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    Sebastiaan van der Schoot • Van Lanschot Kempen

    Sebastiaan van der Schoot's questions to Cellectis SA (CLLS) leadership

    Sebastiaan van der Schoot's questions to Cellectis SA (CLLS) leadership • Q2 2025

    Question

    Sebastiaan van der Schoot of Van Lanschot Kempen followed up on the Allogene topic, asking if regulators had given feedback on the anti-CD52 antibody and if Allogene's decision could still influence the pivotal study. He also asked if the cash runway includes the full pivotal study cost and about the expected patient size for the upcoming Eticell data.

    Answer

    Chief Medical Officer Dr. Adrian Kilcoyne stated he does not expect Allogene's news to impact their study design, as regulators have reviewed Cellectis's full safety package, which is based on a different product and lower dosing. CFO & Chief Business Officer Arthur Stril confirmed the cash runway into H2 2027 fully funds the pivotal studies for both lasmacell and eticell. Dr. Kilcoyne noted that the Eticell dataset will have smaller patient numbers than lasmacell, as it is an earlier program.

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    Sebastiaan van der Schoot's questions to Cellectis SA (CLLS) leadership • Q4 2024

    Question

    Sebastiaan van der Schoot questioned if the potential registrational trial for UCART22 would be similar to those for autologous CAR-T therapies and asked for a reminder of the partnership details with Allogene for cema-cel.

    Answer

    CEO Dr. André Choulika stated that while there are similarities, Cellectis's trials are designed to reflect the unique characteristics of allogeneic cell therapy. CBO Arthur Stril added that for the Allogene partnership, Cellectis is eligible for up to $410 million in milestones plus low double-digit royalties on cema-cel, and noted Allogene's promising strategy for first-line consolidation.

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    Sebastiaan van der Schoot's questions to Galapagos NV (GLPG) leadership

    Sebastiaan van der Schoot's questions to Galapagos NV (GLPG) leadership • Q1 2025

    Question

    Sebastiaan van der Schoot asked about potential partnership opportunities for the Cocoon manufacturing platform and requested more detail on the focus of the company's next-generation CAR-T programs.

    Answer

    CEO Paulus Stoffels confirmed significant interest in the platform, referencing the Adaptimmune collaboration, but stated the immediate priority is advancing their own products. Head of Discovery John Mellors explained the next-gen strategy involves multi-targeting and arming cells to address high unmet needs in liquid and solid tumors, with the first candidate for IND-enabling studies to be selected this year.

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    Sebastiaan van der Schoot's questions to Galapagos NV (GLPG) leadership • Q1 2024

    Question

    Sebastiaan van der Schoot of Van Lanschot Kempen requested an update on the CLL program's progress, the likelihood of it advancing to a pivotal study, and how it compares to BMS's recently approved Breyanzi in CLL.

    Answer

    Jeevan Shetty, Head of Development Oncology, confirmed a clear regulatory path forward with the EMA and ongoing alignment with the FDA for global studies. He contrasted Galapagos's approach with BMS's Breyanzi, highlighting Breyanzi's longer vein-to-vein time (36 days), lower efficacy (<20%), and exclusion of Richter's transformation patients as areas where Galapagos sees a significant opportunity to provide a better solution with its 7-day, fresh-cell platform.

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    Sebastiaan van der Schoot's questions to Galapagos NV (GLPG) leadership • Q3 2023

    Question

    Asked about the feasibility of achieving dose level 3 in NHL, the number of clinical sites involved in the CLL and NHL studies, and whether manufacturing dose failures were concentrated at a single site.

    Answer

    The company is preparing to introduce dose level 3 but cannot yet predict the success rate. The CLL data comes from one large center, while the NHL data was generated at five different sites in Europe. The instances of not reaching the target dose occurred at different centers and were attributed to the poor quality of incoming cells from very late-stage patients, not a process failure.

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    Sebastiaan van der Schoot's questions to Autolus Therapeutics PLC (AUTL) leadership

    Sebastiaan van der Schoot's questions to Autolus Therapeutics PLC (AUTL) leadership • Q3 2024

    Question

    Sebastiaan van der Schoot sought clarification on whether the 30 onboarded centers are fully activated to order AUCATZYL, how many of these centers participated in the FELIX study, and for details on the timing of patient enrollment in the SLE trial.

    Answer

    CEO Christian Itin explained that the 30 centers have completed pre-approval onboarding and are now undergoing final internal administrative steps, like formulary inclusion, before they can order the product. Regarding the SLE trial, he confirmed the first patient was dosed in Q2, with most enrollment occurring in the second half of the year and completion expected in early Q1.

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