HIGHBuilt-in & outside partyPipeline
TSHA-102
“10-K Item 1A: 'TSHA-102 is currently our sole product candidate in clinical development.'”
TSHA · Concentration risk · 10-K extracted
Taysha Gene Therapies (TSHA) concentration risks
Updated
The most significant concentration Taysha Gene Therapies discloses is TSHA-102, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Source: Taysha Gene Therapies’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH2
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partyCounterparty
UT Southwestern
“10-K Item 1A: 'We currently rely exclusively on our collaboration with UT Southwestern for our preclinical research and development programs'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Taysha Gene Therapies carries two disclosed concentration exposures that compound each other. First, TSHA-102 is currently the company's sole product candidate in clinical development, an exposure disclosed at a high share level with a mixed character — reflecting both the structural reality of a clinical-stage company's current pipeline stage and the idiosyncratic risk that any single trial or regulatory setback for TSHA-102 would affect the entire company. Second, Taysha currently relies exclusively on its collaboration with UT Southwestern for its preclinical research and development programs, also disclosed at a high share level, but classified as a dependency-type exposure — meaning it stems from reliance on one specific external counterparty rather than being an inherent feature of the business. Together, these two exposures stack rather than offset: the company's near-term value is tied almost entirely to one clinical asset, and the pipeline work feeding that asset depends on one external research partner. A disruption to either the TSHA-102 program or the UT Southwestern relationship would remove one of the few levers Taysha has to fall back on, since no other disclosed product candidate or research collaborator diversifies either risk.
For the engine’s reasoning on TSHA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| TSHA● | Taysha Gene Therapies, Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.