Q4 2025 Cellectis SA Earnings Call Transcript
Key Points
- Cellectis SA (CLLS) achieved a 100% overall response rate in the target Phase 2 population for its allogenic CAR T candidate, Lasm cell, in relapsed or refractory B cell acute lymphoblastic leukemia.
- The company has initiated a pivotal Phase 2 trial for Lasm cell, with site openings in North America and Europe, and expects the first interim analysis in Q4 2026.
- Cellectis SA (CLLS) reported encouraging Phase 1 interim results for its dual CAR T candidate, Eisel, with an 88% overall response rate and a 63% complete response rate in non-Hodgkin's lymphoma patients.
- The company has strong partnerships with Allogene and Iovance, with upcoming data readouts expected to further validate its gene editing platform.
- Cellectis SA (CLLS) has managed its cash effectively, ensuring sufficient funds to support its pivotal trials into H2 2027.
- The biotechnology sector has faced significant challenges, with many programs shelved and companies retreating, impacting the overall market environment.
- Cellectis SA (CLLS) faces competition from other companies moving away from CD52 preconditioning, which could impact its clinical strategies.
- The company is still in the early stages of its pivotal trials, with a BLA submission for Lasm cell not expected until the second half of 2028.
- There are uncertainties regarding the arbitration ruling with Allogene, which could affect future licensing and milestone payments.
- The transition of Cellectis SA (CLLS)'s therapies to outpatient settings is not yet feasible, limiting potential market expansion.
Please stand by. Your meeting is about to begin. Hello and welcome everyone to today's Cellectis full year 2025 earnings conference call.
(Operator Instructions) Please note this call is being recorded and that we are standing by if you should need any assistance. It is now my pleasure to turn the meeting over to Arthur Stril, Chief Financial Officer and Chief Business Officer. Please go ahead.
Good morning and welcome everyone to Cellectis fourth quarter and full year 2025 business update and financial results conference call.
Joining me on the call today are Dr. Andre Choulika, our Chief Executive Officer, and Dr. Adrian Kilcoyne, our Chief Medical Officer. Yesterday evening, Cellectis issued a 20th and press release reporting our financial statements for the 12-month period ended December 31, 2025, and a business update. The report and press release are available on our website at cellectis.com.
As a reminder, we'll make statements regarding Cellectis
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