Max Dahl's questions to Autolus Therapeutics PLC (AUTL) leadership • Q2 2025
Question
Representing Goldman Sachs, Max Dahl asked about the proportion of authorized centers that are actively enrolling patients and the expected revenue trajectory for the full year. He also inquired about the data timeline and success criteria for the Phase II trial in lupus nephritis.
Answer
CEO Christian Itin confirmed the vast majority of the 46 authorized centers have treated patients, with the newest ones now getting started. He noted that while the first half showed strong momentum, Q3 will see an impact from the CMS reimbursement changes, with a return to normal expected in Q4. He stated it is premature to provide a data timeline for the lupus nephritis study, as patient enrollment is just beginning.