Transgene (0OCQ) AI Stock Analysis
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Transgene
(LSE:0OCQ)
No summary available
Transgene (0OCQ) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- EUR 104.40M
- Dividend Yield
- ―
- Average Volume (3M)
- 2,004
- Price to Earnings (P/E)
- -4.3
- Beta (1Y)
- 0.21
- Revenue Growth
- 189.81%
- EPS Growth
- 38.50%
- Country
- UK
- Employees
- 152
- Sector
- Healthcare
- Sector Strength
- 51
- 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 Peers Comparison
Overall Rating
FR:IPH47Neutral
FR:NANO46Neutral
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 * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| 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: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% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:0OCQ | Transgene SA | 0.72 | -0.63 | -46.37% | |
| 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% |
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.