TSHA Taysha Gene Therapies, Inc. - Common Stock
$6.41
价格 · 八月 19, 2026
截至...的财报数据 八月 11, 2026
52周区间
$3–$7
81% of range
分析师评级
BUY
18 analysts
目标价
$13
+108% upside
P/E (TTM)
-19.0
ROE
-44.0%
净利润率
-1115.3%
TSHA 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$6.41
市值
$1.84B
P/E (TTM)
-19.0
每股收益 (TTM)
$-0.34
营收 (TTM)
$10M
股息收益率
—
ROE
-44.0%
负债/权益
0.2
52周区间
$3 – $7
TSHA 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
$10M
2022-12-31
→
2025-12-31
EPS
$-0.34
2021-12-31
→
2025-12-31
自由现金流
$-94M
2020-12-31
→
2025-12-31
利润率
-1115.3%
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
指标
5年趋势
TSHA
同行中位数
P/E (TTM)
-19.0
27.2
P/S (TTM) (市销率 (TTM))
188.4
25.4
P/B (市净率)
7.5
5.1
EV / EBITDA (企业价值 / EBITDA)
-14.2
—
Price / FCF (股价/自由现金流)
-19.6
—
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
指标
5年趋势
TSHA
同行中位数
Operating Margin (营业利润率)
-1130.7%
—
Net Profit Margin (净利润率)
-1115.3%
-473.7%
ROA
-43.3%
-40.2%
ROE
-44.0%
-50.4%
财务健康 债务、流动性、偿付能力 — 资产负债表强度
指标
5年趋势
TSHA
同行中位数
Debt / Equity (负债/股东权益比率)
0.2
—
Current Ratio (流动比率)
12.2
9.0
Quick Ratio (速动比率)
12.0
—
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
指标
5年趋势
TSHA
同行中位数
Revenue YoY (营收同比增长)
17.3%
—
Revenue CAGR 3Y (营收3年复合年增长率)
57.5%
—
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
TSHA
同行中位数
TSHA 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
买入
18 位分析师
- 强烈买入 6 33.3%
- 买入 11 61.1%
- 持有 1 5.6%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
12 位分析师 · 2026-08-16
中位数
$12.50
平均值
$13.33
← 低于所有目标
$6.41
最低
$10.00
最高
$19.00
中位数目标
$12.50
+95.0%
平均目标
$13.33
+108.0%
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
0.00%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $-0.13 | $-0.12 | -0.01% |
| 2026年3月31日 | $-0.12 | $-0.10 | -0.02% |
| 2025年12月31日 | $-0.08 | $-0.10 | 0.02% |
| 2025年9月30日 | $-0.09 | $-0.09 | 0.00% |
| 2025年6月30日 | $-0.09 | $-0.08 | -0.01% |
| 2025年3月31日 | $-0.08 | $-0.09 | 0.01% |
| 2024年12月31日 | $-0.07 | $-0.08 | 0.01% |
同行比较（GICS 子行业） 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| TSHA | $1.57B | -16.2 | 17.3% | -1115.3% | -44.0% | — |
| ADMA | $4.34B | 30.4 | 19.6% | 28.8% | 33.6% | 57.4% |
| VRDN | $3.17B | -7.7 | 23359.9% | -483.6% | -55.4% | — |
| STOK | $1.87B | -264.5 | 404.5% | -3.7% | -2.0% | — |
| ZBIO | $1.98B | -4.3 | 100.0% | -3777.4% | -156.8% | — |
| AGIO | $1.59B | -3.8 | 48.0% | -764.0% | -32.2% | — |
| GENB | — | — | — | — | — | — |
| DMRA | — | — | 38.3% | -17981.1% | -167.0% | — |
| SRPT | $2.26B | -3.0 | 15.6% | -32.5% | -57.1% | — |
| SNDX | $1.84B | -6.4 | 627.8% | -165.6% | -257.1% | — |
| ANAB | — | -105.4 | 157.0% | — | — | — |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 15
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | $10M | $8M | $15M | $3M | |
| R&D Expense | $86M | $66M | $57M | $91M | |
| SG&A Expense | $34M | $29M | $30M | $37M | |
| Operating Expenses | $120M | $100M | $88M | $165M | |
| Operating Income | $-110M | $-91M | $-72M | $-162M | |
| Interest Expense | · | · | $5M | $4M | |
| Interest Income | $9M | $7M | $4M | · | |
| Other Non-op | $-291.0K | $-110.0K | $-47.0K | $-18.0K | |
| Income Tax | $0 | $0 | $0 | $0 | |
| Net Income | $-109M | $-89M | $-112M | $-166M | |
| EPS (Basic) | $-0.34 | $-0.36 | $-0.96 | $-3.78 | |
| EPS (Diluted) | $-0.34 | $-0.36 | $-0.96 | $-3.78 | |
| Shares (Basic) | 319,711,972 | 250,134,421 | 116,121,482 | 43,952,015 | |
| Shares (Diluted) | 319,711,972 | 250,134,421 | 116,121,482 | 43,952,015 | |
