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Regenxbio's RGX-121 Could Become The New Standard Of Care In Hunter Syndrome
Seeking Alpha· 2025-06-06 20:02
Regenxbio (NASDAQ: RGNX ) is a clinical-stage biopharmaceutical company focusing on gene therapies. Founded in 2008, the core technology of the company is the delivery of rescue genes using AAV payload. A growing number of approved drugs are based on thisAt ELAM1, we empower financial professionals and investors with the scientific and clinical expertise required to navigate the complexities of the healthcare sector. By bridging the gap between cutting-edge science and financial strategy, we help our client ...
Early Wins: RegenXBio's Gene Therapy Helps Duchenne Patients Walk Stronger, Longer
Benzinga· 2025-06-05 15:43
RegenXBio Inc. RGNX revealed new interim data on Thursday from the Phase 1/2 AFFINITY DUCHENNE trial.Updates include positive functional, safety, and biomarker data for RGX-202, REGENXBIO’s investigational gene therapy for Duchenne muscular dystrophy.The data update looked at five patients who were six to 12 years old when they received the gene therapy RGX-202.The functional data demonstrate consistent benefit among dose level 2 participants at 9 and 12 months following treatment with RGX-202.Also Read: Re ...
Regenxbio (RGNX) Earnings Call Presentation
2025-06-05 14:15
RGX-202: AFFINITY DUCHENNE® New Phase I/II Interim Functional Data June 2025 Forward-looking statements This presentation includes "forward-looking statements," within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements express a belief, expectation or intention and are generally accompanied by words that convey projected future events or outcomes such as "believe," "may," "will," "estimate," "continue," " ...
REGENXBIO REPORTS NEW POSITIVE FUNCTIONAL DATA FROM PHASE I/II AFFINITY DUCHENNE® TRIAL OF RGX-202
Prnewswire· 2025-06-05 11:05
Core Insights - REGENXBIO Inc. announced positive interim data from the Phase I/II AFFINITY DUCHENNE trial for RGX-202, a gene therapy for Duchenne muscular dystrophy, showing consistent functional benefits and safety [1][2][3] Functional Data - RGX-202 participants at dose level 2 (2x10^14 GC/kg) showed significant functional improvements at both 9 and 12 months, exceeding natural history controls on key measures such as the North Star Ambulatory Assessment (NSAA) [4][5] - At 9 months, participants improved an average of 4 points from baseline on NSAA, and at 12 months, the improvement was 4.5 points from baseline, with a 6.8-point increase compared to natural history [5][6] Biomarker Data - Biomarker data indicated robust microdystrophin expression, with one participant aged 2 showing an expression level of 118.6% compared to control [8][10] - The primary endpoint for the pivotal phase is the proportion of participants with microdystrophin expression ≥10% at Week 12 [8] Safety and Tolerability - RGX-202 demonstrated a favorable safety profile with no serious adverse events reported, and common drug-related adverse events included nausea, vomiting, and fatigue [11][12] - The proactive immune modulation regimen and high product purity levels contributed to the positive safety outcomes [11] Pivotal Trial and Future Plans - REGENXBIO is enrolling participants for the pivotal portion of the AFFINITY DUCHENNE trial, aiming to support a Biologics License Application (BLA) submission under accelerated approval by mid-2026 [14][15] - The company plans to share top-line data in the first half of 2026, including biomarker, functional, and safety data [15] About RGX-202 - RGX-202 is designed to improve function and outcomes in Duchenne muscular dystrophy, utilizing a differentiated microdystrophin construct that encodes key regions of dystrophin [17][18] - The therapy aims to support targeted expression of microdystrophin throughout skeletal and heart muscle using the NAV® AAV8 vector [18] About Duchenne Muscular Dystrophy - Duchenne muscular dystrophy is a severe, progressive muscle disease affecting 1 in 3,500 to 5,000 boys born each year, caused by mutations in the dystrophin gene [19] About REGENXBIO Inc. - REGENXBIO is a biotechnology company focused on gene therapy, with a late-stage pipeline including RGX-202 for Duchenne and other investigational therapies for rare diseases [20]
REGENXBIO to Host Webcast Discussing Interim Functional Data from the Phase I/II AFFINITY DUCHENNE® Trial of RGX-202
Prnewswire· 2025-06-02 11:05
Event will feature Aravindhan Veerapandiyan, M.D., principal investigator of the AFFINITY DUCHENNE® trialROCKVILLE, Md., June 2, 2025 /PRNewswire/ -- REGENXBIO Inc. (Nasdaq: RGNX) today announced that it will host a webcast to discuss new interim functional data from the Phase I/II AFFINITY DUCHENNE® trial of RGX-202, the company's next-generation investigational gene therapy for the treatment of Duchenne muscular dystrophy. The webcast will feature AFFINITY DUCHENNE principal investigator Aravindhan Veera ...
