TSHATaysha Gene Therapies, Inc.
Biological Products, (no Diagnostic Substances)
- Revenue
- $10M
- 17% YoY
- Operating margin
- -1130.6%
- 3.0% YoY
- EBITDA
- −$109M
- 21% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$417M net debt
- 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 SBCFired136% 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 | — | $3M | $15M | $8M | $10M | 17% |
| Operating income | −$173M | −$162M | −$72M | −$91M | −$110M | 21% |
| Net income | −$175M | −$166M | −$112M | −$89M | −$109M | 22% |
| Operating cash flow | −$117M | −$88M | −$73M | −$81M | −$93M | 15% |
| Capex | $15M | $21M | $4M | $374K | $738K | 97% |
| Stock-based comp | $18M | $18M | $8M | $13M | $13M | 1.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $4M | $18M | 311 | — |
| FY2024 | $5M | $5M | 98 | — |