Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -154%

Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more.

Weak multi-year price returns
2Y Excs Rtn is -112%, 3Y Excs Rtn is -142%

Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -38 Mil

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -214%

High stock price volatility
Vol 12M is 122%

Key risks
PASG key risks include [1] its history of operating losses, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -154%
1 Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -112%, 3Y Excs Rtn is -142%
3 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -38 Mil
5 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -214%
6 High stock price volatility
Vol 12M is 122%
7 Key risks
PASG key risks include [1] its history of operating losses, Show more.

PASG in ETFs

Weight = PASG's share of each fund

VTI0.00%
DFAC0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/11/2026

Passage Bio (PASG) stock has lost about 40% since 2/28/2026 because of the following key factors:

1. FDA's Requirement for Randomized Controlled Trial for PBFT02.

On April 20, 2026, Passage Bio announced that the U.S. Food and Drug Administration (FDA) would require a randomized controlled registrational trial for PBFT02, its lead gene therapy candidate for frontotemporal dementia (FTD-GRN). The company explicitly stated that this requirement posed "substantial ethical concerns for patients and their families as well as logistical and financial challenges," indicating a significant hurdle for the program's advancement.

2. Initiation of Strategic Review and Significant Workforce Reduction.

Following the adverse FDA feedback on April 20, 2026, Passage Bio initiated a strategic review process aimed at maximizing shareholder value. By early May 2026, the company announced a drastic 75% workforce reduction and restructuring, with estimated costs of approximately $3.3 million for the layoffs, reflecting severe operational and financial challenges in progressing its lead therapeutic program.

Show more
Updated on 6/11/2026

Passage Bio (PASG) stock has lost about 40% since 2/28/2026 because of the following key factors:

1. FDA's Requirement for Randomized Controlled Trial for PBFT02.

On April 20, 2026, Passage Bio announced that the U.S. Food and Drug Administration (FDA) would require a randomized controlled registrational trial for PBFT02, its lead gene therapy candidate for frontotemporal dementia (FTD-GRN). The company explicitly stated that this requirement posed "substantial ethical concerns for patients and their families as well as logistical and financial challenges," indicating a significant hurdle for the program's advancement.

2. Initiation of Strategic Review and Significant Workforce Reduction.

Following the adverse FDA feedback on April 20, 2026, Passage Bio initiated a strategic review process aimed at maximizing shareholder value. By early May 2026, the company announced a drastic 75% workforce reduction and restructuring, with estimated costs of approximately $3.3 million for the layoffs, reflecting severe operational and financial challenges in progressing its lead therapeutic program.

3. Closure of the upliFT-D Clinical Trial.

Passage Bio officially announced on May 15, 2026, the closure of its upliFT-D clinical trial for PBFT02, discontinuing new patient enrollment. This decision was a direct consequence of the FDA's requirement for a randomized controlled trial design, effectively halting the development of its primary therapeutic candidate and eliminating a key pipeline asset.

4. Analyst Downgrades and Price Target Reductions.

The regulatory setback from the FDA led to several analyst downgrades and significant reductions in price targets for Passage Bio's stock. For instance, TD Cowen downgraded PASG on April 23, 2026, and Wedbush subsequently cut its price target from $32 to $8. These actions reflected a diminished confidence in the company's clinical development pathway and its future prospects.

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Stock Movement Drivers

Fundamental Drivers

The -38.7% change in PASG stock from 2/28/2026 to 6/20/2026 was primarily driven by a -0.8% change in the company's Shares Outstanding (Mil).
(LTM values as of)22820266202026Change
Stock Price ($)9.125.59-38.7%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)33-0.8%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/20/2026
ReturnCorrelation
PASG-38.7% 
Market (SPY)9.2%41.6%
Sector (XLV)-6.4%36.8%

Fundamental Drivers

The -36.7% change in PASG stock from 11/30/2025 to 6/20/2026 was primarily driven by a -0.8% change in the company's Shares Outstanding (Mil).
(LTM values as of)113020256202026Change
Stock Price ($)8.835.59-36.7%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)33-0.8%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/20/2026
ReturnCorrelation
PASG-36.7% 
Market (SPY)9.9%36.6%
Sector (XLV)-4.4%30.3%

