What does Precigen do and what are its main business segments?

What is the market's earnings forecast for Precigen next quarter?

Did Precigen beat or miss consensus estimates last quarter?

What factors drove the changes in Precigen's revenue and profit?

What is Precigen's latest dividend and current dividend yield?

What is Precigen's gross profit margin?

What guidance did Precigen's management provide for the next earnings period?

What were the key takeaways from Precigen’s earnings call?

- **Q1 Revenue Surges**: Exceeds $18 million, up from $3.4 million in Q4 2025, driven by Papzimeos launch.
- **Payer Coverage**: 90% of U.S. insured lives covered, with J-code streamlining access.
- **European Expansion**: MAA under review, targeting 2026 approval.
- **Financial Health**: $100.4 million cash on hand, on track for 2026 breakeven.

**【CEO Summary Section】**
- **Revenue Growth**: Q4 2025 net product revenue was $3.4 million, with Q1 2026 expected to exceed $18 million, driven by Papzimeos commercial launch.
- **FDA Approval and Expert Endorsement**: Papzimeos received full FDA approval for adult RRP, supported by unmatched efficacy data and a landmark expert consensus paper positioning it as the first-line treatment.
- **Pipeline Updates**: Planning to initiate a pediatric RRP clinical trial in Q4 2026 and advancing PRGN-2009 for HPV-associated cancers.

**【CCO Commercial Update】**
- **Patient Momentum**: Over 300 patients in the Precigen Support Hub as of March 2026, with 90% of U.S. insured lives covered by payers.
- **J-Code Impact**: Permanent J-code effective April 2026 will streamline billing and accelerate patient access.
- **Community Uptake**: Significant interest from community practices, supported by low-cost logistics solutions.

**【CFO Financial Commentary】**
- **2025 Financials**: Total revenue $9.7 million (149% YoY growth), net loss $429.6 million due to non-cash items, ending with $100.4 million in cash.
- **Cost Management**: R&D expenses decreased 22.1%, while SG&A increased 69.8% due to commercial activities.
- **2026 Outlook**: Anticipate cash flow breakeven by year-end, driven by Papzimeos sales.

**【Q&A Highlights】**
- **Patient Conversion**: Over 300 patients in the hub, with most expected to convert to treatment; J-code will accelerate this process.
- **European Launch**: MAA under review; anticipate regulatory decision in 2026.
- **Gross-to-Net Margin**: Expected to remain in the high teens to low 20s percent range.


Precigen Inc (PGEN) Q4 2025 Earnings Call Transcript

- **Breakthrough Therapy Launched**: PAPZIMEOS approved for all adult RRP patients with 51% complete response rate and 3+ years surgery-free durability.
- **Commercial Momentum**: 90% of target institutions engaged, 80M+ lives covered, $123.6M cash to fund 2026 breakeven.
- **Growth Catalysts**: European expansion underway, pediatric trials planned, redosing supported by clinical data.
- **Financial Discipline**: 15-20% gross margin, non-cash losses resolved, no recurring dilution.

**【CEO Summary Section】**
- PAPZIMEOS received FDA approval for all adult RRP patients, driven by 51% complete response rate and 86% reduction in surgeries.
- 15-year development timeline resulted in unmatched durability (3+ years without surgery) and safety profile comparable to flu vaccines.
- EMA submission underway for European expansion, with pediatric trials planned.

**【CFO Financial Commentary】**
- $123.6M cash on hand, with projected cash flow breakeven by end-2026.
- Q3 2025 net loss of $1.06M (non-cash items: $0.95M deemed dividend/warrant liability).
- Gross-to-net revenue adjustment expected at 15-20%, consistent with biotech peers.

**【Q&A Highlights】**
- 90% of target institutions engaged, 100+ patients registered in launch hub.
- Payer coverage exceeds 80M lives, including Medicare/Medicaid.
- Revenue recognized upon shipment, not injection.
- Redosing potential supported by durability data and physician discretion.
- Strong demand from both academic centers and community practices.


Precigen, Inc. (PGEN) Q3 2025 Earnings Call Transcript

- **FDA Fast Track**: PRGN-2012 BLA under priority review with August 2025 PDUFA date; no advisory committee meeting.
- **Clinical Success**: 51% complete response rate, 24-month median durability, 86% surgery reduction; no safety concerns.
- **Commercial Readiness**: 15-20 field reps targeting 500 otolaryngologists; $97.9M cash runway supports 2025 launch.
- **Market Opportunity**: 27,000 U.S. RRP patients; payers recognize value of non-surgical treatment for irreversible damage.

