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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
9804 Medical Center Drive, Rockville, MD, 20850, United States
240-552-8181
www.regenxbio.com
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
39%
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)

RGNX stock ticker logoRGNX
$170.44M
+104.5%
GOSS stock ticker logoGOSS
$44.05M
-58.2%
VSTM stock ticker logoVSTM
$30.91M
+209.1%

粗利益率 (最新四半期)

BCYC stock ticker logoBCYC
100.0%
+1705.8pp
GOSS stock ticker logoGOSS
100.0%
+0.0pp
ABSI stock ticker logoABSI
100.0%
+197.2pp

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