Precigen (PGEN)
Market Price (9/29/2026): $7.86 | Market Cap: $2.8 BilSector: Health Care | Industry: Biotechnology
Precigen (PGEN)
Market Price (9/29/2026): $7.86Market Cap: $2.8 BilSector: Health CareIndustry: Biotechnology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 1875% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -25% Megatrend and thematic driversMegatrends include Biotechnology & Genomics, Precision Medicine, and Aging Population & Chronic Disease. Themes include Gene Editing & Therapy, Show more. | Trading close to highsDist 52W High is -1.0%, Dist 3Y High is -1.0% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -39 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -46% Stock price has recently run up significantly6M Rtn6 month market price return is 140%, 12M Rtn12 month market price return is 123% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 15% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -133%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -134% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.6% Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 16.27 Key risksPGEN key risks include [1] a history of substantial net losses and a high cash burn rate necessitating additional financing, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 1875% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -25% |
| Megatrend and thematic driversMegatrends include Biotechnology & Genomics, Precision Medicine, and Aging Population & Chronic Disease. Themes include Gene Editing & Therapy, Show more. |
| Trading close to highsDist 52W High is -1.0%, Dist 3Y High is -1.0% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -39 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -46% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 140%, 12M Rtn12 month market price return is 123% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -133%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -134% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.6% |
| Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 16.27 |
| Key risksPGEN key risks include [1] a history of substantial net losses and a high cash burn rate necessitating additional financing, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Precigen (PGEN) stock has gained about 80% since 5/31/2026 because of the following key factors:
1. Exceptional Commercial Performance of PAPZIMEOS.
Precigen's stock gained significantly due to the strong commercial launch and accelerating revenue growth of PAPZIMEOS (zopapogene imadenovec-drba), its first and only FDA-approved therapy for adult recurrent respiratory papillomatosis (RRP). For fiscal Q2 2026, which ended in June 2026, PAPZIMEOS generated $53.1 million in net revenue, more than doubling the prior quarter's sales and comprising 96.4% of the company's total revenue. This propelled the company to a net income of $20.1 million in fiscal Q2 2026, a substantial turnaround from a net loss in the comparable period of the previous year. The robust launch has driven an impressive revenue growth of 1,875% over the last twelve months.
2. FDA Platform Technology Designation for AdenoVerse Platform.
In September 2026, the U.S. Food and Drug Administration (FDA) granted Platform Technology Designation to Precigen's AdenoVerse immunotherapeutic platform. This designation is significant as it allows Precigen to leverage existing data, manufacturing, and preclinical knowledge from PAPZIMEOS, which utilizes this platform, to accelerate the development and regulatory review of future AdenoVerse-based therapeutic candidates. This is particularly impactful for programs like PRGN-2009, targeting HPV-associated cancers, and suggests potential efficiencies for the broader pipeline.
Show more
Precigen (PGEN) stock has gained about 80% since 5/31/2026 because of the following key factors:
1. Exceptional Commercial Performance of PAPZIMEOS.
Precigen's stock gained significantly due to the strong commercial launch and accelerating revenue growth of PAPZIMEOS (zopapogene imadenovec-drba), its first and only FDA-approved therapy for adult recurrent respiratory papillomatosis (RRP). For fiscal Q2 2026, which ended in June 2026, PAPZIMEOS generated $53.1 million in net revenue, more than doubling the prior quarter's sales and comprising 96.4% of the company's total revenue. This propelled the company to a net income of $20.1 million in fiscal Q2 2026, a substantial turnaround from a net loss in the comparable period of the previous year. The robust launch has driven an impressive revenue growth of 1,875% over the last twelve months.
2. FDA Platform Technology Designation for AdenoVerse Platform.
In September 2026, the U.S. Food and Drug Administration (FDA) granted Platform Technology Designation to Precigen's AdenoVerse immunotherapeutic platform. This designation is significant as it allows Precigen to leverage existing data, manufacturing, and preclinical knowledge from PAPZIMEOS, which utilizes this platform, to accelerate the development and regulatory review of future AdenoVerse-based therapeutic candidates. This is particularly impactful for programs like PRGN-2009, targeting HPV-associated cancers, and suggests potential efficiencies for the broader pipeline.
3. Positive Analyst Sentiment and Upward Revisions of Price Targets.
Analyst confidence in Precigen saw a notable increase during the period, contributing to the stock's upward trend. Wall Street maintains a "Strong Buy" consensus rating on PGEN, with all covering analysts issuing bullish recommendations. Several firms raised their price targets; for instance, HC Wainwright & Co. increased its target from $8.50 in late 2025 to $18.00 by early August 2026, and Citizens lifted its target from $8.00 to $11.00 over the same timeframe. The average analyst price target for PGEN currently sits at $14.50, implying substantial upside potential from its recent trading levels.
4. Strong Fiscal Q2 2026 Earnings Beat and Upgraded Future Outlook.
Precigen reported its fiscal Q2 2026 earnings on August 4, 2026, delivering a significant beat on both earnings per share (EPS) and revenue expectations. The company posted an EPS of $0.05, vastly exceeding the consensus estimate of a -$0.01 loss (a 600% positive surprise). Quarterly revenue reached $54.98 million, nearly doubling the analysts' average forecast of $27.83 million. This strong performance led to an improved outlook, with the Zacks Consensus Estimate for Precigen's fiscal year 2026 bottom line shifting from an anticipated loss of 2 cents per share to projected earnings of 25 cents per share. Furthermore, earnings estimates for fiscal year 2027 rose from 25 cents per share to 86 cents per share.
