NGNE

$NGNE chatter on StockTwits

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  jorge .miguel@focafoca9914h

  $NGNE published positive Phase 1/2 data for NGN-401 gene therapy in females with Rett syndrome.

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  Quantumup@Quantumup3d

  Mizuho reiterated $ACAD Outperform; $35 $TSHA $NGNE AVXL PTCT Mizuho said: This morning, Acadia announced that the CHMP reversed its negative opinion following a re-examination, and adopted a positive opinion recommending the granting of a marketing authorization for DAYBU (trofinetide) for Rett syndrome. With this positive opinion, it is highly likely the European Commission will issue a marketing authorization within the statutory ~67 days (~2 months), enabling commercialization in all 27 EU member states, as well as Iceland, Liechtenstein, and Norway. Acadia's 2028 sales guidance of $700M for trofinetide includes a modest amount (<15%) for EU sales, implying potential upside to current 2028 consensus sales estimate of $595M. We expect ACAD to be up on this news.

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  Quantumup@Quantumup6d

  BMO Capital⬆️ $TSHA's PT to $14 (was $10),⬆️'102's PoS in RTT to 55% (was 50%)—sees Tx pulling 70% market share—reit'd Outperform and said: Durability Deepens With Updated REVEAL Data, Target to $14 on Differentiation $ACAD $NGNE AVXL UCBJY BMO Capital added—Derisked safety and further improvements in TSHA-102 efficacy increase our confidence in the asset as a leading Rett gene therapy. With TSHA-102 demonstrating additional increases in functional gains from prior updates, we increase our probability of success to 55% and increase our target price to $14/share. Long-term we expect TSHA-102 will be the leading Rett gene therapy, commanding 70% market share. Over enrollment in the pivotal REVEAL study reduces the statistical barrier for success, but given robust efficacy demonstrated at 6-months, we do not believe this is necessary.

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  Quantumup@Quantumup6d

  Citizens⬆️ $TSHA-$11,⬆️'102's PoS and reiterated Market Outperform $ACAD $NGNE AVXL UCBJY Here's what Citizens said in its note: Taysha Gene Therapies updated REVEAL Part A data, with: 1) an 83% response rate at six months that grew to a 100% response rate at 12 months — both significantly ahead of the 33% FDA bar; 2) continued improvement with longer follow-up; 3) data point to a high likelihood of passing the 33% response rate bar at the six-month interim readout in 1H27; 4) continued excellent safety. We maintain our Market Outperform rating and increase our price target (DCF-derived) to $11 from $8 by increasing the TSHA-102 PoS to 66%, based on the strength of updated data.

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  Quantumup@QuantumupJun 22

  BofA⬆️ $TSHA-$10 and reiterated at Buy after TSHA reported an update for the Part A REVEAL study assessing TSHA-102 in Rett syndrome. $NGNE $ACAD AVXL UCBJY BofA said—In the 12-patient update, 100% of patients demonstrated a (re-)gain of ≥1 of 28 pre-defined developmental milestones by Month 12. This builds upon prior updates where 83% of patients reached this milestone by Month 6. We think this update provides further support for the potential of a positive pivotal Part B readout where the primary endpoint bar is a responder rate of 33% at the earlier of 6-month and 12-month timepoints. Based on the positive longer term data demonstrating deepened response over time, we reiterate our Buy rating with new $10 PO (prev. $9).

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  Kelly Pletely@kpletelyJun 22

  $NGNE TSHA announced 31 milestones in their update, still below the 35 from NGNE first read-out.

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  jorge .miguel@focafoca99Jun 8

  $NGNE has completed dosing in its Embolden NGN-401 trial for Rett syndrome.

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  Harsh Sinha@osamatwintraderBullishJun 4

  $NGNE craziest short squeeze setup to $100+ if it has a good results.

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  Steve Rogers@BuerllBullishJun 3

  $NGNE Neurogene Inc. (NASDAQ: NGNE) management is scheduled to present at the Goldman Sachs 47th Annual Global Healthcare Conference on Monday, June 8, 2026, at 2:40 PM EDT in Miami Beach, Florida. The investor presentation and accompanying discussions are highly anticipated, aligning directly with the company's critical milestones for 2026.

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  SuperGreenToday@SuperGreenTodayMay 20

  $NGNE Share Price: $26.88 Contract Selected: Dec 18, 2026 $45 Calls Buy Zone: $1.83 – $2.26 Target Zone: $3.25 – $3.97 Potential Upside: 68% ROI Time to Expiration: 212 Days | Updates via https://fxcapta.com/stockinfo/

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  Steve Rogers@BuerllMay 13

  $NGNE https://www.tradingview.com/news/tradingview:f46e40cd6aed5:0-neurogene-inc-stock-12-month-price-target-raised-to-77-86-implies-147-upside/

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  dRisk@d_riskMay 12

  $NGNE - Neurogene Inc - 10Q - Updated Risk Factors 🚨 Peer Alert: Risk-factor words are +264.9% above peer average (42,757 vs 11,717 across 653 peers). NGNE’s 10‑Q adds sharper warnings on NGN‑401’s safety after a fatal AAV event, expanded clinical/regulatory uncertainty (incl. foreign trials, expedited and orphan/RPD designations offering no guarantees), heavier financing and single‑asset dependence, concentration and weather risk at its Houston plant, greater IP/licensing and litigation exposure, tighter global pricing/reimbursement and China/AML compliance risks, CVR/merger overhead, and newly flagged internal‑control weaknesses as a recent SPAC‑style reverse‑merger public company. 🟢 Added 🟠 Removed https://d-risk.ai/NGNE/10-Q/2026-05-12

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  Steve Rogers@BuerllBullishMay 12

  $NGNE https://www.stocktitan.net/news/NGNE/neurogene-highlights-data-at-asgct-meeting-supporting-therapeutic-ek25bd65edsu.html

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  King Biology@King_of_BioBullishMay 6

  $NGNE Looking famn good

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  gianluca@lukasgxMay 6

  $NGNE hitting new high in few weeks

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