Fundamental Drivers

The -35.9% change in PASG stock from 5/31/2025 to 6/20/2026 was primarily driven by a -1.3% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120256202026Change
Stock Price ($)8.735.59-35.9%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)33-1.3%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/20/2026
ReturnCorrelation
PASG-35.9% 
Market (SPY)28.1%34.1%
Sector (XLV)14.6%27.2%

Fundamental Drivers

The -70.6% change in PASG stock from 5/31/2023 to 6/20/2026 was primarily driven by a -14.8% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120236202026Change
Stock Price ($)19.025.59-70.6%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)33-14.8%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/20/2026
ReturnCorrelation
PASG-70.6% 
Market (SPY)85.7%25.2%
Sector (XLV)22.9%21.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PASG Return-75%-78%-27%-44%4%-55%-99%
Peers Return-31%0%-9%-28%35%-12%-47%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
PASG Win Rate17%25%25%25%50%17% 
Peers Win Rate38%48%43%40%53%37% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PASG Max Drawdown-79%-84%-68%-73%-68%-79% 
Peers Max Drawdown-58%-57%-59%-61%-59%-41% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ALEC, TSHA, VYGR, RGNX, SRPT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)

How Low Can It Go

EventPASGS&P 500
2025 US Tariff Shock
  % Loss-50.7%-18.8%
  % Gain to Breakeven102.9%23.1%
  Time to Breakeven224 days79 days
2024 Yen Carry Trade Unwind
  % Loss-11.1%-7.8%
  % Gain to Breakeven12.5%8.5%
  Time to Breakeven102 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-31.1%-9.5%
  % Gain to Breakeven45.0%10.5%
  Time to Breakeven41 days24 days
2023 SVB Regional Banking Crisis
  % Loss-36.7%-6.7%
  % Gain to Breakeven58.1%7.1%
  Time to Breakeven232 days31 days
2020 COVID-19 Crash
  % Loss-60.1%-33.7%
  % Gain to Breakeven150.6%50.9%
  Time to Breakeven63 days140 days

Compare to ALEC, TSHA, VYGR, RGNX, SRPT

In The Past

Passage Bio's stock fell -50.7% during the 2025 US Tariff Shock. Such a loss loss requires a 102.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPASGS&P 500
2025 US Tariff Shock
  % Loss-50.7%-18.8%
  % Gain to Breakeven102.9%23.1%
  Time to Breakeven224 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-31.1%-9.5%
  % Gain to Breakeven45.0%10.5%
  Time to Breakeven41 days24 days
2023 SVB Regional Banking Crisis
  % Loss-36.7%-6.7%
  % Gain to Breakeven58.1%7.1%
  Time to Breakeven232 days31 days
2020 COVID-19 Crash
  % Loss-60.1%-33.7%
  % Gain to Breakeven150.6%50.9%
  Time to Breakeven63 days140 days

Compare to ALEC, TSHA, VYGR, RGNX, SRPT

In The Past

Passage Bio's stock fell -50.7% during the 2025 US Tariff Shock. Such a loss loss requires a 102.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Passage Bio (PASG)

Passage Bio (PASG) is a genetic medicines company focused on developing transformative therapies for severe central nervous system (CNS) diseases. The company leverages advanced gene therapy techniques, specifically using adeno-associated virus (AAV) capsids, to deliver functional genes to the brain and peripheral tissues. This approach aims to correct the underlying genetic defects responsible for a range of debilitating and often life-threatening neurological conditions, providing hope for patients with limited or no current treatment options.

The company's core business revolves around its pipeline of investigational gene therapies. Its lead product candidates include PBGM01, designed for infantile GM1; PBFT02, targeting FTD-GRN (frontotemporal dementia with granulin mutations); and PBKR03, developed for infantile Krabbe disease. Each of these therapies utilizes specific AAV capsids, such as the proprietary AAVhu68 or AAV1, to deliver crucial genes like GLB1, GRN, and GALC. Additionally, Passage Bio is advancing therapies for other serious disorders, including metachromatic leukodystrophy, amyotrophic lateral sclerosis (ALS), and Charcot-Marie-Tooth Type 2A.

