PGEN

Precigen Inc.

NASDAQ

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PGEN

Precigen Inc.

NASDAQ

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jondoeuk

04/06/24 6:21 PM

Post #403

If there was any good data for the three ongoing CAR-T programs, we would have heard about it.

Bearish

Monksdream PremiumMember

03/16/24 3:02 PM

Post #402

PGEN under $2

glenn1919

03/09/24 9:57 AM

Post #401

PGEN..............................https://stockcharts.com/h-sc/ui?s=PGEN&p=W&b=5&g=0&id=p86431144783

glenn1919

03/02/24 8:47 AM

Post #400

PGEN......................................https://stockcharts.com/h-sc/ui?s=PGEN&p=W&b=5&g=0&id=p86431144783

Monksdream PremiumMember

02/21/24 3:20 PM

Post #399

PGEN under $2

webbie01

10/10/23 3:01 PM

Post #398

Owing this stock is like chinese water torture drip, drip, drip,
down 5%, down 5%, down 5%

jondoeuk

10/06/23 5:20 PM

Post #397

Re: #391: @NY1972 - This target must be older than 1/2 USA population

I think they were looking to generate interest in the ''platform.'' The company is another chameleon that has fooled many investors over the years with no real progress. They stay listed just to do (unlimited) cash grabs. The SP has slumped time and time again, with RJ Kirk screwing many!

Monksdream PremiumMember

10/01/23 3:25 PM

Post #396

PGEN under $2

Investor_Advocate Free

08/15/23 9:28 AM

Post #395

Precigen (ex Intrexon XON) recently agreed to pay $13M to the former shareholders to settle the misleading statements lawsuit.

Court: Northern District of California
Case number: 5:20-cv-06936-BLF
Case details and filing for compensation here.

Bullish

AJ Freely

08/09/23 8:05 AM

Post #394

$PGEN - 👆 Up 12% Pre-Market/Current Price $1.33
👉Announces FDA Confirmation that the Ongoing Phase 1/2 Study of PRGN-2012 AdenoVerse Immunotherapy Will Serve as the Pivotal Study to Support Accelerated Approval
👉And provides Financial Results and updates

TJG

06/20/23 8:42 AM

Post #393

Looks like the interest and volume is picking up on this PR today
https://finance.yahoo.com/news/precigen-receives-breakthrough-therapy-designation-113000335.html

Paullee

06/06/23 9:28 AM

Post #392

new seeking alpha story
https://seekingalpha.com/article/4609689-unraveling-the-promise-of-precigen-biotech-innovations-amid-financial-challenges?mailingid=31704118&messageid=2800&serial=31704118.1838&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=31704118.1838

NY1972

04/22/23 10:05 PM

Post #391

Re: #390: @jondoeuk - Of all the targets they chose mesothelin! https://www.prnewswire.com/news-releas

This target must be older than 1/2 USA population

jondoeuk

04/21/23 9:19 PM

Post #390

Re: #386: @jondoeuk - More preclinical data! https://www.abstractsonline.com/pp8/#!/10828/presentation

Of all the targets they chose mesothelin! https://www.prnewswire.com/news-releases/precigen-presents-preclinical-data-for-the-next-generation-mesothelin-ultracar-t-with-intrinsic-pd-1-blockade-at-the-aacr-annual-meeting-2023-301798470.html

jondoeuk

04/04/23 4:39 PM

Post #389

It makes little sense for them to waste resources on CD19 and BCMA-targeted CAR-T's considering just how crowded each space is. As for IL-12, it failed in multiple indications https://www.prnewswire.com/news-releases/precigen-regains-exclusive-rights-to-proven-car-t-targets-cd19-and-bcma-to-enable-unencumbered-development-and-commercialization-of-ultracar-t-301788820.html

jondoeuk

04/03/23 3:02 PM

Post #388

Re: #387: @jondoeuk - Wow, just over 17 months since they filed

LYEL has an anti-ROR1 CAR-T in the clinic, but only in solid tumours (starting in NSCLC and TNBC) https://ir.lyell.com/static-files/ad2cd8dc-b41b-4536-a854-c4d1246422e6 https://ir.lyell.com/static-files/6014be8d-4e9d-499b-a496-513d2962f3e4

