TSHAHIGH SIGNALFINANCIAL10-K

TSHA significantly strengthened its balance sheet with cash increasing 130% to $319.8M and stockholders' equity surging 245% to $246.9M, while completing enrollment in key Rett syndrome trials and reporting positive clinical milestone data.

The massive increase in stockholders' equity suggests a major financing event that has substantially strengthened TSHA's financial position, providing crucial runway for their gene therapy programs. The completion of enrollment in both adolescent and pediatric REVEAL trials, combined with positive May 2025 efficacy data showing developmental milestone improvements, positions the company for potential regulatory advancement while being well-capitalized to execute.

Comparing 2026-03-19 vs 2025-02-26View on EDGAR →
FINANCIAL ANALYSIS

TSHA dramatically improved its financial position with cash increasing 130% to $319.8M and stockholders' equity surging 245% to $246.9M, indicating a significant capital raise that more than doubled total assets to $343.3M. While R&D expenses increased 30.9% to $86.4M and net losses widened to $109.0M, these increases appear manageable given the substantial cash infusion. The strengthened balance sheet provides significant financial runway for the company's gene therapy development programs, particularly important as they advance toward potential pivotal trials.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
+245.2%
$71.5M$246.9M

Equity base grew 245.2% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Cash & Equivalents
Balance Sheet
+130%
$139.0M$319.8M

Cash position surged 130% — strong cash generation or capital raise providing significant financial cushion.

Current Assets
Balance Sheet
+128.4%
$142.1M$324.6M

Current assets grew 128.4% — improving short-term liquidity or inventory/receivables build.

Total Assets
Balance Sheet
+114.1%
$160.4M$343.3M

Asset base grew 114.1% — expansion through organic growth, acquisitions, or capital deployment.

Capital Expenditure
Cash Flow
+97.3%
$374K$738K

Capital expenditure jumped 97.3% — major investment cycle underway; assess returns on deployment.

Interest Expense
P&L
+31.6%
$3.8M$5.0M

Interest expense surged 31.6% — significant debt increase or rising rates materially impacting earnings.

R&D Expense
P&L
+30.9%
$66.0M$86.4M

R&D investment increased 30.9% — signals commitment to future product development, though near-term margin impact.

Net Income
P&L
-22.1%
-$89.3M-$109.0M

Net income declined 22.1% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-20.8%
-$91.5M-$110.5M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Revenue
P&L
+17.3%
$8.3M$9.8M

Revenue growing 17.3% — solid top-line momentum, watch margins for quality of growth.

LANGUAGE CHANGES
NEW — 2026-03-19
PRIOR — 2025-02-26
ADDED
As of March 19, 2026, the registrant had 287,269,885 shares of common stock, $0.00001 par value per share, outstanding.
We are evaluating TSHA-102 for the treatment of females with Rett syndrome in our REVEAL and ASPIRE clinical trials.
A total of six participants aged 15 to 21 years were treated with TSHA-102 in this study, and enrollment for this trial is complete.
Part A also includes the REVEAL Phase 1/2 Pediatric Trial, which is a first-in-human, open-label, randomized, dose-escalation and dose-expansion study evaluating the safety and preliminary efficacy of TSHA-102 as a single lumbar intrathecal administration in pediatric females aged 5 to 8 years with Rett syndrome due to MECP2 loss-of-function mutation.
A total of six participants aged 6 to 8 years were treated with TSHA-102 in this study, and enrollment for this trial is also complete.
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REMOVED
As of February 26, 2025, the registrant had 205,001,632 shares of common stock, $0.00001 par value per share, outstanding.
We are also evaluating TSHA-102 in the REVEAL Phase 1/2 pediatric trial, which is an open-label, randomized, dose-escalation and dose-expansion study evaluating the safety and preliminary efficacy of TSHA-102 as a single lumbar intrathecal administration in pediatric females with Rett syndrome due to MECP2 loss-of-function mutation.
The trial is taking place in the United States, Canada and the United Kingdom.
As of the February 17, 2025 data cutoff, TSHA-102 was generally well tolerated, with no treatment-related serious adverse events, or SAEs, or dose-limiting toxicities, or DLTs, in the 10 patients dosed in Part A of the REVEAL trials.
We believe this maturing dataset continues to support advancement toward the Part B registrational trial.
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