IRSF Day 2 – Oral Presentations Allow for More Direct Comparisons in Gene Tx

研报英文原文证据摘录

IRSF Day 2 – Oral Presentations Allow for More Direct Comparisons in Gene Tx

June 30, 2026 | 19:44 ET~

Taysha Gene Therapies

TSHA-NSDQ Rating Price: Jun-30 Target Total Rtn Biotechnology

Outperform $6.81 $14.00 106%

Evan David Seigerman Analyst

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

Malcolm Hoffman, CFA VP Associate

IRSF Day 2 – Oral Presentations Allow for More Direct malcolm.hoffman@bmo.com (646) 438-2627

Conor MacKay VP AssociateComparisons in Gene Tx

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

Bottom Line: Legal Entity: BMO Capital Markets Corp.

Presentation of longer-term REVEAL and NGN-401 data provide further context

2YR Price Volume Chart

to competing clinical stage gene therapies. While both Neurogene and Taysha 8.00

have previously released their updated clinical data for TSHA-102 and NGN-401, oral 7.00

presentation of results prompted discussion on the potential of dosing therapies 6.005.00

earlier. Long-term there may be an opportunity for future Rett gene therapy expansion 4.00 150

to younger patients given efficacy seen to date, but we remain conservative in our 3.00 100

assumptions. Additional discussion of NGN-401 serious adverse events highlights 2.00 50

sensory neuropathy challenges, supporting TSHA-102 differentiation. 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) 319.9Presentation of long-term NGN-401 follow-up data provides more context on

safety signals. While both Taysha and Neurogene have already released updated Yield 0.0% Market Cap (mm) $2,178

data from both TSHA-102 and NGN-401 in Rett, both companies presented data as oral 52-Week High $7 52-Week Low $2

presentations as a part of the Day 2 of the IRSF conference. Reprised presentation of BMO Estimates in $