“Subject to obtaining regulatory approval for our product candidates, we expect to incur significant commercialization expenses for product sales, marketing, manufacturing and distribution.”10-Q · May 14, 2026 ↗
REGENXBIO Inc.
RGNX
Market read
REGENXBIO Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 24 directly disclosed connections are confirming.
- RGNX's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if RGNX's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 24 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- RGNX's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +104.5% year over year.
- Operating margin changed +185.5 percentage points in the latest annual period.
- Net margin changed +158.8 percentage points in the latest annual period.
- Diluted shares increased 4.2% in the latest annual period.
- Product pipeline and R&D has repeated adverse evidence across 3 filings.
- EV/sales is 64% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
8.56Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase was primarily attributable to interest expense under our royalty monetization liabilities, driven largely by an increase in forecasted Zolgensma and Itvisma royalties expected to be paid to HCR under the 2020 Royalty Purchase Agreement and intere…”10-K · Mar 5, 2026 ↗
“The increase in the valuation allowance during the year ended December 31, 2025 was due primarily to federal and state NOLs and research and development tax credits generated during the period, partially offset by a decrease in capitalized research and develo…”10-K · Mar 5, 2026 ↗
“As a result of the New York Sublease, the Company determined an impairment indicator was present as of March 31, 2024 related to the long-lived asset group subject to the sublease, which included the right-of-use asset under the New York Lease, leasehold impr…”10-K · Mar 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.6× · EV/sales 2.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for RGNX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for RGNX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind RGNX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ABBV10.9% of RGNXcustomerMay 14, 2026 ▾
“As of December 31, 2025 and 2024, the Company had recorded $ 10.9 million and $ 11.3 million, respectively, due from AbbVie for net reimbursement of costs incurred for activities performed under AbbVie Collaboration Agreement, which was included in other curr…”
ABBVAbbVie Inc.partnerMay 14, 2026 ▾
“Our lead programs and product candidates are described below: Sura-vec (ABBV-RGX-314) We are developing ABBV-RGX-314 (surabgene lomparvovec, sura-vec) in collaboration with AbbVie as a potential one-time treatment for chronic retinal conditions that cause tot…”
Depended on by
OCGNOcugen, Inc.partnerMar 4, 2026 ▾
“We are aware of several companies focusing on gene therapies for various ophthalmic indications including Applied Genetic Technologies Corporation, as acquired by Beacon Therapeutics, Astellas Pharma Inc., MeiraGTx Holdings plc in partnership with Janssen Pha…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 23 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
RGNX is currently a Follower in the organic co-movement group Energy Infrastructure & Biotech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for RGNX; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.