Summary
Bull and bear cases for Agenus (AGEN), immune-oncology company are discussed on the request of a marketplace service subscriber.
The company has a diverse pipeline in immune-oncology, ranging from checkpoint inhibitors to cancer vaccines and adoptive cell therapy.
There is a continuous revenue stream from Shingrix vaccine. Shingrix vaccine peak sales are estimated at around $2 billion.
The $245M of total liabilities is one concern though the company should not have a problem in paying the liabilities taken against revenue stream from Shingrix vaccine.
This idea was first discussed with members of my private investing community, Vasuda Healthcare Analytics. To get an exclusive 'first look' at my best ideas, start your free trial today >>
Agenus (AGEN) was founded in 1994 and is based in Lexington, MA. Shares have risen >30% last week since the idea was published to the subscribers of Vasuda Healthcare Analytics, marketplace service.
