IRSF Day 1 - Poster and Competitive Updates Affirm Confidence in TSHA-102 Program

研报英文原文证据摘录

IRSF Day 1 - Poster and Competitive Updates Affirm Confidence in TSHA-102 Program

June 30, 2026 | 00:32 ET~

Taysha Gene Therapies

TSHA-NSDQ Rating Price: Jun-29 Target Total Rtn Biotechnology

Outperform $6.73 $14.00 108%

Evan David Seigerman Analyst

evan.seigerman@bmo.com (212) 444-4328

Malcolm Hoffman, CFA VP Associate

IRSF Day 1 - Poster and Competitive Updates Affirm malcolm.hoffman@bmo.com (646) 438-2627

Conor MacKay VP AssociateConfidence in TSHA-102 Program

conor.mackay@bmo.com (347) 988-4235

Bottom Line: Legal Entity: BMO Capital Markets Corp.

New data at IRSF conference further increase our confidence in Taysha's

2YR Price Volume Chart

clinical development plan and competitive positioning in Rett. With competitor, 8.00

Neurogene, releasing additional long-term data for NGN-401 today, we continue to 7.00

view TSHA-102 as differentiated on improved developmental milestones+achievement 6.005.00

of other skills/improvements (~26 per patient vs. 4.7 demonstrated by NGN-401). 4.00 150

Additional simulation analysis indicates Taysha pivotal REVEAL trial would be expected 3.00 100

to have 2+ spontaneous responders <2% of the time while the pivotal study primary 2.00 50

assessment shows strong signs of inter-rater reliability and feasibility of use. 1.00 Dec Jun Dec Jun 0

LHS: Price ($) / RHS: Volume (mm) Source: FactSet

Key Points Company Data in $

Dividend $0.00 Shares O/S (mm) 287.4Long-term REVEAL data continues to look more efficacious versus other emerging

therapies as IRSF kicks off. On the first day of the International Rett Syndrome Yield 0.0% Market Cap (mm) $1,934

Foundation (IRSF) conference, Taysha competitor, Neurogene, released updated long- 52-Week High $7 52-Week Low $2

term data from their gene therapy NGN-401.