Regenxbio (RGNX) 2025 Conference Transcript
2025-05-20 16:30
Summary of REGENXBIO Conference Call Company Overview - **Company**: REGENXBIO (RGNX) - **Industry**: Biotechnology, specifically focusing on gene therapy Key Points and Arguments Recent Financing Deal - REGENXBIO announced an opportunistic non-dilutive financing deal aimed at pulling forward midterm royalty streams to prepare for pre-commercial launches, including RGX-202 and RGX-314 [2][3] - The financing is characterized as "good debt" since it does not obligate the company to repay if product sales underperform, while retaining the royalty stream if the products become blockbusters [3][4] FDA Interactions and Regulatory Environment - The company is closely monitoring FDA developments, particularly with the nomination of Dr. Prasad, who has been critical of surrogate endpoints [6][7] - REGENXBIO is currently undergoing a review for its Hunter program, with ongoing interactions with the FDA that have been described as routine [7][8] - The company is optimistic about the potential for accelerated approval based on consistent microdystrophin levels associated with functional benefits [8][9] Market Reactions and Competitive Landscape - Following tragic events related to Sarepta's product, there is increased caution among doctors regarding prescribing to non-ambulatory patients, but REGENXBIO has not seen a change in patient enrollment [10][13] - The company views the lowered financial guidance from Sarepta as a potential opportunity, suggesting that a larger prevalence pool may be available by the time REGENXBIO launches its products [15][16] Product Development and Clinical Trials - REGENXBIO is preparing for pivotal studies and expects to report top-line data from these studies in the first half of next year [28][29] - The company is focused on expanding its dataset for the Hunter program and will provide updates on pivotal study enrollment later this year [27][28] Gene Therapy Strategy and Differentiation - REGENXBIO emphasizes its in-house manufacturing capabilities, which allow for the production of 2,500 doses per year at a competitive cost, as a key differentiator in the gene therapy space [49][50] - The company is advancing its subretinal program for wet AMD in collaboration with AbbVie, with pivotal studies enrolling 1,200 patients [37][38] Safety and Efficacy Considerations - The company has implemented a robust immune-modulating regimen to mitigate risks associated with liver-related adverse events, which has been well-received by investigators [12][13] - REGENXBIO is optimistic about the safety profile of its therapies, particularly in the context of the competitive landscape where safety is a critical concern [46][47] Underappreciated Aspects - The company believes that its cash runway has been improved through recent financing and that its in-house manufacturing capabilities are underappreciated aspects of its business model [49][50] Additional Important Content - The company is preparing for potential advisory committee meetings with the FDA but remains optimistic about the likelihood of not needing one based on precedents [29][30] - The potential for a Priority Review Voucher (PRV) upon approval is highlighted, with recent market data indicating values exceeding $150 million [31][32] This summary encapsulates the key discussions and insights from the REGENXBIO conference call, providing a comprehensive overview of the company's current status, strategic direction, and market positioning.
