Deck Review with Regenxbio

Axial
7 min readMay 24, 2020

Get these analyses to your inbox — https://axialdeck.substack.com/ This is a newsletter to review public company presentations in life sciences. More well thought out work can be found at — https://axial.substack.com/ I figured that there is a diversity across desire for frequency of emails.

Axial invests and partners in early-stage life sciences companies. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company — info@axialsprawl.com

To build off the Regenxbio case study, this is a review of Regenxbio’s latest corporate presentation.

Cover slide to convey the company’s value proposition — focused on AAV gene therapies.

Regenxbio lays out their goals to cure disease, not just treat it. What’s important here is the three main parts being equally laid out. This shows shareholders that the company values both their platform business and pipeline equally. I would value the platform a little more, but most companies like Regenxbio lead off with only their internal pipeline and see licenses as periphery activities. A great addition would be a focus on…

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