| EBITDA | $-110M | $-91M | $-72M | · |
资产负债表 23
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $320M | $139M | $144M | $88M | |
| Prepaid Expense | $4M | $3M | $3M | $9M | |
| Other Current Assets | $802.0K | $308.0K | $292.0K | $466.0K | |
| Current Assets | $325M | $142M | $150M | $96M | |
| PP&E (Net) | $7M | $7M | $11M | $15M | |
| PP&E (Gross) | $11M | $11M | $14M | $17M | |
| Accum. Depreciation | $5M | $4M | $3M | $2M | |
| Other Non-current Assets | $183.0K | $217.0K | $304.0K | $1M | |
| Total Assets | $343M | $160M | $173M | $126M | |
| Accounts Payable | $6M | $4M | $6M | $11M | |
| Current Liabilities | $27M | $26M | $37M | $63M | |
| Capital Leases | $18M | $17M | $19M | $20M | |
| Other Non-current Liabilities | $2M | $1M | $2M | $4M | |
| Total Liabilities | $96M | $89M | $98M | $125M | |
| Long-term Debt | · | · | · | $38M | |
| Total Debt | $50M | $44M | $41M | · | |
| Common Stock | $3.0K | $2.0K | $2.0K | $1.0K | |
| Paid-in Capital | $958M | $678M | $588M | $402M | |
| Retained Earnings | $-711M | $-602M | $-513M | $-401M | |
| AOCI | $-192.0K | $-4M | · | · | |
| Stockholders' Equity | $247M | $72M | $75M | $949.0K | |
| Liabilities + Equity | $343M | $160M | $173M | $126M | |
| Shares Outstanding | 285,051,648 | 204,943,306 | 186,960,193 | 63,207,507 |
现金流 8
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Stock-based Comp | $13M | $13M | $8M | $18M | |
| Operating Cash Flow | $-93M | $-81M | $-73M | $-88M | |
| CapEx | $738.0K | $374.0K | $4M | $21M | |
| Investing Cash Flow | $-604.0K | $-363.0K | $-7M | $-25M | |
| Stock Issued | · | · | $500.0K | · | |
| Financing Cash Flow | $275M | $77M | $136M | $52M | |
| Net Change in Cash | $181M | $-5M | $56M | $-61M | |
| Free Cash Flow | $-94M | $-82M | $-77M | · |
盈利能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Operating Margin | -1130.7% | -1097.5% | -468.8% | · | |
| Net Margin | -1115.3% | -1071.6% | -722.1% | · | |
| EBITDA Margin | -1130.7% | -1097.5% | -468.8% | · | |
| ROA | -43.3% | -53.6% | -74.6% | · | |
| ROE | -44.0% | -111.4% | -864.1% | · |
流动性与偿付能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 12.2 | 5.4 | 4.1 | · | |
| Quick Ratio | 12.0 | 5.3 | 3.9 | · | |
| Debt / Equity | 0.2 | 0.6 | 0.5 | · | |
| LT Debt / Equity | 0.2 | 0.6 | 0.5 | · | |
| Interest Coverage | · | · | -14.5 | · |
效率 1
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | 0.1 | · |
增长率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | 17.3% | -46.1% | 517.6% | · | |
| Revenue CAGR 3Y | 57.5% | · | · | · |
估值 (TTM) 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $10M | $8M | $15M | $3M | |
| Net Income TTM | $-109M | $-89M | $-112M | $-166M | |
| Market Cap | $1.57B | $355M | $331M | · | |
| Enterprise Value | $1.30B | $259M | $227M | · | |
| P/E | -16.2 | -4.8 | -1.8 | -0.6 | |
| P/S | 160.4 | 42.5 | 21.4 | · | |
| P/B | 6.3 | 5.0 | 4.4 | · | |
| P / Tangible Book | 6.3 | 5.0 | 4.4 | 150.5 | |
| P / Cash Flow | -16.8 | -4.4 | -4.5 | · | |
| P / FCF | -16.7 | -4.3 | -4.3 | · | |
| EV / EBITDA | -11.7 | -2.8 | -3.1 | · | |
| EV / FCF | -13.8 | -3.2 | -3.0 | · | |
| EV / Revenue | 132.8 | 31.1 | 14.7 | · | |
| Earnings Yield | -6.2% | -20.8% | -54.2% | -167.3% |
损益表 15
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $5M | $0 | $2M | $2M | $2M | $2M | $1M | $3M | $4M | $5M | $2M | $5M | |
| R&D Expense | $39M | $34M | $25M | $26M | $20M | $16M | $15M | $15M | $15M | $21M | $13M | $12M | $20M | $13M | |
| SG&A Expense | $12M | $10M | $9M | $8M | $9M | $8M | $7M | $8M | $7M | $7M | $7M | $9M | $6M | $9M | |
| Operating Expenses | $47M | $43M | $34M | $34M | $29M | $24M | $22M | $28M | $22M | $28M | $20M | $21M | $26M | $21M | |
| Operating Income | $-47M | $-43M | $-28M | $-34M | $-27M | $-21M | $-20M | $-26M | $-21M | $-24M | $-16M | $-16M | $-23M | $-17M | |
| Interest Expense | · | · | · | · | · | · | · | · | $27.0K | $29.0K | · | $1M | $1M | $1M | |
| Interest Income | $2M | $3M | $3M | $3M | $2M | $1M | $2M | $2M | $1M | $2M | $2M | $1M | · | · | |
| Other Non-op | $-88.0K | $-31.0K | $-30.0K | $-37.0K | $-237.0K | $13.0K | $-66.0K | $-81.0K | $42.0K | $-5.0K | $-23.0K | $-19.0K | $3.0K | $-8.0K | |
| Income Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | |
| Net Income | $-47M | $-42M | $-28M | $-33M | $-27M | $-22M | $-19M | $-26M | $-21M | $-24M | $48M | $-117M | $-25M | $-18M | |
| EPS (Basic) | $-0.13 | $-0.12 | $-0.08 | $-0.09 | $-0.09 | $-0.08 | $-0.07 | $-0.10 | $-0.09 | $-0.10 | $0.63 | $-0.93 | $-0.38 | $-0.28 | |
| EPS (Diluted) | $-0.13 | $-0.12 | $-0.08 | $-0.09 | $-0.09 | $-0.08 | $-0.07 | $-0.10 | $-0.09 | $-0.10 | $0.63 | $-0.93 | $-0.38 | $-0.28 | |
| Shares (Basic) | 369,044,040 | 366,632,827 | -600,892,861 | 353,309,524 | 297,988,978 | 269,306,331 | -481,760,521 | 267,824,045 | 232,821,553 | 231,249,344 | -137,084,753 | 125,700,799 | 64,244,531 | 63,260,905 | |
| Shares (Diluted) | 369,044,040 | 366,632,827 | -600,892,861 | 353,309,524 | 297,988,978 | 269,306,331 | -481,760,521 | 267,824,045 | 232,821,553 | 231,249,344 | -137,084,753 | 125,700,799 | 64,244,531 | 63,260,905 | |
| EBITDA | $-47M | $-43M | · | $-34M | $-27M | $-21M | · | $-26M | $-21M | $-24M | · | $-16M | $-23M | $-17M |
资产负债表 23
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $455M | $277M | $320M | $297M | $313M | $117M | $139M | $158M | $173M | $124M | $144M | $164M | $45M | $63M | |
| Prepaid Expense | $6M | $5M | $4M | $2M | $3M | $4M | $3M | $3M | $3M | $4M | $3M | $6M | $9M | $9M | |
| Other Current Assets | $851.0K | $1M | $802.0K | $456.0K | $657.0K | $536.0K | $308.0K | $465.0K | $206.0K | $149.0K | $292.0K | $404.0K | $510.0K | $532.0K | |
| Current Assets | $461M | $282M | $325M | $300M | $316M | $121M | $142M | $162M | $178M | $131M | $150M | $172M | $54M | $72M | |
| PP&E (Net) | $2M | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $11M | $11M | $11M | $11M | $14M | $15M | |
| PP&E (Gross) | $8M | $11M | $11M | $11M | $11M | $11M | $11M | $12M | $14M | $14M | $14M | $14M | $16M | $17M | |
| Accum. Depreciation | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | |
| Other Non-current Assets | $106.0K | $181.0K | $183.0K | $184.0K | $186.0K | $188.0K | $217.0K | $220.0K | $288.0K | $304.0K | $304.0K | $304.0K | $304.0K | $1M | |
| Total Assets | $470M | $300M | $343M | $317M | $333M | $138M | $160M | $180M | $200M | $153M | $173M | $196M | $82M | $102M | |
| Accounts Payable | $9M | $5M | $6M | $5M | $8M | $4M | $4M | $5M | $9M | $10M | $6M | $8M | $11M | $9M | |
| Current Liabilities | $26M | $20M | $27M | $29M | $25M | $23M | $26M | $29M | $34M | $39M | $37M | $180M | $51M | $54M | |
| Capital Leases | $6M | $18M | $18M | $17M | $17M | $17M | $17M | $18M | $18M | $18M | $19M | $19M | $20M | $20M | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $4M | $4M | $4M | |
| Total Liabilities | $83M | $88M | $96M | $98M | $85M | $83M | $89M | $91M | $92M | $99M | $98M | $245M | $119M | $117M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | $38M | $38M | |
