France · Delayed Price · Currency is EUR Cellectis Earnings Call Transcripts
Fiscal Year 2026
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The forum highlighted a strategic shift to in vivo gene editing, advancing two lead programs targeting APOC3 and PCSK9 for severe lipid disorders. Preclinical data show strong efficacy, with first-in-human trials set for 2027–2028 and a focus on durable, one-time therapies for large, underserved populations.
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A strategic pivot shifts focus to in vivo gene editing, advancing .HEAL-101 and .HEAL-201 for severe lipid disorders with durable, one-time therapies. Internal cell therapy programs are discontinued, partnerships remain intact, and cash runway extends into 2028.
Fiscal Year 2025
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Strong clinical progress in 2025 with high response rates for Lasme-cel and Eti-cel, robust financial position with $211M cash, and pivotal trials advancing on schedule. Key data readouts and regulatory milestones expected in 2026 and beyond.
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UCART22, an allogeneic CAR-T for relapsed/refractory B-ALL, shows high response and MRD negativity in heavily pretreated patients, with a pivotal phase II trial and global expansion underway. Regulatory alignment, strong commercial potential, and AstraZeneca partnership support a robust growth outlook.
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UCART22 is advancing to pivotal Phase II trials for relapsed/refractory ALL, with strong regulatory alignment and full Phase I data to be presented in October. Cash reserves of $230M fund operations into H2 2027, supporting both UCART22 and UCART20x22 development.
Fiscal Year 2024
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AstraZeneca's $140M investment and expanded partnership strengthened financials, with cash reserves rising to $264M and a runway into mid-2027. Clinical progress includes orphan drug designations and upcoming phase I data for UCART22 and UCART20x22, while industry trends favor allogeneic CAR-T innovation.
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AstraZeneca's $220M investment enables joint development of cell and gene therapies, with three programs underway and a cash runway to 2027. UCART22 and UCART20x22 show promising efficacy and safety in heavily pretreated patients, with pivotal trial plans and major data updates expected in 2025.
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Three new programs launched with AstraZeneca, while clinical focus shifted to BALLI-01 and NATHALI-01, deprioritizing UCART123. Cash position strengthened to $264M, extending runway into 2027, with robust clinical progress and no dose-limiting toxicities observed.