Cellectis (CLLS)

Executive Summary

Cellectis is a clinical-stage biopharmaceutical company pioneering allogeneic CAR-T cell therapies using its proprietary TALEN gene-editing platform. Its lead candidate, lasme-cel (UCART22+ CLLS52), is in a Phase 1/2 trial for B-cell acute lymphoblastic leukemia (B-ALL), with top-line data expected by mid-2026. The company also advances UCART20x22+ CLLS52 for B-cell non-Hodgkin lymphoma in a Phase 1/2 trial, and UCART123v1.2 for relapsed/refractory acute myeloid leukemia. Despite past clinical setbacks, Cellectis benefits from a strong intellectual property portfolio, strategic partnerships with Servier and Allogene Therapeutics, and a robust manufacturing platform. The upcoming data readouts from its B-ALL and lymphoma programs are critical for validating its off-the-shelf approach and driving shareholder value.

Upcoming Catalysts (preview)

• Q3 2026Phase 1/2 data for UCART22 + CLLS52 in B-ALL50% success
• Q1 2027Phase 1/2 enrollment completion and interim data for UCART20x22 in B-NHL40% success
• Q4 2025Regulatory update on UCART123v1.2 in AML after trial completion30% success