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Mar 31, 2024

Agenus Q1 2024 Earnings Report

Agenus reported first quarter 2024 results, highlighted by a $100M royalty financing agreement with Ligand and progress in BOT/BAL development.

Key Takeaways

Agenus announced a $100 million royalty financing agreement with Ligand to support BOT/BAL development and launch readiness. The company reported positive clinical results from Phase 1 and Phase 2 studies of BOT/BAL in metastatic relapsed/refractory colorectal cancer. Agenus successfully reduced its cash burn rate and regained compliance with Nasdaq listing.

Announced a $100M royalty financing agreement with Ligand to support BOT/BAL development.

Observed notable clinical results in Phase 1 and Phase 2 studies of BOT/BAL in metastatic relapsed/refractory colorectal cancer.

Successfully executed a 20:1 reverse stock split to regain compliance with Nasdaq listing requirements.

Plans to engage with the FDA in the second half of 2024 to commence the submission of a Biologics License Application for BOT/BAL in refractory MSS CRC NLM.

Total Revenue
$28M
Previous year: $22.9M
+22.3%
EPS
-$3.04
Previous year: -$4.4
-30.9%
Gross Profit
$24.5M
Previous year: -$36.5M
-167.2%
Cash and Equivalents
$52.9M
Previous year: $165M
-67.9%
Free Cash Flow
-$38.2M
Previous year: -$60.4M
-36.7%
Total Assets
$257M
Previous year: $413M
-37.9%

Agenus

Agenus

Forward Guidance

Agenus plans to advance BOT/BAL development, engage with the FDA, and prioritize clinical development in neoadjuvant MSS CRC treatment. They also expect to release updated Phase 1 and 2 data in melanoma, lung cancer, sarcoma and pancreatic cancer later this year.

Positive Outlook

  • Advancing the development and market readiness of BOT/BAL treatment.
  • Planning to engage with the FDA in the second half of 2024.
  • Prioritizing clinical development activities in the neoadjuvant MSS CRC treatment setting.
  • Releasing updated Phase 1 and 2 data in melanoma, lung cancer, sarcoma and pancreatic cancer later this year.
  • Ensuring quality and availability of BOT/BAL supply through CMO partners and Agenus’ cGMP-grade facility.

Challenges Ahead

  • Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially.
  • Reliance on forward-looking statements is cautioned due to potential risks described in the company's filings.
  • Uncertainties related to regulatory timelines and filings.
  • Potential impacts from factors described under the Risk Factors section of the company's reports.
  • No obligation to update or revise the statements, other than to the extent required by law.