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Allogene Therapeutics (ALLO) investor relations material
Allogene Therapeutics Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic focus and clinical program updates
Allogeneic cell therapy aims to democratize treatment by reducing costs and expanding access to community cancer centers.
Lead CD19-directed CAR-T program, Cema-cel, is being evaluated in the Alpha3 study for large B-cell lymphoma as a consolidation therapy post-R-CHOP.
Alpha3 study uses MRD testing post-R-CHOP to identify high-risk patients for randomization to Cema-cel or observation.
Interim analysis of Alpha3, focusing on MRD conversion rates, is expected in the first half of next year; primary event-free survival data will follow.
Approximately half of trial sites are community-based, with most patients treated in outpatient settings.
Clinical trial design and expectations
MRD conversion is considered a strong predictor of event-free survival; a 30% difference is seen as clinically meaningful.
About one-fifth of patients are estimated to be MRD positive after frontline treatment, aligning with enrollment projections.
MRD testing is performed within one to three months post-R-CHOP, consistent with published standards.
Adoption of MRD testing is increasing in both hematology and solid tumors, supporting broader clinical use.
The Alpha3 study is designed to improve cure rates, not just event-free survival, in large B-cell lymphoma.
Autoimmune program and pipeline development
ALLO-329 is a dual CAR-T targeting CD19 and CD70, designed to address both B-cell and T-cell driven autoimmune diseases.
Phase I basket study is enrolling patients with lupus, myositis, and scleroderma, using two parallel cohorts with different lymphodepletion strategies.
Initial data in the first half of next year will focus on CAR-T expansion, biomarker changes, and early clinical responses.
CD70 targeting may enable longer remissions and expansion into T-cell driven autoimmune indications such as type 1 diabetes and multiple sclerosis.
Further development decisions on dose and lymphodepletion will require more patient data.
- TimeTickerHeadlineOpen
- 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook. - 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCW
Revenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebSCW
Q2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog. - 6 FebSCW
Q1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Q3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
Next Allogene Therapeutics earnings date
Next Allogene Therapeutics earnings date
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