Feb. 20 at 1:05 AM
$TSHA With the new FDA one-trial default (real policy, not hype—Makary/Prasad NEJM Feb 18), it’s a clean reversal tailwind.
TSHA-102’s REVEAL pivotal is already single-arm, FDA-greenlit—Part A long-term follow-up (those 10 from last year) drops H1 2026—clean safety/efficacy? That’s confirmatory gold, speeds BLA, cuts costs.
Plus earnings Feb 25 or whenever??? could tease enrollment (maybe 3-5 dosed already).
Upside alone from policy: 5-10% easy—back to 5.30-5.50 short-term. Add data win? 15-25% more, lands 6+ by spring/summer. Double (to 9-10) by late summer? Possible if everything clicks—analysts average 11, high 19.
Sector’s recovering; this policy flips the script from “FDA drag” to “FDA fast-track.”
Policy + milestones = real shot at 6 bucks soon. Hold tight; today’s 4.79 after-hours is the rebound base.
