-9%0%2.5×8.8%-7.0%
TLC BioSciences 7924.TWOTaiwan$1.57Bn/an/an/an/an/an/a
Zhuhai Trinomab Pharmaceutical 688806.SSChina$1.58Bn/a+238%-1,196%199.0×n/an/a
Intellia Therapeutics NTLAUnited States$1.59B-19%+13%-712%20.6×n/an/a
Immunocore Holdings Plc Shs Sponsored American Depositary Shares Repr 1 Sh IMCRUnited States$1.60B+5%+20%-5%2.7×n/an/a
Inhibrx Biosciences INBXUnited States$1.24B-37%-100%n/an/an/an/a

Questions

Who are Taysha Gene Therapies's main competitors?
Named competitors: PTC Therapeutics (PTCT), Sarepta Therapeutics (SRPT), uniQure (QURE). The cockpit's measured peer set (industry) also includes Korsana Biosciences (KRSA), Hualan Biological Vaccine (301207.SZ), AnaptysBio (ANAB), Oncolys BioPharma (4588.T), Pacific Shuanglin Bio-pharmacy (000403.SZ), Kardigan (KARD).
Is Taysha Gene Therapies expensive compared with its peers?
On ev / sales it trades at 184.6× against a peer median of 8.7×, 5th most expensive of 15 in its peer set.
How has Taysha Gene Therapies stock performed?
Over six months to 6 Nov 2026 the shares returned -36.4% against -19.4% for the median peer; over one year +7.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.