Cellectis S.A.
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Range $1.3 – $3
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About the company
Cellectis S. A. is a biotechnology firm in the clinical development stage, concentrating on the creation of immuno-oncology therapies.
- CEO
- Andre Choulika
- IPO
- 2015
- Employees
- 229
- HQ
- Paris, IF, FR
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $140.58M
- P/E
- -2.10
- PEG
- 0.02
- P/S
- 1.75
- P/B
- 3.36
- EV/EBITDA
- -3.40
- Div Yield
- 0.00%
- Gross Margin
- 74.68%
- Op Margin
- -107.92%
- Net Margin
- -115.36%
- ROE
- -94.14%
- ROIC
- -41.00%
Latest fiscal year · YoY change
- Revenue
- $72.95M+75.8%
- Gross Profit
- $63.15M+95.4%
- Op Income
- $-33,076,000
- Net Income
- $-67,593,000-83.9%
- EPS
- $-0.68-65.9%
- OCF Growth
- -281.6%
- FCF Growth
- -317.7%
- 52W High
- $5.48
- 52W Low
- $1.25
- 50D MA
- $2.58
- 200D MA
- $3.39
- Beta
- 3.00
- RSI (14)
- 26
- Avg Volume
- 77.77K
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Cellectis said 2025 validated its allogeneic CAR T strategy, with lasme-cel and eti-cel both showing encouraging response data and the company guiding to multiple readouts in 2026 while cash lasts into H2 2027.· March 20, 2026
- lasme-cel posted 100% overall response in the target Phase II population, with all 9 patients becoming transplant eligible and 7 of 9 transplanted at cutoff.
- eti-cel showed 88% overall response and 63% complete response in heavily pretreated lymphoma patients, with more data expected later this year.
- Cellectis said cash, cash equivalents, restricted cash and fixed-term deposits were $211 million at Dec. 31, 2025, versus $264 million a year earlier, and should fund operations into H2 2027.
- Management emphasized internal manufacturing, saying Cellectis-made product outperformed CDMO-made product in lasme-cel (68% ORR vs. 28%).
- Partner programs remain important, with Servier/Allogene cema-cel readout expected in April 2026 and Iovance data anticipated this year.
For the 12 months ended Dec. 31, 2025, management pointed to $211 million of cash, cash equivalents, restricted cash and fixed-term deposits classified as current financial assets, down from $264 million at Dec. 31, 2024. The company said this $53 million decrease was mainly due to $36.9 million cash in from revenue, $8.4 million of interest received, partially offset by $50.5 million in supplier payments, $40 million in wages/bonuses/social expenses, $11 million in lease debt payments and $5.4 million of PGE loan repayment. The company did not state revenue, EPS, or gross margin on the call, and referred listeners to the press release for consolidated net loss. Forward guidance: cash is expected to fund operations into H2 2027; lasme-cel first interim analysis (40 patients) is expected in Q4 2026 and BLA submission is planned for H2 2028; eti-cel full Phase I data are expected later this year, with pivotal Phase II in 2027 and BLA submission in H2 2029; cema-cel interim futility analysis is on track for Q2 2026.
André Choulika framed 2025 as a validation year for Cellectis’ allogeneic CAR T approach, saying the company “stepped forward” while others retreated and that disciplined cash management helped fund progress. He highlighted lasme-cel’s 100% overall response in the target Phase II population and argued the bridge-to-transplant strategy is especially meaningful in heavily pretreated B-ALL patients who have few options left. His tone was confident and combative, with repeated emphasis that allogeneic CAR T can deliver “deep, durable responses” and that 2026 will bring “data, milestones and momentum.”
Arthur Stril said Cellectis focused spending on lasme-cel, eti-cel, and its manufacturing facilities in Paris and Raleigh. He said cash, cash equivalents, restricted cash and fixed-term deposits were $211 million at Dec. 31, 2025, and that this is sufficient to fund operations into H2 2027. He also broke down the year-over-year cash decline of $53 million and noted that AstraZeneca collaboration activity positively impacted 2025 revenue, while pointing investors to the press release for the net loss figure; he did not provide revenue, EPS, or gross margin on the call.
Analysts focused on lasme-cel enrollment timing, how the alemtuzumab dose-optimization portion will be judged, and whether the company can continue enrollment before the comparison readout is available; management said the key decision point is an earlier 8-week cutoff, not 3-month CR/CRi, and that recruitment can continue because the protocol has flexibility. Questions also covered the Servier arbitration, with management saying it affected only UCART19 V1/ALLO-501, not ALLO-501A or cema-cel, and therefore does not change eligibility for up to $340 million in milestones and royalties. Other questions covered why Cellectis is still using CD52/alemtuzumab in preconditioning, and management said its data show alemtuzumab is important, they tested a regimen without it and failed to get MRD-negative responses, and they are using a lower dose with risk mitigation; they also discussed competitors, outpatient use, in vivo CAR, and the AstraZeneca collaboration.
The call provided multiple near-term catalysts: lasme-cel interim data in Q4 2026, eti-cel full Phase I data later this year, and partner readouts for cema-cel and Iovance in 2026. Management sounded confident that internal manufacturing and low-dose alemtuzumab optimization are creating a differentiated efficacy/safety profile, especially given the 100% response and transplant-bridging results in lasme-cel.
The programs are still early and depend on future data, including whether lasme-cel can preserve its response profile through the 40-patient interim analysis and whether eti-cel can improve beyond already strong early results. The company also remains cash-consuming, with cash down from $264 million to $211 million year over year, and several value-driving items depend on trial execution, regulatory milestones, and partner timelines that could slip.
AI summary of the company's earnings call · Paraphrased · Not investment advice
- Free Float
- 85.3%
- Shares Outstanding
- 100.42M
- Float Shares
- 85.65M
of shares held by institutions
33 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| B Group, Inc. | 3.28M | 0 |
| Long Focus Capital Management, LLC | 2.74M | ▼ 2.25K |
| Ubs Asset Management Americas Inc | 2.64M | ▼ 533.74K |
| Macquarie Management Holdings, Inc. | 226.88K | 0 |
| Blackrock, Inc. | 225.44K | ▼ 116.08K |
| Morgan Stanley | 85.45K | ▼ 1.32K |
| Lpl Financial LLC | 84.42K | ▲ 70 |
| Susquehanna International Group, Llp | 50.45K | ▼ 15.49K |
| Bnp Paribas Arbitrage, Snc | 40.10K | ▼ 900 |
| Ubs Group AG | 33.93K | ▲ 4.15K |
| Delaney Dennis R | 24.00K | 0 |
| Rhumbline Advisers | 14.33K | ▼ 757 |
Held by 4 ETFs
Biggest fund positions in CLLS by dollar value.
Our CLLS coverage
Recent articles, reports, and earnings notes.
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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellectis S.A. - CLLS
globenewswire.com · Oct 6
Monthly information on share capital and company voting rights
globenewswire.com · Oct 6
Cellectis Unveils In Vivo Gene-Editing Plans for Severe Lipid Disorders
marketbeat.com · Oct 1
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellectis S.A. - CLLS
prnewswire.com · Oct 1
Cellectis S.A. (NASDAQ:CLLS) Stock Has Consensus Price Target of $5.46
defenseworld.net · Sep 30
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellectis S.A. – CLLS
globenewswire.com · Sep 29
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellectis S.A. - CLLS
prnewswire.com · Sep 24
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cellectis S.A. – CLLS
globenewswire.com · Sep 22
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.
