Earnings summaries and quarterly performance for Allogene Therapeutics.
Executive leadership at Allogene Therapeutics.
David Chang
President and Chief Executive Officer
Ben Beneski
Senior Vice President and Chief Technical Officer
Earl Douglas
Senior Vice President, General Counsel and Compliance Officer
Geoffrey Parker
Executive Vice President, Chief Financial Officer
Zachary Roberts
Executive Vice President, Research and Development and Chief Medical Officer
Board of directors at Allogene Therapeutics.
Arie Belldegrun
Executive Chair
Deborah Messemer
Director
Elizabeth Barrett
Director
Franz Humer
Lead Independent Director
John DeYoung
Director
Joshua Kazam
Director
Owen Witte
Director
Stephen Mayo
Director
Todd Sisitsky
Director
Vicki Sato
Director
Research analysts who have asked questions during Allogene Therapeutics earnings calls.
Biren Amin
Piper Sandler Companies
4 questions for ALLO
Jack Allen
Robert W. Baird & Co.
4 questions for ALLO
Samantha Semenkow
Citigroup Inc.
4 questions for ALLO
Tyler Van Buren
TD Cowen
4 questions for ALLO
Asthika Goonewardene
Truist Securities
3 questions for ALLO
Brian Cheng
JPMorgan Chase & Co.
3 questions for ALLO
John Newman
Canaccord Genuity Group Inc.
3 questions for ALLO
Matthew Biegler
Oppenheimer & Co. Inc.
3 questions for ALLO
Michael Yee
Jefferies
3 questions for ALLO
Salveen Richter
Goldman Sachs
3 questions for ALLO
William Pickering
Sanford C. Bernstein & Co.
3 questions for ALLO
Laura Prendergast
Raymond James
2 questions for ALLO
Luca Issi
RBC Capital Markets
2 questions for ALLO
Reni Benjamin
Citizens JMP Securities
2 questions for ALLO
Sami Corwin
William Blair
2 questions for ALLO
Shelby Tucker
RBC Capital Markets
2 questions for ALLO
Ben Burnett
Stifel
1 question for ALLO
Caleb Stubbs
William Blair & Company
1 question for ALLO
Carolina Ibanez-Ventoso
Stifel, Nicolaus & Company, Incorporated
1 question for ALLO
Kelly Shi
Jefferies
1 question for ALLO
Lut Ming Cheng
JPMorgan Chase & Co.
1 question for ALLO
Mark Aleynick
Goldman Sachs
1 question for ALLO
Matthew Baer
Morgan Stanley
1 question for ALLO
Robert Burns
H.C. Wainwright & Co.
1 question for ALLO
Samantha Corwin
William Blair
1 question for ALLO
Sami Corlan
William Blair & Company
1 question for ALLO
Recent press releases and 8-K filings for ALLO.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for Allogene Therapeutics.
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