| Total Debt | $49M | $49M | · | $51M | $41M | $42M | · | $43M | $38M | $41M | · | $39M | $38M | $38M | |
| Common Stock | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $1.0K | $1.0K | |
| Paid-in Capital | $1.19B | $965M | $958M | $904M | $900M | $681M | $678M | $675M | $664M | $591M | $588M | $512M | $407M | $404M | |
| Retained Earnings | $-800M | $-754M | $-711M | $-683M | $-651M | $-624M | $-602M | $-584M | $-558M | $-537M | $-513M | $-561M | $-444M | $-419M | |
| AOCI | $769.0K | $985.0K | $-192.0K | $-1M | $-699.0K | $-2M | $-4M | $-2M | $2M | $-251.0K | · | · | · | · | |
| Stockholders' Equity | $387M | $212M | $247M | $219M | $249M | $55M | $72M | $89M | $109M | $54M | $75M | $-49M | $-37M | $-15M | |
| Liabilities + Equity | $470M | $300M | $343M | $317M | $333M | $138M | $160M | $180M | $200M | $153M | $173M | $196M | $82M | $102M | |
| Shares Outstanding | 325,302,280 | 287,276,885 | 285,051,648 | 273,915,373 | 272,730,060 | 205,054,570 | 204,943,306 | 204,943,306 | 201,381,450 | 187,018,275 | 186,960,193 | 186,960,193 | 64,432,637 | 63,473,349 |
现金流 8
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $6M | $6M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $-40M | $-41M | $-27M | $-24M | $-20M | $-22M | $-18M | $-22M | $-22M | $-20M | $-16M | $-18M | $-19M | $-20M | |
| CapEx | $-1.0K | $24.0K | $250.0K | $108.0K | $2.0K | $378.0K | $-2.0K | $35.0K | $201.0K | $140.0K | $17.0K | $0 | $-48.0K | $4M | |
| Investing Cash Flow | $1.0K | $-3M | $-247.0K | $-48.0K | $62.0K | $-371.0K | $13.0K | $-35.0K | $-201.0K | $-140.0K | $-10.0K | $-3M | $48.0K | $-4M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | |
| Financing Cash Flow | $217M | $711.0K | $50M | $9M | $216M | $-52.0K | $-357.0K | $7M | $70M | $-22.0K | $-4M | $141M | $377.0K | $-370.0K | |
| Net Change in Cash | $176M | $-43M | $23M | $-15M | $196M | $-22M | $-19M | $-15M | $49M | $-20M | $-20M | $119M | $-18M | $-24M | |
| Free Cash Flow | · | $-41M | · | · | · | · | · | · | · | $-20M | · | · | · | $-24M |
盈利能力 5
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | -1347.1% | -930.5% | · | -1448.4% | -1915.4% | -713.3% | · | -342.4% | -976.4% | -351.9% | |
| Net Margin | · | · | · | · | -1353.6% | -935.2% | · | -1427.5% | -1882.0% | -705.4% | · | -2467.1% | -1027.1% | -374.5% | |
| EBITDA Margin | · | · | · | · | -1347.1% | -930.5% | · | -1448.4% | -1915.4% | -713.3% | · | -342.4% | -976.4% | -351.9% | |
| ROA | -11.6% | -19.3% | · | -13.2% | -10.1% | -14.8% | · | -13.6% | -14.8% | -18.9% | · | -76.2% | -22.0% | -13.2% | |
| ROE | -14.7% | -31.8% | · | -21.3% | -15.0% | -39.5% | · | -128.6% | -58.3% | -123.7% | · | 616.4% | 1117.1% | -98.5% |
流动性与偿付能力 5
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 17.8 | 14.0 | · | 10.5 | 12.5 | 5.4 | · | 5.5 | 5.2 | 3.4 | · | 1.0 | 1.1 | 1.3 | |
| Quick Ratio | 17.5 | 13.8 | · | 10.4 | 12.3 | 5.2 | · | 5.4 | 5.1 | 3.2 | · | 0.9 | 0.9 | 1.2 | |
| Debt / Equity | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.8 | · | 0.5 | 0.3 | 0.8 | · | -0.8 | -1.0 | -2.6 | |
| LT Debt / Equity | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.8 | · | 0.5 | 0.3 | 0.8 | · | -0.8 | -1.0 | -2.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | -788.9 | -839.0 | · | -11.0 | -16.2 | -12.1 |
效率 1
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 |
估值 (TTM) 14
