RGNXREGENXBIO Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $170M
- 105% YoY
- Operating margin
- -94.6%
- 66% YoY
- EBITDA
- −$146M
- 33% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired20% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $470M | $113M | $90M | $83M | $170M | 105% |
| Operating income | $160M | −$263M | −$268M | −$233M | −$161M | 31% |
| Net income | $128M | −$280M | −$263M | −$227M | −$194M | 15% |
| Operating cash flow | $219M | −$207M | −$218M | −$173M | −$124M | 28% |
| Capex | $84M | $31M | $10M | $2M | $2M | 0.9% |
| Stock-based comp | $39M | $41M | $40M | $38M | $35M | 10% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $949K · 2
- Open-market sells, 12 mo
- $0 · 0
- Net
- $949K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 63 | — |
| FY2024 | — | — | 34 | — |
| FY2023 | — | — | 79 | — |