earnings
confidence high
sentiment negative
materiality 0.80
REGENXBIO Q4 net loss $67.1M; FDA holds on RGX-121/111; RGX-202 data expected Q2 2026
REGENXBIO Inc.
- Q4 2025 net loss $67.1M ($1.30/sh) vs $51.2M loss ($1.01/sh) in Q4 2024; FY net loss $193.9M ($3.76/sh).
- Revenues for full year 2025 $170.4M (up from $83.3M in 2024) driven by Nippon Shinyaku partnership and royalty increases.
- Cash and marketable securities $240.9M at Dec 31, 2025; expects operations funded into early 2027.
- FDA placed clinical holds on RGX-121 and RGX-111; issued Complete Response Letter for RGX-121 BLA in Feb 2026.
- RGX-202 for Duchenne: topline pivotal data expected early Q2 2026; pre-BLA meeting mid-2026. Sura-vec wet AMD data expected Q4 2026.