**【CEO Opening Remarks】**
- Submitted BLA for PRGN-2012 in recurrent respiratory papillomatosis (RRP) with FDA acceptance and priority review (PDUFA date: August 27, 2025). No advisory committee meeting planned.
- Pivotal trial met primary endpoint with 51% complete response rate (median durability 24 months), 86% reduction in surgeries, and no dose-limiting toxicities.
- Confirmatory trial enrolling 35 patients, aligned with FDA, to support long-term efficacy and safety.

**【COO Manufacturing Update】**
- Upgraded in-house GMP facility for gorilla adenovirus manufacturing, validated with FDA.
- Partnered with commercial CDMO for fill/finish operations, ensuring end-to-end control and cost efficiency.
- Confident in supply chain readiness for commercial launch with >$97M cash runway.

**【CCO Commercial Strategy】**
- Targeting 500 fellowship-trained otolaryngologists in urban centers, supported by 15-20 field representatives via EVERSANA partnership.
- Estimated 27,000 adult RRP patients in the U.S. (vs. prior 20,000), driven by unmet need for non-surgical treatment.
- Launch expected Q3 2025 with focus on early diagnosis and treatment to prevent irreversible vocal cord damage.

**【CFO Financial Overview】**
- 2024 net loss: $126.2M (incl. $55M non-cash charges), cash burn: $76.8M.
- Raised $79M via preferred stock issuance and $8.5M from IP monetization, ending year with $97.9M cash.
- Anticipated revenue from PRGN-2012 launch, contingent on FDA approval.

**【Q&A Highlights】**
- FDA interactions: Close alignment throughout review; manufacturing inspection expected pre-PDUFA.
- Patient identification: 86% of trial patients reduced surgeries; awareness campaigns targeting undiagnosed cases.
- Payer engagement: Value-based pricing discussions; most payers expect PA to label with treat-to-trial criteria.
- Field force: 15-20 reps focused on high-volume academic centers, complemented by remote engagement.
- Confirmatory trial: Final data expected 2026-2027; interim updates to be shared as appropriate.

Actual												-0.35	-0.26	-0.18	-0.23	-0.11	-0.1	-0.15	-0.13	-0.1	-0.13	-0.04	-0.11	-0.1	-0.08	-0.08	-0.13	-0.1	-0.23	-0.09	-0.0737	-0.18	-0.09	-1.06	-0.07
Forecast												-0.24	-0.135	-0.14	-0.17	-0.13	-0.1242	-0.1467	-0.12	-0.105	-0.145	-0.135	-0.1	-0.0925	-0.1005	-0.08	-0.079	-0.088	-0.0957	-0.0863	-0.0525	-0.13	-0.0867	-0.0939	-0.084
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-45.83%	-92.59%	-28.57%	-35.29%	+15.38%	+19.48%	-2.25%	-8.33%	+4.76%	+10.34%	+70.37%	-10.00%	-8.11%	+20.40%	0.00%	-64.56%	-13.64%	-140.33%	-4.29%	-40.38%	-38.46%	-3.81%	-1028.86%	+16.67%

Actual	--	--	--	--	--	--	--	--	--	--	--	29.84M	30.42M	23.58M	19.33M	24.51M	33.58M	21.60M	24.22M	32.02M	2.91M	16.72M	1.80M	1.85M	1.77M	1.38M	1.23M	1.06M	717.00K	953.00K	1.19M	1.34M	878.00K	2.92M	9.66M
Forecast	--	--	--	--	--	--	--	--	--	--	--	10.50M	16.14M	17.70M	21.20M	24.00M	21.06M	20.94M	24.30M	28.32M	22.54M	2.72M	6.21M	2.23M	2.15M	1.60M	2.13M	1.48M	1.29M	931.40K	3.02M	650.00K	952.00K	500.00K	8.42M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+184.17%	+88.55%	+33.21%	-8.81%	+2.12%	+59.42%	+3.13%	-0.34%	+13.05%	-87.08%	+514.78%	-71.02%	-16.81%	-17.82%	-13.59%	-42.47%	-28.04%	-44.48%	+2.32%	-60.66%	+106.31%	-7.77%	+484.40%	+14.72%

PGEN

PGEN fundamentals

PGEN Q4 2025 Earnings

Earnings Call

You can ask Aime

PGEN

PGEN fundamentals

PGEN Q4 2025 Earnings

Earnings Call

PGEN Earnings Call Summary for Q4/20254:30 PM on Mar 25, 2026

PGEN Earnings Call Summary for Q3/20254:30 PM on Nov 13, 2025

PGEN Earnings Call Summary for Q2/20254:00 PM on Aug 13, 2025

PGEN Earnings Call Summary for Q1/20254:00 PM on May 13, 2025

PGEN Earnings Call Summary for Q4/20244:30 PM on Mar 19, 2025

You can ask Aime