Autolus Therapeutics (AUTL) investor relations material

Strategic positioning and product portfolio

• Positioned for value creation with a focus on next-generation programmed T cell therapies targeting multiple indications, including adult and pediatric B-ALL, lupus nephritis, and progressive multiple sclerosis.

• AUCATZYL (obe-cel) is the first approved product, showing strong commercial traction and expansion in the US and UK markets.

• Pipeline includes pivotal Phase 2 trials in lupus nephritis and pediatric ALL, and a Phase 1 trial in progressive MS, with additional early-stage programs in oncology and autoimmune diseases.

• Estimated US addressable patient population for current and pipeline indications exceeds 300,000.

Commercial performance and financial highlights

• Net product revenue for 1H 2026 reached $71.9 million, with Q2 2026 revenue at $45.7 million, reflecting 119% year-over-year growth.

• FY 2026 net product revenue guidance increased to $140–150 million, with positive gross margin achieved due to increased volumes and manufacturing improvements.

• Gross margin improved from -9% in Q4 2025 to 55% in Q2 2026, with a target of 65–70% at peak.

• Cash, cash equivalents, and marketable securities totaled $201.6 million as of June 30, 2026, sufficient to fund operations into Q2 2028.

Clinical data and product differentiation

• FELIX trial demonstrated high overall response rates and durable remissions in adult r/r B-ALL, with a 24-month overall survival probability of 46% and median duration of response of 42.6 months.

• Real-world data from the ROCCA registry confirmed favorable safety and efficacy, with no high-grade CRS and low rates of high-grade ICANS.

• Pediatric CATULUS Phase 1 trial showed an ORR of 95% and CRR of 91%, with a safety profile consistent with adults.

• Obe-cel in lupus nephritis (CARLYSLE trial) achieved DORIS in 83% and complete renal remission in 50% of patients, with no high-grade CRS or ICANS.