Passage Bio primarily serves the niche market of patients affected by rare, genetically-driven CNS disorders, where there is a significant unmet medical need for effective treatments. To support its ambitious development programs, the company has established key strategic partnerships, including a research collaboration with the University of Pennsylvania's Gene Therapy Program and agreements with Catalent Maryland, Inc. for manufacturing and clinical supply. These collaborations are integral to its mission of bringing innovative genetic medicines from research to clinical application for patients worldwide.

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Here are a few brief analogies for Passage Bio:

  • Like a **Sarepta Therapeutics** for rare brain gene therapies.
  • Like a **Vertex Pharmaceuticals** for rare neurological gene therapies.

AI Analysis | Feedback

  • PBGM01: A genetic therapy designed to deliver a functional GLB1 gene for the treatment of infantile GM1.
  • PBFT02: A genetic therapy aimed at delivering a functional granulin (GRN) and progranulin (PGRN) gene for FTD-GRN.
  • PBKR03: A genetic therapy providing a functional GALC gene for the treatment of infantile Krabbe disease.
  • PBML04: A genetic therapy under development for the treatment of metachromatic leukodystrophy.
  • PBAL05: A genetic therapy under development for the treatment of amyotrophic lateral sclerosis.
  • PBCM06: A genetic therapy under development for the treatment of Charcot-Marie-Tooth Type 2A.

AI Analysis | Feedback

Passage Bio (PASG) is a genetic medicines company focused on developing transformative therapies for central nervous system diseases. Based on the provided description, the company is in the development stage, and its therapies are not yet commercialized. Therefore, it does not currently have major customers in the traditional sense of selling approved products or services.

However, if and when its therapies are approved and brought to market, Passage Bio would primarily serve individuals (patients) through the healthcare system. The primary categories of these potential customers are defined by the diseases the company aims to treat:

  • Patients suffering from Infantile GM1.
  • Patients suffering from FTD-GRN (Frontotemporal Dementia with Granulin mutations).
  • Patients suffering from Infantile Krabbe disease.

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Catalent, Inc. (CTLT)

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William Chou, MD President and Chief Executive Officer

Dr. Chou was appointed CEO in October 2022. He previously served as CEO of Aruvant Sciences, a clinical-stage biopharmaceutical company focused on developing gene therapies for rare diseases. Prior to Aruvant, he held various leadership roles at Novartis, including vice president, global disease lead for its Cell and Gene Therapy unit, where he led the Kymriah lymphoma clinical development program to multiple global approvals. Before joining Novartis, Dr. Chou worked at the Boston Consulting Group, focusing on commercial and clinical pharmaceutical strategy.

Kathleen Borthwick Chief Financial Officer

Ms. Borthwick was appointed Chief Financial Officer on March 1, 2024, after previously serving as Senior Vice President and Interim Chief Financial Officer and Vice President of Finance at Passage Bio. Before joining Passage Bio, she spent approximately 24 years at Johnson & Johnson, where she held various finance leadership roles across research & development, manufacturing, business development, treasury, and commercial operations for global Pharmaceutical and Medical Technology business segments. She holds a B.S. in Economics from the Wharton School and an MBA from the Tuck School of Business.

Sue Browne, PhD Chief Scientific Officer

Dr. Browne joined Passage Bio in June 2021, initially serving as VP of Biology and Head of Biomarkers and Precision Medicine. She possesses extensive experience in drug discovery and development, particularly for neurological disorders, with a focus on neurodegenerative, neuropsychiatric, and rare diseases. Prior to Passage Bio, she was an Executive Director at Acadia Pharmaceuticals from January 2019 to May 2021, where she was responsible for the strategic expansion of the CNS drug development pipeline.

Stuart Henderson Chief Business Officer

Mr. Henderson has served as Chief Business Officer since August 2024. He previously held the roles of Senior Vice President, Corporate Development & Investor Relations and Vice President, Investor Relations & Strategic Finance at Passage Bio from February 2021 to August 2024. Before joining Passage Bio, Mr. Henderson held several senior leadership positions at TELA Bio, a medical technology company, encompassing marketing, corporate development, and investor relations, from April 2013 to February 2021.

