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AGENUS INC（AGEN）与REGENXBIO Inc.（RGNX）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REGENXBIO Inc.的1.1倍（$34.2M vs $30.3M），AGENUS INC净利率更高（-31.0% vs -221.3%，领先190.3%），REGENXBIO Inc.同比增速更快（43.0% vs 27.5%），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% 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。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
AGEN vs RGNX — 直观对比
营收规模更大
AGEN
是对方的1.1倍
$30.3M
营收增速更快
RGNX
高出15.6%
27.5%
净利率更高
AGEN
高出190.3%
-221.3%
两年增速更快
RGNX
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.2M | $30.3M |
| 净利润 | $-10.6M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | 42.1% | -190.0% |
| 净利率 | -31.0% | -221.3% |
| 营收同比 | 27.5% | 43.0% |
| 净利润同比 | 77.3% | -31.2% |
| 每股收益（稀释后） | $0.09 | $-1.30 |
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AGENRGNX
| Q4 25 | $34.2M | $30.3M | ||
| Q3 25 | $30.2M | $29.7M | ||
| Q2 25 | $25.7M | $21.4M | ||
| Q1 25 | $24.1M | $89.0M | ||
| Q4 24 | $26.8M | $21.2M | ||
| Q3 24 | $25.1M | $24.2M | ||
| Q2 24 | $23.5M | $22.3M | ||
| Q1 24 | $28.0M | $15.6M |
净利润AGENRGNX
| Q4 25 | $-10.6M | $-67.1M | ||
| Q3 25 | $63.9M | $-61.9M | ||
| Q2 25 | $-30.0M | $-70.9M | ||
| Q1 25 | $-26.4M | $6.1M | ||
| Q4 24 | $-46.8M | $-51.2M | ||
| Q3 24 | $-67.2M | $-59.6M | ||
| Q2 24 | $-54.8M | $-53.0M | ||
| Q1 24 | $-63.5M | $-63.3M |
毛利率AGENRGNX
| Q4 25 | — | — | ||
| Q3 25 | 97.9% | — | ||
| Q2 25 | 99.1% | — | ||
| Q1 25 | 99.4% | — | ||
| Q4 24 | 99.6% | 70.2% | ||
| Q3 24 | 99.4% | 48.8% | ||
| Q2 24 | 99.5% | 52.5% | ||
| Q1 24 | 99.6% | 72.6% |
营业利润率AGENRGNX
| Q4 25 | 42.1% | -190.0% | ||
| Q3 25 | -15.0% | -176.3% | ||
| Q2 25 | -65.0% | -296.3% | ||
| Q1 25 | -55.3% | 13.6% | ||
| Q4 24 | -96.5% | -242.1% | ||
| Q3 24 | -125.5% | -256.6% | ||
| Q2 24 | -128.4% | -251.3% | ||
| Q1 24 | -117.4% | -408.8% |
净利率AGENRGNX
| Q4 25 | -31.0% | -221.3% | ||
| Q3 25 | 211.4% | -208.3% | ||
| Q2 25 | -116.8% | -331.8% | ||
| Q1 25 | -109.6% | 6.8% | ||
| Q4 24 | -174.4% | -241.3% | ||
| Q3 24 | -267.7% | -246.3% | ||
| Q2 24 | -233.1% | -237.7% | ||
| Q1 24 | -226.6% | -405.4% |
每股收益（稀释后）AGENRGNX
| Q4 25 | $0.09 | $-1.30 | ||
| Q3 25 | $1.94 | $-1.20 | ||
| Q2 25 | $-1.00 | $-1.38 | ||
| Q1 25 | $-1.03 | $0.12 | ||
| Q4 24 | $-1.95 | $-0.99 | ||
| Q3 24 | $-3.08 | $-1.17 | ||
| Q2 24 | $-2.52 | $-1.05 | ||
| Q1 24 | $-3.04 | $-1.38 |
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 | $230.1M |
| 总债务越低越好 | $44.7M | — |
| 股东权益账面价值 | $-271.1M | $102.7M |
| 总资产 | $226.8M | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AGENRGNX