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2M | $4M | · | $6M | $7M | $9M | · | $11M | $12M | $15M | · | · | · | · | |
| Net Income TTM | $-149M | $-124M | · | $-107M | $-95M | $-92M | · | $-188M | $-187M | $-183M | · | $-186M | $-103M | $-129M | |
| Market Cap | $2.22B | $1.28B | · | $896M | $630M | $285M | · | $412M | $451M | $537M | · | $591M | $43M | $51M | |
| Enterprise Value | $1.81B | $1.06B | · | $649M | $358M | $211M | · | $297M | $316M | $453M | · | $465M | $36M | $25M | |
| P/E | -15.8 | -11.8 | · | -9.1 | -6.4 | -3.8 | · | -1.6 | -1.5 | -1.7 | · | -1.4 | -0.3 | -0.3 | |
| P/S | 1115.5 | 299.5 | · | 147.4 | 87.6 | 33.1 | · | 37.3 | 38.7 | 35.2 | · | · | · | · | |
| P/B | 5.7 | 6.1 | · | 4.1 | 2.5 | 5.2 | · | 4.6 | 4.1 | 10.0 | · | -12.0 | -1.1 | -3.4 | |
| P / Tangible Book | 5.7 | 6.1 | · | 4.1 | 2.5 | 5.2 | · | 4.6 | 4.1 | 10.0 | · | · | · | · | |
| P / Cash Flow | · | -31.4 | · | · | · | -12.9 | · | · | · | -27.1 | · | · | · | -2.5 | |
| P / FCF | · | -31.4 | · | · | · | · | · | · | · | -26.9 | · | · | · | -2.1 | |
| EV / EBITDA | -38.2 | -24.3 | · | -19.1 | -13.4 | -9.8 | · | -11.5 | -14.8 | -18.6 | · | -28.6 | -1.5 | -1.5 | |
| EV / FCF | · | -25.8 | · | · | · | · | · | · | · | -22.7 | · | · | · | -1.1 | |
| EV / Revenue | 911.0 | 246.4 | · | 106.8 | 49.8 | 24.5 | · | 26.9 | 27.1 | 29.7 | · | · | · | · | |
| Earnings Yield | -6.3% | -8.5% | · | -11.0% | -15.6% | -26.6% | · | -60.7% | -67.0% | -58.9% | · | -70.9% | -326.8% | -388.5% |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $10M | $8M | $15M | $3M | — |
| 营业利润率 % | -1130.7% | -1097.5% | -468.8% | — | — |
| 净收入 | $-109M | $-89M | $-112M | $-166M | $-175M |
| 稀释后每股收益 (EPS) | $-0.34 | $-0.36 | $-0.96 | $-3.78 | $-4.64 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.2 | 0.6 | 0.5 | — | 0.4 |
| 流动比率 | 12.2 | 5.4 | 4.1 | — | 3.1 |
| 速动比率 | 12.0 | 5.3 | 3.9 | — | 2.9 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $-94M | $-82M | $-77M | — | $-132M |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 224 家申报者 · $1.7B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 48 (+20 与上一季度对比) | 23 (-7 与上一季度对比) | 90 (+26 与上一季度对比) | 42 (-13 与上一季度对比) | +44.7M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| Avoro Capital Advisors LLC | $162683327 | 23888888 | 9.61% | 股份 |
| RA CAPITAL MANAGEMENT, L.P. | $160413963 | 23555648 | 9.48% | 股份 |
| Vestal Point Capital, LP | $132216150 | 19415000 | 7.81% | 股份 |
| GOLDMAN SACHS GROUP INC | $92490887 | 13581628 | 5.46% | 股份 |
| RTW INVESTMENTS, LP | $92345357 | 13560258 | 5.46% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $84979232 | 12478595 | 5.02% | 股份 |
| STATE STREET CORP | $77783275 | 11421920 | 4.59% | 股份 |
| Siren, L.L.C. | $67055203 | 9846579 | 3.96% | 股份 |
| Octagon Capital Advisors LP | $66010992 | 9693244 | 3.90% | 股份 |
| VANGUARD GROUP INC | $63339386 | 11516252 | 3.74% | 股份 |
| FMR LLC | $53647634 | 7877773 | 3.17% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $38279203 | 5619701 | 2.26% | 股份 |
| Polar Capital Holdings Plc | $34847676 | 5117133 | 2.06% | 股份 |
| MPM BIOIMPACT LLC | $30645000 | 4500000 | 1.81% | 股份 |
| BAKER BROS. ADVISORS LP | $27272388 | 4004756 | 1.61% | 股份 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $26460262 | 3885501 | 1.56% | 股份 |
| GordonMD Global Investments LP | $24501508 | 723185 | 1.45% | 股份 |
| Casdin Capital, LLC | $22132500 | 3250000 | 1.31% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21383461 | 3140009 | 1.26% | 股份 |