Edgar B. (Chip) Cale General Counsel & Corporate Secretary

Mr. Cale has served as General Counsel since September 2019 and Corporate Secretary since December 2019. He also served as Interim CEO from June 2022 to October 2022. Prior to Passage Bio, Mr. Cale spent over two decades at GlaxoSmithKline plc, where his roles included Senior Vice President, Legal Corporate Functions, and General Counsel for GSK Vaccines. Earlier in his career, he worked as a corporate and securities lawyer supporting emerging growth companies in the life science and technology industries.

AI Analysis | Feedback



Passage Bio (PASG) faces several critical risks inherent to its business as a genetic medicines company focused on developing therapies for central nervous system diseases. The most significant risks include:

1. Clinical Development and Regulatory Approval Risk

As a clinical-stage company, Passage Bio's success heavily depends on the successful outcome of its ongoing and future clinical trials for product candidates like PBGM01, PBFT02, and PBKR03, among others. These trials are susceptible to delays, unexpected safety concerns, or failure to demonstrate sufficient efficacy. For example, some patients in the PBFT02 trial experienced serious adverse events, necessitating a protocol amendment to introduce prophylactic anticoagulation. The drug development process is lengthy, expensive, and uncertain, with no guarantee of regulatory approval (e.g., from the FDA) or subsequent commercialization, which could materially impact the company's value. Failure to achieve regulatory approvals or market acceptance for its product candidates, such as PBFT02, could be severely detrimental to Passage Bio's financial stability and operational outcomes.

2. Risks Associated with AAV Gene Therapy Platform and Manufacturing

Passage Bio's pipeline primarily utilizes adeno-associated virus (AAV) gene therapy vectors to deliver functional genes. While AAVs are a leading platform for gene delivery, they carry inherent risks, including potential immune responses that can lead to serious side effects such as liver toxicity, inflammation, or clotting issues. There have been reported instances of liver toxicity and other adverse events in AAV gene therapy clinical trials by other companies, leading to trial holds and even patient deaths. Additionally, the company faces risks related to its ability to manufacture AAV-based gene therapy products effectively and at scale, despite partnerships aimed at mitigating these issues.

3. Funding Needs and Commercialization Challenges

Passage Bio is in the clinical stage and has a history of operating losses, expecting to continue incurring them for the foreseeable future. The company will require significant additional capital to advance its clinical programs and eventually bring products to market. While Passage Bio projects operational sustainability into Q1 2027, the sufficiency of its cash and cash equivalents remains a key risk factor. Beyond development and approval, Passage Bio will face substantial competition from other companies developing similar or identical therapies, which could impact its future commercial success and ability to generate revenue. The commercial outlook for gene therapies in rare CNS disorders is also highly dependent on favorable comparative biomarker and clinical data against competitive programs.

AI Analysis | Feedback

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AI Analysis | Feedback

Passage Bio (symbol: PASG) is developing therapies for several central nervous system diseases. The estimated addressable markets for their main product candidates are as follows:
  • PBGM01 (Infantile GM1 gangliosidosis): The global GM1 gangliosidosis treatment market was valued at USD 1.11 billion in 2024 and is projected to reach USD 7.27 billion by 2032. North America held the largest revenue share of 42.3% in the GM1 gangliosidosis market in 2024.
  • PBFT02 (FTD-GRN - Frontotemporal dementia with granulin mutations): The market for Frontotemporal Dementia (FTD) across the 7 major markets (US, EU4, UK, and Japan) reached a value of US$ 142.8 million in 2024 and is expected to grow to US$ 688.2 million by 2035. The global frontotemporal dementia management market is estimated at USD 396.1 million in 2025 and is forecast to reach USD 626.4 million by 2035.
  • PBKR03 (Infantile Krabbe disease): The Krabbe disease market across the 7 major markets (US, EU4, UK, and Japan) reached a value of USD 2.6 billion in 2024 and is expected to reach USD 5.1 billion by 2035. The global Krabbe Disease Treatment Market was valued at USD 2.88 billion in 2024 and is anticipated to reach USD 5.03 billion by the end of 2032. Infantile Krabbe disease accounts for approximately 85-90% of all Krabbe disease cases.
  • PBML04 (Metachromatic leukodystrophy): The global Metachromatic Leukodystrophy (MLD) treatment market was valued at USD 2.3 billion in 2024 and is projected to reach USD 4.11 billion by 2035. Similarly, the MLD treatment market across the top 7 markets (US, EU4, UK, and Japan) reached USD 2.6 billion in 2024 and is expected to reach USD 4.5 billion by 2035. North America dominates the global MLD treatment market.
  • PBAL05 (Amyotrophic lateral sclerosis - ALS): The global amyotrophic lateral sclerosis (ALS) treatment market was valued at USD 713.3 million in 2023 and is projected to reach USD 1.1 billion by 2033. Another estimate for the global ALS market size is USD 673.4 million in 2023, projected to reach USD 1,271.6 million by 2033. North America held the largest share of the global ALS market.
  • PBCM06 (Charcot-Marie-Tooth Type 2A): The overall Charcot-Marie-Tooth (CMT) disease market size, which includes Type 2A, reached a value of USD 814.5 million in 2023 and is expected to reach USD 8,995.2 million by 2034. The global CMT disease market was valued at USD 706.10 million in 2024 and is expected to reach USD 1,083.64 million by 2032. The 7 major CMT disease markets (US, EU4, UK, and Japan) reached USD 1,013.2 million in 2024 and are projected to reach USD 11,393.8 million by 2035. North America dominated the CMT disease market with a 44.42% revenue share in 2024.