Show less
Stock Movement Drivers
Fundamental Drivers
The 80.0% change in PGEN stock from 5/31/2026 to 9/28/2026 was primarily driven by a 171.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312026 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.34 | 7.81 | 80.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 32 | 86 | 171.3% |
| P/S Multiple | 48.7 | 32.5 | -33.2% |
| Shares Outstanding (Mil) | 354 | 357 | -0.7% |
| Cumulative Contribution | 80.0% |
Market Drivers
5/31/2026 to 9/28/2026| Return | Correlation | |
|---|---|---|
| PGEN | 80.0% | |
| Market (SPY) | 1.5% | 28.0% |
| Sector (XLV) | 15.1% | 22.0% |
Fundamental Drivers
The 106.1% change in PGEN stock from 2/28/2026 to 9/28/2026 was primarily driven by a 1258.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282026 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.79 | 7.81 | 106.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6 | 86 | 1258.6% |
| P/S Multiple | 184.5 | 32.5 | -82.4% |
| Shares Outstanding (Mil) | 307 | 357 | -13.9% |
| Cumulative Contribution | 106.1% |
Market Drivers
2/28/2026 to 9/28/2026| Return | Correlation | |
|---|---|---|
| PGEN | 106.1% | |
| Market (SPY) | 12.2% | 26.0% |
| Sector (XLV) | 7.8% | 23.9% |
Fundamental Drivers
The 73.2% change in PGEN stock from 8/31/2025 to 9/28/2026 was primarily driven by a 1875.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312025 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.51 | 7.81 | 73.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 86 | 1875.0% |
| P/S Multiple | 308.0 | 32.5 | -89.4% |
| Shares Outstanding (Mil) | 296 | 357 | -16.9% |
| Cumulative Contribution | 73.2% |
Market Drivers
8/31/2025 to 9/28/2026| Return | Correlation | |
|---|---|---|
| PGEN | 73.2% | |
| Market (SPY) | 20.0% | 21.8% |
| Sector (XLV) | 26.8% | 19.1% |
Fundamental Drivers
The 346.3% change in PGEN stock from 8/31/2023 to 9/28/2026 was primarily driven by a 287.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312023 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.75 | 7.81 | 346.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 22 | 86 | 287.8% |
| P/S Multiple | 19.6 | 32.5 | 65.6% |
| Shares Outstanding (Mil) | 248 | 357 | -30.5% |
| Cumulative Contribution | 346.3% |
Market Drivers
8/31/2023 to 9/28/2026| Return | Correlation | |
|---|---|---|
| PGEN | 346.3% | |
| Market (SPY) | 76.5% | 28.6% |
| Sector (XLV) | 35.2% | 27.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PGEN Return | -64% | -59% | -12% | -16% | 273% | 85% | -24% |
| Peers Return | -23% | -69% | -5% | -55% | -18% | 109% | -83% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| PGEN Win Rate | 17% | 33% | 42% | 50% | 67% | 89% | |
| Peers Win Rate | 33% | 28% | 43% | 32% | 38% | 58% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
Max Drawdowns [4] | |||||||
| PGEN Max Drawdown | -68% | -71% | -60% | -64% | -42% | -40% | |
| Peers Max Drawdown | -64% | -74% | -65% | -76% | -66% | -38% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NTLA, EDIT, IOVA, NKTX, FATE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/28/2026 (YTD)
How Low Can It Go
| Event | PGEN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -42.4% | -18.8% |
| % Gain to Breakeven | 73.5% | 23.1% |
| Time to Breakeven | 129 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -30.5% | -7.8% |
| % Gain to Breakeven | 43.9% | 8.5% |
| Time to Breakeven | 178 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -28.8% | -9.5% |
| % Gain to Breakeven | 40.4% | 10.5% |
| Time to Breakeven | 31 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -44.7% | -6.7% |
| % Gain to Breakeven | 81.0% | 7.1% |
| Time to Breakeven | 140 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -71.1% | -24.5% |
| % Gain to Breakeven | 246.1% | 32.4% |
| Time to Breakeven | 1201 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -68.2% | -33.7% |
| % Gain to Breakeven | 214.4% | 50.9% |
| Time to Breakeven | 94 days | 140 days |
In The Past
Precigen's stock fell -42.4% during the 2025 US Tariff Shock. Such a loss loss requires a 73.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | PGEN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -42.4% | -18.8% |
| % Gain to Breakeven | 73.5% | 23.1% |
| Time to Breakeven | 129 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -30.5% | -7.8% |
| % Gain to Breakeven | 43.9% | 8.5% |
| Time to Breakeven | 178 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -28.8% | -9.5% |
| % Gain to Breakeven | 40.4% | 10.5% |
| Time to Breakeven | 31 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -44.7% | -6.7% |
| % Gain to Breakeven | 81.0% | 7.1% |
| Time to Breakeven | 140 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -71.1% | -24.5% |
| % Gain to Breakeven | 246.1% | 32.4% |
| Time to Breakeven | 1201 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -68.2% | -33.7% |
| % Gain to Breakeven | 214.4% | 50.9% |
| Time to Breakeven | 94 days | 140 days |
| 2013 Taper Tantrum | ||
| % Loss | -28.6% | -0.2% |
| % Gain to Breakeven | 40.1% | 0.2% |
| Time to Breakeven | 62 days | 1 days |
In The Past
Precigen's stock fell -42.4% during the 2025 US Tariff Shock. Such a loss loss requires a 73.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Precigen (PGEN)
Precigen, Inc. (PGEN) is a biotechnology company dedicated to the discovery and development of advanced gene and cellular therapies. The company focuses on leveraging sophisticated genetic engineering to create a new generation of therapeutics aimed at modifying diseases and supporting regenerative medicine applications. This involves a range of scientific approaches, from designing precise genetic constructs to developing novel methods for targeted therapeutic delivery.
