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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Authors
Salveen RichterLydia ErdmanElizabeth Webster, Ph.D.Matt Dellatorre, Ph.D.
Securities
RARE
Themes
BiotechnologyGene Therapy
Regions
North AmericaUnited States
