Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionREGENXBIO Inc. Common Stock (RGNX)
Fair value
Not available
ACCE price target
$7.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 1 Oct 2026, 00:00 CEST.
Price used: $6.68 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
32
out of 100
Analysts
83% buy
12 covering
P/E
0.0x
forward 0.0x
1-year return
-46.9%
Dividend yield
0.00%
REGENXBIO Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
REGENXBIO develops gene therapies using its AAV vector platform, and licenses that platform to other drug developers for royalties and fees. Licensing means partners fund part of the development. The catalysts are clinical data and regulatory milestones for its own programmes. Revenue grew 405.7%, though the gross margin is -44.9% and ROE is -137.6%, so revenue is lumpy and tied to deals.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
severe
Negative gross margin
Gross margin of -44.9% indicates the company loses money on each unit sold. This is unsustainable and signals fundamental business model problems.
severe
Massive negative FCF
Free cash flow of -$184M annually with $533M market cap means the company is burning cash at 34% of its market value per year. Runway is critical.
high
Extreme leverage and losses
Debt/Equity of 3.49, ROE of -137.6%, and net margin of -112.6% show heavy debt burden combined with severe operating losses. Solvency risk is material.
high
Revenue quality concern
QoQ growth of +1589.6% is an outlier spike, not sustainable. Combined with negative margins, this suggests one-time or non-recurring revenue rather than durable business growth.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue surged 405.7% year over year, signaling major commercial traction or milestone achievement.
Latest earnings beat expectations by 258.3%, suggesting the company is executing better than the street modeled.
Why it could disappoint
Net margin of negative 112.6% and free cash flow burn of negative $184M show the company is far from profitability.
The 405.7% revenue growth reflects one-time milestone payments, not recurring commercial revenue, making run-rate valuation unreliable.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 5, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where RGNX's valuation models land
Price
$6.68
Model fair valueConfidence: low
about $16.76
Model
Fair value
Upside
Analyst consensus
Sales comps
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Quality
INVESTOR
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