Taysha Gene Therapies is now a one-drug company, fully reliant on TSHA-102 for Rett syndrome after discontinuing its previous pipeline. I rate TSHA as a Buy, citing strong cash reserves, promising early TSHA-102 data, and an accelerated FDA pathway skipping Phase 3. TSHA-102's miRARE technology offers a safety edge over competitor NGN-401, with pivotal data expected in late 2026 and potential commercialization by 2027/2028.