| ADAR1 Capital Management, LLC | $20705573 | 3040466 | 1.22% | 股份 |
| Pictet Asset Management Holding SA | $18868474 | 2770701 | 1.11% | 股份 |
| Aberdeen Group plc | $15847905 | 2327152 | 0.94% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $15761752 | 2314501 | 0.93% | 股份 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $15322500 | 2250000 | 0.91% | 股份 |
| NORGES BANK | $15210816 | 2233600 | 0.90% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14986733 | 2200695 | 0.89% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $14483767 | 2126838 | 0.86% | 股份 |
| ORBIMED ADVISORS LLC | $13620000 | 2000000 | 0.80% | 股份 |
| RICE HALL JAMES & ASSOCIATES, LLC | $13567079 | 1992229 | 0.80% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $12914988 | 1896474 | 0.76% | 股份 |
| B Group, Inc. | $12261786 | 1800556 | 0.72% | 股份 |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $12099000 | 3700000 | 0.71% | 股份 |
| Affinity Asset Advisors, LLC | $11917500 | 1750000 | 0.70% | 股份 |
| BARCLAYS PLC | $11020670 | 1618307 | 0.65% | 股份 |
| HEIGHTS CAPITAL MANAGEMENT, INC | $10215000 | 1500000 | 0.60% | 股份 |
| Seven Fleet Capital Management LP | $9940323 | 1504400 | 0.59% | 股份 |
| Palo Alto Investors LP | $9475311 | 1391382 | 0.56% | 股份 |
| Granahan Investment Management, LLC | $8888255 | 1305177 | 0.53% | 股份 |
| BANK OF AMERICA CORP /DE/ | $8103178 | 1189894 | 0.48% | 股份 |
| CITADEL ADVISORS LLC | $7471292 | 1097106 | 0.44% | 股份 |
| Quantum Private Wealth, LLC | $5529903 | 812027 | 0.33% | 股份 |
| FIRST TRUST ADVISORS LP | $5387860 | 791169 | 0.32% | 股份 |
| Sands Capital Alternatives, LLC | $4936385 | 724873 | 0.29% | 股份 |
| D. E. Shaw & Co., Inc. | $4871997 | 715418 | 0.29% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $4358638 | 640035 | 0.26% | 股份 |
| PANAGORA ASSET MANAGEMENT INC | $4020535 | 590387 | 0.24% | 股份 |
| AFFINITY WEALTH MANAGEMENT LLC | $3928062 | 576808 | 0.23% | 股份 |
| Squarepoint Ops LLC | $3876722 | 569269 | 0.23% | 股份 |
| ACUTA CAPITAL PARTNERS, LLC | $3825912 | 561808 | 0.23% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3799980 | 558000 | 0.22% | 买入期权 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $3765930 | 553000 | 0.22% | 股份 |
| DIADEMA PARTNERS LP | $3559035 | 522619 | 0.21% | 股份 |
| Woodline Partners LP | $3499169 | 513828 | 0.21% | 股份 |
| Holocene Advisors, LP | $3473100 | 510000 | 0.21% | 股份 |
| Ghisallo Capital Management LLC | $3439050 | 505000 | 0.20% | 股份 |
| Burkehill Global Management, LP | $3405000 | 500000 | 0.20% | 股份 |
| POLEN CAPITAL MANAGEMENT LLC | $3331581 | 489219 | 0.20% | 股份 |
| Trexquant Investment LP | $2584919 | 379577 | 0.15% | 股份 |
| Swiss National Bank | $2512890 | 369000 | 0.15% | 股份 |
| MOORE CAPITAL MANAGEMENT, LP | $2440527 | 358374 | 0.14% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $2371603 | 348253 | 0.14% | 股份 |
| Jefferies Financial Group Inc. | $2239128 | 328800 | 0.13% | 股份 |
| RHUMBLINE ADVISERS | $2042820 | 299975 | 0.12% | 股份 |
| CITIGROUP INC | $1995800 | 293069 | 0.12% | 股份 |
| ALPS ADVISORS INC | $1978598 | 290543 | 0.12% | 股份 |
| Ensign Peak Advisors, Inc | $1790322 | 262896 | 0.11% | 股份 |
| Qube Research & Technologies Ltd | $1767910 | 259605 | 0.10% | 股份 |
| SPHERA FUNDS MANAGEMENT LTD. | $1702500 | 250000 | 0.10% | 股份 |
| Bank of New York Mellon Corp | $1660258 | 243797 | 0.10% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $1598416 | 234716 | 0.09% | 股份 |
| WELLS FARGO & COMPANY/MN | $1489565 | 218732 | 0.09% | 股份 |
