Business Description

Agenus Inc. is a clinical-stage biotechnology company that discovers and develops immunotherapies for cancer and infectious diseases. Headquartered in Massachusetts, the company focuses on activating the body's immune system through a portfolio of checkpoint inhibitors, immune modulators, and cell therapies. Agenus is notable for its proprietary Retrocyte Display antibody expression platform and its development of the QS-21 Stimulon vaccine adjuvant.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues114,196103,463156,31498,024
Cost of Sales1,0224863,11110,568
Gross Profit113,174102,977153,20387,456
Selling, General & Administrative Expenses54,39271,87878,73981,007
Research & Development Expenses79,338155,528234,569186,691
Other Operating Expenses3873,954556815
Operating Profit(20,169)(120,475)(159,549)(179,427)
Interest Expense(55,273)(117,626)(97,925)(61,863)
Non-Operating Income72,3595,8303710,634
Total Non-Operating Income17,086(111,796)(97,888)(51,229)
Income Before Provision for Income Taxes(3,083)(232,271)(257,437)(230,656)
Consolidated Net Income(3,083)(232,271)(257,437)(230,656)
Net Income Attributable to Minority Interests and Other(3,198)(5,059)(11,676)(10,582)
Net Income Attributable to Preferred Dividends216215213212
Net Income Attributable to Common Shareholders(101)(227,427)(245,974)(220,286)
Basic EPS0.00-10.59-13.75-15.64
Diluted EPS0.00-10.59-13.75-15.64
Basic Weighted Average Shares Outstanding29,73421,47317,89414,087
Diluted Weighted Average Shares Outstanding29,73421,47317,89414,087
Shares Outstanding35,32023,63519,72015,279
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents2,99840,43776,110178,674
Short-Term Investments14,684
Total Cash and Cash Equivalents2,99840,43776,110193,358
Accounts Receivable1,83140725,8362,741
Other Receivables5,179
Total Trade Receivables7,01040725,8362,741
Other Current Assets123,4284,73010,47017,023
Total Current Assets133,43645,574112,416213,122
Net Property, Plant & Equipment23,214147,395163,027164,286
Net Intangible Assets3,0373,3764,4116,228
Goodwill24,09224,09224,72325,467
Long-Term Investments24,277
Other Long-Term Assets18,7425,8349,3364,453
Total Assets226,798226,271313,913413,556
Accounts Payable82,98761,47061,44640,939
Accrued Expenses34,22334,96145,28338,259
Current Portion of Long-Term Debt44,6552,698146575
Current Portion of Leases1,0342,4462,5871,943
Unearned Revenue1,1431,1741,16113,412
Other Current Liabilities160,590119,795146,41794,967
Total Current Liabilities323,489221,401255,897188,952
Long-Term Debt30,47312,76812,584
Leases10,10854,55162,51163,326
Other Long-Term Liabilities169,919225,127129,976202,453
Total Long-Term Liabilities180,027310,151205,255278,363
Total Liabilities503,516531,552461,152467,315
Preferred Stock00
Common Stock3532361973,056
Additional Paid-in Capital1,911,7401,857,6621,796,0951,644,658
Accumulated Other Comprehensive Income(439)(1,398)(955)915
Retained Earnings(2,182,765)(2,182,880)(1,955,668)(1,709,907)
Total Common Shareholders' Equity(271,111)(326,380)(160,331)(61,278)
Minority Interests and Other(6,750)19,95611,9496,376
Total Shareholders' Equity(277,861)(306,424)(148,382)(54,902)
Total Liabilities and Shareholders' Equity226,798226,271313,913413,556
FY 2025FY 2024FY 2023FY 2022
Net Income(3,083)(232,271)(257,437)(230,656)
Depreciation & Amortization9,99913,34313,5886,946
Share-Based Compensation Expense13,77017,39022,86918,337
Other Adjustments(125,215)10,619(13,978)5,916
Changes in Trade Receivables(1,728)25,344(23,461)122
Changes in Accounts Payable23,5002,01321,3666,494
Changes in Accrued Expenses4,49913620,6132,034
Changes in Unearned Revenue120(12,249)(10,368)
Changes in Other Operating Activities1,0625,0914,48725,802
Cash from Operating Activities(77,195)(158,315)(224,202)(175,373)
Capital Expenditure(6)(576)(9,954)(53,062)
Proceeds from Sale of Property, Plant & Equipment359243,36321,998
Purchases of Investments(20,043)(24,629)
Proceeds from Sale of Investments84157930,03425,000
Payments for Business Acquisitions(2,917)
Cash from Investing Activities1,194273,400(33,610)
Issuance of Long-Term Debt12,50093,851
Repayments of Long-Term Debt(2,500)
Net Issuance / (Repayments) of Long-Term Debt10,00093,851
Issuance of Common Shares36,30539,470133,964100,109
Repurchases of Common Shares(87)(5,172)(3,789)
Net Issuance / (Repurchases) of Common Shares36,21839,470128,79296,320
Other Financing Activities(9,625)(10,481)(8,926)(490)
Cash from Financing Activities36,593122,840119,86695,830
Effect of Exchange Rate Changes on Cash and Cash Equivalents47(260)(628)(104)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(39,361)(35,708)(101,564)(113,257)

Key Metrics & Ratios

MetricValue
Market Cap$111M
P/S0.97x
EV/EBITDA-15.43x
Return on Equity1.1%
Return on Invested Capital-12.5%
Current Ratio0.41x
Free Cash Flow Margin-67.6%

Margins

Gross margin
99.1%
Operating margin
-17.7%
Net margin
-0.1%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $35M +34.4% 32.7% $11M
Q1 2026 $34M +40.2% 44.6% $15M
Q4 2025 $34M +27.5% 42.1% $14M
Q3 2025 $30M +20.4% -15.0% $-5M
Q2 2025 $26M -65.0% $-17M
Q1 2025 $24M -55.3% $-13M
Q4 2024 $27M -96.5% $-26M
Q3 2024 $25M -125.5% $-32M

More on Agenus Inc.

Figures compiled from public company filings.

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