They are also working on a next-gen version https://lyell.com/pdf/SITC_NR4A3%20Poster_Print_102022_FINAL.pdf https://lyell.com/pdf/SITC_STIM-R%20Poster_ePoster_FINAL.pdf

jondoeuk

04/03/23 2:57 PM

Post #387

Wow, just over 17 months since they filed an IND! https://www.prnewswire.com/news-releases/precigen-announces-further-advancement-of-ultracar-t-platform-with-first-patient-dosed-in-phase-11b-dose-escalationdose-expansion-study-of-prgn-3007-in-advanced-ror1-hematological-and-solid-tumors-301784205.html

jondoeuk

03/19/23 6:51 PM

Post #386

More preclinical data! https://www.abstractsonline.com/pp8/#!/10828/presentation/3388

Considering the other (preclinical) data for PRGN-3005, 3006 and 3007, I wouldn't read much, if anything into it. Also, by now, you would think that the company would have translational data from the two ongoing trials, which could help inform them as to why genes they might silence next, using (from memory) miRNA.

jondoeuk

01/14/23 4:14 PM

Post #385

JPM presentation https://investors.precigen.com/static-files/bd82c7b7-e8b9-4b19-be44-6a9de4165ae6

Some quick thoughts.

Slide 4: Despite AG019 being listed they did not provide an update.

Slide 8: The internal assessment leaves a lot to be desired. Focusing on iPSC-derived, it allows for a company to create multiplexed engineered, clonal master cell lines, which are a renewable source that enables routine, mass production of immune cells that are off-the-shelf (on-demand availability). Also, allows for broad patient access as it can scale. For example, FATE created over 300 doses of FT500 for around $3,000 per dose. PGEN on the other hand has never disclosed any (projected) COGM.

As for auto, GILD's Kite has a median manufacturing time (from apheresis to finished product) of 16 days in the US, but are hoping to reduce this to just a few days. BMY and others are following suit. For COGM (one paper puts it in the $160-170,000 range), it could be cut in at least half with automation alone.

Slide 11: Talk about apples to oranges! Not only do they compare auto to allo (both iPSC- and donor-derived), but CAR-T to CAR-NK as well! Typically, NK do not expand upon encounter with antigen and have (very) limited persistence.

Slide 12: If the depth and duration of response (from the dose expansion) is as poor as it has been no more time and money should be wasted on it.

Slide 15: Again, they have switched to giving the therapy via IV (plus LD chemo), so there is no known safety (on target, off tumour toxicities, CRS and/or ICANS) or efficacy profile. Also, the ORR (when given via IP) was zero. In addition, those treated at DL3 did worse (despite better expansion and persistence) than those treated at DL1 and DL2.

Slide 17: True, gene therapies have the potential to revolutionise medicine, but I very much doubt any company will be using the AdenoVerse platform to deliver them.

Slide 24: Totality of the data is what matters, not a single patient. I hope the update for PRGN-2012 isn't like the last time!

Slide 27: The ORR for the vaccine alone was zero. As for the combo, 30%, but just three out of ten. Based on that, they shouldn't have continued with the current trial.

Slide 29: Major milestones? The only updates for this year will be PRGN-2012 and PRGN-2009 (+/- M7824).

jondoeuk

12/22/22 4:20 PM

Post #384

So, out of six milestones for this year, the company failed to accomplish (at least) four of them. I say at least four as I'm not 100% certain that a multicentre expansion cohort to test PRGN-3006 for R/R AML happened.

jondoeuk

11/05/22 2:30 PM

Post #383

Re: #378: @jondoeuk - AG019: Doesn't work as well as some think,

PRGN-3005: They moved forward with testing DL3 plus LD chemo prior to IV infusion. Also, are able to incorporate repeat dosing. Based on the previous data, as well as this, I don't hold out much hope.

PRGN-3006: Another year has passed and only nine additional patients have been treated. Worse still, none have responded.

