REGENXBIO (RGNX)
Develops one-time AAV gene therapies while licensing its NAV vector platform.
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Develops investigational AAV gene therapies for rare and retinal diseases and licenses its NAV vector technology to partners. Its model combines internal programs with partner-linked royalty economics, including commercial products from Novartis.
Develops investigational one-time AAV gene therapies using its proprietary NAV Technology Platform. Its lead programs span retinal disease, Duchenne muscular dystrophy, and MPS I and II, including sura-vec/ABBV-RGX-314, RGX-202, RGX-121, and RGX-111.
The business pairs internal research, clinical development, manufacturing, and commercialization capabilities with selective licensing of NAV technology and related IP. Zolgensma and Itvisma use the NAV platform, making Novartis-linked royalties an important part of the model.
AbbVie collaborates on sura-vec for retinal disease, while Nippon Shinyaku partners on the MPS programs in specified territories. Program progress depends on clinical evidence, manufacturing, regulatory interactions, and collaborators.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 25, 2026 | H.C. Wainwright | Target | Target: $23 | Target: $21 |
| Aug 25, 2026 | Robert W. Baird | Target | Target: $32 | Target: $29 |
| Aug 10, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $26 | Target: $23 |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $16 | Target: $18 |
| Aug 7, 2026 | Barclays | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $105.5M · Total debt $69.0M · Total assets $386.6M · Shareholders' equity $71.8M
- Revenue
- $108.0M
- Operating income
- $29.3M
- Net income
- $22.7M
No dividends on record.
| Institutions | 82.37% | 42.59M shares | |
|---|---|---|---|
| 176 holders · as of Jun 30, 2026 | |||
| Insiders | 3.92% | 2.03M shares | |
| 16 holders · as of Sep 3, 2026 | |||
| Strategic holders | 4.25% | 2.20M shares | |
| 1 holder · as of Apr 7, 2023 | |||
| Other | 9.46% | 4.89M shares | |
| remainder | |||
51.70M company shares as of Sep 16, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (66.01M in the company's Sep 23, 2026 report, 51.70M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.37% | 6.40M | as of Jun 30, 2026 |
Redmile Group, LLCInstitution | 8.45% | 4.37M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.75% | 2.97M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 4.28% | 2.21M | as of Jun 30, 2026 |
GIC Private LimitedStrategic | 4.25% | 2.20M | filed Apr 7, 2023 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Gregory Austin Ciongoli | director | +53,407 | $9.36 |
| Aug 26, 2026 | Gregory Austin Ciongoli | director | +49,196 | $9.14 |
| Jul 2, 2026 | Steve Pakola | officer: Chief Medical Officer | −2,161 | $13.64 |
| Jul 1, 2026 | Steve Pakola | officer: Chief Medical Officer | −36,725 | $12.86 |
| Jun 29, 2026 | Steve Pakola | officer: Chief Medical Officer | −19,608 | $11.04 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| REGENXBIO | $7.55 | −7.36% | $421.3M | — | — | 2.4 | +405.7% |
| 4D Molecular Therapeutics | $14.87 | −6.39% | $830.1M | — | — | 9.0 | +25,106.7% |
| Sarepta Therapeutics | $19.39 | −6.82% | $2.20B | — | 33.7 | 1.1 | −34.3% |
| Solid Biosciences | $8.26 | −7.45% | $878.2M | — | — | — | — |
| MeiraGTx | $11.83 | −4.21% | $1.14B | 17.4 | — | 2.9 | +8,608.6% |
| Median | 17.4 | 33.7 | 2.9 | +8,608.6% |