Allogene Therapeutics (ALLO)
Develops off-the-shelf CAR T candidates for cancer and autoimmune disease.
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Builds healthy-donor CAR T candidates rather than approved products, with clinical work centered on cema-cel, ALLO-329, and ALLO-316. Development depends on trial data, regulatory acceptance, manufacturing readiness, financing, and partner-controlled gene-editing rights.
Develops healthy-donor, off-the-shelf CAR T candidates for cancer and autoimmune disease. Current clinical focus centers on cema-cel for large B-cell lymphoma, ALLO-329 for autoimmune disease, and ALLO-316 for renal-cell carcinoma.
Operations are concentrated in California, while rights and trials span the United States, Europe and other partner territories. The company runs one reportable segment and has no approved commercial product, so collaboration revenue and financing support development work.
Execution depends on clinical data, regulatory acceptance, donor-cell manufacturing, and access to licensed gene-editing technology from partners such as Cellectis, Servier and Arbor. Cema-cel also relies on minimal-residual-disease testing to identify eligible lymphoma patients.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Apr 16, 2026 | JP Morgan | Upgrade | ||
| Apr 14, 2026 | Bernstein | Reiterate | Rating: —Target: — | Target: $3.85 |
| Apr 14, 2026 | Robert W. Baird | Target | Target: $11 | Target: $9 |
| Jan 9, 2026 | Citizens | Upgrade | ||
| Oct 10, 2025 | JP Morgan | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $332.6M · Total debt $70.4M · Total assets $550.1M · Shareholders' equity $436.2M
- Revenue
- $4.6M
- Operating income
- −$46.9M
- Net income
- −$42.7M
No dividends on record.
| Institutions | ≈ 90.74% | 313.50M shares | |
|---|---|---|---|
| 216 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.07% | 3.71M shares | |
| 9 holders · as of Aug 25, 2026 | |||
| Other | ≈ 8.19% | 28.28M shares | |
| remainder | |||
345.49M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.73% | 30.15M | as of Jun 30, 2026 |
Frazier Life Sciences Management, L.P.Institution | 6.50% | 22.45M | as of Jun 30, 2026 |
Pfizer IncInstitution | 6.38% | 22.03M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.51% | 19.03M | as of Jun 30, 2026 |
TPG GP A, LLCInstitution | 5.42% | 18.72M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Earl Martin Douglas | officer: SVP, General Counsel | −29,697 | $2.12 |
| Apr 21, 2026 | Annie Yoshiyama | officer: SVP, Finance | −9,586 | $2.31 |
| Mar 31, 2026 | Benjamin Machinas Beneski | officer: SVP, Chief Technical Officer | −2,867 | $2.50 |
| Mar 16, 2026 | David D. Chang | director, officer: President and CEO | −47,763 | $2.47 |
| Mar 16, 2026 | Benjamin Machinas Beneski | officer: SVP, Chief Technical Officer | −4,835 | $2.47 |
- Gilead Sciences
Approved CD19 CAR T incumbent in LBCL through Kite
- Bristol-Myers Squibb
Approved CD19 CAR T and RCC immunotherapy overlap
- CRISPR Therapeutics
Gene-edited allogeneic CAR T across CD19, CD70, and autoimmune
- Cabaletta Bio
Late-stage CD19 CAR T autoimmune peer in rheumatology
- Caribou Biosciences
Clinical allogeneic anti-CD19 CAR T peer in LBCL
- Kyverna Therapeutics
Autoimmune CD19 CAR T peer with autologous and allogeneic formats
- Novartis (ADR)
CD19 CAR T incumbent through Kymriah
- Cellectis (ADR)
TALEN allogeneic CAR T platform peer and cema-cel originator
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Allogene Therapeutics | $1.67 | −2.63% | $590.2M | — | — | 127.2 | — |
| Gilead Sciences | $152.06 | −0.40% | $189.30B | — | 16.8 | 6.2 | +10.2% |
| Bristol-Myers Squibb | $61.61 | −1.03% | $127.16B | 13.7 | 9.6 | 2.6 | +5.7% |
| CRISPR Therapeutics | $56.92 | −3.58% | $5.69B | — | — | 425.1 | +1,041.4% |
| Cabaletta Bio | $2.35 | −6.20% | $407.6M | — | — | — | — |
| Caribou Biosciences | $1.31 | −2.61% | $132.9M | — | — | 13.2 | −43.8% |
| Kyverna Therapeutics | $7.11 | −5.33% | $456.6M | — | — | — | — |
| Novartis (ADR) | $142.50 | +0.86% | $268.53B | 21.3 | 15.2 | 4.8 | +0.9% |
| Cellectis (ADR) | $1.52 | −2.88% | $156.7M | — | — | 2.8 | −59.2% |
| Median | 17.5 | 15.2 | 5.5 | +3.3% |