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ArticletechAGEN

Agenus: the cancer-drug high-risk thesis now has a cash clock

Agenus has pushed BOT plus BAL into a global Phase 3 colorectal cancer trial and is generating early access revenue, but the current thesis is a race between regulatory progress and financing pressure: Q1 cash was $35.0M, operating cash flow was negative, the latest 10-Q carries going-concern language, and the products remain investigational.

May 14, 2026public
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ArticletechAEYE

AudioEye: accessibility SaaS with a debt line hiding inside the growth story

AudioEye sits in a useful corner of software: websites and mobile apps keep needing accessibility testing, monitoring and remediation. The appeal is $41.2 million of ARR, about 78% GAAP gross margin and positive operating cash flow. The catch is that AEYE is still a small, levered company with GAAP losses, customer concentration and litigation expense.

May 14, 2026public
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