Goldman Sachs has lowered its price target on Regenxbio (NASDAQ:RGNX) to $10 from $12, maintaining a Neutral rating. The stock has plunged 41% over the past week to $6.25, near its 52-week low.
The move comes amid regulatory uncertainty for RGX-202, with the company planning to file in early 2027. Analyst Paul Choi noted Q1 2026 results and an operational update.
Investors are questioning the regulatory setup for RGX-202 after topline data. Goldman awaits interim NSAA updates and wAMD topline data.
Two key catalysts identified: AFFINITY interim NSAA results over 2026, and topline data for ABBV-RGX-314 (with AbbVie) in Q4 2026 for wAMD.
According to Bond.az analysis, the stock appears undervalued with a Fair Value of $11.70.












