Feed / RGNX

REGENXBIO Inc.

RGNX

Healthcare · 8.56 -1.8% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

Company-1.8% todayVolume comparison unavailable
Market group0 of 17 activeEnergy Infrastructure & Biotech · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • RGNX's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements91
Verified relationships13
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Diluted shares increased 4.2% in the latest annual period.
  • Product pipeline and R&D has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 64% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

8.56
6m-5.4%12m-3.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$470.3M+204.3%$2.91+17.8%
2022-12-31$112.7M-76.0%$-6.50-1.7%
2023-12-31$90.2M-19.9%$-6.02+1.3%
2024-12-31$83.3M-7.7%$-4.59+13.2%
2025-12-31$170.4M+104.5%$-3.76+4.2%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposurenegative · 4 filings
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
Credit and interest ratesmixed · 3 filings
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
Product pipeline and R&Dnegative · 3 filings
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
Restructuring and cost reductionsmixed · 3 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

8.56-1.8% today

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.