Precigen (PGEN) remains a Buy after PAPZIMEOS' FDA approval and launch, with higher-than-expected pricing and broad label supporting robust revenue potential. A new Pharmakon credit facility extends PGEN's cash runway into at least 2027, with management targeting cash-flow breakeven by the end of 2026. PAPZIMEOS' net price is ~$400,000 per patient annually, and redosing/early-line adoption could drive long-term revenue growth beyond severe RRP cases.
Precigen, Inc. ( PGEN ) Q3 2025 Earnings Call November 13, 2025 4:30 PM EST Company Participants Steven Harasym - VP & Head of Investor Relations Helen Sabzevari - President, CEO & Director Phil Tennant - Chief Commercial Officer Rutul Shah - Chief Operating Officer Harry Thomasian - Chief Financial Officer Conference Call Participants Jason Butler - Citizens JMP Securities, LLC, Research Division Swayampakula Ramakanth - H.C. Wainwright & Co, LLC, Research Division Michael DiFiore Brian Cheng Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Precigen Third Quarter 2025 Financial Results and Business Update Conference Call.
Precigen stock soars 144% in August after FDA approval of Papzimeos, the first treatment for adults with recurrent respiratory papillomatosis.
| Biotechnology Industry | Healthcare Sector | Helen Sabzevari MPH, CEO | XBER Exchange | US74017N1054 ISIN |
| US Country | 143 Employees | - Last Dividend | - Last Split | 8 Aug 2013 IPO Date |
Precigen, Inc., previously known as Intrexon Corporation until February 2020, was founded in 1998 and is based in Germantown, Maryland. As a discovery and clinical-stage biopharmaceutical entity, Precigen focuses on the fabrication of gene and cell therapies. These therapies leverage precision technology to specifically target a range of diseases across three major therapeutic areas: immuno-oncology, autoimmune disorders, and infectious diseases. The company's operational structure is streamlined into two segments: Biopharmaceuticals and Exemplar. Through its advanced therapeutic platforms and a strong commitment to innovation, Precigen aims to address some of the most challenging medical conditions with next-generation treatment options.
This proprietary technology provides chimeric antigen receptor T cell therapies aimed at treating cancer. It represents a significant part of Precigen's focus in immuno-oncology, exemplified by its ongoing clinical trials including PRGN-3005 for advanced ovarian, fallopian tube, or primary peritoneal cancer; PRGN-3006 for relapsed or refractory acute myeloid leukemia and high-risk myelodysplastic syndromes; and PRGN-3007 for advanced receptor tyrosine kinase-like orphan receptor 1-positive, hematologic and solid tumors.
Utilizing a library of proprietary adenovectors, this platform is designed for gene delivery of therapeutic effectors, immunomodulators, and vaccine antigens. Currently, ongoing programs based on this platform include PRGN-2009 for patients with HPV-associated cancer and PRGN-2012 for treating recurrent respiratory papillomatosis.
A unique platform aimed at disease modification through the manipulation of the microbiome. An example of this technology in action is AG019, currently in a Phase 1b/2a trial for the treatment of type 1 diabetes mellitus.
A proprietary electroporation device developed by Precigen to enhance the delivery and efficiency of its gene and cell therapy treatments. This technology is indicative of the company’s investment in not just developing therapies but also enhancing the methods by which these therapies are administered.
Precigen also engages in the development of research models and services, catering to a wide array of healthcare research applications. This reflects the company's broader commitment to supporting the scientific community in understanding and combating diseases more effectively.