Allogene Therapeutics (ALLO) Corporate presentation summary

Strategic vision and platform advantages

• Advancing allogeneic CAR T therapies with scalable, biologic-like manufacturing and distribution, aiming for 30,000–60,000+ doses/year at <$10K–20K COGM per dose.

• Off-the-shelf availability enables immediate patient access and broader eligibility, with a safety profile suitable for outpatient use.

• Multiplex gene engineering and proprietary Dagger® technology aim to reduce or eliminate chemotherapy-based lymphodepletion.

• Over 200 patients studied across 8 years, nearing pivotal trial completion for the first allogeneic CAR T product.

Clinical pipeline and programs

• Three lead programs: cema-cel (CD19) for LBCL, ALLO-329 (CD19/CD70) for autoimmune diseases, and ALLO-316 (CD70) for solid tumors.

• Cema-cel pivotal ALPHA3 trial in 1L consolidation LBCL, with interim futility analysis based on MRD clearance in April 2026.

• ALLO-329 targets both B and T cells for autoimmune disease, with proof-of-concept data expected June 2026.

• ALLO-316 demonstrates durable responses in high CD70+ RCC, with FDA RMAT designation and pivotal trial alignment.

Market opportunities and financial outlook

• LBCL 1L consolidation market estimated at ~$5B, with ~15K US/EU patients annually.

• Autoimmune disease market for ALLO-329 projected at >$15B, based on US prevalence in rheumatology indications.

• Solid tumor (RCC) market for ALLO-316 estimated at >$3.5B, with ~9,000 patients worldwide.

• Company is capitalized with runway into Q1 2028 and has a wholly-owned US manufacturing facility.