PRGN-3007: Not only haven't they dosed the first patient, but the trial isn't even listed on the clinicaltrials website.

Rubraquercus Free

08/14/22 8:56 PM

Post #382

Re: #381: @jondoeuk - ''Meanwhile, Precigen faces a different type of problem:

The cash runway is now much longer with the sale of transova and a $100 million shelf with Cantor Fitz. Sadly, hell-in flat lied in the recent conf call about raising money, and then 24hrs later we get the shelf, unreal.

<<Jennifer Kim with Cantor Fitzgerald. Please go ahead.

Hey, everyone.... And then my second question is broader, with the Trans Ova divestiture, has anything changed in your mind in terms of portfolio prioritization and added flexibility to explore opportunities that you weren't able necessarily to consider beforehand?

Answer; As Harry mentioned, we have a solid runway well to the fourth quarter of 2023, which has allowed us to basically go through our – some of the clinical timelines that we have for reporting the data. And I think that's going to be very good. And we basically do not have to take anything from the financial strength that we have, or I should say the money that we have, currently that is dedicated to our clinical trial and be diverting this for our convertible notes. And that's – obviously it's a huge, I think, pressure off at this point, especially during this financial times and not diluting our investor base. So we are very happy about that.

We have prioritized portfolio as we have mentioned in our slides and according to the three pillar of a strategy that we have and we mentioned for instance, even in regard to our AG019, which is a very exciting program for a type 1 diabetes, we feel that this has served best with partnership, which the discussions on our partnerships are ongoing and we look forward to report on that in the near future.>>

jondoeuk

05/21/22 7:57 PM

Post #381

''Meanwhile, Precigen faces a different type of problem: a $201m convertible debt comes due for repayment in July 2023, but the group has just $142m in cash, and its market cap has fallen to $260m.

With little chance of an equity raise at the current valuation and in the current market Precigen has mooted selling off non-core assets to raise the necessary cash. Wells Fargo analysts suggest that Precigen’s lead Actobiotics asset, AG019 for type 1 diabetes, could be the first to go.

The company could also try to renegotiate the debt, but equity investors seldom come out well from such moves.'' https://www.evaluate.com/vantage/articles/news/deals/ataras-latest-setback-troubled-field

jondoeuk

04/29/22 7:06 PM

Post #380

Re: #379: @Rubraquercus - Great post, wow, nice reflection of the reality,

Thanks. I had issues with the target for PGEN-3006, as back during an ISCT '17 presentation, Dr. Saar Gill suggested that just hitting CD123, or CD33 in AML was a non-starter, and smarter approach needed. Based on that and the comments from the PI, I think the company should discontinue the program.

Rubraquercus Free

04/21/22 6:59 AM

Post #379

Re: #378: @jondoeuk - AG019: Doesn't work as well as some think,

Great post, wow, nice reflection of the reality, sad as it may be...

jondoeuk

04/17/22 6:13 PM

Post #378

AG019: Doesn't work as well as some think, and would require much larger PhIIb (and possibly PhIII) trials. Resources the company probably doesn't have.

PRGN-3005: It has taken 2-2.5+ years to enrol not even half a dozen patients, with efficacy being very minimal (I'm being generous!). No patients have been enrolled in the IV arm (that I'm aware of).

PRGN-3006: While encouraging (in those that got the therapy with LD chemo), only a small number have been treated, and now the PI says it could be a bridge to a transplant.

PRGN-3007: The first patient hasn't been dosed. Also, it will face competition from the likes next-gen versions, such as LYEL's.

INXN-4001: Looks dead.

PRGN-2009: Mono is likely dead as not a single patient responded. As for the combo, too early to say, but the former should say it all.

PRGN-2012: Looks to me like they are trying to cherry-pick the best responses, as they didn't disclose the data from the others treated to date.

Finally, mbIL-15 isn't working as expected, and going forward, it seems they won't be giving the CAR-T's without LD chemo as they once hoped. Also, there is talk about redosing!

jondoeuk

04/17/22 6:10 PM

Post #377

Re: #375: @gator16 - PGEN Drug Fast Tracked !! WHOOPPEEE !!