The company's core offerings include several proprietary technology platforms. Key among these are the UltraVector platform for advanced DNA construction, the UltraCAR-T platform specifically for cancer treatment, and the AdenoVerse technology, a library of engineered adenovectors for gene delivery. Other significant technologies include the Sleeping Beauty non-viral gene transfer system, RheoSwitch for inducible gene expression control, and ActoBiotics, which utilizes genetically modified bacteria to deliver proteins at mucosal sites. Precigen also develops genetically engineered swine for regenerative medicine, alongside reproductive and embryo transfer technologies.
Precigen primarily serves the advanced therapeutics market, with a strong focus on oncology and other disease areas that can benefit from cutting-edge gene and cell therapy interventions. Their innovative platforms are designed to address critical unmet medical needs through highly controlled and targeted therapeutic strategies. The company also collaborates and licenses its technologies and product candidates to a range of partners within the pharmaceutical and biotechnology industries.
AI Analysis | Feedback
- Like CRISPR Therapeutics, but with a broader set of advanced genetic and cellular engineering platforms for diverse next-generation therapies.
- Imagine Moderna developing cutting-edge therapies, but Precigen focuses on building and utilizing a diverse suite of genetic and cellular engineering platforms to create a wider range of next-generation treatments.
AI Analysis | Feedback
Precigen (PGEN) Major Products and Platforms
- Gene and Cellular Therapies: Precigen discovers and develops advanced treatments by engineering genes and cells.
- Disease-Modifying Therapeutics: These therapies are designed to alter the progression of various diseases.
- Genetically Engineered Swine: The company provides swine specifically modified for regenerative medicine applications.
- UltraVector Platform: This technology platform designs and assembles complex gene expression programs using advanced DNA construction.
- UltraCAR-T Platform: A specialized platform for developing CAR-T cell therapies to treat cancer.
- AdenoVerse Platform: This platform utilizes a library of engineered adenovectors for gene delivery and immunotherapy.
- ActoBiotics Platform: A platform employing genetically modified bacteria to deliver therapeutic proteins and peptides at mucosal sites.
- Sleeping Beauty System: A non-viral transposon/transposase system used for efficient gene delivery and engineering.
- RheoSwitch System: An inducible gene switch system enabling precise, dose-proportionate control over gene expression.
- Kill Switches: Engineered genetic mechanisms designed to selectively eliminate cell therapies in vivo for enhanced safety.
AI Analysis | Feedback
Precigen (PGEN) primarily sells its technologies, platforms, and services to other companies in the biotechnology, pharmaceutical, and research sectors through collaboration and license agreements.
Based on the provided description, its major customers and partners include:
- Alaunos Therapeutics, Inc. (Symbol: TCRT)
- Ares Trading S.A. (Not publicly traded as a standalone entity)
- Oragenics, Inc. (Symbol: OGEN)
- Castle Creek Biosciences, Inc. (Private company)
- Intrexon Energy Partners, LLC (Private company)
- Intrexon Energy Partners II, LLC (Private company)
AI Analysis | Feedback
AI Analysis | Feedback
Helen Sabzevari, PhD – President, Chief Executive Officer, and Director
Dr. Helen Sabzevari was appointed CEO of Precigen in January 2020. She has dedicated her career to eradicating disease, contributing to the development of multiple therapeutics for various cancers, autoimmune disorders, and infectious diseases. Dr. Sabzevari cofounded Compass Therapeutics in 2015, serving as its Chief Scientific Officer until 2017. Prior to Precigen, she held executive leadership positions at Merck KGaA, where she helped bring forth Bavencio, an anti-PD-L1 checkpoint inhibitor, and the National Institutes of Health (NIH), where she led the Molecular Immunology Group at the Laboratory of Tumor Immunology and Biology. She holds a doctorate in cell and molecular immunology and received the National Institutes of Health (NIH) merit award for her work in immuno-oncology.
Harry Thomasian, Jr. – Chief Financial Officer and Principal Accounting Officer
Mr. Harry Thomasian, Jr. is a global finance leader with over 35 years of international business experience. His expertise encompasses equity and debt financings, P&L management, business operations, regulatory compliance, generally accepted accounting principles, SEC filings, and Sarbanes-Oxley compliance. Before joining Precigen, Mr. Thomasian was with EY (formerly Ernst & Young LLP), a global professional services firm, where he served as a Senior Client Services Partner, the Baltimore Office Growth Markets Leader for the life sciences industry, and a Senior Partner in EY's Capital Markets Center in Tokyo. He is a licensed certified public accountant in multiple states and jurisdictions.
Rutul R. Shah – Chief Operating Officer
Mr. Rutul R. Shah was named Chief Operating Officer in September 2021.
Donald P. Lehr – Chief Legal Officer
Mr. Donald P. Lehr possesses extensive experience in corporate, securities, and general business law. Before his tenure at Intrexon (now Precigen), he worked at Hogan Lovells LLP, where his practice involved representing privately and publicly held corporations across diverse sectors, including biotechnology, pharmaceuticals, healthcare, software, technology, and manufacturing. He also served as a judicial clerk for the Honorable Irma S. Raker of the Court of Appeals of Maryland.
