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Mar 31

Agenus Q1 2025 Earnings Report

Agenus reported its Q1 2025 results, highlighting a narrowed net loss, reduced operational cash burn, and strong momentum in its immuno-oncology programs.

Key Takeaways

Agenus delivered $24.1 million in revenue during Q1 2025, driven primarily by non-cash royalty revenue, and reduced its net loss to $26.4 million. The company emphasized progress in its BOT/BAL immunotherapy programs and improved financial efficiency with reduced cash burn.

Revenue reached $24.1 million, primarily from non-cash royalties.

Net loss improved to $26.4 million compared to $63.5 million in Q1 2024.

Cash used in operations was $25.6 million, down from $38.2 million in Q1 2024.

Company expects to reduce annualized operating cash burn below $50 million in H2 2025.

Total Revenue
$24.1M
Previous year: $28M
-14.1%
EPS
-$1.03
Previous year: -$3.04
-66.1%
Cash Used in Operations
$25.6M
Previous year: $38.2M
-32.9%
Cash and Equivalents
$18.5M
Previous year: $52.9M
-65.1%

Agenus

Agenus

Agenus Revenue by Segment

Forward Guidance

Agenus plans to lower operating cash burn below $50 million annually starting in H2 2025 and anticipates a capital transaction to improve liquidity, supporting continued clinical development.

Positive Outlook

  • Planned operating cash burn reduction below $50 million.
  • Cost optimization measures implemented.
  • Upcoming substantial cash infusion from a near-term capital transaction.
  • Focus on advancing BOT/BAL programs with expanded datasets.
  • Leadership strengthened with key new appointments.

Challenges Ahead

  • Cash and cash equivalents declined to $18.5 million.
  • Ongoing net losses despite reduced expenses.
  • Revenue decline from $28.0 million in Q1 2024 to $24.1 million.
  • Dependence on non-cash revenue sources.
  • Continued requirement for external funding to support operations.