Mar. 26 at 3:47 AM
$TSHA Details of the Cantor Fitzgerald Note (March 25, 2026)
The firm’s analyst, Kristen Kluska, highlighted several key factors driving their high valuation:
• Clinical Efficacy: Cantor pointed to Phase 1/2 data showing that 83% of patients (5 out of 6 in the high-dose group) met the responder criteria for the pivotal study at the 6- and 12-month marks.
• Safety Profile: The therapy (TSHA-102) has maintained a clean safety record with no treatment-related serious adverse events (SAEs) or dose-limiting toxicities (DLTs).
• Construct Advantage: The analysts noted that Taysha's "minigene" construct, which is double-stranded and utilizes a CNS-specific promoter, likely contributes to the rapid onset of action observed in patients.
• Upside Potential: With TSHA trading around
$4.13 at the time of the note, Cantor’s
$19 target implies a potential upside of over 350%.
