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Started By
Message
PGEN stock -- potential solid long
Posted on 8/17/25 at 1:13 pm
Posted on 8/17/25 at 1:13 pm
Biotech stock. Just received FDA approval for a rare HPV caused disease. It's the only approved drug in the world to treat this type of disease.
LINK
They have another drug in FDA testing that is looking good, too. They'll basically be able to set their own price for the drug since it's the only approved in the world, it will save lives, and it avoids many very expensive surgeries.
quote:
PAPZIMEOS is a non-replicating adenoviral vector-based immunotherapy designed to target the root cause of RRP - human papillomavirus (HPV) types 6 and 11. The treatment is administered through four subcutaneous injections over a 12-week period.
The approval was supported by data from a pivotal study that met both safety and efficacy endpoints. In the trial, 51% of patients achieved a Complete Response, requiring no surgeries in the 12 months following treatment. Of the 18 patients who achieved Complete Response, 15 continued to show this response at the 24-month evaluation.
RRP is a rare and potentially life-threatening disease affecting the respiratory tract that has traditionally been managed through repeated surgeries. These procedures do not address the underlying cause of the disease and can lead to significant complications.
LINK
They have another drug in FDA testing that is looking good, too. They'll basically be able to set their own price for the drug since it's the only approved in the world, it will save lives, and it avoids many very expensive surgeries.
7
Posted on 8/17/25 at 1:30 pm to TheOcean
Posted on 8/17/25 at 1:38 pm to Fat Bastard
Don't go too crazy. They still need to raise cash, set pricing with insurance, and figure out distribution. I think a year from now it'll be $6 to $10.
Posted on 8/17/25 at 2:00 pm to TheOcean
I just put in for 100 shares. Don’t disappoint me.
Posted on 8/17/25 at 2:36 pm to GeauxTigers123
yeah i may buy 100 and hold.
Posted on 8/17/25 at 4:50 pm to TheOcean
If I’ve learned anything about small pharmas, it’s that you sell after drug success (especially phase 3), and before commercialization.
Granted, not every scenario is the same.
Granted, not every scenario is the same.
Posted on 8/17/25 at 4:52 pm to bayoubengals88
quote:
If I’ve learned anything about small pharmas, it’s that you sell after drug success (especially phase 3), and before commercialization.
Yeah I haven't looked specifically at this drug. But generally the thesis for earnings is much more optimistic than the actual deals put in place to get on pbm formularies.
I would have saved a lot of money selling after FDA approval
Posted on 8/17/25 at 6:23 pm to TheOcean
Know it doesn’t affect today, but around 10 years ago this stock was like $45. What happened for it to drop so low?
Posted on 8/17/25 at 9:17 pm to TheOcean
quote:
it will save lives, and it avoids many very expensive surgeries.
at the low low cost of $75k per infusion!
Posted on 8/18/25 at 3:19 am to TigerFanatic99
Big investor call at 8am this morning to talk about approval and how they are going to distribute the drug
This post was edited on 8/18/25 at 3:20 am
Posted on 8/18/25 at 8:24 am to TheOcean
Added to my watch list 
What am I looking at here? Day late dolla short?
What am I looking at here? Day late dolla short?
Posted on 8/18/25 at 8:37 am to TheOcean
Posted on 8/18/25 at 8:38 am to SuperSaint
It's going to take a while to ramp up. It was just approved. Roughly 27k patients here in the US. Probably 100k worldwide. Selling the worldwide rights alone will likely 2x or 3x the stock.
The investor call this morning was semi lackluster. They did disclose the treatment cost: 115k per vial. Four vials per year, so $460k per treatment with the possibility of repeat treatments for some patients.
The investor call this morning was semi lackluster. They did disclose the treatment cost: 115k per vial. Four vials per year, so $460k per treatment with the possibility of repeat treatments for some patients.
Posted on 8/18/25 at 8:41 am to TheOcean
quote:oof
They did disclose the treatment cost: 115k per vial. Four vials per year, so $460k per treatment with the possibility of repeat treatments for some patients.
Posted on 8/18/25 at 8:54 am to TheOcean
ok well just let us know when to buy brother.
Posted on 8/18/25 at 3:44 pm to Fat Bastard
I got in at 2.66 today. Nice little profit today
Posted on 8/18/25 at 3:48 pm to The Pickwick
2.66 was a solid entry.
Quick cap of the #s:
460k per patient treatment
Rough estimate of 27,000 patients in the US
Rough estimate of 2,500 new patients in the US
Probably 70,000 to 100,000 patients worldwide
Possibility of re-treatment for some patients
The company only has about six months' worth of runway, cash-wise. They increased their authorized shares recently, so they will be offering shares soon. Will be some dilution.
Selling just their international rights alone should make the stock jump to ~$4 to $7.
We'll see how they execute.
Quick cap of the #s:
460k per patient treatment
Rough estimate of 27,000 patients in the US
Rough estimate of 2,500 new patients in the US
Probably 70,000 to 100,000 patients worldwide
Possibility of re-treatment for some patients
The company only has about six months' worth of runway, cash-wise. They increased their authorized shares recently, so they will be offering shares soon. Will be some dilution.
Selling just their international rights alone should make the stock jump to ~$4 to $7.
We'll see how they execute.
This post was edited on 8/18/25 at 3:49 pm
Posted on 8/19/25 at 8:37 am to TheOcean
Made a quick $12k. I'm going to rebuy when there's some profit taking
Posted on 8/19/25 at 9:12 am to TheOcean
at 3.30 now
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