| ORACLE INVESTMENT MANAGEMENT INC | $1457500 | 265000 | 0.09% | 股份 |
| BlackRock, Inc. | $1411468 | 207264 | 0.08% | 股份 |
| Monashee Investment Management LLC | $1362000 | 200000 | 0.08% | 股份 |
| Privium Fund Management B.V. | $1354509 | 198900 | 0.08% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $1345506 | 197578 | 0.08% | 股份 |
| Chicago Partners Investment Group LLC | $1296283 | 222347 | 0.08% | 股份 |
| Balyasny Asset Management L.P. | $1289351 | 189332 | 0.08% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $1205976 | 177089 | 0.07% | 股份 |
| MORGAN STANLEY | $1204212 | 176830 | 0.07% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $1107130 | 247680 | 0.07% | 股份 |
| WEXFORD CAPITAL LP | $1094054 | 160654 | 0.06% | 股份 |
| JANE STREET GROUP, LLC | $1054045 | 154779 | 0.06% | 股份 |
| Rafferty Asset Management, LLC | $1053548 | 154706 | 0.06% | 股份 |
| Palumbo Wealth Management LLC | $1015869 | 149173 | 0.06% | 股份 |
| MetLife Investment Management, LLC | $959161 | 140846 | 0.06% | 股份 |
| Vanguard Global Advisers, LLC | $911321 | 133821 | 0.05% | 股份 |
| Persistent Asset Partners Ltd | $908529 | 133411 | 0.05% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $903101 | 132614 | 0.05% | 股份 |
| Mariner, LLC | $793923 | 116582 | 0.05% | 股份 |
| CITADEL ADVISORS LLC | $783150 | 115000 | 0.05% | 买入期权 |
| TWO SIGMA ADVISERS, LP | $767696 | 139581 | 0.05% | 股份 |
| Aquatic Capital Management LLC | $736896 | 108208 | 0.04% | 股份 |
| Engineers Gate Manager LP | $709139 | 104132 | 0.04% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $708887 | 104095 | 0.04% | 股份 |
| XTX Topco Ltd | $689138 | 101195 | 0.04% | 股份 |
| PRELUDE CAPITAL MANAGEMENT, LLC | $669736 | 98346 | 0.04% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $663294 | 97400 | 0.04% | 卖出期权 |
| Invesco Ltd. | $650055 | 95456 | 0.04% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $612091 | 136933 | 0.04% | 股份 |
公司内部人士 11 位内幕人士 · 4 位高管 · 7 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Sean P. Nolan | Chief Executive Officer | 2024年1月2日 A | 1185858 | 0 | 0 | $0 |
| Kamran Alam | Chief Financial Officer | 2024年1月2日 A | 842225 | 0 | 0 | $0 |
| Sukumar Nagendran | President and Head of R&D | 2024年1月2日 A | 897843 | 0 | 0 | $0 |
| Suyash Prasad | CMO and Head of R&D | 2022年7月6日 S | 530589 | 0 | 0 | $0 |
| Alison S Long | 董事 | 2023年11月1日 A | — | 0 | 0 | $0 |
| John A Stalfort III | 董事 | 2023年8月16日 G | 1049381 | 0 | 0 | $0 |
| Phillip B. Donenberg | 董事 | 2023年8月16日 P | 114111 | 0 | 0 | $0 |
| Kathleen Reape | 董事 | 2023年6月22日 A | — | 0 | 0 | $0 |
| Laura Sepp-Lorenzino | 董事 | 2023年6月22日 A | — | 0 | 0 | $0 |
| Paul B Manning | 10% 所有者 | 2023年11月17日 P | 16566667 | 0 | 0 | $0 |
| R.A. Session II | 10% 所有者 | 2023年7月13日 S | 8871747 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
激进投资者及 5%+ 股东 4 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Paul B Manning, The Paul B. Manning Revocable Trust dated May 10, 2000, The PBM 2023 Grantor Retained Annuity Trust, The PBM 2025 Grantor Retained Annuity Trust, BKB Growth Investments, LLC, BKB G2 Investments, LLC | 2025年6月3日 | 9.80% | 修订 | — | SEC |
| Paul B. Manning, The Paul B. Manning Revocable Trust dated May 10, 2000, The PBM 2023 Grantor Retained Annuity Trust, BKB Growth Investments, LLC, BKB G2 Investments, LLC ×3 申报 | 2023年8月21日 | — | 初始申报 | — | SEC |
| Astellas Pharma Inc., Astellas US Holding, Inc., Astellas Gene Therapies, Inc. (f/k/a Audentes Therapeutics, Inc.) ×2 申报 | 2023年8月18日 | — | 初始申报 | — | SEC |
