Precigen Inc. (PGEN)

[jondoeuk]

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!