AI Analysis | Feedback

For Passage Bio (PASG), a clinical-stage genetic medicines company, the expected drivers of future revenue growth over the next 2-3 years are centered on the advancement and potential commercialization of its lead gene therapy candidates. While analysts currently forecast no revenue for Passage Bio in 2026 and 2027, with revenue generation anticipated to begin in 2028, these drivers represent the critical milestones that will enable future revenue streams.

The key drivers include:

  1. Progression and Potential Regulatory Approval of PBFT02 for Frontotemporal Dementia with Granulin (GRN) Mutations (FTD-GRN): Passage Bio's lead clinical program, PBFT02, targeting FTD-GRN, is the primary focus for near-term value creation. Significant milestones in the first half of 2026 include updated interim safety and biomarker data from the ongoing upliFT-D study, and seeking regulatory feedback on the registrational trial design. Positive outcomes from these discussions are crucial steps toward potential regulatory approval and subsequent market entry, which would be the company's first commercial product.
  2. Expansion of PBFT02 to Frontotemporal Dementia with C9orf72 Mutations (FTD-C9orf72): Beyond FTD-GRN, Passage Bio is also advancing PBFT02 for FTD-C9orf72, with patient enrollment in Cohort 4 of the upliFT-D study underway. Successfully advancing this indication broadens the potential patient population and market opportunity for PBFT02, contributing to a more diversified revenue base upon commercialization.
  3. Advancement of Preclinical Huntington's Disease Program: Passage Bio is progressing a preclinical program for Huntington's disease, a severe neurodegenerative disorder with no approved disease-modifying therapies. The company expects to select a clinical candidate for this program in the second half of 2026. While commercialization would extend beyond the 2-3 year timeframe, successful advancement into clinical trials could attract partnerships or lay the groundwork for a significant future revenue stream.

AI Analysis | Feedback

Here is a summary of Passage Bio's capital allocation decisions over the last 3-5 years:

Share Issuance

  • In January 2021, Passage Bio announced the pricing of an underwritten public offering of 7,000,000 shares of its common stock at $22.00 per share, with expected gross proceeds of $154.0 million. The company also granted underwriters an option to purchase an additional 1,050,000 shares.
  • Passage Bio completed a 1-for-20 reverse stock split on July 14, 2025. This action reduced the number of outstanding shares from approximately 62,405,898 to about 3,120,295, primarily to regain compliance with Nasdaq's minimum bid price requirement.
  • The company's shares outstanding increased from 2 million in December 2020 to 3 million in the fourth quarter of 2025, prior to the reverse stock split.

Inbound Investments

  • Passage Bio's financial history indicates that its total funding over three rounds, including its initial public offering, reached $226 million.

