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Taysha Gene Therapies

TSHA Rare disease Lead: Phase 3 7 Biotech Distilled articles ↓ 22 filings & releases ↓ Cash $455M (Jun 30, 2026) ↓ 7 verdicts ↓
Neurology Gene Therapy

Market cap $1.41B 325.8M shares (10-Q, Aug 11, 2026) × $4.33 close Nov 6, 2026

Most recent annual filing: 2026-03-19

Pipeline (4 active programs)

Discontinued (1)

Capital (as filed)

Cash
$455M cash and cash equivalents · Jun 30, 2026 (10-Q)
Operating cash flow
−$40.4M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$455M cash, runway 2H 2028 per the update of Aug 14, 2026 — the company's own words as read there, not the filed figure

Offering documents (1)

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (7)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (7 calls)

Every verdict Biotech Distilled has published on Taysha Gene Therapies, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-04-25 Buy core Taysha Gene Therapies (TSHA) - Scientific Deep Dive for TSHA-102 and Pipeline Products Taysha has de-risked the biology with solid video-adjudicated clinical data, secured written FDA alignment on an accelerated BLA pathway, and holds unencumbered global rights to a late-stage gene therapy with strong M&A appeal.
  2. 2026-06-22 Buy core UPDATE: Taysha Gene Therapies (TSHA) - The Dimmer Switch Holds 100% response rate held at N=12 with ≥12 months follow-up, pivotal trial overenrolled to N=17, safety database doubled to N=29 with zero treatment-related SAEs, and the FDA-aligned interim BLA pathway remains intact — all at a stock price that hasn't credited the de-risking.
  3. 2026-06-24 Buy core UPDATE: Taysha Gene Therapies (TSHA) - The $200M Raise on Strength A $200M raise-on-strength executed by bulge-bracket bookrunners extends runway through BLA filing and into potential commercial launch, while the clinical and regulatory thesis remains fully intact.
  4. 2026-06-25 Buy core UPDATE: Taysha Gene Therapies (TSHA) - The Deal Prints at $6.00 The offering cleared at the floor of the clean range at $6.00, resolving the financing overhang and funding the company through the BLA-to-launch window, while the clinical and regulatory thesis is unchanged.
  5. 2026-08-03 Buy core UPDATE: Taysha Gene Therapies (TSHA) - The Factory Gets a Landlord Naming Catalent as commercial manufacturer at an FDA-licensed AAV facility with no tech transfer required shortens the CMC leg of the bear case, while the clinical thesis and $464M pro forma cash position remain intact.
  6. 2026-08-12 Buy core UPDATE: Taysha Gene Therapies (TSHA) - The First Asterisk on a Clean Safety Record A single Grade 2 resolving peripheral sensory neuropathy adds a small crack to the safety leg of the bear case but does not reprice the thesis given the 100% response rate, $455.4M cash runway, and pre-blessed regulatory pathway.
  7. 2026-08-15 Buy core UPDATE: Taysha Gene Therapies (TSHA) - Follow the Money, Finally RA Capital's 13G/A confirms ~75.7M shares of economic exposure post-offering, answering the smart-money question and reinforcing the asymmetric risk/reward with the stock back below the $6.00 offering print on no company-specific negative news.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Filings & releases (22)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Jun 22, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

5 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)