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RGRGNX

REGENXBIO Inc.

$RGNX·$515M·Biotechnology·Healthcare
$10.24+2.7%YTD-30.1%1Y+19.9%
Mentions · last 7 days
2026-06-18: 139 posts2026-06-19: 7 posts2026-06-20: 0 posts2026-06-21: 0 posts2026-06-22: 171 posts2026-06-23: 38 posts2026-06-24: 18 posts384
Price updated 2h ago·X counts updated 1d ago
RGRGNX
$RGNXREGENXBIO Inc.
$10.24+2.71%384 posts
AI analysisFundamentalsVoices on X
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What it does

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

REGENXBIO Inc. is a biotechnology company operating in the clinical stage, dedicated to developing gene therapy candidates. These therapies are designed to introduce genes into cells, aiming either to rectify genetic deficiencies or to stimulate the body's own cells to produce therapeutic proteins or antibodies to combat diseases. Central to its therapeutic development is the proprietary NAV Technology Platform, an adeno-associated virus-based gene delivery system. The company's primary investigational asset, RGX-314, is currently in Phase III clinical trials for treating wet age-related macular degeneration. Its pipeline also includes RGX-121 and RGX-111, both in Phase I/II trials for mucopolysaccharidosis type II and type I, respectively; RGX-181, which is in preclinical development for late-infantile neuronal ceroid lipofuscinosis type II disease; RGX-202, undergoing Phase I/II evaluation for Duchenne muscular dystrophy; and RGX-381, at the preclinical stage for addressing the ocular manifestations of CLN2 disease. In addition to its internal programs, REGENXBIO Inc. licenses its NAV Technology Platform to other biotech and pharmaceutical enterprises. It also maintains a collaborative and licensing agreement with Neurimmune AG for the advancement of innovative gene therapies. Founded in 2008, REGENXBIO Inc. maintains its headquarters in Rockville, Maryland.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

GLP-1 pipeline competition is the dominant structural driver — the ADA conference crystallized oral formulations, dual agonists, and differentiated mechanisms competing for a potential $150B obesity market by 2030. QURE's FDA accelerated approval for AMT-130 (Huntington's disease) this week confirms gene therapy regulatory momentum is still flowing capital to non-GLP-1 precision medicine.

Top industry ETF

$IBBiShares Biotechnology ETF
+8.3%YTD
+45.0%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
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%
Q2 2025Aug 7, 2025$-1.38$-1.13-22.1%
Next earningsThu, Aug 6·consensus EPS $0.12

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$236.6M$189.1M – $327.4M-$2.83-$3.77 – -$1.708
FY27$268.5M$122.0M – $429.7M-$2.70-$4.20 – -$0.227
FY28$387.6M$387.6M – $387.6M-$2.01-$3.32 – -$0.566
FY29$574.8M$293.4M – $913.7M$0.19$0.07 – $0.345
FY30$809.2M$413.0M – $1.3B$3.06$1.11 – $5.413

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.1.0×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.42%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.+24.7%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.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.4% 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.β1.035-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.

Insider activity

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

Recent transactions

SellMay 11Steve PakolaChief Medical Officer15.3K sh$169KSellMar 10Steve PakolaChief Medical Officer5.1K sh$53K
+ 22 other (14 awards · 7 inkinds · 1 exempt) 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
Free, forever. No credit card.

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

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote · Item 8.01: Other event
8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KMaterial agreementMar 208-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Feb 12424B5
8-KPress release / Reg FDFeb 108-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 13 other (4 13Gs · 2 proxys · 1 SC TO-I · 1 10-Q) in window

Recent news

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

REGENXBIO Completes Dosing in Confirmatory Study of RGX-202, Marking Completion of Registrational Development Program and Supporting Planned BLA Submission in Q3 2026prnewswire.com·2d agoRegenxbio Shares Rise on Plans to Resubmit Navsunli BLA for MPS IIzacks.com·3d agoRegenxbio Gains Fresh Chance As FDA Reconsiders Gene Therapybenzinga.com·4d agoREGENXBIO Announces Alignment with FDA on Path Forward for NAVSUNLI™ BLA Resubmission for Accelerated Approval; First Potential Gene Therapy for MPS IIprnewswire.com·4d agoFDA to reverse rejection of Regenxbio's rare-disease drug, WSJ reportsreuters.com·4d ago

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