
Taysha Gene Therapies offers a speculative opportunity, hinging on durable clinical gains, safety, and disciplined execution for TSHA-102 in Rett syndrome. TSHA's $455.4M cash runway extends into H2 2028, supporting pivotal data collection and manufacturing scale-up without immediate dependence on accelerated regulatory filing. TSHA-102's early data show deepening, durable functional gains in Rett patients, but pivotal efficacy, safety, and manufacturing qualification remain key investment inflection points.










