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Taysha Gene Therapies is a high-conviction binary bet: cash cushions the downside, and FDA approval of TSHA-102 for Rett syndrome could be a 5-10x event. No disease-modifying Rett therapy exists today, and TSHA-102 has a clean safety record in 12 patients, while rival Neurogene's NGN-401 lost its high-dose arm after a patient death. Comparables suggest $2-4 million a dose against about $10,000 in cost. Cash of $319.8 million lasts into 2028, but another raise is likely; failure means near zero. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.comÂ
