RGNXHIGH SIGNALFINANCIAL10-K

RGNX shows deteriorating financial position with total liabilities increasing 69.8% to $350.3M while stockholders' equity fell 60.4% to $102.7M, indicating significant balance sheet stress.

The dramatic increase in liabilities coupled with the substantial decline in stockholders' equity suggests potential financial distress or major restructuring activity that materially weakens the company's capital position. The reduction in cash reserves to $34.5M further compounds concerns about the company's ability to fund operations, particularly given the continued substantial operating losses.

Comparing 2026-03-05 vs 2025-03-13View on EDGAR →
FINANCIAL ANALYSIS

RGNX's financial position deteriorated meaningfully during the period, with total liabilities growing substantially to $350.3M while stockholders' equity contracted significantly to $102.7M. While operating losses improved modestly and interest expense declined notably to $6.9M, the company continues burning cash at elevated levels with operating cash flow remaining deeply negative at -$124.0M. The combination of reduced cash reserves, expanded liabilities, and ongoing substantial losses signals heightened financial stress for this gene therapy development company.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
-70.5%
$23.3M$6.9M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Total Liabilities
Balance Sheet
+69.8%
$206.3M$350.3M

Liabilities grew 69.8% — significant increase in debt or obligations, assess impact on financial flexibility.

Stockholders Equity
Balance Sheet
-60.4%
$259.7M$102.7M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Cash & Equivalents
Balance Sheet
-40.1%
$57.5M$34.5M

Cash declined 40.1% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Operating Income
P&L
+30.9%
-$233.3M-$161.2M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Accounts Receivable
Balance Sheet
+28.8%
$20.5M$26.4M

Receivables grew 28.8% — monitor days sales outstanding for collection efficiency.

Operating Cash Flow
Cash Flow
+28.4%
-$173.1M-$124.0M

Operating cash flow grew 28.4% — strong conversion of earnings to cash, healthy business fundamentals.

Net Income
P&L
+14.6%
-$227.1M-$193.9M

Net income grew 14.6% — bottom-line growth signals improving overall business health.

Current Liabilities
Balance Sheet
+14.4%
$103.2M$118.1M

Current liabilities rose 14.4% — increased short-term obligations, watch current ratio.

LANGUAGE CHANGES
NEW — 2026-03-05
PRIOR — 2025-03-13
ADDED
As of February 27, 2026, there were 51,612,984 shares of the registrant s common stock, par value $0.0001 per share, issued and outstanding.
However, whether actual results and developments will conform with our expectations and predictions is subject to a number of risks, uncertainties, assumptions and other important factors, including, but not limited to: our ability to establish and maintain development partnerships, including our collaboration with AbbVie to develop and commercialize surabgene lomparvovec (sura-vec, ABBV-RGX-314) and our collaboration with Nippon Shinyaku Co., Ltd.
Our investigational gene therapies include: Surabgene lomparvovec (sura-vec, ABBV-RGX-314), which we are developing in collaboration with AbbVie to treat large patient populations impacted by wet age-related macular degeneration (wet AMD) and diabetic retinopathy (DR).
Since our inception, we have built and advanced multiple promising gene therapies into late-stage clinical development.
All of our gene therapies were built on our NAV Technology Platform.
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REMOVED
As of March 7, 2025, there were 50,086,138 shares of the registrant s common stock, par value $0.0001 per share, issued and outstanding.
We refer to commercial and investigational AAV vector-based gene therapies as AAV Therapeutics.
Our investigational AAV Therapeutics include: ABBV-RGX-314, which we are developing in collaboration with AbbVie to treat large patient populations impacted by wet age-related macular degeneration (wet AMD), diabetic retinopathy (DR) and other chronic retinal diseases characterized by loss of vision.
RGX-202, which we are developing to treat Duchenne muscular dystrophy (Duchenne), one of the most common fatal genetic disorders affecting children.
Since our inception, we have built and advanced multiple promising AAV Therapeutics into late-stage clinical development.
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