Autolus Aims for Positive Gross Margin in 2026
Dr. Christian Itin concluded: "Our 2026 commercial focus for AUCATZYL is to build on the strong center presence and positive physician experience to drive top line growth, while improving margins by reducing our manufacturing costs per batch. Our development focus is on progressing our pivotal pediatric ALL CATLULUS and lupus nephritis LUMINA studies and the exploratory BOBCAT study in progressive multiple sclerosis. Our plans for innovation will focus on manufacturing technology and European market access." Increasing patient numbers in 2026 will improve manufacturing plant utilization and together with operational efficiencies, Autolus expects a shift from previously reported negative gross margin to positive gross margin in 2026. Autolus has initiated an overall manufacturing life cycle plan to facilitate additional cost reductions and gross margin improvements as the Company plans to expand obe-cel into new indications and pursue larger market opportunities. The initiatives are focused on: optimizing the Company's current manufacturing operating model; enhancing automation opportunities for the Company's existing manufacturing process; and developing a next-generation manufacturing platform with a step change in the cost and capacity profile. The Company plans to provide a detailed update on these plans in mid-2026. Based on current operating plans, including anticipated AUCATZYL net revenues, Autolus expects that its current and projected cash, cash equivalents and marketable securities will be sufficient to fund the Company's operations into Q4 2027.
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Gelteq Ltd Reports 22% Bioavailability Increase in Cannabinoid Oral Gel, Shares Surge 50.1%
- Bioavailability Improvement: Gelteq Ltd's oral gel delivery platform achieved over a 22% increase in bioavailability compared to an FDA-approved oil-based product in preclinical trials, indicating significant technological advantages that could enhance market acceptance and drive future sales growth.
- Stock Surge: Following this positive announcement, Gelteq's shares surged 50.1% in pre-market trading to $1.25, reflecting strong investor confidence in the new technology and its market potential.
- Enhanced Market Competitiveness: By improving product bioavailability, Gelteq not only meets the growing consumer demand but also positions itself more favorably in the competitive pharmaceutical market, potentially driving the company's long-term strategic development.
- Increased Investor Interest: With Gelteq's technological advancements and stock price increase, market attention on its future performance has significantly risen, likely attracting more investors and partners, thereby facilitating the company's capital operations and business expansion.
Autolus Evaluates Cellares' Automated Platform for Manufacturing Expansion
- 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.