Phil Tennant – Chief Commercial Officer
Mr. Phil Tennant's current focus is on the commercial launch of Papzimeos, which received approval in August 2025.
AI Analysis | Feedback
The key risks to Precigen's business, which trades under the symbol PGEN, revolve around its financial stability, the commercial success of its recently approved gene therapy, and the progress of its broader development pipeline.
- Financial Stability and Cash Burn: Precigen has consistently incurred significant net losses and has been "quickly burning through cash." While the company secured up to $125 million in non-dilutive financing in September 2025, and management aims for cash flow breakeven by late 2026 or early 2027, the substantial operating expenses associated with commercializing its first product raise concerns about its ability to maintain a sufficient cash runway. The company has a notably high debt-to-equity ratio.
- Single Asset Dependency and Commercialization Risk of PAPZIMEOS: Precigen's investment narrative is heavily reliant on the successful commercial launch and market uptake of PAPZIMEOS (formerly PRGN-2012), its first and currently only FDA-approved therapy for adult recurrent respiratory papillomatosis (RRP). Risks include potential payer pushback on pricing and reimbursement, slower-than-expected patient uptake, and competition from existing off-label drugs and investigational assets, such as INO-3107. A failure to meet revenue expectations for PAPZIMEOS could severely impact the company's financial outlook and its ability to achieve cash flow breakeven.
- Clinical Trial Setbacks and Pipeline Risk: Although PAPZIMEOS has achieved approval, the long-term value and growth of Precigen are tied to the continued advancement and success of its broader gene and cell therapy pipeline, including its UltraCAR-T and AdenoVerse programs. The company has recently prioritized the development of PAPZIMEOS, leading to the pausing of other UltraCAR-T clinical programs and all preclinical programs, as well as the shutdown of its ActoBio subsidiary. Any delays or negative data from ongoing or future clinical trials for these remaining pipeline assets could significantly impact the company's stock value and future prospects.
AI Analysis | Feedback
AI Analysis | Feedback
Precigen (PGEN) operates in several significant addressable markets with its gene and cellular therapies.
UltraCAR-T Platform (for cancer treatment)
The global CAR T-cell therapy market, which includes Precigen's UltraCAR-T platform for cancer treatment, was estimated to be between approximately USD 4.20 billion and USD 20.54 billion in 2025. This market is projected to grow significantly, potentially reaching between USD 9.95 billion by 2030 and USD 268.0 billion by 2035.
AdenoVerse Immunotherapy (e.g., PAPZIMEOS for Recurrent Respiratory Papillomatosis - RRP)
For its AdenoVerse Immunotherapy platform, particularly for PAPZIMEOS in Recurrent Respiratory Papillomatosis (RRP), the estimated addressable patient population in the U.S. is approximately 27,000 adults. More broadly, the global oncolytic virus therapy market, of which AdenoVerse immunotherapy is a part, has varying estimates. One report valued the global oncolytic virus therapy market size at USD 411.4 million in 2024, projected to grow to USD 3.22 billion by 2033. Another source estimated the global oncolytic adenovirus market to be valued at USD 140.2 billion in 2025, projected to reach USD 288.9 billion by 2035.
ActoBiotics Platform (genetically modified bacteria for mucosal sites, e.g., Type 1 Diabetes)
Precigen's ActoBiotics platform, which delivers proteins and peptides at mucosal sites, falls within the oral transmucosal drugs and transmucosal drug delivery devices markets. The global oral transmucosal drugs market was valued at approximately USD 36.72 billion in 2024 and is expected to reach around USD 70.37 billion by 2034. Another estimate places the global oral transmucosal drugs market size at USD 45.82 billion in 2025, projected to reach USD 96.8 billion by 2033. The global transmucosal drug delivery devices market was valued at approximately USD 46.63 billion in 2024 and is predicted to grow to around USD 86.64 billion by 2034.
Genetically Engineered Swine (for regenerative medicine/xenotransplantation)
The market for genetically engineered swine for regenerative medicine applications, including xenotransplantation, is also substantial. The global xenotransplantation market was valued at approximately USD 14.68 billion in 2024, growing to USD 15.82 billion in 2025. Other estimates place the global market value at USD 47.9 billion in 2024, projected to reach USD 109.7 billion by 2034, or from USD 3.12 billion in 2025 to around USD 7.26 billion by 2034. The U.S. xenotransplantation market was valued at USD 13.8 billion in 2024 and is forecasted to reach USD 32.7 billion by 2034.
AI Analysis | Feedback
Precigen (PGEN) is expected to experience significant revenue growth over the next two to three years, primarily driven by the following factors:
- Commercialization and Market Penetration of PAPZIMEOS for Adult Recurrent Respiratory Papillomatosis (RRP): The commercial launch and rapid adoption of PAPZIMEOS (zopapogene imadenovec) for adult RRP, following its full FDA approval in August 2025, is a primary driver of near-term revenue. Increased patient uptake, broad insurer coverage (including Medicare and Medicaid), and its endorsement as a first-line therapy are expected to contribute to accelerated sales.
- Geographic Expansion and New Indications for PAPZIMEOS: Beyond the current adult RRP market in the US, future revenue growth is anticipated from the ongoing geographic expansion of PAPZIMEOS, including submissions to regulatory bodies like the European Medicines Agency (EMA), and the initiation of pediatric clinical trials to address younger patient populations with RRP.
