RGNX Regenxbio Inc

$RGNX One of the most underrated things about the upcoming pivotal trial read out is just how much data is going to be available. There's going to be close a 1k patients in the treatment arms. So imagine on the commercialization end of things there will probably be pretty robust patient matching to the trial given a candidate's disease state where there'll be atleast 4 or 5 corresponding trial examples that have years of followup.

$RGNX Rocket's call was interesting in the amount of flexibility the FDA is showing for their therapy, this therapy mind you had an SAE that resulted in a death. Apparently the FDA is pushing Rocket to start a trial in female danon patients ASAP and there's a world where it gets approved off of 7 patients. From my perspective this means we will probably get decent flexibility on how 121 resolves assuming it isn't actually causing really bad stuff in the spine. For 202 I continue to fail to see how it is not approved assuming the safety and efficacy have not meaningfully degraded.

$RGNX What's interesting about Eyepoint's results today is that it illuminates how risky it is for a Wet AMD therapy candidate designed for maintenance to cross the threshold from treatment experienced to treatment naive. If one simply looks at their phase 2 trial "naively" one would think going to an easier to treat patient population would be a slam dunk. However it is very easy to forget why IVT anti-vegfs have been SOC for so long and that is in many patients they work very well especially in their first year. Luckily for us Regenx's control is completely composed of treatment experienced eyes that are in a much more well characterized disease state. Though we have to remain level headed and recognize that there is always the potential NI is not hit here.

$RGNX if you had told me in the beginning of the year I would be relieved when I see this going back above $7, I would have laughed at you

$RGNX it could go much higher than Kodiak Long-term follow-up data presented at the American Society of Retina Specialists (ASRS) showed stable to improved vision sustained through 5 years from just a single subretinal dose. the therapy achieved an 80% to 92.8% reduction in annualized injection burdens, with up to 60% of patients remaining completely injection-free

$RGNX anti vegf nonresponders are not included in control, this is huge! we may get far better results than phase I/II.

$RGNX This year the Wet AMD competition has definitely shrunk . Looking forward to RGNX to potentially add a long needed differentiator to the market

$RGNX Bringing this post to the top, it was buried in a thread but one of the more important indications of RGNX confidence in their Duchenne program, especially the powerhouse add-on coming from J&J / Serepta, check out the links...and thanks to for finding this.

$RGNX Ok having listened to most of it, I think it's weird that ABBV wasn’t involved in this presentation. Way more into the clinician business side than I expected. One of the presenters said the readout would be in December. Any interesting takeaways?

$RGNX this is one of my favorite / least favorite bios all in one. You guys know what I mean?

$RGNX Dual catalysts, DMD down the pike, wet AMD coming up fast. I like the risk-reward. Same with ANNX BTW

$RGNX hosts a conference call on Nov 5 to discuss Q3 2026 results and operational highlights.

$RGNX xbi and other biotechs weakening and this getting stronger. Exactly what you want to see!

$RGNX How is this company RGNX not been bought by ABVIE.SURA-VEC RESULTS AFTER 2 TRIALS ARE MONUMENTAL.No SAE and they have train 300 doctors already to do the procedures.To the moon with RGNX

$RGNX RE: DMD FDA application. I got from a very good source that the application will be submitted in full as a complete BLA Q1 rather than a rolling application. From HQ source.

$RGNX No confidence whatsoever. Who's right, who's wrong. Shareholder cold feet is common before big binaries. With that being said, I habitually come back to this well even though there always seems to be some organic rotting smell in it.

$RGNX 14% drop in one week. The market does not have a lot of enthousiasm for Tuesday's meeting...

$RGNX Ken Mills took the CEO position at Serapha Bio. The appointment was announced on September 15, 2026. Seems to be in line with the RGNX 8K: decision to step down from board was not related to any disagreement with the Company

$RGNX any concern here that $XBI showing healthy gains and we have barely budged? but if xbi comes in later we will trade lower?

$RGNX The Jan 15, 2027 calls for $10 strike are about $1.50-1.60. If they come anywhere close to 75-80% reduced injection burden, which I do anticipate, then a 5X+ would not be out of the question. I bought some since shares would either tank or jump at the read in all likelihood. So for a buck and half, yeah, I will roll dice.