Capital Expenditures

  • Passage Bio announced the termination of its Hopewell Lab lease, a strategic decision aimed at extending its cash runway. [cite: 9 (from previous search), 10 (from previous search)]

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Passage Bio Earnings Notes12/16/2025
Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

PASGALECTSHAVYGRRGNXSRPTMedian
NamePassage .Alector Taysha G.Voyager .RegenxbioSarepta . 
Mkt Price5.591.756.423.727.8017.536.00
Mkt Cap0.00.22.40.20.41.80.3
Rev LTM018736882,18427
Op Inc LTM-38-136-133-127-2571-130
FCF LTM-31-173-115-130-236108-123
FCF 3Y Avg-49-201-92-79-174-414-133
CFO LTM-31-173-112-128-234175-120
CFO 3Y Avg-49-200-89-76-170-302-130

Growth & Margins

PASGALECTSHAVYGRRGNXSRPTMedian
NamePassage .Alector Taysha G.Voyager .RegenxbioSarepta . 
Rev Chg LTM--79.2%3.4%-45.5%-44.0%-2.2%-44.0%
Rev Chg 3Y Avg--36.9%16.9%-42.3%5.3%33.6%5.3%
Rev Chg Q--71.5%-100.0%-59.9%-92.8%-1.9%-71.5%
QoQ Delta Rev Chg LTM--12.5%-23.6%-9.6%-48.5%-0.6%-12.5%
Op Inc Chg LTM37.3%6.7%-58.4%-25.2%-63.1%100.9%-9.2%
Op Inc Chg 3Y Avg33.4%1.7%-16.4%-213.5%-8.4%53.7%-3.3%
Op Mgn LTM--739.7%-1,774.4%-349.2%-292.3%0.0%-349.2%
Op Mgn 3Y Avg--351.9%-1,164.1%-171.8%-232.3%-4.0%-232.3%
QoQ Delta Op Mgn LTM-1.6%-643.7%-22.6%-197.7%30.0%-22.6%
CFO/Rev LTM--939.7%-1,498.4%-350.7%-266.2%8.0%-350.7%
CFO/Rev 3Y Avg--467.9%-1,055.5%-169.0%-180.8%-18.2%-180.8%
FCF/Rev LTM--940.4%-1,543.7%-356.1%-269.2%5.0%-356.1%
FCF/Rev 3Y Avg--469.1%-1,082.1%-173.1%-184.6%-24.3%-184.6%

Valuation

PASGALECTSHAVYGRRGNXSRPTMedian
NamePassage .Alector Taysha G.Voyager .RegenxbioSarepta . 
Mkt Cap0.00.22.40.20.41.80.3
P/S-10.5315.16.14.70.86.1
P/Op Inc-0.5-1.4-17.8-1.7-1.61,757.8-1.5
P/EBIT-0.5-1.4-18.1-1.7-1.723.1-1.5
P/E-0.5-1.5-18.1-1.9-1.428.3-1.5
P/CFO-0.6-1.1-21.0-1.7-1.710.5-1.4
Total Yield-210.2%-64.8%-5.5%-52.7%-70.9%3.5%-58.7%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-137.4%-98.8%-13.7%-37.6%-32.7%-4.0%-35.2%
D/E0.30.20.00.20.20.60.2
Net D/E-1.5-0.9-0.1-0.5-0.20.2-0.3

Returns

PASGALECTSHAVYGRRGNXSRPTMedian
NamePassage .Alector Taysha G.Voyager .RegenxbioSarepta . 
1M Rtn8.3%-20.8%15.9%1.1%15.6%3.4%5.8%
3M Rtn-24.8%-14.6%45.9%-3.3%-3.7%5.0%-3.5%
6M Rtn-41.7%25.0%16.9%-7.0%-46.5%-16.7%-11.8%
12M Rtn-28.5%19.0%161.0%25.3%-7.5%-12.7%5.8%
3Y Rtn-68.0%-75.7%817.0%-70.6%-59.6%-86.2%-69.3%
1M Excs Rtn8.0%-19.1%21.8%4.9%35.8%3.3%6.5%
3M Excs Rtn-37.8%-28.6%27.3%-14.1%-20.2%-8.2%-17.2%
6M Excs Rtn-51.1%15.6%0.0%-26.1%-55.0%-31.7%-28.9%
12M Excs Rtn-51.9%-10.2%126.4%-6.1%-35.3%-44.1%-22.8%
3Y Excs Rtn-141.8%-148.9%641.9%-143.9%-133.1%-158.2%-142.9%