- Advancement of the Gene and Cell Therapy Pipeline: Precigen's robust pipeline of differentiated gene and cell therapies across immuno-oncology, autoimmune disorders, and infectious diseases, leveraging proprietary platforms such as UltraCAR-T and AdenoVerse, is expected to provide long-term revenue optionality as these programs progress through clinical development towards potential commercialization.
AI Analysis | Feedback
Share Issuance
- Precigen experienced a substantial increase in its outstanding shares, growing from approximately 206.74 million at the end of 2021 to 307.17 million by February 2026.
- In 2024, the net issuance of preferred shares amounted to $79.0 million.
- The conversion of Series A Convertible Perpetual Preferred Stock into common stock has also contributed to share issuance.
Inbound Investments
- In September 2025, Precigen secured a non-dilutive credit facility of up to $125 million with investment funds managed by Pharmakon Advisors, LP.
- The initial tranche of $100 million from this credit facility was funded at closing.
- An additional $25 million from the credit facility can be drawn at Precigen's discretion through March 31, 2027.
Capital Expenditures
- Capital expenditures for Precigen were approximately $0.389 million in Q3 2025.
- Over the last 12 months, Precigen's capital expenditures totaled approximately $3.01 million.
- These capital investments are focused on long-term sustainable strategies, likely including innovative research and development efforts.
Peer Outperformance in Biotechnology
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care Distributors | 6 | 6.4% | 44.5% | 85.7% | CAH 376% · MCK 327% · COR 161% |
| Health Care Services | 20 | 19.3% | 36.2% | 5.5% | HIMS 282% · RDNT 143% · DGX 77% |
| Managed Health Care | 8 | 30.8% | -7.0% | 3.4% | OSCR 69% · HQY 32% · ELV 9% |
| Health Care Facilities | 24 | 2.4% | 7.1% | -2.7% | THC 276% · NHC 260% · ENSG 137% |
| Health Care Equipment | 50 | -0.1% | -0.8% | -15.8% | POCI 11213% · UFPT 377% · GKOS 225% |
| Pharmaceuticals | 63 | -5.2% | 3.1% | -36.6% | LQDA 2541% · INDV 1125% · ETON 1074% |
| Health Care Supplies | 12 | 27.3% | -7.0% | -37.6% | LNTH 287% · HAE 50% · MMSI 21% |
| Life Sciences Tools & Services | 113 | -1.0% | -11.7% | -65.0% | SNWV 1798% · NTRA 283% · MEDP 228% |
| Health Care Technology | 21 | -27.8% | -50.9% | -73.0% | SPOK 72% · HSTM 3% · VEEV -1% |
| Biotechnology ← | 373 | -10.0% | -25.4% | -78.4% | CELZ 1343% · DNTH 1123% · ELVN 1028% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Precigen Earnings Notes | 12/16/2025 | |
| With Precigen Stock Surging, Have You Considered The Downside? | 10/17/2025 | |
| Precigen Stock Up 17% in One Week, Why You Shouldn Not Be Buying The Stock | 08/09/2025 | |
| Precigen (PGEN) EBITDA Comparison | 08/08/2025 | |
| Precigen (PGEN) Net Income Comparison | 08/08/2025 | |
| Precigen (PGEN) Debt Comparison | 08/08/2025 | |
| Precigen (PGEN) Operating Cash Flow Comparison | 08/08/2025 | |
| Precigen (PGEN) Revenue Comparison | 08/08/2025 | |
| Precigen (PGEN) Tax Expense Comparison | 08/08/2025 | |
| Precigen (PGEN) Operating Income Comparison | 08/08/2025 | |
| ARTICLES | ||
| Market Movers | Winners: PGEN, RUN, UP | Losers: NUTX, GTN-A, AMAT | 08/16/2025 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 5.28 |
| Mkt Cap | 0.9 |
| Rev LTM | 53 |
| Op Inc LTM | -133 |
| FCF LTM | -118 |
| FCF 3Y Avg | -144 |
| CFO LTM | -117 |
| CFO 3Y Avg | -141 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 20.8% |
| Rev Chg 3Y Avg | 75.3% |
| Rev Chg Q | 65.7% |
| QoQ Delta Rev Chg LTM | 13.8% |
| Op Inc Chg LTM | 26.3% |
| Op Inc Chg 3Y Avg | 10.3% |
| Op Mgn LTM | -177.6% |
| Op Mgn 3Y Avg | -940.1% |
| QoQ Delta Op Mgn LTM | 52.5% |
| CFO/Rev LTM | -255.0% |
| CFO/Rev 3Y Avg | -728.8% |
| FCF/Rev LTM | -256.5% |
| FCF/Rev 3Y Avg | -738.8% |
FDA Approved Drugs Data
Expand for More| Post-Approval Fwd Returns | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| FDA BLA # | Brand Name | Generic Name | License Type | First Approval | Latest Approval | 3M Rtn | 6M Rtn | 1Y Rtn | 2Y Rtn | Total Rtn |
