EVGN 6-K SEC Filing Analysis

Latest settled — T+5d

EVGN ▼ -4.65% at T+5d

SHORT call ✓ call won +4.65% · α vs SPY +6.90% · entry $0.7400 → $0.7056

Next anchor: T+20d in 3d

Currently $0.5800 · +21.62% from $0.7400 entry (call sign-flipped)

Entry anchored
May 15, 03:22 PM ET
via Databento tick

T+1d

-2.70%

call +2.70% · α +3.74%

$0.7200

settled 25d ago

T+5d

-4.65%

call +4.65% · α +6.90%

$0.7056

settled 18d ago

T+20d

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call — · α —

—

in 3d

T+60d

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call — · α —

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in 2mo

Price Chart

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Executive Summary

Evogene subsidiary AgPlenus and Bayer have discontinued their herbicide development collaboration after the target protein failed to meet product criteria. All licensed assets, including the APTH1 protein target, revert to AgPlenus. This is a significant pipeline setback for Evogene, removing a key partnership-driven catalyst and casting doubt on near-term monetization of its ag-tech platform.

Actionable Insight

This is a binary negative catalyst for a micro-cap issuer that relied on the Bayer collaboration for credibility and potential future revenue. Expect significant downside pressure. The filing does not mention any termination payment or new strategic direction — watch for follow-up disclosure on cash runway and whether AgPlenus can independently monetize the returned assets.

Key Facts

AgPlenus and Bayer discontinued herbicide project on May 18, 2026
Target protein did not meet required product criteria
All assets licensed to Bayer (APTH1 protein target and active molecules) revert to AgPlenus
No financial terms, milestones, or termination payments disclosed in the filing
Evogene has a market cap of ~$7M, making this a company-defining event

Financial Impact

Undisclosed; the filing states no financial terms. Given the $7M market cap, loss of a major partnered program with Bayer is a material setback that eliminates potential future milestone and royalty cash flows.

revenuefuture milestonespartnership pipeline

Risk Factors

Complete loss of a major partnered program with no disclosed compensation or new funding
Evogene's ability to continue as a going concern may be questioned given the combined negative impact of limited cash, no near-term catalyst, and sub-$10M market cap
Potential Nasdaq delisting risk if market cap or bid price thresholds are breached

Market Snapshot

Exchange

Nasdaq

Sector

Agricultural Chemicals

Analyst Consensus

86% bullish (7 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

Document	Accession Number
6-K Filing (Primary)	0001178913-26-002773
Document: 0001178913-26-002773-index-headers.html	0001178913-26-002773
Document: 0001178913-26-002773-index.html	0001178913-26-002773
Document: 0001178913-26-002773.txt	0001178913-26-002773

6 reports for EVGN

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for EVGN — sortable, filterable
	Type				Now
Jun 11, 2026 1d ago	424B5 BEARISH ★ 7/10	$0.5980 awaiting T+5	awaiting T+5	—	$0.5800 (+3.01%)
Jun 11, 2026 1d ago	6-K BEARISH ★ 6/10	$0.5980 awaiting T+5	awaiting T+5	—	$0.5800 (+3.01%)
May 20, 2026 24d ago	6-K BEARISH ★ 6/10	$0.7200 $0.7200	· 0.00%	▲ +1.80%	$0.5800 (+19.44%)
May 18, 2026 25d ago	6-K BEARISH ★ 7/10	$0.7400 $0.7056	▲ +4.65%	▲ +6.90%	$0.5800 (+21.62%)
Apr 16, 2026 8w ago	EFFECT NEUTRAL ★ 3/10	$0.8000 $0.7900	▼ −1.25%	▼ −2.23%	$0.5800 (−27.50%)
Apr 6, 2026 9w ago	EFFECT NEUTRAL ★ 3/10	$0.7800 $0.8200	▲ +5.13%	▲ +0.99%	$0.5800 (−25.64%)

US Market Status

Market Closed — Opens Mon (47h 21m)

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