Generation BioGBIO
Market Cap: $145M
About: Generation Bio Co is a genetics medicine company that is focused on creating gene therapies to provide durable and redosable treatments for patients suffering from rare and untreated diseases. The company focuses on liver and retina-related diseases. It is developing two distinct and complementary platforms that It believes will enable highly differentiated therapeutic applications. Its first platform is a potent, highly selective ctLNP delivery system for nucleic acids, which is designed to avoid off-target clearance by the liver and spleen, enabling ctLNPs to persist in systemic circulation and allowing for highly selective and potent ligand-driven targeting to specific tissues and cell types. Its second platform is its novel iqDNA, which is an optimized variant of its ceDNA.
Employees: 174
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3% more funds holding
Funds holding: 77 [Q1] → 79 (+2) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0.68% less ownership
Funds ownership: 84.07% [Q1] → 83.4% (-0.68%) [Q2]
31% less capital invested
Capital invested by funds: $227M [Q1] → $156M (-$71M) [Q2]
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Wedbush David Nierengarten 53% 1-year accuracy 30 / 57 met price target | 129%upside $5 | Outperform Reiterated | 8 Aug 2024 |
Needham Gil Blum 43% 1-year accuracy 48 / 112 met price target | 359%upside $10 | Buy Reiterated | 8 Aug 2024 |