Precigen

PGEN

Market cap $1.33B

San Diego-based Tang Capital Management initiated new stake: up 12,400,000 shares, an estimated $40.8 million Change represents 1.6% of reportable assets under management Post-trade holding: 12,400,000 shares valued at $40.8 million Precigen is not among the fund's top five positions after the trade

Precigen (PGEN) remains a Buy after PAPZIMEOS' FDA approval and launch, with higher-than-expected pricing and broad label supporting robust revenue potential. A new Pharmakon credit facility extends PGEN's cash runway into at least 2027, with management targeting cash-flow breakeven by the end of 2026. PAPZIMEOS' net price is ~$400,000 per patient annually, and redosing/early-line adoption could drive long-term revenue growth beyond severe RRP cases.

Precigen, Inc. ( PGEN ) Q3 2025 Earnings Call November 13, 2025 4:30 PM EST Company Participants Steven Harasym - VP & Head of Investor Relations Helen Sabzevari - President, CEO & Director Phil Tennant - Chief Commercial Officer Rutul Shah - Chief Operating Officer Harry Thomasian - Chief Financial Officer Conference Call Participants Jason Butler - Citizens JMP Securities, LLC, Research Division Swayampakula Ramakanth - H.C. Wainwright & Co, LLC, Research Division Michael DiFiore Brian Cheng Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Precigen Third Quarter 2025 Financial Results and Business Update Conference Call.

PAPZIMEOS (zopapogene imadenovec-drba) received full approval by the FDA in August PAPZIMEOS launched with a broad label in the US as the first and only FDA-approved treatment for adults with RRP PAPZIMEOS is now available and shipping to prescribers in the US for the treatment of adults with RRP To date, over 100 patients have been registered in the PAPZIMEOS Patient Hub The Company has made significant progress with private health insurance coverage, with more than 100 million lives covered to date; PAPZIMEOS is now available through Medicare and Medicaid Rapid commercial launch execution underway with full deployment of the sales team in September and over 90% of target institutions engaged In October, the Company announced long-term follow-up results from the PAPZIMEOS pivotal clinical trial highlighting ongoing durable (median 36 months) complete responses without any additional treatment interventions In November, the Company submitted a Marketing Authorization Application to the European Medicines Agency for zopapogene imadenovec for the treatment of adults with RRP Cash, cash equivalents, and investments totaled $123.6 million as of September 30, 2025, which is expected to fund the Company's operations to cash flow break-even GERMANTOWN, Md. , Nov. 13, 2025 /PRNewswire/ -- Precigen, Inc. (Nasdaq: PGEN), a biopharmaceutical company specializing in the advancement of innovative precision medicines to improve the lives of patients, today announced third quarter 2025 financial results and business updates.

GERMANTOWN, Md. , Nov. 6, 2025 /PRNewswire/ -- Precigen, Inc. (Nasdaq: PGEN), a biopharmaceutical company specializing in the advancement of innovative precision medicines to improve the lives of patients, today announced the Company will release third quarter 2025 financial results and provide business updates on Thursday, November 13, 2025.

Patient Capital increased its holding by 10.2 million shares, an estimated $28.78 million trade based on the average price for the quarter Transaction value represents 1.15% of reported 13F assets under management Post-trade stake: 26,460,848 shares valued at $87.06 million Position now accounts for 3.48% of fund AUM, placing it outside the fund's top five holdings

15 out of 18 complete responders (83%) demonstrate continued complete response with median follow-up of 36 months Reduction in surgeries compared to year prior to treatment with PAPZIMEOS was observed in 86% of patients in Year 1, 91% in Year 2, and 95% in Year 3 No new safety events observed during long-term follow-up GERMANTOWN, Md. , Oct. 13, 2025 /PRNewswire/ -- Precigen, Inc. (Nasdaq: PGEN), a biopharmaceutical company specializing in the advancement of innovative precision medicines to improve the lives of patients, today announced long-term follow-up data demonstrating durable responses to PAPZIMEOS™ (zopapogene imadenovec-drba) for the treatment of adults with recurrent respiratory papillomatosis (RRP).

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$100 million funded at close fortifies balance sheet and supports robust US commercialization of PAPZIMEOS, as well as potential expansion into international markets and the pursuit of pediatric and other HPV-related indications GERMANTOWN, Md. , Sept. 2, 2025 /PRNewswire/ -- Precigen, Inc. (Nasdaq: PGEN), a biopharmaceutical company specializing in the advancement of innovative precision medicines to improve the lives of patients, today announced that it has entered into a credit facility agreement with investment funds managed by Pharmakon Advisors, LP.

Precigen, Inc. - Special Call Company Participants Helen Sabzevari - President, CEO & Director Phil Tennant - Chief Commercial Officer Conference Call Participants Swayampakula Ramakanth - H.C. Wainwright & Co, LLC, Research Division Presentation Swayampakula Ramakanth MD of Equity Research & Senior Healthcare Analyst Greetings, and thanks for joining us to have a conversation with Helen Sabzevari, Chief Executive Officer; and Phil Tennant, Chief Commercial Officer of Precigen.