Agenus Inc (AGEN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$6.44-7.60%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · AGEN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
With capital aligned to ROBBIN’s development milestones, we are positioned to pursue that opportunity with focus and urgency.”
Stated in 1 of 3 supplied quarters. Management reported: “Previously Announced Financing Supports ROBBIN Execution The private placement, announced and completed in July, provided approximately $85 million in upfront gross proceeds and included milestone-aligned warrants that could provide up to approximately $255 million in additional gross proceeds if fully exercised.” “Based on the company’s current operating plan, the upfront proceeds are expected to support ROBBIN initiation, regulatory alignment and company operations through Q3 2027.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“With capital aligned to ROBBIN’s development milestones, we are positioned to pursue that opportunity with focus and urgency.””
We continue to see growing international demand for BOT+BAL through France’s AAC program and physician-initiated named-patient programs.
Stated in 2 of 3 supplied quarters. Management reported: “Agenus recognized $6.4 million in pre-commercial product revenue from authorized access programs during the second quarter, compared with $4.6 million in the first quarter of 2026.” “Expanding Patient Access and Supporting Treatment Continuity Agenus broadened authorized access to BOT+BAL during the second quarter through France’s national Autorisation d’Accès Compassionnel (AAC) program and physician-led paid named-patient programs in additional countries.”
“We continue to see growing international demand for BOT+BAL through France’s AAC program and physician-initiated named-patient programs.”
“Expanding Patient Access and Supporting Treatment Continuity Agenus broadened authorized access to BOT+BAL during the second quarter through France’s national Autorisation d’Accès Compassionnel (AAC)…”
Agenus continues to implement disciplined cost-management measures and is directing internal resources toward ROBBIN execution, clinical and access-program supply, regulatory activities and supportin…
Stated in 2 of 3 supplied quarters. Management reported: “Agenus continues to implement disciplined cost-management measures and is directing internal resources toward ROBBIN execution, clinical and access-program supply, regulatory activities and supporting data generation.” “The Company continues to align its operating expense base with its previously communicated framework of approximately $50 million in annualized operating expenses to support BOT+BAL development priorities, and first quarter 2026 underlying operating performance was consistent with that framework.”
“Agenus continues to implement disciplined cost-management measures and is directing internal resources toward ROBBIN execution, clinical and access-program supply, regulatory activities and supportin…”
“The Company continues to align its operating expense base with its previously communicated framework of approximately $50 million in annualized operating expenses to support BOT+BAL development prior…”
Focus on advancing botensilimab plus balstilimab (BOT+BAL) through clinical trials and regulatory pathways, including the Phase 3 ROBBIN trial in MSS colon cancer.
Focus resources on neoadjuvant BOT+BAL treatment in high-risk Stage II/III MSS colon cancer, including discontinuing late-line metastatic BATTMAN trial support.
Over the trailing year it converted 1.30x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
26 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated volatile grew net income 45% of the time over the next year (vs 45% for the rest of the cohort, n=10076).
Not investment advice. As of 2026-11-05.