Research analysts who have asked questions during Cellectis earnings calls.
Jack Allen
Robert W. Baird & Co.
3 questions for CLLS
Also covers: ALLO, BLUE, EDIT +6 more
Gena Wang
Barclays
2 questions for CLLS
Also covers: ALNY, BCRX, BLUE +12 more
Kelly Shi
Jefferies
2 questions for CLLS
Also covers: ADCT, AGEN, ALDX +17 more
Salveen Richter
Goldman Sachs
2 questions for CLLS
Also covers: ACAD, AGIO, ALLO +20 more
Sebastiaan van der Schoot
Van Lanschot Kempen
2 questions for CLLS
Also covers: AUTL, GLPG
YZ
Yanan Zhu
Wells Fargo Securities
2 questions for CLLS
Also covers: ADAP, AFMD, ARCT +13 more
HS
Hartaj Singh
Oppenheimer
1 question for CLLS
Also covers: ATXS, ONCT, SLS
HW
Huidong Wang
Barclays
1 question for CLLS
Also covers: ALNY, BCRX, BEAM +15 more
ST
Silvan Tuerkcan
Citizens JMP
1 question for CLLS
Also covers: EXEL, MGNX, NTLA +2 more
Recent press releases and 8-K filings for CLLS.
Cellectis Announces 2026 Strategy and Catalysts
CLLS
New Projects/Investments
Guidance Update
- Cellectis expects to complete the first interim analysis of its pivotal Phase 2 BALLI-01 clinical trial for lasme-cel in r/r B-ALL in Q4 2026.
- The company anticipates reporting the full Phase 1 dataset for eti-cel in r/r NHL, including results from the IL-2 combination, in Q4 2026. Patient enrollment in the low dose interleukin-2 (IL-2) support cohort for eti-cel was initiated in Q1 2026.
- Strategic partnerships are progressing, with Servier’s sublicensee Allogene's interim futility analysis for the pivotal Phase 2 ALPHA3 Trial with cema-cel on track for H1 2026.
- Cellectis believes its cash, cash equivalents, and fixed-term deposits are sufficient to fund its operations into H2 2027.
Jan 8, 2026, 9:35 PM
Allogene Therapeutics Outlines 2026 Clinical Milestones and Cash Runway
CLLS
New Projects/Investments
Guidance Update
- Allogene Therapeutics anticipates 2026 to be a program-defining year for allogeneic CAR T, with multiple first-half clinical readouts expected to validate off-the-shelf CAR T in oncology and autoimmune disease.
- An interim futility analysis for Cemacabtagene Ansegedleucel (Cema-Cel) in the pivotal Phase 2 ALPHA3 trial for first-line consolidation Large B-Cell Lymphoma (LBCL) is planned for early Q2 2026.
- Initial proof-of-concept data for ALLO-329, a dual CD19/CD70 AlloCAR T for autoimmune diseases, are expected by the end of 1H 2026.
- The company's cash runway is expected to extend into the second half of 2027, excluding any impact from potential business development activities.
Jan 8, 2026, 1:30 PM
Cellectis Announces Arbitral Decision in Servier Dispute
CLLS
Legal Proceedings
- Cellectis announced an arbitral decision in its dispute with Servier concerning the License, Development and Commercialization Agreement, as published on December 15, 2025.
- The Arbitral Tribunal ruled for a partial termination of the License Agreement specifically for product UCART19 V1 (also known as ALLO-501).
- Cellectis is now required to engage in good-faith discussions with Allogene regarding the granting of a direct license for UCART19 V1, if requested by Allogene.
- All other claims brought by the parties in the arbitration were dismissed.
Dec 15, 2025, 9:52 PM
Cellectis Announces Arbitral Decision in Servier Dispute
CLLS
Legal Proceedings
- Cellectis announced that the Arbitral Tribunal issued its decision in the arbitration proceedings against Servier, related to their License, Development and Commercialization Agreement.
- The Tribunal ruled for a partial termination of the License Agreement specifically concerning the product UCART19 V1 (also referred to as ALLO-501 by Allogene).
- Cellectis is now required to engage in good-faith discussions with Allogene, at Allogene's request, regarding the granting of a direct license for product UCART19 V1.
- All other claims brought by the parties in the arbitration were dismissed.
Dec 15, 2025, 9:51 PM
Cellectis Presents Eti-cel Clinical Trial Data at ASH 2025
CLLS
New Projects/Investments
- Cellectis presented updated data for its eti-cel product candidate, an allogeneic dual CAR-T therapy for relapsed/refractory non-Hodgkin lymphoma (r/r NHL), at the 67th Annual Meeting of the American Society of Hematology (ASH).
- Preliminary results for eti-cel demonstrated an 88% Overall Response Rate (ORR) and a 63% Complete Response (CR) rate (n=8) at the current dose level.
- The company will investigate the potential impact of low dose Interleukin-2 (IL-2) support to enhance CAR-T efficacy, with patient recruitment for the IL-2 support cohort beginning in Q1 2026.
- Cellectis expects to present the full Phase 1 dataset in 2026.
Dec 8, 2025, 11:00 AM
Cellectis S.A. Reports Q3 2025 Financial Results and Operational Updates
CLLS
Earnings
Guidance Update
New Projects/Investments
- Cellectis S.A. reported revenues of $35.172 million for Q3 2025 and $62.552 million for the nine-month period ended September 30, 2025, primarily driven by the AstraZeneca Joint Research and Collaboration Agreement.
- The company achieved a net income of $0.589 million in Q3 2025, a significant improvement from a net loss of $(23.056) million in Q3 2024, though it still recorded a net loss of $(41.275) million for the nine-month period ended September 30, 2025.
- As of September 30, 2025, Cellectis held cash and cash equivalents of $52.243 million and deposits of $168.2 million, which are expected to fund operations into the second half of 2027.
- Cellectis completed end-of-Phase 1 regulatory interactions for lasme-cel in r/r B-ALL and anticipates initiating a pivotal Phase 2 in Q4 2025.
Nov 7, 2025, 9:30 PM
Cellectis S.A. Highlights Promising Clinical Data and Commercial Opportunity for Lasme-cel at R&D Day
CLLS
New Projects/Investments
Guidance Update
- Cellectis S.A. presented promising Phase 1 clinical data for lasme-cel (UCART22) in relapsed/refractory B-cell acute lymphoblastic leukemia (r/r B-ALL) on October 16, 2025, showing an Overall Response Rate (ORR) of 68% with Process 2 and 83% at the Recommended Phase 2 Dose, with the drug generally well-tolerated.
- The company has initiated the BALLI-01 pivotal Phase 2 study for lasme-cel and anticipates submitting a Biologics License Application (BLA) in 2028.
- Lasme-cel has a potential for peak gross sales of up to ~$700 million across the U.S., EU4, and UK by 2035, with potential to reach $1.3 billion with label expansion.
- Preliminary data for eti-cel (UCART20x22) in relapsed or refractory non-Hodgkin lymphoma (r/r NHL) showed an Overall Response Rate (ORR) of 86% and a Complete Response (CR) rate of 57% (n=7), with further updates expected by the end of 2025.
Oct 17, 2025, 11:00 AM
Cellectis Details UCART22 BLA Timeline and Peak Sales Projections
CLLS
Product Launch
New Projects/Investments
Guidance Update
- Cellectis anticipates submitting two Biologics License Applications (BLAs) for UCART22 and alemtuzumab in the second half of 2028, with primary analysis for the pivotal program expected in Q1 2028.
- The company projects potential peak gross sales for UCART22 of up to $700 million by 2035 across the U.S., EU4, and U.K., targeting approximately 1,900 patients annually in the third-line and beyond setting.
- Cellectis has internalized its manufacturing process, with one active suite capable of producing up to 4,000 doses a year, and plans to have a second suite ready by the end of 2026 or early 2027.
- The phase II pivotal program for UCART22 will enroll patients aged 12-50 across 75 centers in North America and Europe, with the first patient expected to be recruited by the end of 2025.
Oct 16, 2025, 12:30 PM
Cellectis Provides Update on UCART22 Program and Commercial Opportunity
CLLS
New Projects/Investments
Product Launch
Guidance Update
- Cellectis is transitioning its UCART22 program to Phase II for acute lymphoblastic leukemia (ALL), focusing on patients aged 12-50.
- Key development milestones include first patient recruitment by the end of 2025, a first interim analysis in Q4 2026, and Biologics License Application (BLA) submissions in the second half of 2028 for both UCART22 and Alemtuzumab.
- The company projects peak gross sales of up to $700 million by 2035 for UCART22 in its initial third-line plus indication across the U.S., EU4, and U.K., with potential to reach up to $1.3 billion with label extensions.
- Cellectis emphasizes its internalized manufacturing for allogeneic T-cells, which is crucial for scalability, cost control, and commercial success.
Oct 16, 2025, 12:30 PM
CLLS Outlines Lasmarcel Development and Commercial Strategy
CLLS
Product Launch
New Projects/Investments
Guidance Update
- CLLS is advancing its Lasmarcel (CD22-targeted therapy) into a Phase 2 pivotal program, targeting patients aged 12 to 50 with a recommended dose of five million cells per kilogram.
- The company has established fully internalized manufacturing for Lasmarcel, including its supply chain and logistics, with facilities in Europe and the United States, positioning it for commercial readiness and cost control.
- CLLS projects potential peak gross sales for Lasmarcel of up to $700 million in the US, EU4, and UK for the initial third-line plus indication by 2035, with a potential increase to $1.3 billion with future label expansion.
- The company anticipates submitting two Biologics License Applications (BLAs) for Lasmarcel and alemtuzumab in 2028, with enrollment completion expected by Q3 2027 and primary analysis in Q1 2028.
Oct 16, 2025, 12:30 PM
Quarterly earnings call transcripts for Cellectis.
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