| RA Session II, RA Session II, as Trustee of the Session 2020 Annuity Trust I, RA Session II, as Trustee of the Session 2020 Annuity Trust II | 2020年10月5日 | — | 初始申报 | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF持仓 由 44 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| IBRN · iShares Trust | 1.53% | 18665 SH | 2026年8月8日 | 每日 |
| SBIO · ALPS ETF Trust | 1.02% | 282348 NS | 2026年5月31日 | N-PORT |
| BBC · ETFis Series Trust I | 0.82% | 47669 NS | 2026年4月30日 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0.40% | 322791 NS | 2026年4月30日 | N-PORT |
| FYC · First Trust Exchange-Traded Alpha... | 0.32% | 522481 NS | 2026年4月30日 | N-PORT |
| ESSC · Strategy Shares | 0.18% | 7298 NS | 2026年4月30日 | N-PORT |
| IBB · iShares Trust | 0.13% | 1949477 SH | 2026年8月8日 | 每日 |
| IBBQ · Invesco Exchange-Traded Fund Trus... | 0.13% | 15639 SH | 2026年8月8日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | 0.11% | 332492 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.10% | 257044 SH | 2026年8月8日 | 每日 |
| IWO · iShares Trust | 0.09% | 2159516 SH | 2026年8月8日 | 每日 |
| FYX · First Trust Exchange-Traded Alpha... | 0.08% | 154894 NS | 2026年4月30日 | N-PORT |
| BIB · ProShares Trust | 0.08% | 10128 NS | 2026年5月31日 | N-PORT |
| FAD · First Trust Exchange-Traded Alpha... | 0.06% | 48717 NS | 2026年4月30日 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0.06% | 23348 NS | 2026年5月31日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 1379816 SH | 2026年8月8日 | 每日 |
| IWM · iShares Trust | 0.05% | 6118574 SH | 2026年8月8日 | 每日 |
| RSSL · Global X Funds | 0.04% | 95596 NS | 2026年4月30日 | N-PORT |
| ISCG · iShares Trust | 0.04% | 66429 SH | 2026年8月8日 | 每日 |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 64980 NS | 2026年5月31日 | N-PORT |
| ITWO · ProShares Trust | 0.03% | 10394 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 1069955 NS | 2026年5月31日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.03% | 117196 SH | 2026年8月8日 | 每日 |
| TEXN · iShares Trust | 0.02% | 631 SH | 2026年8月8日 | 每日 |
| ISCB · iShares Trust | 0.02% | 9303 SH | 2026年8月8日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 3043718 SH | 2026年8月8日 | 每日 |
| VHT · VANGUARD WORLD FUND | 0.02% | 552457 SH | 2026年8月8日 | 每日 |
| UWM · ProShares Trust | 0.02% | 8129 NS | 2026年5月31日 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0.01% | 62485 NS | 2026年4月30日 | N-PORT |
| URTY · ProShares Trust | 0.01% | 8221 NS | 2026年5月31日 | N-PORT |
| WSML · iShares Trust | 0.01% | 8217 SH | 2026年8月8日 | 每日 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 8504 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 206 NS | 2026年5月31日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 92844 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.00% | 78390 NS | 2026年4月30日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 332315 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.00% | 69995 SH | 2026年8月8日 | 每日 |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 131780 NS | 2026年5月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 4760 NS | 2026年4月30日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 3045 NS | 2026年4月30日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 5870 NS | 2026年4月30日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 10179 NS | 2026年4月30日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 9141487 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 20636 SH | 2026年8月8日 | 每日 |