Comparison Analyses

null

Financials

Segment Financials

Operating Income by Segment
$ Mil20252024
Developing and advancing genetic medicines designed to target critical underlying pathology of-49-70
Total-49-70


Net Income by Segment
$ Mil20252024
Developing and advancing genetic medicines designed to target critical underlying pathology of-46-65
Total-46-65


Assets by Segment
$ Mil20242023202220212020
Developing and advancing genetic medicines designed to target critical underlying pathology of102151244355328
Total102151244355328


Price Behavior

Price Behavior
Market Price$5.59 
Market Cap ($ Bil)0.0 
First Trading Date02/28/2020 
Distance from 52W High-71.8% 
   50 Days200 Days
DMA Price$6.18$8.41
DMA Trenddowndown
Distance from DMA-9.6%-33.5%
 3M1YR
Volatility144.3%122.6%
Downside Capture751.26506.25
Upside Capture314.51334.78
Correlation (SPY)40.0%33.5%
PASG Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta0.844.494.173.873.521.88
Up Beta-2.912.756.035.053.191.74
Down Beta4.48-5.75-1.47-0.251.341.37
Up Capture183%355%444%767%1311%692%
Bmk +ve Days13283667141432
Stock +ve Days9172558118331
Down Capture68%1301%469%317%218%114%
Bmk -ve Days7132757109318
Stock -ve Days11233765129403

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PASG
PASG-26.6%122.2%0.34-
Sector ETF (XLV)14.0%15.0%0.6627.6%
Equity (SPY)26.5%12.4%1.6133.6%
Gold (GLD)24.2%27.5%0.778.2%
Commodities (DBC)19.8%18.8%0.83-5.7%
Real Estate (VNQ)11.0%13.7%0.528.3%
Bitcoin (BTCUSD)-40.0%42.5%-1.0812.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PASG
PASG-54.4%100.8%-0.33-
Sector ETF (XLV)5.4%14.7%0.1923.1%
Equity (SPY)13.5%17.1%0.6228.6%
Gold (GLD)17.1%18.3%0.767.4%
Commodities (DBC)7.5%19.4%0.290.5%
Real Estate (VNQ)1.9%18.9%0.0020.5%
Bitcoin (BTCUSD)11.0%54.2%0.4014.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PASG
PASG-35.4%99.2%-0.25-
Sector ETF (XLV)9.4%16.6%0.4623.9%
Equity (SPY)15.3%18.0%0.7328.9%
Gold (GLD)12.3%16.1%0.6310.7%
Commodities (DBC)5.9%18.0%0.266.4%
Real Estate (VNQ)5.3%20.7%0.2222.2%
Bitcoin (BTCUSD)60.0%66.8%1.0016.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 5152026-25.0%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest3.6 days
Basic Shares Quantity3.2 Mil
Short % of Basic Shares3.8%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/3/2026-8.9%0.1%-10.6%
1/12/2026-9.8%-35.2%-53.0%
11/10/202514.8%33.9%59.3%
8/12/2025-4.9%22.4%19.7%
5/13/2025-4.3%-3.3%48.7%
3/4/2025-11.4%-15.0%-19.6%
1/10/20251.7%-9.0%-13.5%
11/13/2024-12.9%-27.8%17.2%
...
SUMMARY STATS   
# Positive1299
# Negative151818
Median Positive1.8%6.0%19.1%
Median Negative-5.2%-8.1%-14.0%
Max Positive14.8%33.9%64.8%
Max Negative-12.9%-35.2%-53.0%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/3/2026-8.9%0.1%-10.6%
1/12/2026-9.8%-35.2%-53.0%
11/10/202514.8%33.9%59.3%
8/12/2025-4.9%22.4%19.7%
5/13/2025-4.3%-3.3%48.7%
3/4/2025-11.4%-15.0%-19.6%
1/10/20251.7%-9.0%-13.5%
11/13/2024-12.9%-27.8%17.2%
8/8/2024-5.2%-8.9%-14.5%
5/14/2024-10.5%-11.5%-29.7%
3/4/20241.2%-14.2%-23.1%
11/13/20230.0%0.0%10.0%
8/7/2023-5.1%-7.4%-9.8%
5/11/2023-1.0%-2.8%-4.9%
3/6/20230.0%-6.5%-3.3%
1/9/2023-2.1%-12.8%-17.6%
11/10/202210.8%17.5%-10.8%
8/4/20220.9%-5.2%-5.2%
5/16/2022-7.7%10.4%19.1%
3/3/2022-11.6%-14.5%-10.1%
1/10/2022-3.4%2.5%-18.1%
11/4/20212.5%-3.0%-17.7%
8/5/20215.8%1.3%1.3%
5/5/2021-4.5%-5.9%-30.8%
3/3/20211.9%6.0%-10.8%
11/10/20200.8%-0.6%64.8%
8/13/20204.1%-7.2%4.6%
SUMMARY STATS   
# Positive1299
# Negative151818
Median Positive1.8%6.0%19.1%
Median Negative-5.2%-8.1%-14.0%
Max Positive14.8%33.9%64.8%
Max Negative-12.9%-35.2%-53.0%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/12/202610-Q
12/31/202503/03/202610-K
09/30/202511/10/202510-Q
06/30/202508/12/202510-Q
03/31/202505/13/202510-Q
12/31/202403/04/202510-K
09/30/202411/13/202410-Q
06/30/202408/08/202410-Q
03/31/202405/14/202410-Q
12/31/202303/04/202410-K
09/30/202311/13/202310-Q
06/30/202308/07/202310-Q
03/31/202305/11/202310-Q
12/31/202203/06/202310-K
09/30/202211/10/202210-Q
06/30/202208/04/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/12/202610-Q
12/31/202503/03/202610-K
09/30/202511/10/202510-Q
06/30/202508/12/202510-Q
03/31/202505/13/202510-Q
12/31/202403/04/202510-K
09/30/202411/13/202410-Q
06/30/202408/08/202410-Q
03/31/202405/14/202410-Q
12/31/202303/04/202410-K
09/30/202311/13/202310-Q
06/30/202308/07/202310-Q
03/31/202305/11/202310-Q
12/31/202203/06/202310-K
09/30/202211/10/202210-Q
06/30/202208/04/202210-Q
03/31/202205/16/202210-Q
12/31/202103/03/202210-K
09/30/202111/04/202110-Q
06/30/202108/05/202110-Q
03/31/202105/05/202110-Q
12/31/202003/03/202110-K
09/30/202011/10/202010-Q
06/30/202008/13/202010-Q
03/31/202005/11/202010-Q
12/31/201902/28/2020424B4

