Allogene Therapeutics, Inc.
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Range $3.85 – $9
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About the company
Allogene Therapeutics, Inc. operates as a clinical-stage immuno-oncology firm dedicated to the creation and commercialization of genetically engineered allogeneic T-cell therapies for the treatment of various cancers. A pivotal product in their development pipeline is UCART19, an allogeneic chimeric antigen receptor (CAR) T-cell therapy.
- CEO
- Zachary Roberts
- IPO
- 2018
- Employees
- 151
- HQ
- South San Francisco, CA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $724.83M
- P/E
- -3.13
- Fwd P/E
- 2.32
- PEG
- -0.06
- P/S
- 156.21
- P/B
- 1.58
- EV/EBITDA
- -4.96
- Div Yield
- 0.00%
- Gross Margin
- -699.35%
- Op Margin
- -3886.14%
- Net Margin
- -3566.68%
- ROE
- -50.04%
- ROIC
- -34.79%
Latest fiscal year · YoY change
- Revenue
- $0-100.0%
- Gross Profit
- $-12,359,000-56277.3%
- Op Income
- $-206,933,000
- Net Income
- $-190,886,000+25.9%
- EPS
- $-0.87+34.1%
- OCF Growth
- +25.5%
- FCF Growth
- +25.6%
- 52W High
- $4.46
- 52W Low
- $1.04
- 50D MA
- $1.96
- 200D MA
- $1.92
- Beta
- 0.47
- RSI (14)
- 55
- Avg Volume
- 7.89M
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Allogene said ALPHA3 is gaining momentum after FDA RMAT/Fast Track designations, while ALLO-316 and ALLO-329 continue to advance with upcoming data readouts.· August 12, 2026
- FDA granted RMAT and Fast Track for Cema-Cel in first-line consolidation, which management called validation of ALPHA3.
- Allogene said it has already activated over 80 ALPHA3 sites and now expects about 100 active sites by year-end.
- ALPHA3’s April interim futility readout showed rapid MRD clearance in a majority of patients, no treatment-related hospitalizations, and outpatient/community delivery.
- ALLO-316’s JCO-published TRAVERSE data showed a 31% confirmed ORR in CD70 high renal cell carcinoma, with none of the five confirmed responders progressing at cutoff.
- ALLO-329 enrollment is moving quickly, with a clinical and translational update planned for Q4 and doses including 20 million, 40 million, and 80 million.
The company did not provide revenue, EPS, gross margin, or cash figures in the transcript. For forward looking guidance, management kept the ALPHA3 interim EFS timing at roughly the previously guided mid-2027 window, said the study target remains 220 randomized patients, and now expects approximately 100 active sites by year-end, with the significant majority in the U.S. and additional sites in Canada, Australia, and South Korea. For RESOLUTION/ALLO-329, management said it expects a clinical and translational update in Q4 2026, and for ALPHA3 it expects opportunities in 2027 to update investors on enrollment progress and potential interim EFS data, subject to regulatory discussions and the DMC.
Zachary Roberts framed the quarter as the start of a new chapter and emphasized a strategy built around starting with the patient and designing allogeneic CAR-T to solve real-world access and logistics barriers. He repeatedly argued that allogeneic CAR-T is a distinct platform, not just a bridge to autologous therapy or other future modalities, and said the company is now seeing that thesis in ALPHA3, ALLO-316, and ALLO-329. His tone was confident and constructive, especially around ALPHA3, where he highlighted increasing investigator interest, regulatory validation, and progress toward broader community adoption.
Geoff Parker did not provide a detailed financial commentary in the prepared remarks on this transcript, and no quarterly income statement or balance sheet figures were stated. The only explicit financial-style operational guidance discussed was around program timing and scale: ALPHA3 remains targeted at 220 randomized patients, the EFS interim is still expected around mid-2027, and the company now expects about 100 active sites by year-end. No cash burn, runway, margin, or capital allocation numbers were given.
