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Allogene Therapeutics (ALLO) 2025 Conference Transcript
2025-06-05 05:55
Allogene Therapeutics (ALLO) 2025 Conference June 04, 2025 04:55 PM ET Speaker0 We are very pleased to have the CEO of Allogene here with us, Doctor. David Chang. Allogene, despite the volatility of the markets, is obviously continuing to execute on the, I call it phase three, but pivotal phase two randomized study in a consolidation approach to first line DLBCL. And they have been working on that study, but also had some recent announcements on the last earnings. And so maybe it would be a good place to st ...
All You Need to Know About Allogene Therapeutics (ALLO) Rating Upgrade to Buy
ZACKS· 2025-06-05 01:01
Investors might want to bet on Allogene Therapeutics (ALLO) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a c ...
Allogene Therapeutics Provides Updated Phase 1 Data Highlighting Durable Responses with ALLO-316 in Heavily Pretreated Advanced Renal Cell Carcinoma at ASCO
GlobeNewswire· 2025-06-01 22:45
Data Highlights Transformative Promise of CAR T in Solid TumorsPhase 1 Trial with ALLO-316 Demonstrated Potential to Provide Meaningful Clinical Benefit in Patients with CD70 TPS ≥ 50% Advanced or Metastatic RCC A Single Dose of ALLO-316 Achieved a 31% Confirmed Response RateFour of Five Confirmed Responders Remain in Response Including One Ongoing Remission Over 12 Months Robust Expansion, Persistence, and Tumor Infiltration of ALLO-316 Seen with Standard Lymphodepletion, Showcasing Dagger® Technology as a ...
Allogene Therapeutics: Buying Around A Potential ASCO Lazarus Moment
Seeking Alpha· 2025-05-30 03:37
Thank you for reading my research on Seeking Alpha. If you want to learn even more about my method and how I discover these investment opportunities, please check out my subscription marketplace service, Compounding Healthcare , and sign up for a free trial.Allogene Therapeutics (NASDAQ: ALLO ) has been on my watch list since May of 2020, when the company publicized data from their Phase I ALPHA study of ALLO-501 in relapsed/refractory non-Hodgkin lymphoma (NHL). That press release helpedBiologics is a full ...
Allogene Therapeutics: Still Looking Shaky, But Looking To Turn The Corner (Rating Upgrade)
Seeking Alpha· 2025-05-28 21:43
When I last covered Allogene Therapeutics (NASDAQ: ALLO ), my tentative optimism was tempered by the early stage of development that the company continues to work in. I suggested at the time that there wasI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the pitfalls of investin ...
Allogene Therapeutics (ALLO) FY Conference Transcript
2025-05-28 01:30