| 125832 | PAPZIMEOS | zopapogene imadenovec-drba | 351(a) | 8/14/2025 | 8/14/2025 | 108.6% | 156.2% | 229.7% | 322.2% | 322.2% |
| Post-Approval Fwd Returns | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| FDA BLA # | Brand Name | Generic Name | License Type | First Approval | Latest Approval | 3M Rtn | 6M Rtn | 1Y Rtn | 2Y Rtn | Total Rtn |
| 125832 | PAPZIMEOS | zopapogene imadenovec-drba | 351(a) | 8/14/2025 | 8/14/2025 | 108.6% | 156.2% | 229.7% | 322.2% | 322.2% |
Price Behavior
| Market Price | $7.81 | |
| Market Cap ($ Bil) | 2.8 | |
| First Trading Date | 08/08/2013 | |
| Distance from 52W High | -1.0% | |
| 50 Days | 200 Days | |
| DMA Price | $6.79 | $4.88 |
| DMA Trend | up | up |
| Distance from DMA | 15.0% | 60.0% |
| 3M | 1YR | |
| Volatility | 59.0% | 80.1% |
| Downside Capture | 12.36 | 48.58 |
| Upside Capture | 155.20 | 132.80 |
| Correlation (SPY) | 19.4% | 22.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.65 | 0.85 | 1.39 | 1.47 | 1.33 | 1.66 |
| Up Beta | -0.40 | 2.36 | 4.41 | 3.99 | 3.12 | 2.17 |
| Down Beta | -9.60 | -0.93 | 0.88 | -0.37 | 0.96 | 1.28 |
| Up Capture | 93% | 176% | 168% | 195% | 106% | 667% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 19 | 30 | 60 | 114 | 349 |
| Down Capture | -114% | -66% | -81% | 56% | 75% | 108% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 11 | 21 | 32 | 60 | 129 | 366 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PGEN | |
|---|---|---|---|---|
| PGEN | 124.8% | 79.8% | 1.34 | - |
| Sector ETF (XLV) | 29.5% | 16.1% | 1.41 | 17.6% |
| Equity (SPY) | 17.4% | 13.0% | 0.96 | 22.6% |
| Gold (GLD) | 9.7% | 29.6% | 0.31 | 3.2% |
| Commodities (DBC) | 42.7% | 20.7% | 1.60 | -12.3% |
| Real Estate (VNQ) | 4.3% | 13.6% | 0.06 | 15.6% |
| Bitcoin (BTCUSD) | -23.0% | 44.8% | -0.46 | 13.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PGEN | |
|---|---|---|---|---|
| PGEN | 7.8% | 88.7% | 0.47 | - |
| Sector ETF (XLV) | 7.1% | 15.2% | 0.28 | 27.4% |
| Equity (SPY) | 13.5% | 17.2% | 0.60 | 34.2% |
| Gold (GLD) | 18.1% | 18.9% | 0.77 | 3.5% |
| Commodities (DBC) | 11.0% | 19.5% | 0.44 | -0.4% |
| Real Estate (VNQ) | 0.9% | 18.9% | -0.06 | 31.4% |
| Bitcoin (BTCUSD) | 14.4% | 52.4% | 0.45 | 20.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PGEN | |
|---|---|---|---|---|
| PGEN | -11.7% | 91.5% | 0.26 | - |
| Sector ETF (XLV) | 10.9% | 16.7% | 0.53 | 28.1% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 32.2% |
| Gold (GLD) | 11.7% | 16.4% | 0.58 | 4.0% |
| Commodities (DBC) | 8.5% | 18.1% | 0.38 | 9.3% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 25.3% |
| Bitcoin (BTCUSD) | 63.8% | 66.2% | 1.03 | 13.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/16/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/13/2026 | 10.8% | 2.9% | 7.2% |
| 3/25/2026 | 25.5% | 26.8% | 33.2% |
| 11/13/2025 | 25.6% | 1.0% | 0.3% |
| 5/14/2025 | 2.3% | 3.1% | 18.8% |
| 3/19/2025 | 0.6% | -10.1% | -22.3% |
| 11/14/2024 | -7.1% | 2.3% | -23.7% |
| 8/14/2024 | -4.5% | 6.2% | -6.2% |
| 5/14/2024 | 5.1% | 1.5% | 24.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 17 | 16 | 14 |
| # Negative | 6 | 7 | 9 |
| Median Positive | 10.6% | 6.9% | 16.8% |
| Median Negative | -4.4% | -8.7% | -10.4% |
| Max Positive | 25.6% | 36.9% | 71.1% |
| Max Negative | -13.5% | -21.3% | -33.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/13/2026 | 10.8% | 2.9% | 7.2% |
| 3/25/2026 | 25.5% | 26.8% | 33.2% |
| 11/13/2025 | 25.6% | 1.0% | 0.3% |
| 5/14/2025 | 2.3% | 3.1% | 18.8% |
| 3/19/2025 | 0.6% | -10.1% | -22.3% |
| 11/14/2024 | -7.1% | 2.3% | -23.7% |
| 8/14/2024 | -4.5% | 6.2% | -6.2% |
| 5/14/2024 | 5.1% | 1.5% | 24.1% |
| 3/19/2024 | 0.0% | -2.8% | -8.3% |
| 11/9/2023 | -13.5% | -8.7% | -7.9% |
| 8/9/2023 | 6.9% | 31.9% | 38.8% |
| 5/10/2023 | -4.0% | -3.2% | 0.0% |
| 3/6/2023 | 17.4% | -5.2% | -10.4% |
| 11/9/2022 | 21.1% | 24.5% | 6.1% |
| 8/8/2022 | 12.7% | 27.8% | 12.2% |
| 5/9/2022 | 12.2% | 11.3% | 33.9% |
| 3/1/2022 | -4.0% | -10.2% | -4.9% |
| 11/4/2021 | -4.4% | -21.3% | -33.3% |
