Stock Analysis

Precigen (PGEN) Is Up 21.8% After Durable PAPZIMEOS Data Highlights Sustained RRP Treatment Outcomes

  • Precigen, Inc. recently presented long-term follow-up data at the AAO-HNSF 2025 Annual Meeting showing that PAPZIMEOS™ (zopapogene imadenovec-drba) led to sustained responses and ongoing safety in adults with recurrent respiratory papillomatosis (RRP) following its full FDA approval in August 2025.
  • This therapy is the first and only FDA-approved treatment targeting the root cause of RRP, with over 80% of complete responders remaining surgery-free for up to three years post-treatment.
  • With these durable clinical results now in focus, we'll examine how the first-in-class approval of PAPZIMEOS shapes Precigen's investment narrative.

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What Is Precigen's Investment Narrative?

For an investor considering Precigen, the crux of the story is the company’s bold approach to gene therapies and its pursuit of treatments that address underserved diseases like recurrent respiratory papillomatosis (RRP). The latest long-term follow-up data for PAPZIMEOS, presented after the therapy’s full FDA approval, is a meaningful positive as it highlights sustained safety and responses out to three years. This update could support one of the main short-term catalysts: increased commercial traction and broader adoption, especially since PAPZIMEOS is the only FDA-approved option targeting the root cause of RRP. Yet, this is set against ongoing risks such as the company’s low revenue, negative equity, and prior auditor concerns about going concern status. The therapy’s market uptake and payer access could materially affect these risks, meaning the path ahead could shift as new revenue flows in and clinical credibility grows. However, execution risk remains high, with the company still unprofitable and share price volatility suggesting investor sentiment can turn quickly. On the other hand, investors should keep a close eye on cash burn and regulatory progress.

Upon reviewing our latest valuation report, Precigen's share price might be too optimistic.

Exploring Other Perspectives

PGEN Community Fair Values as at Oct 2025
PGEN Community Fair Values as at Oct 2025
Ten individual fair value estimates from the Simply Wall St Community span US$0.26 to US$25.30 per share. That wide range reflects differing outlooks on Precigen’s future, with some projecting extreme upside while others see limited potential. Compared to the market’s recent optimism, keep in mind financial risks may still weigh heavily as the new therapy rolls out. Multiple viewpoints are worth exploring before forming an opinion.

Explore 10 other fair value estimates on Precigen - why the stock might be worth less than half the current price!

Build Your Own Precigen Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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About NasdaqGS:PGEN

Precigen

A discovery and clinical-stage biopharmaceutical company, develops gene and cell therapies using precision technology to target diseases in areas of immuno-oncology, autoimmune disorders, and infectious diseases.

High growth potential with slight risk.

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