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Cellectis SA
F:ZVAA

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Cellectis SA
F:ZVAA
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Price: 2.84 EUR Market Closed
Market Cap: €284.3m

Cellectis SA
Investor Relations

Cellectis is a biotechnology company that uses gene-editing tools to design next-generation cell therapies, especially off-the-shelf CAR-T treatments for cancer. Instead of making each therapy from a patient’s own cells, it engineers donor immune cells so they can be manufactured in advance and used more like a standard drug. Its main work is developing these therapies and the underlying gene-editing methods that make them possible. The company makes money mainly through research and development collaborations, licensing its gene-editing technology, and if products win approval, through drug sales and partnering deals tied to those medicines. Its customers and partners are usually large drug companies, research organizations, and eventually hospitals and cancer specialists that would use the therapies in patients. In practice, Cellectis sits between basic gene-editing science and commercial cell therapy products. What makes the business different is that it focuses on allogeneic, or donor-derived, cell therapy rather than the more common patient-specific model. That approach aims to make treatment easier to manufacture, store, and distribute, while Cellectis’ gene-editing platform gives it a specific role as both a therapy developer and a technology supplier in the broader cell and gene therapy industry.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 20, 2026
AI Summary
Q4 2025

Clinical win: lasme-cel (CD22) showed strong Phase I signals — 83% ORR at the recommended Phase II dose and 100% ORR in the target Phase II population — and converted all target patients to transplant-eligible status.

Pivotal timing: First interim analysis of the lasme-cel pivotal Phase II (40 patients) expected Q4 2026; BLA submission targeted H2 2028.

Another promising asset: eti-cel (dual CD20/CD22) reported an 88% ORR and 63% CR in early data; full Phase I data (including low‑dose IL-2 cohort) expected later in 2026 and pivotal start planned in 2027.

Manufacturing edge: Internally manufactured lasme-cel performed better than externally made product in Phase I (68% vs 28% ORR), supporting Cellectis' decision to internalize manufacturing.

Cash runway: Cash, cash equivalents, restricted cash and fixed term deposits were $211 million as of December 31, 2025, sufficient to fund operations into H2 2027 per management.

Partnership catalysts: Servier/Allogene cema-cel interim futility analysis on track for Q2 2026; Iovance IOV-4001 readout expected in 2026; collaboration with AstraZeneca ongoing (up to 10 programs).

Arbitration outcome: UCART19/ALLO-501 returned to Cellectis; arbitral decision did not affect cema-cel and Cellectis remains eligible for up to $340 million in Servier/Allogene milestones.

Safety profile: lasme-cel had low rates of high-grade neurotoxicity and CRS (Grade ≥3 CRS 2.5%, Grade ≥3 ICANS 5% at the RP2D).

Key Financials
Cash, cash equivalents, restricted cash and fixed term deposits
$211 million
lasme-cel overall response rate (recommended Phase II dose)
83%
lasme-cel CR/CRi (recommended Phase II dose)
42%
lasme-cel overall response rate (target Phase II population)
100%
lasme-cel CR/CRi (target Phase II population)
56%
lasme-cel MRD-negative rate among CR/CRi
80%
lasme-cel median overall survival (in MRD-negative patients)
14.8 months
lasme-cel Grade ≥3 cytokine release syndrome
2.5%
lasme-cel Grade ≥3 ICANS
5%
lasme-cel first interim analysis timing
Q4 2026 (40 patients)
lasme-cel BLA submission target
H2 2028
Number of planned recruiting centers for lasme-cel pivotal
approximately 75 centers
eti-cel overall response rate (Phase I interim)
88%
eti-cel complete response rate (Phase I interim)
63%
Servier/Allogene cema-cel interim analysis timing
Q2 2026
Milestone eligibility under Servier agreement
up to $340 million
Number of programs with AstraZeneca
up to 10
Earnings Call Recording
Other Earnings Calls

Management

Dr. Andre Choulika Ph.D.
Co-Founder, CEO & Director
No Bio Available
Dr. David j. d. Sourdive Ph.D.
Deputy CEO, Executive VP of CMC & Manufacturing and Director
No Bio Available
Mr. Arthur Stril
Interim Chief Financial Officer
No Bio Available
Valerie Cros
Principal Financial Officer & Principal Accounting Officer
No Bio Available
Mr. Jean Charles Epinat
Chief Technological Officer
No Bio Available
Dr. Philippe Duchateau Ph.D.
Chief Scientific Officer
No Bio Available
Ms. Marie-Bleuenn Terrier
General Counsel & Secretary of the Board of Directors
No Bio Available
Pascalyne Wilson
Director of Communications
No Bio Available
Ms. Kyung Nam-Wortman
Executive VP & Chief Human Resources Officer
No Bio Available
Mr. Stephan Reynier M.Sc.
Chief Regulatory & Pharmaceutical Compliance Officer
No Bio Available

Contacts

Address
ILE-DE-FRANCE
Paris
8, rue de la Croix Jarry
Contacts
+33181691600.0
www.cellectis.com
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