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AGENUS INC（AGEN）与HALOZYME THERAPEUTICS, INC.（HALO）财务数据对比。点击上方公司名可切换其他公司
HALOZYME THERAPEUTICS, INC.的季度营收约是AGENUS INC的13.2倍（$451.8M vs $34.2M）。AGENUS INC净利率更高（-31.0% vs -31.3%，领先0.3%）。HALOZYME THERAPEUTICS, INC.同比增速更快（51.6% vs 27.5%）。过去两年HALOZYME THERAPEUTICS, INC.的营收复合增速更高（51.9% vs 10.5%）
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。
Halozyme Therapeutics是一家美国生物技术企业，专注于肿瘤领域创新疗法研发，核心管线均针对肿瘤微环境进行靶向干预，致力于为全球癌症患者提供更安全高效的治疗选择。
AGEN vs HALO — 直观对比
营收规模更大
HALO
是对方的13.2倍
$34.2M
营收增速更快
HALO
高出24.1%
27.5%
净利率更高
AGEN
高出0.3%
-31.3%
两年增速更快
HALO
近两年复合增速
10.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $34.2M | $451.8M |
| 净利润 | $-10.6M | $-141.6M |
| 毛利率 | — | 82.6% |
| 营业利润率 | 42.1% | -20.6% |
| 净利率 | -31.0% | -31.3% |
| 营收同比 | 27.5% | 51.6% |
| 净利润同比 | 77.3% | -203.3% |
| 每股收益（稀释后） | $0.09 | $-1.13 |
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AGENHALO
| Q4 25 | $34.2M | $451.8M | ||
| Q3 25 | $30.2M | $354.3M | ||
| Q2 25 | $25.7M | $325.7M | ||
| Q1 25 | $24.1M | $264.9M | ||
| Q4 24 | $26.8M | $298.0M | ||
| Q3 24 | $25.1M | $290.1M | ||
| Q2 24 | $23.5M | $231.4M | ||
| Q1 24 | $28.0M | $195.9M |
净利润AGENHALO
| Q4 25 | $-10.6M | $-141.6M | ||
| Q3 25 | $63.9M | $175.2M | ||
| Q2 25 | $-30.0M | $165.2M | ||
| Q1 25 | $-26.4M | $118.1M | ||
| Q4 24 | $-46.8M | $137.0M | ||
| Q3 24 | $-67.2M | $137.0M | ||
| Q2 24 | $-54.8M | $93.2M | ||
| Q1 24 | $-63.5M | $76.8M |
毛利率AGENHALO
| Q4 25 | — | 82.6% | ||
| Q3 25 | 97.9% | 84.4% | ||
| Q2 25 | 99.1% | 85.8% | ||
| Q1 25 | 99.4% | 81.7% | ||
| Q4 24 | 99.6% | 85.9% | ||
| Q3 24 | 99.4% | 83.0% | ||
| Q2 24 | 99.5% | 82.9% | ||
| Q1 24 | 99.6% | 85.5% |
营业利润率AGENHALO
| Q4 25 | 42.1% | -20.6% | ||
| Q3 25 | -15.0% | 61.5% | ||
| Q2 25 | -65.0% | 62.2% | ||
| Q1 25 | -55.3% | 53.4% | ||
| Q4 24 | -96.5% | 58.9% | ||
| Q3 24 | -125.5% | 56.3% | ||
| Q2 24 | -128.4% | 50.7% | ||
| Q1 24 | -117.4% | 48.8% |
净利率AGENHALO
| Q4 25 | -31.0% | -31.3% | ||
| Q3 25 | 211.4% | 49.5% | ||
| Q2 25 | -116.8% | 50.7% | ||
| Q1 25 | -109.6% | 44.6% | ||
| Q4 24 | -174.4% | 46.0% | ||
| Q3 24 | -267.7% | 47.2% | ||
| Q2 24 | -233.1% | 40.3% | ||
| Q1 24 | -226.6% | 39.2% |
每股收益（稀释后）AGENHALO
| Q4 25 | $0.09 | $-1.13 | ||
| Q3 25 | $1.94 | $1.43 | ||
| Q2 25 | $-1.00 | $1.33 | ||
| Q1 25 | $-1.03 | $0.93 | ||
| Q4 24 | $-1.95 | $1.06 | ||
| Q3 24 | $-3.08 | $1.05 | ||
| Q2 24 | $-2.52 | $0.72 | ||
| Q1 24 | $-3.04 | $0.60 |
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 | $133.8M |
| 总债务越低越好 | $44.7M | $2.1B |
| 股东权益账面价值 | $-271.1M | $48.8M |
| 总资产 | $226.8M | $2.5B |
| 负债/权益比越低杠杆越低 | — | 43.89× |
8季度趋势，按日历期对齐
现金及短期投资AGENHALO
| Q4 25 | $3.0M | $133.8M | ||
| Q3 25 | $3.5M | $419.7M | ||
| Q2 25 | $9.5M | $61.9M | ||
