REGENXBIO Inc.
NASDAQ•RGNX
CEO: Mr. Curran M. Simpson M.S.
セクター: Healthcare
業種: Biotechnology
上場日: 2015-09-17
REGENXBIO Inc., a clinical-stage biotechnology company, provides gene therapies that deliver functional genes to cells with genetic defects in the United States. Its gene therapy product candidates are based on NAV Technology Platform, a proprietary adeno-associated virus gene delivery platform. The company's products in pipeline includes ABBV-RGX-314 for the treatment of wet age-related macular degeneration, diabetic retinopathy, and other chronic retinal diseases; and RGX-202, which is in Phase I/II clinical trial for the treatment of Duchenne muscular dystrophy. It also develops RGX-121 for the treatment of mucopolysaccharidosis type II that is in Phase III clinical trial; RGX-111 for treating mucopolysaccharidosis type I; RGX-181 for the treatment of late infantile neuronal ceroid lipofuscinosis type II; and RGX-381 to treat the ocular manifestations of CLN2 disease. In addition, the company licenses its NAV Technology Platform to other biotechnology and pharmaceutical companies. Further, it has a collaboration and license agreement with AbbVie Global Enterprises Ltd. to develop ABBV-RGX-314 outside the United States. REGENXBIO Inc. was incorporated in 2008 and is headquartered in Rockville, Maryland.
連絡先情報
時価総額
$474.84M
PER (TTM)
-2.5
17.4
配当利回り
--
52週高値
$16.19
52週安値
$5.04
52週レンジ
順位61Top 91.5%
2.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$30.34M+0.00%
直近4四半期の推移
EPS
-$1.30+0.00%
直近4四半期の推移
フリーCF
-$52.80M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
License Revenue Jumps 90.7% License and royalty revenue reached $156.27M, showing 90.7% growth driven by Nippon Shinyaku upfront recognition.
Net Loss Significantly Narrows Net loss decreased by $33.22M to $193.88M loss for 2025, reflecting improved operational efficiency and partnership revenue.
Strong Cash Position Maintained Ended year with $240.9M in cash, equivalents, and marketable securities, funding operations into early 2027.
Key Collaboration Payments Received Recognized $72.9M upfront revenue from Nippon Shinyaku deal, supporting RGX-121/111 development efforts.
リスク要因
RGX-121 BLA Suffers CRL FDA issued Complete Response Letter for RGX-121 BLA; path to resubmission and approval remains highly uncertain.
Clinical Holds Impact Programs FDA clinical holds on RGX-111 and RGX-121 programs may delay development, increase costs, or cause termination.
Manufacturing Complexity Risks Novel gene therapy products are complex to manufacture; disruptions limit supply or delay commercialization efforts.
Revenue Concentration Exposure Two customers accounted for 99% of 2025 revenues; loss of major partner severely harms future revenue streams.
見通し
Sura-vec Pivotal Data Expected Topline data for pivotal wet AMD trials (ATMOSPHERE/ASCENT) expected in the fourth quarter of 2026.
RGX-202 DMD Data Near Pivotal RGX-202 topline data expected early Q2 2026; pre-BLA meeting planned with FDA mid-2026.
Address Regulatory Hurdles Plan Type A meeting with FDA to discuss CRL for RGX-121 and work to lift clinical holds on RGX-111/121.
New DR Trial Initiating Planning Phase IIb/III NAAVIGATE trial for DR suprachoroidal delivery, expecting first patient dosed in Q2 2026.
同業比較
売上高 (TTM)
$170.44M
$44.05M
$30.91M
粗利益率 (最新四半期)
100.0%
100.0%
100.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CRVS | $1.42B | -92.9 | -25.8% | 1.3% |
| MLTX | $1.26B | -5.1 | -67.1% | 17.8% |
| OLMA | $1.23B | -8.9 | -41.5% | 1.3% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-30.1%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年3月12日
EPS:-$0.99
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし