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Allogene Therapeutics (ALLO)

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Earnings summaries and quarterly performance for Allogene Therapeutics.

Research analysts who have asked questions during Allogene Therapeutics earnings calls.

Biren Amin

Biren Amin

Piper Sandler Companies

4 questions for ALLO

Also covers: APLS, BBIO, CMPX +5 more
Jack Allen

Jack Allen

Robert W. Baird & Co.

4 questions for ALLO

Also covers: ACAD, BLUE, CLLS +8 more
Samantha Semenkow

Samantha Semenkow

Citigroup Inc.

4 questions for ALLO

Also covers: AGIO, ARGX, BEAM +10 more
TV

Tyler Van Buren

TD Cowen

4 questions for ALLO

Also covers: ADVM, ARGX, ARQT +13 more
Asthika Goonewardene

Asthika Goonewardene

Truist Securities

3 questions for ALLO

Also covers: AUTL, BNTX, CGEN +9 more
BC

Brian Cheng

JPMorgan Chase & Co.

3 questions for ALLO

Also covers: BEAM, CHRS, EDIT +11 more
JN

John Newman

Canaccord Genuity Group Inc.

3 questions for ALLO

Also covers: ATRA, BNTX, DCTH +4 more
Matthew Biegler

Matthew Biegler

Oppenheimer & Co. Inc.

3 questions for ALLO

Also covers: ARVN, CTMX, FULC +2 more
Michael Yee

Michael Yee

Jefferies

3 questions for ALLO

Also covers: ABBV, AMGN, BEAM +19 more
Salveen Richter

Salveen Richter

Goldman Sachs

3 questions for ALLO

Also covers: ACAD, AGIO, ALNY +21 more
WP

William Pickering

Sanford C. Bernstein & Co.

3 questions for ALLO

Also covers: ARWR, BEAM, NTLA +3 more
LP

Laura Prendergast

Raymond James

2 questions for ALLO

Also covers: BPMC, RVMD
LI

Luca Issi

RBC Capital Markets

2 questions for ALLO

Also covers: ADVM, ALNY, AMGN +13 more
RB

Reni Benjamin

Citizens JMP Securities

2 questions for ALLO

Also covers: BCAB, BGNE, BPMC +7 more
SC

Sami Corwin

William Blair

2 questions for ALLO

Also covers: BEAM, KRYS, MESO +5 more
ST

Shelby Tucker

RBC Capital Markets

2 questions for ALLO

Also covers: RGNX, UTL
Ben Burnett

Ben Burnett

Stifel

1 question for ALLO

Also covers: ALKS, FATE, IDYA +2 more
CS

Caleb Stubbs

William Blair & Company

1 question for ALLO

CI

Carolina Ibanez-Ventoso

Stifel, Nicolaus & Company, Incorporated

1 question for ALLO

Kelly Shi

Kelly Shi

Jefferies

1 question for ALLO

Also covers: ADCT, AGEN, ALDX +17 more
LM

Lut Ming Cheng

JPMorgan Chase & Co.

1 question for ALLO

Also covers: CHRS, EDIT, NTLA +3 more
Mark Aleynick

Mark Aleynick

Goldman Sachs

1 question for ALLO

Also covers: FOLD, NTLA
MB

Matthew Baer

Morgan Stanley

1 question for ALLO

Robert Burns

Robert Burns

H.C. Wainwright & Co.

1 question for ALLO

Also covers: CRDF, KLAC, YMAB +1 more
SC

Samantha Corwin

William Blair

1 question for ALLO

Also covers: BEAM, KRYS, PTCT +3 more
SC

Sami Corlan

William Blair & Company

1 question for ALLO

Recent press releases and 8-K filings for ALLO.