The PI has said it could be a bridge to a transplant.

Oxonius

04/07/22 10:41 AM

Post #376

A reminder of the GenVec days:

Researchers Look to Reverse Hearing Loss With Regenerative Hair Therapy

Over 5% of the world’s population is affected by disabling hearing loss, a condition that is largely irreversible. One biotech company, Frequency Therapeutics, has set out to change that. The company’s scientists have found a way to help hair cells in the ear regenerate, in turn increasing a patient’s ability to hear. “[Hearing] connects people to their community and cultivates a sense of identity,” said one of the founders, Jeff Karp. “I think the potential to restore hearing will have enormous impact on society.”

So far, they have treated more than 200 patients during three clinical trials and are gearing up for another one with 124 people. Karp said he hopes this innovation will eventually make reversing hearing loss a simple, fast, and accessible procedure. Co-founder Robert Langer added: “Some of these people [in the trials] couldn’t hear for 30 years, and for the first time they said they could go into a crowded restaurant and hear what their children were saying. It’s so meaningful to them.”

gator16

04/04/22 8:22 AM

Post #375

Re: #374: @gator16 - Wells Fargo placed an overweight on PGEN this

PGEN Drug Fast Tracked !! WHOOPPEEE !!

gator16

01/20/22 12:39 PM

Post #374

Re: #373: @gator16 - Not to my knowledge but who knows !

Wells Fargo placed an overweight on PGEN this week with a $17.00 Target Price per share

gator16

01/18/22 2:27 PM

Post #373

Re: #372: @noode12 - Is there any truth that pgen it looking

Not to my knowledge but who knows ! They do a lot of stuff all the time. Kirk love him or hate him is a pretty smart guy !

noode12

01/18/22 8:29 AM

Post #372

Re: #371: @gator16 - PGEN Analyst Research NASDAQ

Is there any truth that pgen it looking to buyout rgbp(regene bio pharma) just for there patents that they have??

gator16

12/21/21 3:10 PM

Post #371

PGEN Analyst Research NASDAQ
PGEN Analyst Ratings
Consensus Strong Buy

Based on 3 analysts offering recommendations for pgen in the last 3 months.
Analyst Firms Making Recommendations

H C WAINWRIGHT
JP MORGAN SECUR
STIFEL NICOLAUS

Analyst
$11.5

Based on analysts offering 12 month price targets for PGEN in the last 3 months. The average price target is $11.5 with a high estimate of $13 and a low estimate of $10. Sign in to your SmartPortfolio to see more analyst recommendations.

gator16

12/13/21 1:36 PM

Post #370

I am a buyer !
I have seen enough to know it is a good time to buy (for me) !!
Now own 100000 shares

gator16

11/24/21 12:34 PM

Post #369

Kirk bought 1000000 shares this week !!

Planopenny Free

06/11/21 8:00 AM

Post #368

She runnin again

make it happen Free

06/11/21 7:44 AM

Post #367

A long way to go clinical studies are far from done...

make it happen Free

06/11/21 7:42 AM

Post #366

Negative triple digit percent profitability, high negative returns in all aspects, revenue per share $0.56 cents, huge debt over $184,000,000 and cash flow is negative $100,000,000. Hemorrhaging everything.

Profitability
Profit Margin -134.74%
Operating Margin (ttm) -89.28%

Management Effectiveness
Return on Assets (ttm) -13.45%
Return on Equity (ttm) -79.97%

Income Statement
Revenue (ttm) 97.85M
Revenue Per Share (ttm) 0.56
Quarterly Revenue Growth (yoy) -17.90%
EBITDA -72.59M
Net Income Avi to Common (ttm) -104.77M

Balance Sheet
Total Cash (mrq) 105.69M
Total Cash Per Share (mrq) 0.51
Total Debt (mrq) 184.12M
Total Debt/Equity (mrq) 105.33
Current Ratio (mrq) 5.71
Book Value Per Share (mrq) N/A

Cash Flow Statement
Operating Cash Flow (ttm) -65.66M
Levered Free Cash Flow (ttm) -34.93M