REGENXBIO (NASDAQ:RGNX) versus Cullinan Oncology (NASDAQ:CGEM) Critical Review

Cullinan Oncology (NASDAQ:CGEMGet Free Report) and REGENXBIO (NASDAQ:RGNXGet Free Report) are both small-cap medical companies, but which is the better business? We will compare the two companies based on the strength of their profitability, valuation, dividends, earnings, analyst recommendations, institutional ownership and risk.

Analyst Recommendations

This is a breakdown of current recommendations for Cullinan Oncology and REGENXBIO, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cullinan Oncology 0 0 4 0 3.00
REGENXBIO 0 2 3 0 2.60

Cullinan Oncology currently has a consensus price target of $34.00, suggesting a potential upside of 199.56%. REGENXBIO has a consensus price target of $35.67, suggesting a potential upside of 94.69%. Given Cullinan Oncology’s stronger consensus rating and higher probable upside, research analysts clearly believe Cullinan Oncology is more favorable than REGENXBIO.

Institutional & Insider Ownership

81.8% of Cullinan Oncology shares are held by institutional investors. Comparatively, 89.6% of REGENXBIO shares are held by institutional investors. 8.8% of Cullinan Oncology shares are held by company insiders. Comparatively, 12.7% of REGENXBIO shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

This table compares Cullinan Oncology and REGENXBIO’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Cullinan Oncology N/A -38.24% -35.83%
REGENXBIO -246.50% -49.69% -31.63%

Volatility & Risk

Cullinan Oncology has a beta of 0.15, indicating that its share price is 85% less volatile than the S&P 500. Comparatively, REGENXBIO has a beta of 1.09, indicating that its share price is 9% more volatile than the S&P 500.

Valuation and Earnings

This table compares Cullinan Oncology and REGENXBIO’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Cullinan Oncology $18.94 million 23.59 $111.21 million $1.22 9.30
REGENXBIO $109.64 million 7.26 -$280.32 million ($6.24) -2.94

Cullinan Oncology has higher earnings, but lower revenue than REGENXBIO. REGENXBIO is trading at a lower price-to-earnings ratio than Cullinan Oncology, indicating that it is currently the more affordable of the two stocks.

Summary

Cullinan Oncology beats REGENXBIO on 9 of the 14 factors compared between the two stocks.

About Cullinan Oncology

(Get Free Report)

Cullinan Oncology, Inc. a clinical-stage biopharmaceutical company, focuses on developing a pipeline of targeted oncology and immuno-oncology therapies for cancer patients in the United States. The company's lead candidate is the CLN-081, an orally bioavailable small-molecule that is in a Phase IIb dose escalation for treating patients with non-small cell lung cancer. Its products also include CLN-049, a humanized bispecific antibody that is in Phase I clinical trial for the treatment of acute myeloid leukemia or myelodysplastic syndrome; CLN-619, a monoclonal antibody that is in Phase I clinical trial for the treatment of solid tumors; and CLN-418, a human bispecific antibody that is in Phase 1 clinical trial for the treatment of solid tumors. In addition, the company's preclinical product includes CLN-617, a fusion protein for the treatment of solid tumors; and CLN-978, a T cell engaging antibody for the treatment relapsed/refractory B-cell non-Hodgkin lymphoma. The company has collaboration agreements with Cullinan Pearl Corp. to develop, manufacture, and commercialize CLN-081 and products containing CLN-081; and Adimab, LLC to discover and/or optimize antibodies. Cullinan Oncology, Inc. was incorporated in 2016 and is headquartered in Cambridge, Massachusetts.

About REGENXBIO

(Get Free Report)

REGENXBIO Inc., a clinical-stage biotechnology company, provides gene therapy product candidates to deliver genes to cells to address genetic defects or to enable cells in the body to produce therapeutic proteins or antibodies that are intended to impact disease. Its gene therapy product candidates are based on NAV Technology Platform, a proprietary adeno-associated virus gene delivery platform. The company's products in pipeline includes RGX-314 for the treatment of wet age-related macular degeneration, diabetic retinopathy, and other chronic retinal diseases; and RGX-202, which is in Phase I/II clinical trial for the treatment of Duchenne muscular dystrophy. In addition, it also develops RGX-121 for the treatment of mucopolysaccharidosis type II and is in Phase III clinical trial; RGX-111, which is in Phase I/II clinical trial for treating mucopolysaccharidosis type I; RGX-181 for the treatment of late infantile neuronal ceroid lipofuscinosis type II; and RGX-381 to treat the ocular manifestations of CLN2 disease. Further, the company also licenses its NAV Technology Platform to other biotechnology and pharmaceutical companies; and has a collaboration and license agreement with Neurimmune AG to develop novel gene therapies. REGENXBIO Inc. was founded in 2008 and is headquartered in Rockville, Maryland.

Receive News & Ratings for Cullinan Oncology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cullinan Oncology and related companies with MarketBeat.com's FREE daily email newsletter.