Agenus stock price target lowered to $23 by H.C. Wainwright on higher expenses

Published 12/08/2025, 11:58
Agenus stock price target lowered to $23 by H.C. Wainwright on higher expenses

Investing.com - H.C. Wainwright lowered its price target on Agenus Inc . (NASDAQ:AGEN) to $23.00 from $25.00 on Tuesday, while maintaining a Buy rating on the biopharmaceutical company’s stock. According to InvestingPro data, analyst targets for AGEN currently range from $6 to $25, with the stock trading at $4.27, suggesting significant upside potential. The stock appears undervalued based on InvestingPro’s Fair Value analysis.

The adjustment follows Agenus’s second-quarter 2025 financial results, which revealed revenues of $25.7 million and a net loss of $30 million, resulting in earnings per share of ($1.00). InvestingPro analysis shows the company faces financial challenges, with a weak financial health score of 1.56 and concerning cash burn rates. Two analysts have recently revised their earnings estimates upward for the upcoming period, among 12+ valuable insights available with InvestingPro.

Operating expenses for the quarter reached $42.5 million, higher than the previous quarter, prompting H.C. Wainwright to increase its 2025 operating expense estimate to $153.7 million.

Agenus ended the second quarter with $9.5 million in cash and equivalents, not including an anticipated $91 million cash infusion expected in the third quarter from Zydus, comprising a $75 million upfront payment and a $16 million equity investment.

The expected Zydus payment will be sufficient to fund Agenus’s Phase 3 trial, according to H.C. Wainwright’s analysis of the company’s financial position.

In other recent news, Agenus Inc. reported promising results from its Phase 1 trial of botensilimab and balstilimab combination therapy, showing a two-year survival rate of 42% in patients with microsatellite-stable metastatic colorectal cancer. The trial, which included 123 patients, demonstrated a median overall survival of 21 months and a disease control rate of 69%. In a strategic move, Agenus announced a collaboration with Zydus Lifesciences valued at approximately $141 million, which includes the sale of its biologics CMC facilities in California for $75 million upfront. The deal also includes potential contingent payments of $50 million, depending on production orders. This partnership aims to accelerate the clinical development of Agenus’ therapies, with Zydus establishing a U.S. CDMO business. Additionally, Agenus has partnered with Noetik to develop AI-powered biomarkers to enhance the effectiveness of its immunotherapy treatments. H.C. Wainwright upgraded Agenus stock from Neutral to Buy, setting a new price target of $25.00, following the strategic collaboration announcement.

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