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Transgene (TNG) AI Stock Analysis
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Transgene
(Paris:TNG)
The overall score is held down primarily by very weak financial performance, with revenue collapsing, net margins deeply negative, persistent operating cash burn, and a sharply eroded equity base despite low debt levels. Technicals provide only a partial offset: the price trades above short- and medium-term moving averages but remains below the 200-day average, while overbought oscillators and a slightly negative MACD suggest fragile momentum and risk of near-term pullbacks. Valuation adds further pressure, as a negative P/E of -3.23 and lack of dividend yield data indicate that the stock is not supported by current earnings or income, leaving the investment case heavily dependent on future biotech execution.
Transgene (TNG) vs. iShares MSCI France ETF (EWQ)
- Market Cap
- EUR 104.40M
- Dividend Yield
- ―
- Average Volume (3M)
- 107.02K
- Price to Earnings (P/E)
- -4.3
- Beta (1Y)
- 0.05
- Revenue Growth
- 189.81%
- EPS Growth
- 38.50%
- Country
- France
- Employees
- 152
- Sector
- General
- Sector Strength
- 55
- Industry
- Biotechnology
Transgene Business Overview & Revenue Model
Company Description
Transgene SA, a French biotechnology firm headquartered in Illkirch-Graffenstaden, specializes in designing and developing groundbreaking therapeutic vaccines and oncolytic viruses to combat cancer and infectious diseases. Founded in 1979 and operati...
Transgene Earnings Call Summary
The call emphasized several strong positives: robust fundraising (EUR 105M), a strengthened balance sheet (EUR 39M debt conversion), compelling Phase I efficacy and durable immunogenicity signals for TG4050 (100% disease-free in treated Phase I patients; 73% immunogenicity with responses persisting 24 months), encouraging BT-001 combination data, and a clear plan for manufacturing and regulatory readiness. Counterbalancing these highlights are timing and operational risks (GMP readiness targeted Q3 2027), immature/pending pivotal readouts (Phase II 2-year DFS not yet available), ongoing cash burn (~EUR 38.2M in 2025) and some dependence on broader field validation. Overall, the positive clinical signals and strengthened financial position outweigh the execution and timing risks at this stage.
Q4-2025 Updates
Positive Updates
Negative Updates
Company Guidance
The call laid out clear, metric-driven guidance: Transgene raised ~EUR 105m in December 2025 and converted ~EUR 39m of debt to equity (now virtually debt‑free), giving cash visibility through early 2028 (first quarter 2028) after a 2025 cash burn of ~EUR 38.2m; clinically, the primary endpoint for the randomized Phase I/II TG4050 study is 2‑year disease‑free survival (DFS) with an efficacy readout once all patients reach 2 years, Phase I 3‑year DFS data expected Q2–Q3 2026 and 4‑year follow‑up Q2–Q3 2027, Phase II patient randomization to be completed by Q2 2026 and first Phase II immunogenicity data in H2 2026 (with ~1 year follow‑up possible), and Phase I translational results showed 100% DFS at ≥2 years in treated HPV‑negative HNSCC patients vs. 3 relapses in controls and neoantigen‑specific T‑cell responses in 73% of evaluable patients that persisted 24 months; manufacturing and regulatory investments target full GMP capacity by Q3 2027 and a second Phase I indication is slated to start in 2026.
Transgene Financial Statement Overview
Summary
Revenue has collapsed by 95% to €137k in 2025 with net margins deteriorating to -274%, operating and free cash flows remain deeply negative, and equity has eroded from €67M to €12M despite low leverage, resulting in very weak but still biotech-typical financials.
