Biotech Stocks Rise for Vaxart and Precigen Following Q3 Earnings Reports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Should l Buy PGEN?
Source: SeekingAlpha
Vaxart's Financial Performance: Vaxart's shares rose ~11% after reporting Q3 revenue of $72.4M, exceeding forecasts by $32.3M, largely due to a BARDA contract. The company also noted a net loss per share of $0.04, reflecting a ~33% YoY contraction despite a significant increase in R&D expenses.
Precigen's Growth and FDA Approval: Precigen's shares surged ~27% following a strong Q3 performance with $2.9M in revenue, surpassing expectations and showing over 200% YoY growth, driven by collaboration and licensing revenue after FDA approval of its immunotherapy candidate, Papzimeos.
Patient Engagement for Papzimeos: Since receiving FDA approval in August, Precigen has registered over 100 patients in its Papzimeos Patient Hub, indicating strong early interest and rapid activation of its sales force.
Rising Costs for Both Companies: Both Vaxart and Precigen reported increased net losses per share, with Precigen's SG&A and R&D costs rising significantly, highlighting the financial pressures associated with their respective development activities.
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Analyst Views on PGEN
Wall Street analysts forecast PGEN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PGEN is 9.00 USD with a low forecast of 9.00 USD and a high forecast of 9.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 4.240
Low
9.00
Averages
9.00
High
9.00
Current: 4.240
Low
9.00
Averages
9.00
High
9.00
About PGEN
Precigen, Inc. is a discovery and clinical-stage biopharmaceutical company developing gene and cell therapies for improving outcomes for patients with unmet medical needs. The Company’s proprietary technology platforms develop product candidates designed to target urgent and intractable diseases in its core therapeutic areas of immuno-oncology, autoimmune disorders, and infectious diseases. It has developed a pipeline of therapies across multiple indications. The Company’s segments include Biopharmaceuticals and Exemplar. The Biopharmaceuticals segment is primarily comprised of the Company's legal entities as well as royalty interests in therapeutics and therapeutic platforms from companies not controlled by the Company. The Exemplar is composed of Exemplar Genetics LLC, doing business as Precigen Exemplar, its wholly owned subsidiary focused on developing research models and services for healthcare research applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Clinical Experience Backing: Authored by 16 leading physicians, the paper emphasizes the safety and efficacy of PAPZIMEOS based on extensive clinical experience and literature review, providing physicians with a clear treatment algorithm aimed at reducing surgical risks for patients.
- Significant Patient Impact: With approximately 27,000 adult RRP patients in the U.S., the FDA approval of PAPZIMEOS offers the first treatment addressing the root cause of the disease, potentially improving patients' quality of life and reducing healthcare burdens significantly.
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See More
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- Clinical Experience Backing: Authored by 16 leading physicians, the paper emphasizes the safety and efficacy of PAPZIMEOS based on extensive clinical experience and literature review, providing physicians with a clear treatment algorithm aimed at reducing surgical risks for patients.
- Significant Patient Impact: With approximately 27,000 adult RRP patients in the U.S., the FDA approval of PAPZIMEOS offers the first treatment addressing the root cause of the disease, potentially improving patients' quality of life and reducing healthcare burdens significantly.
- Multidisciplinary Care Advocacy: The paper underscores the importance of shared decision-making and multidisciplinary care, promoting early therapy to avoid the risks associated with repeated surgeries, thus providing a more comprehensive management strategy for RRP patients.
See More
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- European Market Expansion: The European Medicines Agency has validated the Marketing Authorization Application for PAPZIMEOS, marking a significant step in Precigen's global expansion efforts, which is expected to create new growth opportunities for the company.
- Optimistic Financial Outlook: The company anticipates that its current capital resources will fund operations until cash flow break-even, and with the rapid rollout of PAPZIMEOS, there is substantial potential for future revenue growth, further solidifying its leadership in RRP treatment.
See More
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- Industry Engagement: Dr. Sabzevari will also participate in a fireside chat hosted by commercialization partner Eversana on January 12, 2026, at 10:30 AM PT, discussing strategic commercialization operations and strengthening connections within the biotech industry.
- Innovative Drug Development: Precigen focuses on advancing innovative precision medicines for difficult-to-treat diseases, demonstrating its robust R&D capabilities by moving scientific breakthroughs from proof-of-concept to commercialization.
- Future Outlook: The company is actively advancing its product pipeline, particularly PAPZIMEOS™ for recurrent respiratory papillomatosis, which aims to provide new treatment options for high unmet patient needs, potentially positively impacting future revenue growth.
See More
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- Severe Market Reaction: The disappointing trial results raised investor concerns about Ultragenyx's future prospects, resulting in a substantial decrease in its market capitalization, reflecting the high sensitivity of investors to the success or failure of clinical trials in the biopharmaceutical sector.
- Industry Impact: Ultragenyx's failure could have a ripple effect across the biopharmaceutical industry, particularly in the bone metabolism disease space, as investors may adopt a more cautious approach towards similar product developments, potentially affecting financing and R&D strategies of related companies.
See More
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See More
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- Target Discovery: The study focuses on the PRMT5 protein, identifying a key vulnerability in approximately 10-15% of cancers where MTAP gene deletion alters PRMT5's interaction, potentially offering new strategies for cancer treatment.
- Biosensor Application: The CBH-002 probe developed by Oxford can measure PRMT5 inhibitor activity in live cells, demonstrating how MTA influences drug selectivity, paving the way for highly targeted therapies for MTAP-deleted cancers.
- Collaboration Between Academia and Industry: This research underscores the value of academic-industry partnerships, combining expertise in chemical biology and assay design to drive the development of future precision medicines, which holds significant strategic implications.
See More
