$3.400
-0.148 (-4.36%)收盤時
CLLS 資訊
CLLS 事件
Cellectis Reports Q2 Revenue of $14.5M, Beating Expectations
Reports Q2 revenue $14.5M, consensus $9.49M. "The lasme-cel and eti-cel clinical results presented at EHA 2026 are promising for patients with relapsed or refractory B-cell malignancies. We are also pleased to have received RMAT designation from the FDA for lasme-cel, which recognizes its potential to address an unmet medical need in B-ALL. We remain focused on advancing new options for people whose disease has returned or stopped responding to available therapies," said Andre Choulika, Ph.D., Co-Founder and Chief Executive Officer at Cellectis.
Cellectis Q1 Revenue at $7.5M, Below Consensus
Reports Q1 revenue $7.5M, consensus $9.37M. "The interim pivotal data published by Allogene on cema-cel, a product originally developed by Cellectis as UCART19, are a proud validation of our vision: that allogeneic, off-the-shelf cell therapy candidates could deliver transformative outcomes for cancer patients. We believe this approach has the potential to dramatically expand access to CAR-T beyond what autologous therapies can reach today" said Andre Choulika, Ph.D., Co-Founder and Chief Executive Officer of Cellectis. "As we look ahead to Q4 2026, with the expected interim pivotal Phase 2 data for lasme-cel in relapsed or refractory B-ALL, and the full Phase 1 dataset for eti-cel in relapsed or refractory NHL, Cellectis is approaching its own defining moment. We are excited about what lies ahead."
Cellectis Reports $188 Million in Cash, Sufficient to Fund Operations into Q4 2027
As of March 31, 2026, Cellectis had $188 million in consolidated cash, cash equivalents, restricted cash and fixed-term deposits classified as current financial assets. The Company believes its cash, cash equivalents and fixed-term deposits will be sufficient to fund its operations into Q4 2027.
Cellectis and Allogene's cema-cel Shows Positive Clinical Data
Cellectis (CLLS) highlighted the interim futility analysis announced by Allogene Therapeutics (ALLO) from Allogene's sponsored pivotal ALPHA3 trial evaluating cema-cel in first-line consolidation for large B-cell lymphoma. Cema-cel is a product candidate licensed to Servier under the license, development and commercialization agreement signed by and between Servier and Cellectis and sublicensed by Servier to Allogene in certain territories. Allogene announced the futility analysis, which was triggered by the protocol-defined data cutoff of the 24th patient completing Day 45 minimal residual disease assessment, showed that 58.3% of patients in the cema-cel arm achieved MRD negativity compared to 16.7% in the observation arm, representing a 41.6% absolute difference in MRD clearance between the arms. Allogene reported that based on specific benchmark literature, a difference of 25%-30% in the MRD clearance could translate into meaningful clinical benefit at study completion. Allogene further announced that the cema-cel treatment was generally well-tolerated as of the cutoff, with most patients managed in the outpatient setting post-infusion, no cases of cytokine release syndrome, immune effector cell-associated neurotoxicity syndrome, graft-versus-host disease or treatment-related Serious Adverse Events, and no hospitalizations for treatment-related Adverse Events. Allogene announced that study accrual is anticipated to be complete by the end of 2027 and that it anticipates an interim Event-Free Survival analysis in mid-2027 and the primary EFS analysis in mid-2028. If positive, Allogene announced that these results could support a biologics license application submission. Under the Servier agreement, Cellectis is eligible to receive payments up to $340M in development and sales milestones, as well as low double-digit royalties on net sales of licensed CD19 products, including cema-cel developed in LBCL.
Allogene Therapeutics Wins Arbitration Against Cellectis
Allogene Therapeutics (ALLO) noted the favorable outcome for Servier in its arbitration with Cellectis (CLLS) as it relates to cemacabtagene ansegedleucel. This decisive win reconfirmed Allogene's full development and commercial control of cema-cel in the United States, all EU Member States, and the United Kingdom, while clearing the path to obtain full global commercialization rights from Servier. In particular, the tribunal: Rejected Cellectis's allegations relating to alleged breaches by Servier of its development obligations; Rejected Cellectis's financial claims, finding that milestone payments tied to the pivotal trial are not due until U.S. FDA acceptance of a Biologics License Application; and Ordered only a partial termination of the license strictly limited to the UCART19 V1 product (formerly known as ALLO-501, which was discontinued in 2021 in favor of ALLO-501A/cema-cel) and directed Cellectis to negotiate in good faith a direct license to Allogene on terms substantially similar to the existing agreement, if Allogene elects to pursue it. With this legal matter resolved, Allogene enters 2026 with improved fundamentals. The company is approaching one of the most meaningful catalyst periods in the allogeneic CAR T field, including a 1H 2026 interim futility analysis comparing MRD conversion with cema-cel following standard fludarabine/cyclophosphamide lymphodepletion versus observation in first line patients with large B-cell lymphoma.
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