Core Insights - Patient Capital Management, LLC increased its position in Precigen by 10.2 million shares during Q3 2025, with an estimated transaction value of $28.78 million [1] - Precigen's stock price reached $4.01 as of October 29, 2025, reflecting a 375.91% increase over the past year, significantly outperforming the S&P 500 [2] - Precigen's market capitalization stands at $1.19 billion, with a trailing twelve months (TTM) revenue of $4.34 million and a net income loss of $124.50 million [3] Company Overview - Precigen specializes in gene and cellular therapies, disease-modifying therapeutics, and proprietary platforms such as UltraVector, Sleeping Beauty, UltraCAR-T, and AdenoVerse Immunotherapy [4][5] - The company operates a business model focused on research, development, and strategic collaborations within the biotechnology and healthcare sectors [4] Strategic Positioning - Precigen has a diversified technology portfolio and strategic collaborations that enable it to address complex medical needs in oncology and regenerative medicine [5] - The company’s competitive advantage lies in its proprietary platforms and partnerships that facilitate advancements in disease-modifying therapeutics [5] Recent Developments - Precigen's stock price surged after the FDA granted full approval to its drug Papzimeos, which treats recurrent respiratory papillomatosis (RRP), a condition affecting approximately 27,000 adults in the U.S. [7][8] - The addressable population for Papzimeos may grow as new patients seek treatment options for their debilitating conditions [8] Investment Insights - Precigen represents a significant holding for Patient Capital, accounting for 3.5% of its portfolio, up from just 1% at the end of the second quarter [6] - The stock has increased by 191.5% since June 30, 2025, indicating a strong performance for investors [7]