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    Taysha Gene Therapies (TSHA): Revisiting Valuation After TSHA-102 Breakthrough Designation and Trial Milestones

    Simply Wall St·12/24/2025 02:35:37
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    Taysha Gene Therapies (TSHA) has caught investors attention after securing FDA Breakthrough Therapy Designation for its Rett syndrome candidate TSHA-102 and locking in a pivotal REVEAL trial design with an interim analysis aimed at a future filing.

    See our latest analysis for Taysha Gene Therapies.

    The excitement around TSHA-102 and the FDA Breakthrough Therapy Designation has helped fuel a powerful rerating, with the stock posting a 30 day share price return of about 29 percent and a roughly 209 percent year to date share price return, even though the five year total shareholder return remains deeply negative. This shows how quickly sentiment has flipped as investors reassess both upside potential and risk.

    If this kind of high risk biotech turnaround has your attention, it could be a good moment to scan other healthcare stocks that might be quietly setting up similar inflection points.

    Given the stock has more than tripled this year but still trades at a steep discount to analyst targets, is Taysha Gene Therapies an underappreciated growth story, or is the market already pricing in years of future progress?

    Most Popular Narrative Narrative: 46% Undervalued

    Taysha Gene Therapies last closed at $5.71, while the most popular narrative pegs fair value closer to $10.57, framing a sizable upside gap.

    The analysts have a consensus price target of $6.55 for Taysha Gene Therapies based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $8.0, and the most bearish reporting a price target of just $5.0.

    Read the complete narrative.

    Curious how projected triple digit revenue growth, a step change in margins, and a sky high future earnings multiple all combine to justify that valuation gap? The full narrative unpacks the bold assumptions behind this aggressive long term earnings trajectory and the premium price tag it implies.

    Result: Fair Value of $10.57 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, meaningful delays in regulatory approvals or underwhelming long term TSHA-102 data could quickly challenge today’s optimistic valuation narrative.

    Find out about the key risks to this Taysha Gene Therapies narrative.

    Build Your Own Taysha Gene Therapies Narrative

    If you are not fully aligned with this view or prefer hands on analysis, you can build a personalised narrative in under three minutes: Do it your way.

    A great starting point for your Taysha Gene Therapies research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.