Analysts focused heavily on ALPHA3, asking about the new observational MRD-negative cohort, the possibility of earlier-than-guided interim EFS timing, the academic/community site mix, and whether enrollment could exceed the current 220-patient target. Management said the observational cohort is meant to provide context by pairing MRD-negative patients from a similar population to better characterize the test prospectively, kept the EFS timing unchanged despite faster site activation, said interest has been strong in both academic and community settings, and reiterated that 220 remains the target unless future data justify a change. Questions also centered on the RMAT/Fast Track decision and ALLO-329’s Q4 readout; management said the FDA package included the April MRD data plus a more extensive safety and MRD briefing, and for ALLO-329 it expects Q4 safety, efficacy, and translational data across the 20 million, 40 million, and 80 million dose cohorts.
The bullish case is that ALPHA3 is moving from concept to execution: the company said site activation is ahead of plan, community investigators are engaging, and FDA designations suggest regulators see MRD-positive first-line consolidation as an unmet need. Management also pointed to encouraging early MRD clearance without treatment-related hospitalizations and to ALLO-316 and ALLO-329 as additional shots on goal with upcoming data.
The main risks are that ALPHA3 still needs to prove the MRD signal translates into event-free survival benefit, and management said statistical significance at the interim EFS would require overwhelming efficacy. ALLO-316 still carries acknowledged safety challenges, while ALLO-329 is early-stage and being treated primarily as a safety study, so meaningful clinical validation is still ahead for both programs.
AI summary of the company's earnings call · Paraphrased · Not investment advice
- Free Float
- 75.4%
- Shares Outstanding
- 345.15M
- Float Shares
- 260.25M
of shares held by institutions
214 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Blackrock, Inc. | 30.15M | ▲ 11.06M |
| Frazier Life Sciences Management, L.P. | 22.45M | ▲ 18.65M |
| Pfizer Inc | 22.03M | 0 |
| State Street Corp | 19.03M | ▲ 10.37M |
| Tpg Gp A, LLC | 18.72M | 0 |
| Sio Capital Management, LLC | 13.32M | ▲ 13.32M |
| Primecap Management Co | 13.12M | ▲ 4.74M |
| Vanguard Capital Management LLC | 12.17M | ▲ 5.25M |
| Fmr LLC | 12.01M | ▲ 10.42M |
| Citadel Advisors LLC | 10.09M | ▲ 3.29M |
| Vanguard Group Inc | 9.25M | ▲ 230.84K |
| Two Sigma Investments, LP | 7.78M | ▲ 2.41M |
Held by 155 ETFs
Biggest fund positions in ALLO by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jul 1, 26 | Roberts Zachary | other | 476,190 |
| Jul 1, 26 | Roberts Zachary | other | 134,530 |
| Jun 18, 26 | Kazam Joshua A | other | 47,700 |
| Jun 18, 26 | Kazam Joshua A | other | 95,400 |
| Jun 18, 26 | Kazam Joshua A | other | 47,700 |
| Jun 18, 26 | MESSEMER DEBORAH M. | other | 95,400 |
| Jun 18, 26 | Mayo Stephen | other | 144,400 |
| Jun 18, 26 | SATO VICKI L | other | 95,400 |
| Jun 18, 26 | WITTE OWEN N. | other | 95,400 |
| Jun 18, 26 | Humer Franz B | other | 95,400 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our ALLO coverage
Recent articles, reports, and earnings notes.
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Is Allogene Therapeutics (ALLO) Stock Outpacing Its Medical Peers This Year?
zacks.com · Aug 17
Allogene Therapeutics' Q2 Earnings Beat Estimates on Lower R&D Costs
zacks.com · Aug 13
Allogene Therapeutics, Inc. $ALLO Shares Bought by Dimensional Fund Advisors LP
defenseworld.net · Aug 13
Allogene Therapeutics, Inc. (ALLO) Q2 2026 Earnings Call Transcript
seekingalpha.com · Aug 12
Allogene Therapeutics Q2 Earnings Call Highlights
marketbeat.com · Aug 12
Allogene Therapeutics Reports Second Quarter 2026 Financial Results and Business Update
globenewswire.com · Aug 12
Allogene Therapeutics to Report Second Quarter 2026 Financial Results and Provide Business Update
globenewswire.com · Aug 4
Allogene Therapeutics, Inc. (NASDAQ:ALLO) Receives $8.52 Consensus Price Target from Analysts
defenseworld.net · Jul 30
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