| 8/9/2021 | 7.9% | 4.5% | 9.8% |
| 5/10/2021 | 4.6% | 7.5% | 14.9% |
| 3/1/2021 | 4.6% | 2.2% | -17.9% |
| 11/9/2020 | 10.6% | 20.3% | 71.1% |
| 8/14/2020 | 13.3% | 36.9% | 18.8% |
| SUMMARY STATS | |||
| # Positive | 17 | 16 | 14 |
| # Negative | 6 | 7 | 9 |
| Median Positive | 10.6% | 6.9% | 16.8% |
| Median Negative | -4.4% | -8.7% | -10.4% |
| Max Positive | 25.6% | 36.9% | 71.1% |
| Max Negative | -13.5% | -21.3% | -33.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/13/2026 | 10-Q |
| 12/31/2025 | 03/25/2026 | 10-K |
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/19/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 03/19/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/06/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/13/2026 | 10-Q |
| 12/31/2025 | 03/25/2026 | 10-K |
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/19/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 03/19/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/06/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
| 12/31/2021 | 03/01/2022 | 10-K |
| 09/30/2021 | 11/08/2021 | 10-Q |
| 06/30/2021 | 08/09/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 03/01/2021 | 10-K |
| 09/30/2020 | 11/09/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/11/2020 | 10-Q |
| 12/31/2019 | 03/02/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
Recent Forward Guidance
Updated 9/28/2026Latest: Q1 2026 Earnings Reported 5/13/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Cash Flow Break-even | Reported | 0 | Affirmed | |||||
Insider Activity
Updated 9/24/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kindler, Jeffrey B | Direct | Sell | 8282026 | 7.44 | 185,000 | 1,376,400 | 127,224 | Form | |
| 2 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 8252026 | 7.50 | 15,342 | 115,065 | 3,516,488 | Form |
| 3 | Tennant, Phil | Chief Commercial Officer | Direct | Sell | 8252026 | 7.50 | 79,166 | 593,745 | 1,064,940 | Form |
| 4 | Agee, Nancy H | Direct | Buy | 8252026 | 7.23 | 3,411 | 24,662 | 2,235,422 | Form | |
| 5 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 8252026 | 7.50 | 34,658 | 259,935 | 3,487,590 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kindler, Jeffrey B | Direct | Sell | 8282026 | 7.44 | 185,000 | 1,376,400 | 127,224 | Form | |
| 2 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 8252026 | 7.50 | 15,342 | 115,065 | 3,516,488 | Form |
| 3 | Tennant, Phil | Chief Commercial Officer | Direct | Sell | 8252026 | 7.50 | 79,166 | 593,745 | 1,064,940 | Form |
| 4 | Agee, Nancy H | Direct | Buy | 8252026 | 7.23 | 3,411 | 24,662 | 2,235,422 | Form | |
| 5 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 8252026 | 7.50 | 34,658 | 259,935 | 3,487,590 | Form |
| 6 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 8072026 | 6.86 | 32,739 | 224,590 | 3,189,982 | Form |
| 7 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 8032026 | 6.50 | 33,772 | 219,518 | 3,235,382 | Form |
| 8 | Thomasian, Harry JR | Chief Financial Officer | Direct | Sell | 7312026 | 6.06 | 100,000 | 606,000 | 1,542,482 | Form |
| 9 | Thomasian, Harry JR | Chief Financial Officer | Direct | Sell | 7012026 | 5.53 | 171,429 | 948,002 | 1,960,579 | Form |
| 10 | Thomasian, Harry JR | Chief Financial Officer | Direct | Sell | 7012026 | 5.78 | 28,571 | 165,140 | 3,040,072 | Form |
| 11 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 7012026 | 5.85 | 42,924 | 251,105 | 2,911,843 | Form |
| 12 | Sabzevari, Helen | President and CEO | Direct | Sell | 7012026 | 5.89 | 346,836 | 2,042,864 | 22,198,656 | Form |
| 13 | Thomasian, Harry JR | Chief Financial Officer | Direct | Sell | 6012026 | 4.36 | 41,884 | 182,614 | 2,417,773 | Form |
| 14 | Tennant, Phil | Chief Commercial Officer | Direct | Sell | 6012026 | 4.36 | 30,272 | 131,986 | 607,649 | Form |
| 15 | Shah, Rutul R | Chief Operating Officer | Direct | Sell | 6012026 | 4.36 | 42,703 | 186,185 | 2,170,194 | Form |
| 16 | Lehr, Donald P | Chief Legal Officer | Direct | Sell | 6012026 | 4.36 | 29,131 | 127,011 | 3,293,810 | Form |
