Cellectis SA Reports 2025 Financial Results and Clinical Updates
- Financial Overview: As of December 31, 2025, Cellectis SA reported cash and fixed-term deposits of $211 million, down from $264 million in 2024, indicating potential pressure on funding that could impact future R&D investments.
- Clinical Trial Progress: The Lasm cell candidate achieved a 100% overall response rate at the recommended Phase 2 dose in relapsed or refractory B-cell acute lymphoblastic leukemia, marking a significant breakthrough that may enhance the company's competitive position in the CAR T therapy market.
- Eisel Candidate Performance: Eisel demonstrated an 88% overall response rate and a 63% complete response rate in non-Hodgkin's lymphoma patients, providing encouraging preliminary results that could bolster investor confidence and support subsequent clinical trials.
- Market Challenges and Opportunities: Despite facing significant challenges in the biotech sector, Cellectis maintains strong partnerships with Allogene and Iovance, ensuring ongoing validation of its gene editing platform, with a potential BLA submission for Lasm cell expected in the second half of 2028, further expanding market opportunities.
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- Financial Overview: As of December 31, 2025, Cellectis SA reported cash and fixed-term deposits of $211 million, down from $264 million in 2024, indicating potential pressure on funding that could impact future R&D investments.
- Clinical Trial Progress: The Lasm cell candidate achieved a 100% overall response rate at the recommended Phase 2 dose in relapsed or refractory B-cell acute lymphoblastic leukemia, marking a significant breakthrough that may enhance the company's competitive position in the CAR T therapy market.
- Eisel Candidate Performance: Eisel demonstrated an 88% overall response rate and a 63% complete response rate in non-Hodgkin's lymphoma patients, providing encouraging preliminary results that could bolster investor confidence and support subsequent clinical trials.
- Market Challenges and Opportunities: Despite facing significant challenges in the biotech sector, Cellectis maintains strong partnerships with Allogene and Iovance, ensuring ongoing validation of its gene editing platform, with a potential BLA submission for Lasm cell expected in the second half of 2028, further expanding market opportunities.
- Earnings Announcement: Cellectis is set to release its Q4 earnings on March 19 after market close, with investors keenly awaiting insights into its performance and future outlook.
- Earnings Expectations: The consensus EPS estimate stands at -$0.10, reflecting a 37.5% year-over-year improvement, indicating the company's efforts to enhance profitability.
- Revenue Forecast: The consensus revenue estimate is $12.47 million, representing a significant 62.5% year-over-year decline, highlighting the market challenges and sales pressures the company is currently facing.
- Historical Performance Review: Over the past year, Cellectis has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, underscoring the uncertainty surrounding the company's earnings forecasts.

- Clinical Trial Progress: Cellectis initiated the pivotal Phase 2 BALLI-01 trial for lasme-cel in October 2025, with the first interim analysis expected in Q4 2026 involving 40 participants, showcasing the company's strong growth potential in tumor immunotherapy.
- Impressive Efficacy Data: Lasme-cel achieved a 100% overall response rate and a 56% complete remission rate in the target Phase 2 population, with 80% of patients reaching minimal residual disease-negative status, indicating significant efficacy in treating relapsed acute lymphoblastic leukemia (B-ALL).
- Deepening Strategic Partnerships: Cellectis is advancing its collaboration with AstraZeneca to develop up to 10 novel cell and gene therapy products addressing high unmet medical needs, further solidifying its leadership position in the biotechnology sector.
- Sufficient Cash Runway: Cellectis believes its cash and cash equivalents will fund operations into H2 2027, ensuring continued progress in critical clinical trials and strategic investments.
- Manufacturing Capability Assessment: Autolus will evaluate Cellares' Cell Shuttle platform to enhance its commercial manufacturing operations at the Nucleus facility in Stevenage, UK, which is expected to improve production efficiency and reduce costs.
- High-Throughput Production: Cellares' platform can process up to 16 patient batches simultaneously, delivering up to 10-fold higher throughput than conventional cell therapy manufacturing facilities, potentially significantly enhancing Autolus' market competitiveness.
- Exploration of New Indications: Autolus is assessing its AUCATZYL® therapy for indications beyond acute lymphoblastic leukemia, and successful expansion could lead to increased demand for manufacturing capacity.
- Strategic Partnership Outlook: The integration of Cellares' technology with Autolus' existing manufacturing foundation may provide a capital-efficient solution for future expansion, addressing the growing patient demand.
- Analyst Rating Change: Clear Street analyst Bill Maughan initiated coverage on Cellectis SA (NASDAQ:CLLS) with a Buy rating and a price target of $9, representing a potential upside of 91% from its closing price of $4.69 on Monday, indicating optimistic market expectations for its future growth.
- Levi Strauss Rating Upgrade: Raymond James analyst Rick Patel initiated coverage on Levi Strauss & Co. (NYSE:LEVI) with an Outperform rating and a price target of $26, while the stock closed at $21.23, suggesting analysts' confidence in its future performance, which may attract more investor interest.
- Spruce Biosciences Positive Outlook: Oppenheimer analyst Leland Gershell initiated coverage on Spruce Biosciences, Inc. (NASDAQ:SPRB) with an Outperform rating and a price target of $283, compared to its closing price of $82.82 on Monday, indicating a potential upside of over 240%, reflecting strong market confidence in its product pipeline.
- Septerna, Inc. Buy Rating: Jones Trading analyst Catherine Novack initiated coverage on Septerna, Inc. (NASDAQ:SEPN) with a Buy rating and a price target of $43, while the stock closed at $29.47, indicating an upside of approximately 46%, which may attract investors seeking growth opportunities.
Cellectis Stock Decline: Shares of Cellectis S.A. fell 17.35% following a favorable arbitration outcome for Allogene Therapeutics, which confirmed Allogene's control over the CAR-T therapy cema-cel.
Arbitration Outcome Details: The tribunal dismissed Cellectis's claims against Servier, including financial claims related to milestone payments, and mandated a partial termination of the license concerning the discontinued UCART19 V1 product.
Allogene's Future Prospects: With the legal dispute resolved, Allogene is positioned for a significant catalyst period in 2026, including an interim analysis of cema-cel's efficacy in treating large B-cell lymphoma.
Current Stock Prices: As of the latest update, Cellectis stock is priced at $3.96, while Allogene stock is at $1.49, reflecting a 1.37% increase for Allogene.