| Q1 25 | $18.5M | $176.3M | ||
| Q4 24 | $40.4M | $115.8M | ||
| Q3 24 | $44.8M | $154.3M | ||
| Q2 24 | $93.7M | $187.9M | ||
| Q1 24 | $52.9M | $164.6M |
总债务AGENHALO
| Q4 25 | $44.7M | $2.1B | ||
| Q3 25 | $34.2M | $1.5B | ||
| Q2 25 | $33.9M | $1.5B | ||
| Q1 25 | $33.6M | $1.5B | ||
| Q4 24 | $33.2M | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
股东权益AGENHALO
| Q4 25 | $-271.1M | $48.8M | ||
| Q3 25 | $-274.1M | $503.9M | ||
| Q2 25 | $-354.6M | $332.7M | ||
| Q1 25 | $-341.8M | $482.3M | ||
| Q4 24 | $-326.4M | $363.8M | ||
| Q3 24 | $-292.3M | $452.7M | ||
| Q2 24 | $-241.3M | $289.4M | ||
| Q1 24 | $-201.4M | $177.8M |
总资产AGENHALO
| Q4 25 | $226.8M | $2.5B | ||
| Q3 25 | $233.9M | $2.2B | ||
| Q2 25 | $185.2M | $2.1B | ||
| Q1 25 | $200.2M | $2.2B | ||
| Q4 24 | $226.3M | $2.1B | ||
| Q3 24 | $238.5M | $2.1B | ||
| Q2 24 | $292.4M | $2.0B | ||
| Q1 24 | $256.6M | $1.8B |
负债/权益比AGENHALO
| Q4 25 | — | 43.89× | ||
| Q3 25 | — | 3.00× | ||
| Q2 25 | — | 4.54× | ||
| Q1 25 | — | 3.13× | ||
| Q4 24 | — | 4.14× | ||
| Q3 24 | — | 3.32× | ||
| Q2 24 | — | 5.19× | ||
| Q1 24 | — | 8.44× |
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 | $219.0M |
| 自由现金流经营现金流 - 资本支出 | — | $217.6M |
| 自由现金流率自由现金流/营收 | — | 48.2% |
| 资本支出强度资本支出/营收 | 0.0% | 0.3% |
| 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 | — | $644.6M |
8季度趋势，按日历期对齐
经营现金流AGENHALO
| Q4 25 | $-16.6M | $219.0M | ||
| Q3 25 | $-14.7M | $178.6M | ||
| Q2 25 | $-20.2M | $99.7M | ||
| Q1 25 | $-25.6M | $154.2M | ||
| Q4 24 | $-28.7M | $178.5M | ||
| Q3 24 | $-53.3M | $115.4M | ||
| Q2 24 | $-38.2M | $55.8M | ||
| Q1 24 | $-38.2M | $129.4M |
自由现金流AGENHALO
| Q4 25 | — | $217.6M | ||
| Q3 25 | — | $175.6M | ||
| Q2 25 | $-20.2M | $98.1M | ||
| Q1 25 | $-25.6M | $153.3M | ||
| Q4 24 | $-28.7M | $175.4M | ||
| Q3 24 | $-53.3M | $113.9M | ||
| Q2 24 | $-38.6M | $53.2M | ||
| Q1 24 | $-38.2M | $125.9M |
自由现金流率AGENHALO
| Q4 25 | — | 48.2% | ||
| Q3 25 | — | 49.6% | ||
| Q2 25 | -78.7% | 30.1% | ||
| Q1 25 | -106.5% | 57.9% | ||
| Q4 24 | -107.0% | 58.9% | ||
| Q3 24 | -212.2% | 39.3% | ||
| Q2 24 | -164.4% | 23.0% | ||
| Q1 24 | -136.5% | 64.3% |
资本支出强度AGENHALO
| Q4 25 | 0.0% | 0.3% | ||
| Q3 25 | 0.0% | 0.9% | ||
| Q2 25 | 0.0% | 0.5% | ||
| Q1 25 | 0.0% | 0.4% | ||
| Q4 24 | 0.3% | 1.0% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 2.0% | 1.1% | ||
| Q1 24 | 0.1% | 1.8% |
现金转化率AGENHALO
| Q4 25 | — | — | ||
| Q3 25 | -0.23× | 1.02× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.31× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 1.68× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AGEN
暂无分部数据
HALO
| Royalty | $258.0M | 57% |
| Products | $122.7M | 27% |
| Proprietary Products Sales | $59.6M | 13% |
| Device Partnered Products | $12.9M | 3% |