Allogene Therapeutics Provides Update on ALPHA-3 Trial and Upcoming Data Readout
ALLO
New Projects/Investments
Guidance Update
  • Allogene Therapeutics has pivoted its cema-cel development to the novel ALPHA-3 frontline consolidation trial for large B-cell lymphoma, focusing on patients who are minimal residual disease (MRD) positive after standard treatment.
  • The company expects its first data readout from the ALPHA-3 trial in April, which will be a futility analysis examining the rate of MRD clearance.
  • Allogene Therapeutics has set a target of a 25%-30% absolute difference in MRD clearance between the cema-cel and observation arms for the upcoming futility analysis.
  • Initial enrollment challenges for the ALPHA-3 trial have been largely resolved, and the company is on track to complete enrollment by the end of next year (2027).
Feb 18, 2026, 5:15 PM
Allogene Therapeutics Provides Update on ALPHA-3 Trial and Upcoming Data Readout
ALLO
New Projects/Investments
Guidance Update
  • Allogene's ALPHA-3 trial is evaluating cema-cel as a frontline consolidation treatment for newly diagnosed large B-cell lymphoma patients who are Minimal Residual Disease (MRD) positive after standard therapy.
  • The first data readout from the ALPHA-3 trial, focusing on MRD clearance rates, is expected in April (2026).
  • For the upcoming futility analysis, the company aims for a 25%-30% absolute difference in MRD clearance between the cema-cel and observation arms, with 12 patients per arm included in this analysis.
  • Enrollment challenges for ALPHA-3 have been largely resolved, and Allogene anticipates completing enrollment by the end of next year (2027).
  • The acquisition of Foresight by Natera is expected to accelerate the adoption of MRD testing, which Allogene believes will create a significant commercial opportunity for cema-cel if the trial is successful.
Feb 18, 2026, 5:15 PM
Allogene Therapeutics Prepares for ALPHA3 Study Futility Readout in April
ALLO
New Projects/Investments
Guidance Update
  • Allogene Therapeutics is nearing the first data readout in April 2026 for its ALPHA3 study of cema-cel, an allogeneic CAR T cell therapy for newly diagnosed large B-cell lymphoma patients who are minimal residual disease (MRD) positive.
  • The upcoming futility analysis will evaluate MRD clearance rates, with Allogene expecting a 25-30% absolute difference in clearance between the cema-cel and observation arms to demonstrate success.
  • This April data readout is considered a "highly derisking data set" for the overall ALPHA3 study, which aims to complete enrollment by the end of 2027.
  • Allogene highlights a potential "wide-open path for a commercial launch" for cema-cel, as ALPHA3 is currently the only trial making clinical decisions based on MRD status for patients not yet experiencing clinical relapse.
Feb 18, 2026, 5:15 PM
Allogene Therapeutics Discusses Upcoming Clinical Data for Cema-cel and ALLO-329
ALLO
New Projects/Investments
Guidance Update
  • Allogene Therapeutics expects to release initial interim analysis data in the first half of 2026 for its Alpha-3 study of cema-cel, a CD19-directed CAR-T program for frontline consolidation treatment in large B-cell lymphoma. This analysis will focus on safety and MRD conversion rates, with a 30% differential in MRD conversion considered a meaningful predictor of eventual event-free survival.
  • The company also anticipates providing initial data in the first half of 2026 for its autoimmune program, ALLO-329, a dual CAR (CD19 and CD70) designed to deplete autoreactive B-cells and activated pathogenic T-cells. This data will come from a Phase 1 basket study in patients with lupus, inflammatory myositis, or scleroderma, focusing on CAR-T cell expansion, B-cell/T-cell depletion, and disease-specific biomarkers.
  • Allogene emphasizes the advantages of its allogeneic CAR-T approach, highlighting its potential for lower manufacturing costs and broader accessibility compared to autologous and in vivo CAR-T therapies. The company states it can produce materials for over 60,000 patient doses from a single manufacturing facility.
  • The Alpha-3 study for cema-cel is strategically designed to target MRD-positive patients after R-CHOP treatment, with approximately one-fifth of patients estimated to be MRD positive. The trial involves about 50 U.S. centers, with roughly half being community-based cancer centers to facilitate broader adoption.
Dec 2, 2025, 5:00 PM
Allogene Therapeutics Highlights Clinical Program Progress and Upcoming 2026 Data Readouts
ALLO
New Projects/Investments
  • Allogene Therapeutics is advancing three clinical programs: cema-cel, Allo329, and Allo316.
