Precigen 2025 Q3 Earnings Record Revenue Surge Amid Widened Net Loss

Precigen (PGEN) reported fiscal 2025 Q3 earnings on Nov 14, 2025, with revenue surging 206.9% year-over-year to $2.92 million, driven by robust collaboration and licensing income, while net losses expanded sharply. The stock price surged over 28% in a single trading day, reflecting investor optimism despite widening operational losses.

Precigen’s Q3 revenue of $2.92 million far exceeded expectations, marking a significant beat, while the company confirmed cash breakeven is achievable by late 2026.

Revenue

Collaboration and licensing revenue drove the majority of Precigen’s performance, contributing $1.82 million, while product revenue totaled $162,000 and service revenue reached $942,000. This segment breakdown highlights the company’s reliance on partnership-driven income amid commercialization efforts for PAPZIMEOS.

Earnings/Net Income

The EPS of -$1.06 represented a 1077.8% wider loss year-over-year, underscoring significant operational challenges despite revenue growth.

Post-Earnings Price Action Review

The strategy of buying PGEN shares on the revenue raise date and holding for 30 days yielded an average return of 20.62%, though high volatility—evidenced by an 18.31% standard deviation—underscored the strategy’s risk profile. While the CAGR over three years was approximately 20%, the initial 30-day gains skewed long-term averages. Investors must weigh the high-reward potential against the need for disciplined risk management.

CEO Commentary

Helen Sabzevari emphasized PAPZIMEOS’s transformative potential, citing its 51% complete response rate and broad label approval. Strategic priorities include expanding commercial reach, advancing pediatric trials, and pursuing EMA approval for geographic expansion.

Guidance

Harry Tomasian outlined confidence in achieving cash flow breakeven by late 2026, supported by payer coverage expansion (80 million lives) and institutional adoption.

Additional News

1. Stock Surge: PGEN shares rose ~27% post-earnings, fueled by PAPZIMEOS’s FDA approval and strong revenue growth.

2. Analyst Rating: Citizens reiterated an $8 price target, citing pent-up demand and commercial momentum.

3. EMA Application: Precigen submitted a marketing authorization application for PAPZIMEOS in Europe, signaling global expansion ambitions.