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TickerTalks›$RGNX
RGRGNX

REGENXBIO Inc.

$RGNX·$554M·Biotechnology·Healthcare
$10.91+2.4%YTD-29.7%1Y+34.7%
Mentions · last 7 days
2026-08-05: 2 posts2026-08-06: 18 posts2026-08-07: 8 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 4 posts2026-08-11: 2 posts34-9%
Price updated 6h ago·X counts updated 1d ago
RGRGNX
$RGNXREGENXBIO Inc.
$10.91+2.44%34 posts-9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RGNX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventCooling offAI verdict · as of 2026-08-11

Catching its breath after a run — could pick back up or fade from here.

Gene-therapy biotech just diluted $100M at $9 — capital raise done, pipeline is the story now.

REGENXBIO develops adeno-associated virus (AAV) gene therapies, with lead candidates in Duchenne muscular dystrophy (RGX-202) and mucopolysaccharidosis (Hunter syndrome / MPS II), plus royalty exposure to Novartis' Zolgensma.

  • Q2 print (Aug 6) beat by an eye-popping 446% on tiny revenue numbers — but this is essentially milestone/lump revenue timing, not a real operating beat; Q1 revenue was $6.4M, DOWN 93% YoY as milestone booking normalized.
  • The material event: RGNX priced a $100M public offering at $9/share on July 16, including pre-funded warrants — meaningful dilution but the balance-sheet reload the market had been waiting for; shares now sit at $10.42, above the raise price.
  • Fundamentals are unfit for standard equity math: PE -1.78, PS 5.9, gross margin -0.1%, operating margin -292%, ROIC -92%, D/E 3.37, FCF yield -46% — everything is negative because there is essentially no product revenue.
  • Analyst models: FY26 revenue $228M (huge jump from Q1 run-rate — depends on RGX-202 milestone timing), FY27 $269M, EPS losses at -$2.88 and -$2.83 — meaning cash burn continues even as revenue steps up.
  • Structural: -30% YTD, +40% t12m, at 0.46 of the 52-week range — the pattern of a name that ran on hope, gave back some, and reset the cap table.
  • Insider tape: F-InKind (share-withholding, tax) on Aug 1 — non-signal.

Gene-therapy binary sitting between capital raise done and RGX-202 clinical / commercial readouts — the pipeline milestones are the whole story now.

What to watch: RGX-202 (Duchenne) clinical/commercial milestones and Nov 5 Q3 print for cash runway color post-raise.

On the calendar: Q3 earnings 2026-11-05

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-10

REGENXBIO posts describe an FDA positive Type A meeting where the agency reaffirmed no additional studies of RGX-121 are required for BLA resubmission planned in Q3 2026, and encouraging five year safety and vision maintenance data for the ABBV-RGX-314 partnership program. Treatment burden was reduced by roughly sixty five percent. The small sample is uniformly bullish.

Read the AI verdict + X sentiment for $RGNX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage gene therapy company using its NAV AAV Technology Platform to treat inherited genetic diseases with tissue-targeted vectors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $RGNX.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $RGNX

Partial — Clinical-stage gene therapy company using its NAV AAV Technology Platform to treat inherited genetic diseases with tissue-targeted vectors; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+49.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-92.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-292%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-45.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-232%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-0.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.43$0.08+446.2%
Q1 2026May 14, 2026$-1.72$-1.36-26.5%
Q4 2025Mar 5, 2026$-1.30$-1.01-28.7%
Q3 2025Nov 6, 2025$-1.20$-1.38+13.0%
Next earningsThu, Nov 5·consensus EPS $-1.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.4M-92.8%-73.2%-1304%$-1.72$-77.4M
Q4 FY25$30.3M+43.0%80.5%-190%$-1.30$-52.8M
Q3 FY25$29.7M+22.9%-108%-176%$-1.20$-56.5M
Q2 FY25$21.4M-4.2%57.3%-296%$-1.38$-49.7M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$227.7M$182.0M – $315.1M-$2.88-$3.83 – -$1.738
FY27$269.1M$122.3M – $430.7M-$2.84-$4.41 – -$0.236
FY28$387.6M$181.4M – $602.0M-$2.02-$3.52 – -$0.686
FY29$574.8M$273.6M – $921.8M$0.19$0.06 – $0.345
FY30$809.2M$385.1M – $1.3B$3.06$0.98 – $5.463

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Steve PakolaChief Medical Officer2.2K sh$29KSellJul 1Steve PakolaChief Medical Officer36.7K sh$472KSellJun 29Steve PakolaChief Medical Officer19.6K sh$216KSellMay 11Steve PakolaChief Medical Officer15.3K sh$169KSellMar 10Steve PakolaChief Medical Officer5.1K sh$53K
+ 15 other (10 awards · 3 inkinds · 2 exempts) in window

See when $RGNX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jul 17424B5
AI summary

REGENXBIO filed a prospectus supplement to sell approximately $100M worth of shares at $9.00 per share in a public offering, with closing expected around July 17, 2026. The gene therapy company is raising equity to fund pipeline development including programs for Duchenne muscular dystrophy and wet AMD. This dilutive offering was priced at prevailing market levels.

424B5Prospectus supplement (offering)Jul 16424B5
AI summary

REGENXBIO filed a prospectus supplement for an earlier tranche of its July 2026 equity offering (dated July 16), forming part of the same capital raise campaign as the $100M offering at $9 per share filed the following day. Proceeds fund gene therapy pipeline development.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

REGENXBIO (RGNX) held its 2026 Annual Meeting on May 29, 2026 with ~82.95% of shares represented. Three Class II directors were re-elected: Jean Bennett M.D./Ph.D. (24.0M for — ~68% support, notably low), A.N. Karabelas Ph.D. (27.1M for), and Daniel Tassé (32.0M for). PricewaterhouseCoopers LLP was ratified as auditor and executive compensation was approved. The 32% withhold on Bennett is a meaningful governance signal that warrants monitoring.

8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

REGENXBIO (RGNX) filed a combined 8-K on May 14, 2026 disclosing Q1 2026 financial results and — critically — topline and interim Phase III data from the AFFINITY DUCHENNE trial of RGX-202, a gene therapy for Duchenne muscular dystrophy. The clinical data presentation is available on the company's website; both the earnings and clinical items were furnished, not filed. The Reg FD and Item 8.01 disclosures both relate to the pivotal RGX-202 trial readout, a major catalyst event for this gene therapy company.

8-KMaterial agreementMar 208-K — Item 1.01: Material agreement
+ 17 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Regenxbio's Multi-Catalyst Setup Is Hard To Ignore (Rating Upgrade)seekingalpha.com·2d agoREGENXBIO Q2 Earnings Call Highlightsmarketbeat.com·6d agoREGENXBIO Inc. (RGNX) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoRegenxbio (RGNX) Beats Q2 Earnings and Revenue Estimateszacks.com·7d agoREGENXBIO Reports Second Quarter 2026 Financial Results and Operational Highlightsprnewswire.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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