REGENXBIO Announces Strategic Royalty Monetization Agreement for Up to $250 Million
Prnewswire· 2025-05-19 20:05
$150 million secured at closing extends cash runway into early 2027 REGENXBIO retains additional potential non-dilutive funding opportunities, including monetization of Priority Review Voucher (PRV) and milestones from AbbVie ROCKVILLE, Md., May 19, 2025 /PRNewswire/ -- REGENXBIO Inc. (Nasdaq: RGNX) today announced the closure of a non-dilutive, limited recourse royalty bond agreement of up to $250 million with Healthcare Royalty (HCRx). This agreement monetizes select anticipated royalties and milestones, ...
FDA Accepts Biologics License Application for Mucopolysaccharidosis II Treatment
Prnewswire· 2025-05-14 11:13
Core Insights - The U.S. FDA has accepted the Biologics License Application (BLA) for RGX-121, a gene therapy for Mucopolysaccharidosis II (MPS II), with a target action date of November 9, 2025 [1][5] - NS Pharma will exclusively commercialize RGX-121 in the U.S. upon potential approval, following a strategic partnership with REGENXBIO [2][3] Company Overview - NS Pharma, a subsidiary of Nippon Shinyaku Co., Ltd., focuses on developing and commercializing innovative therapies [8] - REGENXBIO is a clinical-stage biotechnology company specializing in gene therapy, particularly AAV Therapeutics [7] Product Details - RGX-121 is designed to deliver the iduronate-2-sulfatase (IDS) gene to the central nervous system, potentially providing a long-term solution for MPS II [4] - The therapy has received multiple FDA designations, including Orphan Drug Product and Rare Pediatric Disease [5] Disease Context - MPS II, also known as Hunter Syndrome, is a rare genetic disorder caused by a deficiency in the I2S enzyme, leading to significant health challenges, particularly neurological [6]
REGENXBIO Announces FDA Acceptance and Priority Review of the BLA for RGX-121 for MPS II
Prnewswire· 2025-05-13 11:05
Core Viewpoint - REGENXBIO Inc. announced that the FDA has accepted the Biologics License Application (BLA) for RGX-121, a potential one-time gene therapy for Mucopolysaccharidosis II (MPS II), with a target action date of November 9, 2025 [1][7]. Company Overview - REGENXBIO is a biotechnology company focused on gene therapy, founded in 2009, and has developed a late-stage pipeline for rare and retinal diseases [6]. - The company has pioneered AAV gene therapy and aims to improve lives through its curative potential [6]. Product Details - RGX-121 (clemidsogene lanparvovec) is designed to deliver the iduronate-2-sulfatase (IDS) gene to the central nervous system, potentially providing a permanent source of the I2S protein [4]. - The therapy aims to address both neurodevelopmental and systemic effects of Hunter syndrome, which currently relies on weekly enzyme replacement therapy [2]. Regulatory Designations - RGX-121 has received multiple designations from the FDA, including Orphan Drug Product, Rare Pediatric Disease, Fast Track, and Regenerative Medicine Advanced Therapy (RMAT) [2]. Commercialization Strategy - Following potential FDA approval, RGX-121 will be commercialized by NS Pharma, a subsidiary of Nippon Shinyaku, while REGENXBIO retains all rights and proceeds related to the potential sale of a Priority Review Voucher (PRV) [3].
Regenxbio (RGNX) Q1 Earnings and Revenues Lag Estimates
ZACKS· 2025-05-12 22:30
Group 1 - Regenxbio reported quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.41 per share, compared to a loss of $1.38 per share a year ago, representing an earnings surprise of -70.73% [1] - The company posted revenues of $89.01 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 19.07%, compared to year-ago revenues of $15.62 million [2] - Over the last four quarters, Regenxbio has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and the sustainability of earnings expectations [3][4] - Regenxbio shares have lost about 2.7% since the beginning of the year, while the S&P 500 has declined by 3.8% [3] - The current consensus EPS estimate for the coming quarter is -$1.21 on $21.98 million in revenues, and -$0.88 on $295.17 million in revenues for the current fiscal year [7] Group 3 - The Medical - Biomedical and Genetics industry, to which Regenxbio belongs, is currently in the top 34% of the Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]