Allogene Therapeutics Wins Arbitration Against Cellectis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Should l Buy ALLO?
Allogene Therapeutics (ALLO) noted the favorable outcome for Servier in its arbitration with Cellectis (CLLS) as it relates to cemacabtagene ansegedleucel. This decisive win reconfirmed Allogene's full development and commercial control of cema-cel in the United States, all EU Member States, and the United Kingdom, while clearing the path to obtain full global commercialization rights from Servier. In particular, the tribunal: Rejected Cellectis's allegations relating to alleged breaches by Servier of its development obligations; Rejected Cellectis's financial claims, finding that milestone payments tied to the pivotal trial are not due until U.S. FDA acceptance of a Biologics License Application; and Ordered only a partial termination of the license strictly limited to the UCART19 V1 product (formerly known as ALLO-501, which was discontinued in 2021 in favor of ALLO-501A/cema-cel) and directed Cellectis to negotiate in good faith a direct license to Allogene on terms substantially similar to the existing agreement, if Allogene elects to pursue it. With this legal matter resolved, Allogene enters 2026 with improved fundamentals. The company is approaching one of the most meaningful catalyst periods in the allogeneic CAR T field, including a 1H 2026 interim futility analysis comparing MRD conversion with cema-cel following standard fludarabine/cyclophosphamide lymphodepletion versus observation in first line patients with large B-cell lymphoma.
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Analyst Views on ALLO
Wall Street analysts forecast ALLO stock price to rise
11 Analyst Rating
10 Buy
0 Hold
1 Sell
Strong Buy
Current: 2.500
Low
5.00
Averages
8.50
High
14.00
Current: 2.500
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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- Live Webcast Conference: Following the earnings release, the company will host a live audio webcast at 2:00 p.m. PT/5:00 p.m. ET, allowing investors to stay updated and ask questions.
- Conference Call Registration: Investors wishing to ask questions during the call can register via the provided link, receiving a personal PIN for access, enhancing engagement opportunities.
- Cautionary Note on Forward-Looking Statements: The press release includes forward-looking statements that outline risks and uncertainties related to Allogene's ability to develop allogeneic CAR T products, urging investors to consider these factors in their assessments.
See More
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- Webcast Availability: Live webcasts will be available during the conferences, with replays accessible on the company's website for approximately 30 days post-event, ensuring investors can stay informed and engaged with the latest developments.
- Technological Innovation Focus: Allogene Therapeutics is dedicated to developing 'off-the-shelf' CAR T cell products aimed at providing more reliable and scalable cell therapies for cancer and autoimmune diseases, highlighting its leading position in the biotechnology sector.
- Cautionary Note on Forward-Looking Statements: The company emphasizes potential risks and uncertainties in its press release regarding product development timelines and costs, urging investors to consider these factors when evaluating future prospects.
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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.
See More
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- Earnings Release Schedule: Allogene Therapeutics will report its Q4 and full-year 2025 financial results on March 12, 2026, after market close, highlighting advancements in cancer and autoimmune disease treatments.
- Live Webcast Conference: Following the earnings release, the company will host a live audio webcast at 2:00 p.m. PT/5:00 p.m. ET, allowing investors to stay updated and ask questions.
- Conference Call Registration: Investors wishing to ask questions during the call can register via the provided link, receiving a personal PIN for access, enhancing engagement opportunities.
- Cautionary Note on Forward-Looking Statements: The press release includes forward-looking statements that outline risks and uncertainties related to Allogene's ability to develop allogeneic CAR T products, urging investors to consider these factors in their assessments.
See More
Allogene Therapeutics to Participate in Investor Conferences
- Investor Conference Schedule: Allogene Therapeutics will participate in Citi's 2026 Virtual Oncology Leadership Summit on February 18 and TD Cowen's 46th Annual Health Care Conference on March 3, showcasing its innovations in cancer and autoimmune disease treatment.
- Webcast Availability: Live webcasts will be available during the conferences, with replays accessible on the company's website for approximately 30 days post-event, ensuring investors can stay informed and engaged with the latest developments.
- Technological Innovation Focus: Allogene Therapeutics is dedicated to developing 'off-the-shelf' CAR T cell products aimed at providing more reliable and scalable cell therapies for cancer and autoimmune diseases, highlighting its leading position in the biotechnology sector.
- Cautionary Note on Forward-Looking Statements: The company emphasizes potential risks and uncertainties in its press release regarding product development timelines and costs, urging investors to consider these factors when evaluating future prospects.
See More
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- Price Surge: ImmunityBio's stock price has tripled over three weeks, closing at $6.92 on Wednesday with a 6.79% increase, indicating strong market interest in its immunotherapy developments, potentially attracting more investors.
- Volume Spike: Trading volume reached 93.5 million shares on Wednesday, about 357% above the three-month average of 20.5 million shares, signaling a significant rise in investor attention that could lead to further price volatility.
- Short-Seller Losses: With 35% of the public float held short, short-sellers now face nearly $500 million in paper losses, reflecting optimistic market sentiment towards ImmunityBio's future developments, which may prompt short-covering to mitigate losses.
- Market Reaction: Although there was no specific news driving the price increase, the actions of short-sellers covering their positions combined with recent positive developments have contributed to the stock's rise, showcasing ongoing interest in the biotechnology sector.
See More
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- Clinical Data Breakthrough: Oncolytics Biotech's pelareorep demonstrated a 29% objective response rate in GOBLET Cohort 4, significantly surpassing the historical benchmark of 10%, indicating substantial clinical value in third-line anal cancer patients with no FDA-approved treatment options.
- Duration of Response: The median duration of response reached approximately 17 months, far exceeding the standard treatment's 9.5 months, showcasing pelareorep's durable efficacy in heavily pretreated patients and addressing a critical unmet medical need.
- FDA Interaction Plan: Oncolytics plans to hold a Type C meeting with the FDA in Q1 2026 to discuss its registration-directed clinical study plan for second-line and later SCAC, with the potential for accelerated approval if data meets expectations.
- Strategic Investment and Expansion: The company is enhancing its expertise in gastrointestinal oncology through the expansion of its Scientific Advisory Board, further validating its Phase 3 study design for first-line metastatic pancreatic cancer, demonstrating its strategic positioning in the oncology immunotherapy landscape.
See More
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- Significant Stock Surge: Shares of CG Oncology Inc soared 21.8% to $51.05 after the announcement of an expedited topline data readout for the PIVOT-006 clinical trial, reflecting strong market confidence in the company's future prospects.
- Clinical Trial Advancement: The trial compares adjuvant intravesical treatment versus surveillance in patients with intermediate-risk non-muscle invasive bladder cancer, and the earlier data release is expected to attract more investor interest, further propelling the company's growth.
- Positive Market Reaction: This stock price increase not only indicates investor optimism about CG Oncology's potential but may also enhance the company's financing capabilities in the biopharmaceutical sector, strengthening its competitive position.
- Significant Industry Impact: CG Oncology's progress could influence treatment standards for non-muscle invasive bladder cancer, prompting other companies in the industry to accelerate their R&D efforts, thereby boosting overall market vitality.
See More
Cellectis Shares Under Pressure Following Allogene Arbitration Win on Tuesday
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.
See More
