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RGNX Regenxbio

REGENXBIO is a leading clinical-stage biotechnology company seeking to improve lives through the curative potential of gene therapy. REGENXBIO's NAV Technology Platform, a proprietary adeno-associated virus (AAV) gene delivery platform, consists of exclusive rights to more than 100 novel AAV vectors, including AAV7, AAV8, AAV9 and AAVrh10. REGENXBIO and its third-party NAV Technology Platform Licensees are applying the NAV Technology Platform in the development of a broad pipeline of candidates in multiple therapeutic areas.

Company profile

RGNX stock data

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Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

9 Aug 21
16 Oct 21
31 Dec 21
Quarter (USD)
Jun 21 Mar 21 Dec 20 Sep 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
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Cost of revenue
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Financial data from Regenxbio earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 258.4M 258.4M 258.4M 258.4M 258.4M 258.4M
Cash burn (monthly) 11.47M (positive/no burn) 19.21M 12.29M 9.96M 5.67M
Cash used (since last report) 40.69M n/a 68.15M 43.59M 35.32M 20.1M
Cash remaining 217.72M n/a 190.25M 214.81M 223.08M 238.3M
Runway (months of cash) 19.0 n/a 9.9 17.5 22.4 42.1

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
27 Sep 21 Kenneth T. Mills Common Stock Sell Dispose S No Yes 42.19 1,500 63.29K 280,984
27 Sep 21 Kenneth T. Mills Common Stock Option exercise Acquire M No Yes 3.76 1,500 5.64K 282,484
27 Sep 21 Kenneth T. Mills Employee Stock Option Common Stock Option exercise Dispose M No Yes 3.76 1,500 5.64K 231,354
17 Sep 21 Fox Allan M. Common Stock Sell Dispose S Yes No 45.0381 48,233 2.17M 1,364,309
14 Sep 21 Kenneth T. Mills Common Stock Sell Dispose S No Yes 45.11 35,000 1.58M 280,984
14 Sep 21 Kenneth T. Mills Common Stock Option exercise Acquire M No Yes 0.85 1,854 1.58K 315,984
14 Sep 21 Kenneth T. Mills Common Stock Option exercise Acquire M No Yes 3.76 33,146 124.63K 314,130
14 Sep 21 Kenneth T. Mills Employee Stock Option Common Stock Option exercise Dispose M No Yes 0.85 1,854 1.58K 37,816
14 Sep 21 Kenneth T. Mills Employee Stock Option Common Stock Option exercise Dispose M No Yes 3.76 33,146 124.63K 232,854
13 Sep 21 Kenneth T. Mills Common Stock Sell Dispose S No Yes 40.02 3,000 120.06K 280,984

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

82.3% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 167 179 -6.7%
Opened positions 12 25 -52.0%
Closed positions 24 31 -22.6%
Increased positions 70 91 -23.1%
Reduced positions 52 34 +52.9%
13F shares
Current Prev Q Change
Total value 1.54B 1.71B -9.9%
Total shares 35.07M 34.4M +1.9%
Total puts 77.5K 88.1K -12.0%
Total calls 99.8K 97.1K +2.8%
Total put/call ratio 0.8 0.9 -14.4%
Largest owners
Shares Value Change
BLK Blackrock 6.2M $240.91M -1.6%
Vanguard 3.94M $153.22M +0.2%
JPM JPMorgan Chase & Co. 3.72M $144.59M +6.3%
STT State Street 2.26M $87.95M -1.4%
Redmile 2.14M $83.07M -8.6%
Kiser 2012 Gift Trust 1.91M $86.72M 0.0%
RTW Investments 1.76M $68.29M +321.9%
Dimensional Fund Advisors 951.88K $36.98M +15.1%
Geode Capital Management 662.71K $25.75M +5.5%
Aquilo Capital Management 595.44K $23.13M +6.4%
Largest transactions
Shares Bought/sold Change
RTW Investments 1.76M +1.34M +321.9%
Point72 Asset Management 163.61K -742.69K -81.9%
IVZ Invesco 463.6K +235.22K +103.0%
JPM JPMorgan Chase & Co. 3.72M +220.97K +6.3%
MS Morgan Stanley 466.83K +204.34K +77.8%
Redmile 2.14M -202.11K -8.6%
Dimensional Fund Advisors 951.88K +124.62K +15.1%
BLK Blackrock 6.2M -102.94K -1.6%
Two Sigma Investments 18.6K -100.01K -84.3%
BAC Bank Of America 56.55K -95.81K -62.9%

Financial report summary

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Management Discussion
  • License and Royalty Revenue. License and royalty revenue increased by $5.5 million, from $16.6 million for the three months ended June 30, 2020 to $22.0 million for the three months ended June 30, 2021. The increase was primarily attributable to Zolgensma royalty revenues, which increased by $6.5 million, from $11.9 million for the second quarter of 2020 to $18.4 million for the second quarter of 2021. As reported by Novartis, sales of Zolgensma for the second quarter of 2021 increased by 54% as compared to the second quarter of 2020, driven by geographic expansion of product access.
  • Research and Development Expense. Research and development expenses increased by $7.8 million, from $38.1 million for the three months ended June 30, 2020 to $45.9 million for the three months ended June 30, 2021. The increase was primarily attributable to the following:
  • The increase in research and development expenses was partially offset by a $2.6 million decrease in external costs associated with manufacturing-related services, primarily attributable to RGX-202 and RGX-121 clinical supply.
Content analysis
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H.S. junior Avg
New words: aforementioned, Chicago, confirm, correct, corrected, County, Court, curtail, denied, effort, emergence, geographic, IL, insufficient, opportunity, petition, precise, reconciled, requisite, ruling, Society, stage, suitable, Supreme, tribunal, variant
Removed: collection, consulting, dosed, enrolled