Income Statement
12Very NegativeBalance Sheet
45NeutralCash Flow
35Negative| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 313.00K | 490.00K | 6.35M | 7.90M | 3.13M | 9.99M |
| Gross Profit | 13.82M | 490.00K | -27.93M | -21.69M | -29.04M | -22.89M |
| EBITDA | -37.52M | -39.77M | -26.65M | -28.44M | -30.31M | -16.55M |
| Net Income | -33.90M | -37.52M | -33.97M | -22.33M | -32.81M | -20.00M |
Balance Sheet | ||||||
| Total Assets | 124.53M | 138.83M | 42.17M | 45.22M | 66.44M | 101.84M |
| Cash, Cash Equivalents and Short-Term Investments | 92.84M | 111.86M | 16.67M | 15.67M | 26.83M | 49.57M |
| Total Debt | 2.18M | 2.06M | 10.40M | 1.35M | 2.45M | 3.84M |
| Total Liabilities | 15.33M | 17.09M | 26.97M | 29.61M | 28.59M | 34.63M |
| Stockholders Equity | 109.19M | 121.73M | 15.20M | 15.61M | 37.84M | 67.21M |
Cash Flow | ||||||
| Free Cash Flow | -39.29M | -37.58M | -26.62M | -37.42M | -21.84M | -32.63M |
| Operating Cash Flow | -38.09M | -36.74M | -23.55M | -34.67M | -20.30M | -31.94M |
| Investing Cash Flow | -88.22M | -105.95M | -3.21M | 34.57M | 20.27M | 16.79M |
| Financing Cash Flow | 114.06M | 134.38M | 26.96M | 11.37M | -1.48M | 15.77M |
Transgene Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:TNG, the sentiment is Neutral. The current price of 0.73 is above the 20-day moving average (MA) of 0.70, below the 50-day MA of 0.77, and below the 200-day MA of 0.78, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 52.30 is Neutral, neither overbought nor oversold. The STOCH value of 77.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FR:TNG.
Transgene Peers Comparison
Overall Rating
FR:IPH47Neutral
FR:NANO46Neutral- FR:TNG45Neutral
FR:OSE43Neutral
FR:ALCLS42.5Neutral
FR:MAAT39Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| FR:IPH | 47Neutral | EUR 140.30M | -2.46 | 152.56% | ― | -29.48% | 7.91% |
| FR:NANO | 46Neutral | EUR 1.43B | -25.56 | 89.71% | ― | ― | ― |
| FR:TNG | 45Neutral | EUR 202.03M | -4.34 | -29.36% | ― | 189.81% | 38.50% |
| FR:OSE | 43Neutral | EUR 45.93M | -1.16 | -96.73% | ― | -96.25% | -197.89% |
| FR:ALCLS | 43Neutral | EUR 75.07M | -1.78 | -94.14% | ― | -5.98% | -8.67% |
| FR:MAAT | 39Underperform | EUR 19.20M | -0.53 | ― | ― | -19.02% | 10.39% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FR:TNG | Transgene SA | 0.73 | -0.63 | -46.62% | |
| FR:IPH | Innate Pharma S.A. | 1.26 | -0.39 | -23.51% | |
| FR:NANO | Nanobiotix SA | 28.12 | 12.36 | 78.43% | |
| FR:OSE | OSE Immunotherapeutics | 1.95 | -3.75 | -65.75% | |
| FR:ALCLS | Cellectis SA | 1.04 | -1.90 | -64.63% | |
| FR:MAAT | MaaT Pharma | 1.02 | -3.25 | -76.16% |
Transgene Corporate Events
Transgene to Showcase Systemic Oncolytic Virus Data at SITC 2026
Transgene will present new preclinical data on its enveloped oncolytic virus PoxSTG-EEV, designed for systemic administration, at the Society for Immunotherapy of Cancer annual meeting in Phoenix in early November 2026. The poster, to be unveiled on...
Transgene to Showcase myvac® Cancer Vaccine Platform at Paris Investor Event
Transgene will present its progress to institutional investors at the Investor Access Event in Paris on October 6, 2026, in a program that brings together more than 190 professional investors and 90 listed companies. Management intends to highlight a...
Transgene Advances myvac® Cancer Vaccines and MVA Platform With Cash Runway to 2028
Transgene reported its 2026 half-year results alongside a broad update on its myvac® oncology platform and MVA-based vaccine pipeline, underscoring progress toward late-stage development and expanded indications. The company highlighted that its...
Transgene Bolsters Viral Vaccine Manufacturing With Expanded ProBioGen Cell-Line Deal
Transgene and ProBioGen have expanded their collaboration with a new license granting Transgene access to ProBioGen’s AGE1.CR.pIX suspension cell line, a specialized avian platform optimized for viral vaccine production. The technology offers e...
Transgene’s TG4050 Vaccine Shows Three‑Year Relapse‑Free Remission in Head and Neck Cancer Trial
Transgene and NEC reported that all 16 patients treated with TG4050 in the Phase 1 arm of a randomized Phase 1/2 trial for HPV‑negative head and neck cancer remain in clinical remission and relapse‑free after a median follow‑up of 4...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Aug 20, 2026