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ArticlefinanceAIFU

AIFU: China insurance broker reset meets a tea-inventory control turn

AIFU still has a large China insurance distribution platform, with 42,170 registered agents and 313 sales outlets, but the 2025 Form 20-F shows a severe revenue and asset-quality reset before a 2026 acquisition added dark tea inventory, heavy share issuance and more governance questions.

May 15, 2026public
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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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