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Goldman Sachs

June 10, 2026

Ultragenyx Pharmaceutical Key Takeaways From 47th Annual Global Healthcare Conference

Market ReportEquitiesHealth Care

Ultragenyx management expressed confidence in the Phase 3 transition for GTX-102 in Angelman syndrome and emphasized the company's path to profitability by FY27.

Key Takeaways

  • 1.Management is optimistic that Ph1/2 data for GTX-102 in Angelman syndrome will translate to the Phase 3 study.
  • 2.Ultragenyx expects to reach GAAP profitability in FY27, driven by two near-term gene therapy launches.

Table of Contents

  • Key Takeaways
  • Valuation/Risks
  • Disclosure Appendix

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