PGEN Precigen Inc

$PGEN Accelerated approval typically requires a drug to fill a critical, unaddressed medical space. Because Precigen's Papzimeos already secured approval, the FDA is signaling that Inovio might no longer qualify for an automated fast track

$PGEN Let’s see who thinks it goes up this week? I know who the fake bulls are now. Sell more calls I’ll take those too, go ahead, I’m serious. This is gonna be fun.

$PGEN a good reminder to look for names where improving fundamentals outweigh macro concerns

$PGEN Added multiple today. Those that want to sell, please exit and I’ll take your shares.

$PGEN INO CRL incoming, followed by PGEN quarterly earnings and PRGN2009 readout. What a ride!

$PGEN XBI is down 3.5% Looks like INO's potential market entrance is dragging the entire sector down! /s

$PGEN FDA explicitly included a preliminary conclusion stating that Inovio had not submitted adequate information to justify eligibility for the accelerated approval pathway.

$PGEN The harder it gets pushed, the more impressive it is that it keeps getting back up.

$PGEN how is this a 6 dollar stock again. my god dont you investors realize earnings are coming out in 2 weeks. revenues revenues revenues. im predicting now we are looking at 200 million revenues in the 3ed quarter

$PGEN just because the CEO hasnt spoken in 2 months doesnt mean revenues are slipping. the revenues are in the early stages of sales. i never been more excited about a companies quarter results like i am with precigen, these revenues could shock wallstreet

$PGEN I'm betting Helen and the PR team's 2.5 month silence will be broken on Monday with at least the official date for the Q3 call.

$PGEN This isn’t a knock on Precigen or their product, but honestly, I don’t think I’d want to be an investor here right now. If INO-3107 gets FDA approval, I think PGEN could take a pretty serious hit, potentially 30–50%, simply because the market would suddenly have another approved treatment for RRP. Why would you take that risk with the FDA decision coming this close? Personally, I’d rather sell now and, if you really love PGEN, come back after the FDA makes its decision on INO-3107. I know some of you are going to hate hearing that, but that’s honestly how I see it. Attack me all you want. We’re all going to find out very soon.

$PGEN many biotechnology companies had huge moves today only to pullback a bit near the close as the indexes pulled back. Still, beautiful breakout on huge volume. IMHO Kirk is just waiting for the right offer. He is greedy and won't give pgen away. Guessing he wants at least 20. Im good with that.

$PGEN Finally it ended above 8 dollars. Will be interesting to see what happens tomorrow.

$PGEN $INO Probably the most on the dot coverage I've seen in a while. "Papzimeos has first mover advantage in market adoption by more than four quarters, while INO-3107 has a non-differentiating profile" I've been beating this drum for a while. Both treatments (Papzimeos and INO-3107) are pretty much neck and neck when it comes to patient results when you account for trial construction differences. The huge differentiator becomes who's there first to market and how the team capitalizes on the opportunities granted to them. I know which horse I have my money on.

$PGEN I sold a few yesterday, just to down size my risk. I’m keeping the bulk. The competing treatment with a PFUDA date of 10/30 needs special equipment lol Pgen is easy if use and has the adenovirus platform, it’s frankly a more usable better treatment, regardless of what happens and it’s currently the only treatment.

$PGEN Abstracts released on 2 October: there are two posters for Papzimeos but nothing PRGN-2009 related. Late breaking abstract?

$PGEN - My hot take is that this gets Acquired in the near term. Nice Bolt-on. We shall see. All IMO

$PGEN INO-3107’s Accelerated Approval is not dead. FDA raised concerns, but has not made a final determination that INO-3107 is ineligible. The data are compelling: 81.3% of patients had a reduction in surgeries, 72% achieved ≥50% reduction in Year 1, rising to 86% in Year 2. 50% had zero surgeries in Year 2, while average surgeries fell from 4.1 to 0.9/year, with no additional INO-3107 dosing. PAPZIMEOS showed a 51.4% complete response rate, but these were different single-arm studies, not head-to-head. So the real FDA question is meaningful benefit versus existing therapy. There is regulatory risk, but absolutely no final rejection. October 30 remains the key date.

$PGEN Why sell the house while we’re still adding floors. Way too many catalysts ahead. Feels like we are just getting started.