| 17 | Sabzevari, Helen | President and CEO | Direct | Sell | 6012026 | 4.36 | 119,250 | 519,930 | 16,432,282 | Form |
| 18 | Kirk, Randal J | by R.J. Kirk DOT | Sell | 3312026 | 3.30 | 1,108,998 | 3,659,693 | 266,220,299 | Form | |
| 19 | Kirk, Randal J | by JPK 2008 | Sell | 3312026 | 3.30 | 50,797 | 167,630 | 1,408,094 | Form | |
| 20 | Kirk, Randal J | by JPK 2009 | Sell | 3312026 | 3.30 | 370,847 | 1,223,795 | 10,686,093 | Form | |
| 21 | Kirk, Randal J | by JPK 2012 | Sell | 3312026 | 3.30 | 152,063 | 501,808 | 4,829,784 | Form | |
| 22 | Kirk, Randal J | by MGK 2008 | Sell | 3312026 | 3.30 | 50,797 | 167,630 | 1,404,916 | Form | |
| 23 | Kirk, Randal J | by MGK 2009 | Sell | 3312026 | 3.30 | 426,199 | 1,406,457 | 11,084,426 | Form | |
| 24 | Kirk, Randal J | by MGK 2011 | Sell | 3312026 | 3.30 | 168,794 | 557,020 | 4,704,295 | Form | |
| 25 | Kirk, Randal J | by ZSK 2008 | Sell | 3312026 | 3.30 | 47,101 | 155,433 | 1,712,901 | Form | |
| 26 | Kirk, Randal J | by ZSK 2009 | Sell | 3312026 | 3.30 | 38,976 | 128,621 | 997,303 | Form | |
| 27 | Kirk, Randal J | by Kellie L. Banks LTT | Sell | 3312026 | 3.30 | 23,789 | 78,504 | 1,399,147 | Form | |
| 28 | Kirk, Randal J | by Sunset 2020 | Sell | 3312026 | 3.30 | 2,334,420 | 7,703,586 | 40,467,045 | Form | |
| 29 | Kirk, Randal J | by R.J. Kirk DOT | Sell | 12222025 | 4.18 | 555,119 | 2,320,397 | 341,128,329 | Form | |
| 30 | Kirk, Randal J | by JPK 2008 | Sell | 12222025 | 4.18 | 12,909 | 53,960 | 1,995,917 | Form | |
| 31 | Kirk, Randal J | by JPK 2009 | Sell | 12222025 | 4.18 | 94,341 | 394,345 | 15,085,858 | Form | |
| 32 | Kirk, Randal J | by JPK 2012 | Sell | 12222025 | 4.18 | 38,729 | 161,887 | 6,753,350 | Form | |
| 33 | Kirk, Randal J | by MGK 2008 | Sell | 12222025 | 4.18 | 12,909 | 53,960 | 1,991,891 | Form | |
| 34 | Kirk, Randal J | by MGK 2009 | Sell | 12222025 | 4.18 | 159,321 | 665,962 | 15,821,785 | Form | |
| 35 | Kirk, Randal J | by MGK 2011 | Sell | 12222025 | 4.18 | 42,702 | 178,494 | 6,664,333 | Form | |
| 36 | Kirk, Randal J | by ZSK 2008 | Sell | 12222025 | 4.18 | 11,917 | 49,813 | 2,366,557 | Form | |
| 37 | Kirk, Randal J | by ZSK 2009 | Sell | 12222025 | 4.18 | 9,931 | 41,512 | 1,426,170 | Form | |
| 38 | Kirk, Randal J | by Kellie L. Banks LTT | Sell | 12222025 | 4.18 | 5,958 | 24,904 | 1,871,691 | Form | |
| 39 | Kirk, Randal J | by Kapital Joe | Sell | 12222025 | 4.18 | 956,200 | 3,996,916 | 19,219,824 | Form | |
| 40 | Kindler, Jeffrey B | Direct | Sell | 12162025 | 3.63 | 235,467 | 855,899 | 402,031 | Form | |
| 41 | Kirk, Randal J | by Kapital Joe | Sell | 11212025 | 3.83 | 937,308 | 3,589,890 | 21,272,755 | Form | |
| 42 | Kirk, Randal J | by Kapital Joe | Sell | 11212025 | 4.08 | 942,832 | 3,846,755 | 26,485,532 | Form | |
| 43 | Kirk, Randal J | by Kapital Joe | Sell | 11212025 | 4.47 | 1,086,153 | 4,855,104 | 33,231,696 | Form | |
| 44 | Kindler, Jeffrey B | Direct | Sell | 10012025 | 3.38 | 106,837 | 361,109 | 1,169,717 | Form | |
| 45 | Kindler, Jeffrey B | Direct | Sell | 10012025 | 3.60 | 67,523 | 243,083 | 1,630,465 | Form | |
| 46 | Kirk, Randal J | by Sunset 2020 | Sell | 9302025 | 3.41 | 1,809,667 | 6,170,964 | 49,776,319 | Form | |
| 47 | Tennant, Phil | Chief Commercial Officer | Direct | Buy | 9302025 | 3.58 | 6,000 | 21,480 | 232,811 | Form |
| 48 | Shah, Rutul R | Chief Operating Officer | Direct | Buy | 9302025 | 3.40 | 2,000 | 6,800 | 1,380,261 | Form |
| 49 | Thomasian, Harry JR | Chief Financial Officer | Direct | Buy | 9262025 | 3.42 | 2,932 | 10,027 | 1,602,701 | Form |
| 50 | Thomasian, Harry JR | Chief Financial Officer | Direct | Buy | 9262025 | 3.62 | 8,284 | 29,988 | 1,685,812 | Form |
| 51 | Kirk, Randal J | by Kapital Joe | Sell | 9192025 | 3.68 | 3,596,892 | 13,236,563 | 31,355,576 | Form | |
| 52 | Kirk, Randal J | by Kapital Joe | Sell | 9192025 | 3.86 | 1,403,360 | 5,416,970 | 46,773,276 | Form | |
| 53 | Agee, Nancy H | Direct | Buy | 9052025 | 4.60 | 15,000 | 69,000 | 1,002,069 | Form |
Investor Activity (13F)
Updated Sep 29, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.