Autolus Therapeutics
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Autolus Therapeutics (AUTL) investor relations material

Autolus Therapeutics TD Cowen 46th Annual Health Care Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026

Product launch and market performance

  • Launched first product, obe-cel, a CD19 CAR-T therapy for relapsed/refractory adult acute leukemia, achieving $75 million in first-year revenue and rapid market leadership.

  • Secured approvals in the U.K. and Europe, including a positive NICE review, enabling routine commissioning and broad market access.

  • Expanded to 70 U.S. centers with plans to reach 80+ by year-end, targeting $120–$135 million in net revenue and positive gross margin in year two.

  • Achieved over 90% manufacturing success rate, with robust, semi-automated processes and no capacity limitations.

  • Ongoing optimization of manufacturing and supply chain to improve gross margins over the next 24–36 months.

Clinical data and real-world outcomes

  • Real-world data from the ROCCA Consortium shows zero high-grade CRS, 3% high-grade ICANS, and over 90% response rate, outperforming competitors.

  • FELIX study and commercial experience confirm strong safety and efficacy, supporting rapid adoption and market leadership.

  • Pediatric pivotal study in phase II, showing high response rates and good safety profile, even in high-risk frontline patients.

  • Ongoing pivotal studies in lupus nephritis and exploratory study in progressive MS, leveraging differentiated mechanism of action.

Expansion into new indications

  • Targeting pediatric ALL, lupus nephritis, and progressive MS, with pivotal and exploratory studies underway.

  • Early-stage collaboration on BCMA/CD19 CAR-T for light chain amyloidosis, with initial data expected by year-end.

  • Lupus nephritis pivotal study (LUMINOUS) enrolling 30 patients for full approval, with plans for expanded indications.

  • Progressive MS study (BOBCAT) enrolling patients with high unmet need; initial data expected end of this year or early next.

Detail gross margin improvement strategy & timeline
How obe-cel's MOA differentiates in autoimmune
Impact of ROCCA data on US market share growth
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Q4 202512 Mar, 2026
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Frequently asked questions

Autolus Therapeutics plc is a clinical-stage biopharmaceutical company engaged in the development of advanced T-cell therapies for the treatment of cancer. The company leverages its proprietary technologies to engineer CAR T-cell therapies aimed at providing life-changing benefits to patients with various cancer types. Some of their key clinical-stage programs focus on therapies for conditions such as adult acute lymphoblastic leukemia and multiple myeloma. Autolus was founded in 2014, following innovative developments in cell programming technology at University College London. The company is headquartered in London, United Kingdom, and its shares are listed on the Nasdaq.

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