earnings
confidence high
sentiment positive
materiality 0.85
Allogene Q2 2026: Cema-Cel MRD clearance 58.3% vs 16.7%; FDA grants RMAT and Fast Track
Allogene Therapeutics, Inc.
- Cema-Cel ALPHA3 interim analysis: 58.3% (7/12) MRD-negative vs 16.7% (2/12) observation; 41.6% absolute difference.
- FDA granted RMAT and Fast Track designations for cema-cel as 1L LBCL consolidation after interim futility review.
- Site activations accelerated: >80 sites six months early; ~100 sites expected by year-end 2026; enrollment complete by YE2027.
- Q2 2026 net loss $42.7M ($0.13/share); cash $423.6M, runway into 2029; 2026 GAAP opex ~$225M.
- ALLO-329 RESOLUTION trial enrolling briskly; clinical data update expected Q4 2026.