Allogene Therapeutics (ALLO) Corporate presentation summary

Strategic vision and platform advantages

• Aims to democratize CAR T access with off-the-shelf, scalable, and efficient manufacturing, targeting 30,000–60,000 doses/year at <$10,000–20,000 COGM per dose.

• Platform designed for rapid, local patient care and broad adoption across community and academic centers.

• Five key dimensions: efficacy, simplicity, safety, scalability, and speed, with a focus on outpatient feasibility and minimal toxicity.

Key clinical programs and pipeline

• Three lead programs: cema-cel (CD19) for 1L LBCL consolidation, ALLO-329 (CD19/CD70) for autoimmune diseases, and ALLO-316 (CD70) for solid tumors.

• Cema-cel pivotal ALPHA3 trial interim analysis showed 58.3% MRD clearance vs. 16.7% for observation, with rapid ctDNA reduction and favorable safety.

• ALLO-329 dose escalation ongoing in autoimmune diseases, with next update in Q4 2026; ALLO-316 shows durable responses in r/r RCC.

Market opportunity and adoption drivers

• Estimated $5B market for 1L LBCL consolidation, >$15B for autoimmune diseases, and >$3.5B for RCC.

• Projected 14,700 addressable patients/year in US+EU5 for cema-cel, with 50–70% market share among MRD+ patients.

• Off-the-shelf availability, outpatient safety, and simplified logistics expected to drive adoption in community settings.