纪要涉及的行业和公司 - 行业:生物科技、肿瘤治疗、自身免疫疾病治疗 [1] - 公司:Allogene Therapeutics(ALLO) [1] 纪要提到的核心观点和论据 316项目(anti CD 70 directed allogeneic CAR T) - **核心观点**:该项目在肾细胞癌患者治疗上有积极表现,后续将在ASCO公布更多数据,未来需探索合适的注册路径 [5][8][18] - **论据** - 一期研究探索了4000万 - 2亿细胞/剂量及不同淋巴细胞清除方案,选定8000万细胞和标准淋巴细胞清除方案用于一期b扩展队列 [6][7] - 去年11月SITC会议基于8名患者的初步数据显示,6名CD70表达达标的患者中,确认缓解率为33%,部分缓解患者缓解持续时间超4个月和6个月 [7][8] - 一期b队列预计约20名患者,数据截止时患者至少有3个月以上随访时间 [11] - 对于该项目的关键指标,期望三分之一患者有缓解,缓解持续6个月以上;鉴于患者未满足的医疗需求高,有单臂注册路径可选,也可进行随机对照研究 [12][18][19] Alpha 3试验 - **核心观点**:试验设计合理,虽因运营和患者入组问题导致时间推迟,但患者入组势头良好,未来将采取措施缩短首次随机化时间 [22][26][32] - **论据** - 试验为随机对照研究,比较单次输注SemiCell与标准观察治疗,针对高复发风险患者,以无事件生存期为主要终点 [22][23][24] - 首次里程碑事件(无效性中期分析和淋巴细胞清除方案确定)从2025年年中推迟到2月,原因是美国多数试验点人员配备延迟和患者入组流程时间长 [26][27][29] - 超250名患者已同意进行MRD检测,多数在近3 - 4个月同意,入组势头良好 [32] - 将提前沟通资源问题,增加美国试验点数量,并在加拿大及其他地区开设试验点 [34] Allo 329项目 - **核心观点**:该项目双靶点机制独特,有望治疗T细胞驱动的自身免疫疾病,即将开展剂量递增研究 [48][49][51] - **论据** - 项目靶向CD19和CD70,可解决自身免疫疾病的潜在缺陷,能针对T细胞驱动的自身免疫疾病,如1型糖尿病 [48][49] - 以狼疮、系统性硬化症和炎性肌病患者为研究对象,开展篮子研究,探索低淋巴细胞清除或无淋巴细胞清除方案 [50] - 预计很快启动试验,目标是在2月前获得概念验证数据 [51] 其他重要但是可能被忽略的内容 - 对于316项目,标准治疗在类似患者群体中的信息有限,CD70靶向细胞疗法是新的治疗方式,可为患者提供更多选择 [13][15][16] - Alpha 3试验的无效性分析和淋巴细胞清除方案决策预计在明年上半年进行,将随机治疗36名患者(每组12名),根据安全性和MRD转化率选择淋巴细胞清除方案 [35][36][37] - Alpha 3试验目标患者群体中,预计五分之一到四分之一的患者MRD呈阳性,全球市场机会约为每年50亿美元 [44][46]
Allogene Therapeutics Announces ASCO 2025 Abstract Publication Featuring Oral Presentation of ALLO-316 in Kidney Cancer and ALPHA3 TIP Poster for Cema-Cel
GlobeNewswire· 2025-05-23 05:17
SOUTH SAN FRANCISCO, Calif., May 22, 2025 (GLOBE NEWSWIRE) -- Allogene Therapeutics, Inc. (Nasdaq: ALLO), a clinical-stage biotechnology company pioneering the development of allogeneic CAR T (AlloCAR T™) products for cancer and autoimmune disease, today announced the publication of two abstracts on the American Society of Clinical Oncology (ASCO) website in advance of the 2025 ASCO Annual Meeting, taking place May 30-June 3 in Chicago, Illinois. An oral presentation will feature ALLO-316, an investigationa ...
Allogene Therapeutics (ALLO) Loses -31.94% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
ZACKS· 2025-05-15 22:36
A downtrend has been apparent in Allogene Therapeutics (ALLO) lately with too much selling pressure. The stock has declined 31.9% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicator ...
Allogene's Q1 Earnings In Line With Estimates, Sales Nil
ZACKS· 2025-05-14 19:30
Allogene Therapeutics (ALLO) incurred first-quarter 2025 loss of 28 cents per share, which matched the Zacks Consensus Estimate. In the year-ago period, the company had incurred a loss of 38 cents per share.As ALLO lacks a marketed product in its portfolio, it did not report any sales during the quarter. In the year-ago period, Allogene recorded collaboration revenues worth $0.02 million.ALLO Stock PerformanceYear to date, shares of Allogene have plunged 47% compared with the industry’s 6% decline.Image Sou ...
Allogene Therapeutics(ALLO) - 2025 Q1 - Earnings Call Transcript
2025-05-14 06:02
Allogene Therapeutics (ALLO) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Company Participants Christine Cassiano - Executive VP, Chief Corporate Affairs & Brand Strategy OfficerDavid Chang - Co-Founder, President, CEO & DirectorZachary Roberts - Executive VP of Research & Development and Chief Medical OfficerGeoffrey Parker - Executive VP & CFOMichael Yee - Managing DirectorMatthew Biegler - Managing DirectorSamantha Semenkow - Vice PresidentReni Benjamin - Managing DirectorCaleb Stubbs - Biotechnology E ...