Allogene Secures Full Global Control of Cema-Cel Following Arbitration Ruling
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
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Source: Newsfilter
- Favorable Arbitration Outcome: Allogene's victory in arbitration with Cellectis reaffirms its full control over Cema-Cel in the U.S., EU, and UK, paving the way for global commercialization rights and enhancing market competitiveness.
- Clarified Financial Obligations: The ruling dismissed Cellectis's financial claims, establishing that milestone payments are only due upon FDA acceptance of a Biologics License Application, thereby reducing Allogene's financial burden.
- Clinical Trial Progress: Allogene is on track to conduct an interim futility analysis of Cema-Cel in the pivotal ALPHA3 trial in 1H 2026, marking significant advancement in the large B-cell lymphoma space and potentially accelerating product development.
- Optimistic Strategic Outlook: With legal matters resolved, Allogene enters 2026 poised for a critical catalyst period, expected to accelerate innovation and market penetration in the CAR T cell therapy sector.
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Analyst Views on ALLO
Wall Street analysts forecast ALLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALLO is 8.50 USD with a low forecast of 5.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
10 Buy
0 Hold
1 Sell
Strong Buy
Current: 1.530
Low
5.00
Averages
8.50
High
14.00
Current: 1.530
Low
5.00
Averages
8.50
High
14.00
About ALLO
Allogene Therapeutics, Inc. is a clinical-stage immuno-oncology company. The Company is focused on development of genetically engineered allogeneic T cell product candidates for the treatment of cancer and autoimmune diseases. It is focused on three core programs: Large B-Cell Lymphoma (LBCL), Autoimmune Disease (AID), and Renal Cell Carcinoma (RCC). It is developing a pipeline of multiple allogeneic chimeric antigen receptor (CAR) T cell product candidates utilizing protein engineering, gene editing, gene insertion and advanced proprietary T cell manufacturing technologies. Its product candidate, cemacabtagene ansegedleucel, referred to as cema-cel, is an engineered allogeneic CAR T cell product candidate that targets CD19, a protein expressed on the cell surface of B cells and a validated target for B cell driven hematological malignancies. It is focused on developing cema-cel for LBCL. Its pipeline also includes ALLO-316 and ALLO-329.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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