IRSF Day 3 - Conference Highlights Progress in Rett With More to Come in 2027

研报英文原文证据摘录

IRSF Day 3 - Conference Highlights Progress in Rett With More to Come in 2027

July 1, 2026 | 14:37 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 3 - Conference Highlights Progress in Rett malcolm.hoffman@bmo.com (646) 438-2627

Conor MacKay VP AssociateWith More to Come in 2027

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

Bottom Line: Legal Entity: BMO Capital Markets Corp.

Conclusion of IRSF conference highlights potential for TSHA-102 in Rett with more

2YR Price Volume Chart

upside coming with pivotal data in 1H27. While TSHA-102 has already presented 8.00

positive long-term data from Part A of the REVEAL study, we expect coming pivotal Part 7.00

B data is likely to be a more meaningful value inflection moment for shares. Following 6.005.00

the completion of the IRSF conference, we note 1) unmet need for Rett remains 4.00 150

high; 2) competition from other gene therapy programs exists, but safety/efficacy 3.00 100

differentiation of TSHA-102 remains meaningful; 3) long-term market expansion is 2.00 50

possible/likely. 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) 319.9Discussion on Rett Syndrome Developmental Milestone Assessment (RS-DMA)

adds to our confidence in the upcoming pivotal REVEAL study coming in 1H27. We Yield 0.0% Market Cap (mm) $2,178

previously reviewed Taysha's poster presentation outlining the psychometric testing 52-Week High $7 52-Week Low $2

of their planned RS-DMA to be used in the pivotal REVEAL study, noting assessment's BMO Estimates in $

reliability and feasibility.