Insider Activity

Updated 5/21/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Borthwick, KathleenCFODirectSell112202618.442,06238,02299,610Form
2Chou, WilliamPRESIDENT AND CEODirectSell112202618.444,07675,159120,299Form
3Lynx1, Capital Management LPSee footnoteBuy91520256.9911,90083,1754,359,379Form
4Lynx1, Capital Management LPSee footnoteBuy91520256.9919,783138,2994,276,999Form
5Lynx1, Capital Management LPSee footnoteBuy91520256.963252,2614,117,980Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Borthwick, KathleenCFODirectSell112202618.442,06238,02299,610Form
2Chou, WilliamPRESIDENT AND CEODirectSell112202618.444,07675,159120,299Form
3Lynx1, Capital Management LPSee footnoteBuy91520256.9911,90083,1754,359,379Form
4Lynx1, Capital Management LPSee footnoteBuy91520256.9919,783138,2994,276,999Form
5Lynx1, Capital Management LPSee footnoteBuy91520256.963252,2614,117,980Form
6Lynx1, Capital Management LPSee footnoteBuy72420255.7166,423379,4553,380,182Form
7Lynx1, Capital Management LPSee footnoteBuy72420255.7449,302283,0333,015,487Form
8Lynx1, Capital Management LPSee footnoteBuy72420255.4413,12371,3382,587,426Form
9Orbimed, Advisors LlcSee footnotesSell62620250.33213,25770,3752,001,893Form
10Orbimed, Advisors LlcSee footnotesSell62620250.33138,80045,8042,072,268Form
11Orbimed, Advisors LlcSee footnotesSell62620250.35231,60081,0602,246,440Form
Core Cache Last Updated: 6/20/2026