earnings
confidence high
sentiment neutral
materiality 0.70
Allogene Q1 net loss $59.7M; ALPHA3 milestone delayed to 1H 2026; cash runway to 2H 2027
Allogene Therapeutics, Inc.
2025-Q1 EPS reported
-$0.28
- Net loss $59.7M ($0.28/sh); R&D $50.2M, G&A $15M; cash, equivalents & investments $335.5M.
- ALPHA3 (cema-cel) lymphodepletion/futility analysis shifted to 1H 2026; >250 patients consented, ~50 sites activated.
- ALLO-329 RESOLUTION basket trial in AID starts mid-2025; proof-of-concept data moved to 1H 2026.
- ALLO-316 TRAVERSE updated Phase 1b results to be presented at ASCO June 1, 2025.
- Cash runway extended into 2H 2027; 2025 guidance: cash burn ~$150M, GAAP op ex ~$230M.