| Q4 25 | $3.0M | $230.1M | ||
| Q3 25 | $3.5M | $274.2M | ||
| Q2 25 | $9.5M | $323.3M | ||
| Q1 25 | $18.5M | $267.9M | ||
| Q4 24 | $40.4M | $234.7M | ||
| Q3 24 | $44.8M | $255.5M | ||
| Q2 24 | $93.7M | $290.4M | ||
| Q1 24 | $52.9M | $338.7M |
总债务AGENRGNX
| Q4 25 | $44.7M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $33.9M | — | ||
| Q1 25 | $33.6M | — | ||
| Q4 24 | $33.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AGENRGNX
| Q4 25 | $-271.1M | $102.7M | ||
| Q3 25 | $-274.1M | $161.5M | ||
| Q2 25 | $-354.6M | $213.7M | ||
| Q1 25 | $-341.8M | $274.2M | ||
| Q4 24 | $-326.4M | $259.7M | ||
| Q3 24 | $-292.3M | $301.4M | ||
| Q2 24 | $-241.3M | $348.3M | ||
| Q1 24 | $-201.4M | $390.7M |
总资产AGENRGNX
| Q4 25 | $226.8M | $453.0M | ||
| Q3 25 | $233.9M | $525.2M | ||
| Q2 25 | $185.2M | $581.0M | ||
| Q1 25 | $200.2M | $490.9M | ||
| Q4 24 | $226.3M | $466.0M | ||
| Q3 24 | $238.5M | $519.1M | ||
| Q2 24 | $292.4M | $569.4M | ||
| Q1 24 | $256.6M | $629.2M |
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 | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-52.8M |
| 自由现金流率自由现金流/营收 | — | -174.0% |
| 资本支出强度资本支出/营收 | 0.0% | 1.7% |
| 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 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流AGENRGNX
| Q4 25 | $-16.6M | $-52.3M | ||
| Q3 25 | $-14.7M | $-56.0M | ||
| Q2 25 | $-20.2M | $-49.3M | ||
| Q1 25 | $-25.6M | $33.6M | ||
| Q4 24 | $-28.7M | $-31.6M | ||
| Q3 24 | $-53.3M | $-40.5M | ||
| Q2 24 | $-38.2M | $-45.5M | ||
| Q1 24 | $-38.2M | $-55.5M |
自由现金流AGENRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | $-20.2M | $-49.7M | ||
| Q1 25 | $-25.6M | $32.6M | ||
| Q4 24 | $-28.7M | $-32.7M | ||
| Q3 24 | $-53.3M | $-40.9M | ||
| Q2 24 | $-38.6M | $-46.0M | ||
| Q1 24 | $-38.2M | $-56.0M |
自由现金流率AGENRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | -78.7% | -232.8% | ||
| Q1 25 | -106.5% | 36.6% | ||
| Q4 24 | -107.0% | -154.2% | ||
| Q3 24 | -212.2% | -168.9% | ||
| Q2 24 | -164.4% | -206.2% | ||
| Q1 24 | -136.5% | -358.5% |
资本支出强度AGENRGNX
| Q4 25 | 0.0% | 1.7% | ||
| Q3 25 | 0.0% | 1.7% | ||
| Q2 25 | 0.0% | 1.8% | ||
| Q1 25 | 0.0% | 1.2% | ||
| Q4 24 | 0.3% | 5.1% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 2.0% | 2.1% | ||
| Q1 24 | 0.1% | 3.6% |
现金转化率AGENRGNX
| Q4 25 | — | — | ||
| Q3 25 | -0.23× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| 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
业务分部营收拆解
AGEN
| Non Cash Royalty Revenue | $31.1M | 91% |
| Other | $3.2M | 9% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