  • The lead program, cema-cel, is in a registration-enabling study (AlphaTreE) for frontline consolidation in MRD-positive non-Hodgkin's lymphoma, with an initial interim analysis on MRD conversion rate expected in the first half of 2026. The total addressable market opportunity for frontline consolidation is estimated at approximately $5 billion in the US and Europe.
  • Initial proof of concept data for Allo329, a dual CAR program for autoimmune diseases, is also anticipated in the first half of 2026.
  • The company has a dedicated manufacturing facility with a capacity of up to 60,000 doses per year.
Nov 18, 2025, 10:00 AM
Allogene Provides Updates on Cema-Cel, ALLO-329, and ALLO-316 Programs
ALLO
New Projects/Investments
Guidance Update
  • Allogene expects an initial interim analysis for its lead program, Cema-Cel, in the first half of 2026. This registration-enabling ALPHA3 study targets frontline consolidation in MRD-positive non-Hodgkin's lymphoma, with an estimated total addressable market of $5 billion in the U.S. and Europe.
  • The company also anticipates initial proof-of-concept data for its ALLO-329 program in autoimmune diseases in the first half of 2026.
  • Allogene's ALLO-316 solid tumor program has shown a 31% response rate in CD70 positive renal cell cancer patients, with observed durability of response extending beyond one year.
  • The company has invested in manufacturing, with a dedicated facility capable of producing up to 60,000 doses per year at costs comparable to biologics.
Nov 18, 2025, 10:00 AM
Allogene Therapeutics Discusses Lead Programs and H1 2026 Data Expectations
ALLO
New Projects/Investments
Guidance Update
  • Allogene Therapeutics is advancing three clinical programs: cema-cel (CD19-directed CAR-T for lymphoma), Allo329 (dual CD19/CD70 CAR for autoimmune diseases), and Allo316 (solid tumor program).
  • The lead program, cema-cel, is in a registration-enabling AlphaTreE study for frontline consolidation in non-Hodgkin's lymphoma, with an initial interim analysis (MRD conversion rate) expected in H1 2026.
  • The total addressable market opportunity for cema-cel in frontline consolidation is estimated at approximately $5 billion in the US and Europe.
  • Initial proof of concept data for the Allo329 autoimmune program is also anticipated in H1 2026.
  • The Allo316 solid tumor program has demonstrated a 31% response rate and durable responses beyond one year in highly refractory renal cell cancer patients.
Nov 18, 2025, 10:00 AM
Allogene Provides Updates on Autoimmune and Lymphoma Programs
ALLO
New Projects/Investments
Guidance Update
  • Allogene is developing ALLO-329, an allogeneic, off-the-shelf, dual CD19/CD70 CAR T product for autoimmune diseases, currently in a Phase 1 study enrolling patients with rheumatologic disorders such as lupus, lupus nephritis, inflammatory myositis, and scleroderma.
  • The Phase 1 study for ALLO-329 is designed to test reduced or no lymphodepletion, with initial proof-of-concept data expected in the first half of next year.
  • Allogene's lead program, the ALPHA3 trial, is a registration study for lymphoma, identifying high-risk patients based on MRD (Minimal Residual Disease) positivity for treatment with cema-cel.
  • Interim criteria analysis for the ALPHA3 trial is on track for the first half of next year, with the company targeting a 30% MRD conversion rate in the cema-cel arm to support continued pivotal development.
Nov 12, 2025, 9:30 PM
Allogene Therapeutics Reports Q3 2025 Financial Results and Provides Clinical Program Updates
ALLO
Earnings
Guidance Update
New Projects/Investments
  • Allogene Therapeutics reported a net loss of $41.4 million, or $0.19 per share, for Q3 2025, and maintained a strong financial foundation with $277.1 million in cash, cash equivalents, and investments as of September 30, 2025.
  • The company's cash runway extends into the second half of 2027, with an expected 2025 cash burn of approximately $150 million and full-year GAAP operating expenses of approximately $230 million.
  • Allogene anticipates two major clinical milestones in the first half of 2026: interim futility data for cema-cel in the AlphaTru trial and early proof of concept results for Allo329 in autoimmune disease.
Nov 6, 2025, 10:00 PM
Allogene Therapeutics Reports Q3 2025 Financial Results and Business Update
ALLO
Earnings
Guidance Update
New Projects/Investments
  • Allogene Therapeutics reported a net loss of $41.4 million, or $0.19 per share, for the third quarter of 2025.
  • The company ended Q3 2025 with $277.1 million in cash, cash equivalents, and investments, projecting its cash runway into the second half of 2027.
  • Significant clinical updates include the ALPHA3 trial for cema-cel, with a futility analysis on track for 1H 2026, and the RESOLUTION trial for ALLO-329, with proof-of-concept data also planned for 1H 2026.
Nov 6, 2025, 9:28 PM