Precigen, Inc. (PGEN) Earnings Call Transcripts

Precigen, Inc.'s Latest Earnings Call - March 31, 2026

In the first quarter of 2026, Precigen, Inc. (PGEN:US) reported strong initial sales from its newly launched immunotherapy, PAPZIMEOS, generating $18 million in revenue, which exceeded expectations. The company is now positioned as a commercial entity following the FDA approval of PAPZIMEOS, the first treatment for recurrent respiratory papillomatosis (RRP). Management indicated that the initial patient uptake is promising, with a significant bolus of patients expected to continue through subsequent quarters, driven by high unmet medical needs and a broad label allowing treatment for all adults with RRP.

Reported metrics

Guidance from management

Management expects continued revenue growth driven by patient demand and a significant bolus of patients. They indicated that the revenue trend will continue into Q2 and beyond, supported by ongoing patient engagement and adherence efforts.

What management said

And the only thing I would add, RK, is the landscape work that we've done so far, some of the initial sort of pricing work and so on, it's clear that many of the issues that we see in the U.S. or we saw ahead of our approval in the U.S. are absolutely applicable to what we're seeing ex U.S. in terms of high unmet need, lack of a standardized approach to treatment and a real need for something that addresses the under...

No -- the call was so late in Q1. It made sense for us to give that guidance because there was so much happening. But we won't be giving that guidance in the middle of the subsequent quarters when we fall into that [indiscernible] will be talking about all the things that we've talked about in terms of HCP awareness, understanding intention to prescribe about patients being adopted and coming into the top of the funn...

What analysts pressed on

Analysts expressed concerns about the sustainability of revenue growth beyond the initial launch phase and the potential impact of payer restrictions on patient access. There were questions regarding the long-term efficacy of redosing and how it might affect overall treatment outcomes.

Main topics on the call

• Launch Success of PAPZIMEOS — PAPZIMEOS generated $18 million in revenue in Q1 2026, marking a successful launch for Precigen. Management stated, "We do believe, based on the work that we've done, there is a significant bolus and it's going to take s...
• Patient Engagement and Adherence — Management reported that all patients have completed their initial dosing regimen, indicating strong adherence to the treatment protocol. Phil Tennant noted, "We are not aware of any patients who haven't completed all 4 ...
• Market Expansion Plans — Precigen is exploring commercialization opportunities in Europe and is in discussions for potential partnerships. Helen Sabzevari mentioned, "We are looking forward to later on this year from that perspective" regarding ...
• Redosing Strategy — Management is optimistic about the redosing strategy to improve outcomes for partial responders, with plans to initiate pediatric trials by the end of 2026. Sabzevari stated, "We will be starting our pediatric trials by ...

Read the full Precigen, Inc. transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 37 Precigen, Inc. earnings call transcripts on record, spanning January 15, 2020 to August 4, 2026. Based on this history, Precigen, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PGEN

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Biotechnology

Calls on record

37

First call

January 15, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly