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AGENUS INC（AGEN）与Alector, Inc.（ALEC）财务数据对比。点击上方公司名可切换其他公司
AGENUS INC的季度营收约是Alector, Inc.的5.5倍（$34.2M vs $6.2M）。AGENUS INC净利率更高（-31.0% vs -597.5%，领先566.5%）。AGENUS INC同比增速更快（27.5% vs -88.5%）。过去两年AGENUS INC的营收复合增速更高（10.5% vs -37.4%）
Agenus Inc.是一家总部位于美国马萨诸塞州列克星敦的生物技术公司，核心业务聚焦免疫治疗领域，尤其专注于利用人体免疫系统控制或治愈癌症的肿瘤免疫治疗。公司目前正在研发检查点调节剂、个性化抗癌疫苗，以及可适配多种疫苗的免疫佐剂，其中检查点调节剂作为当前进展迅速的方向，早期产品已为患者带来突破性临床获益。
Alector是一家临床阶段生物制药企业，专注于神经退行性疾病的免疫疗法研发，管线覆盖阿尔茨海默病、额颞叶痴呆、帕金森病等未被满足的医疗需求，主要在美国运营，与全球药企合作推进候选药物的临床试验。
AGEN vs ALEC — 直观对比
营收规模更大
AGEN
是对方的5.5倍
$6.2M
营收增速更快
AGEN
高出116.0%
-88.5%
净利率更高
AGEN
高出566.5%
-597.5%
两年增速更快
AGEN
近两年复合增速
-37.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $34.2M | $6.2M |
| 净利润 | $-10.6M | $-37.3M |
| 毛利率 | — | — |
| 营业利润率 | 42.1% | -634.4% |
| 净利率 | -31.0% | -597.5% |
| 营收同比 | 27.5% | -88.5% |
| 净利润同比 | 77.3% | -1696.9% |
| 每股收益（稀释后） | $0.09 | $-0.34 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AGENALEC
| Q4 25 | $34.2M | $6.2M | ||
| Q3 25 | $30.2M | $3.3M | ||
| Q2 25 | $25.7M | $7.9M | ||
| Q1 25 | $24.1M | $3.7M | ||
| Q4 24 | $26.8M | $54.2M | ||
| Q3 24 | $25.1M | $15.3M | ||
| Q2 24 | $23.5M | $15.1M | ||
| Q1 24 | $28.0M | $15.9M |
净利润AGENALEC
| Q4 25 | $-10.6M | $-37.3M | ||
| Q3 25 | $63.9M | $-34.7M | ||
| Q2 25 | $-30.0M | $-30.5M | ||
| Q1 25 | $-26.4M | $-40.5M | ||
| Q4 24 | $-46.8M | $-2.1M | ||
| Q3 24 | $-67.2M | $-42.2M | ||
| Q2 24 | $-54.8M | $-38.7M | ||
| Q1 24 | $-63.5M | $-36.1M |
毛利率AGENALEC
| Q4 25 | — | — | ||
| Q3 25 | 97.9% | — | ||
| Q2 25 | 99.1% | — | ||
| Q1 25 | 99.4% | — | ||
| Q4 24 | 99.6% | — | ||
| Q3 24 | 99.4% | — | ||
| Q2 24 | 99.5% | — | ||
| Q1 24 | 99.6% | — |
营业利润率AGENALEC
| Q4 25 | 42.1% | -634.4% | ||
| Q3 25 | -15.0% | -1153.6% | ||
| Q2 25 | -65.0% | -433.6% | ||
| Q1 25 | -55.3% | -1216.5% | ||
| Q4 24 | -96.5% | -13.4% | ||
| Q3 24 | -125.5% | -315.7% | ||
| Q2 24 | -128.4% | -302.4% | ||
| Q1 24 | -117.4% | -275.0% |
净利率AGENALEC
| Q4 25 | -31.0% | -597.5% | ||
| Q3 25 | 211.4% | -1063.4% | ||
| Q2 25 | -116.8% | -387.7% | ||
| Q1 25 | -109.6% | -1101.6% | ||
| Q4 24 | -174.4% | -3.8% | ||
| Q3 24 | -267.7% | -275.2% | ||
| Q2 24 | -233.1% | -256.4% | ||
| Q1 24 | -226.6% | -227.0% |
每股收益（稀释后）AGENALEC
| Q4 25 | $0.09 | $-0.34 | ||
| Q3 25 | $1.94 | $-0.34 | ||
| Q2 25 | $-1.00 | $-0.30 | ||
| Q1 25 | $-1.03 | $-0.41 | ||
| Q4 24 | $-1.95 | $-0.02 | ||
| Q3 24 | $-3.08 | $-0.43 | ||
| Q2 24 | $-2.52 | $-0.40 | ||
| Q1 24 | $-3.04 | $-0.38 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $3.0M | $256.0M |
| 总债务越低越好 | $44.7M | $10.0M |
| 股东权益账面价值 | $-271.1M | $30.6M |
| 总资产 | $226.8M | $293.2M |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AGENALEC
| Q4 25 | $3.0M | $256.0M | ||
| Q3 25 | $3.5M | $291.1M | ||
| Q2 25 | $9.5M | $307.3M | ||
| Q1 25 | $18.5M | $354.6M | ||
| Q4 24 | $40.4M | $413.4M | ||
| Q3 24 | $44.8M | $457.2M | ||
| Q2 24 | $93.7M | $503.3M | ||
| Q1 24 | $52.9M | $562.1M |
总债务AGENALEC
| Q4 25 | $44.7M | $10.0M | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $33.9M | — | ||
| Q1 25 | $33.6M | — | ||
| Q4 24 | $33.2M | $10.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AGENALEC
| Q4 25 | $-271.1M | $30.6M | ||
| Q3 25 | $-274.1M | $57.7M | ||
| Q2 25 | $-354.6M | $71.2M | ||
| Q1 25 | $-341.8M | $94.6M | ||
| Q4 24 | $-326.4M | $126.8M | ||
| Q3 24 | $-292.3M | $118.9M | ||
| Q2 24 | $-241.3M | $150.6M | ||
| Q1 24 | $-201.4M | $178.9M |
总资产AGENALEC
| Q4 25 | $226.8M | $293.2M | ||
| Q3 25 | $233.9M | $335.3M | ||
| Q2 25 | $185.2M | $356.4M | ||
| Q1 25 | $200.2M | $408.3M | ||
| Q4 24 | $226.3M | $468.3M | ||
| Q3 24 | $238.5M | $516.0M | ||
| Q2 24 | $292.4M | $570.7M | ||
| Q1 24 | $256.6M | $635.5M |
负债/权益比AGENALEC
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-16.6M | $-41.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 0.0% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AGENALEC
| Q4 25 | $-16.6M | $-41.7M | ||
| Q3 25 | $-14.7M | $-32.5M | ||
| Q2 25 | $-20.2M | $-49.0M | ||
| Q1 25 | $-25.6M | $-60.8M | ||
| Q4 24 | $-28.7M | $-55.0M | ||
| Q3 24 | $-53.3M | $-50.7M | ||
| Q2 24 | $-38.2M | $-62.8M | ||
| Q1 24 | $-38.2M | $-61.3M |
自由现金流AGENALEC
| Q4 25 | — | — | ||
| Q3 25 | — | $-32.5M | ||
| Q2 25 | $-20.2M | $-49.1M | ||
| Q1 25 | $-25.6M | $-60.8M | ||
| Q4 24 | $-28.7M | $-55.2M | ||
| Q3 24 | $-53.3M | $-50.9M | ||
| Q2 24 | $-38.6M | $-63.1M | ||
| Q1 24 | $-38.2M | $-61.9M |
自由现金流率AGENALEC
| Q4 25 | — | — | ||
| Q3 25 | — | -997.6% | ||
| Q2 25 | -78.7% | -623.0% | ||
| Q1 25 | -106.5% | -1655.0% | ||
| Q4 24 | -107.0% | -101.8% | ||
| Q3 24 | -212.2% | -332.1% | ||
| Q2 24 | -164.4% | -418.6% | ||
| Q1 24 | -136.5% | -389.3% |
资本支出强度AGENALEC
| Q4 25 | 0.0% | 0.0% | ||
| Q3 25 | 0.0% | 0.3% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 0.0% | 0.5% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 0.0% | 1.4% | ||
| Q2 24 | 2.0% | 2.2% | ||
| Q1 24 | 0.1% | 3.4% |
现金转化率AGENALEC
| Q4 25 | — | — | ||
| Q3 25 | -0.23× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
