Content
57
Yahoo Finance
04/13
(Community Post)
[@patriot2553](mention://user/3b51dc06-6a3e-4afb-b133-a789c100dfaf) Kind of expected company source for the article. What i found interesting is how they RESPOND to the peer reviews. Not just incorporating the revisions, but some rationale on the science. I must have missed earlier references to Rituximab - it certainly explains the indications ALLO is initially testing and their aims for expanded indications in the future....
57
GlobeNewswire
04/13
Allogene Therapeutics Reports Interim Futility Analysis from Pivotal ALPHA3 Trial Showing 58.3% MRD Clearance with Cemacabtagene Ansegedleucel (Cema-Cel) vs. 16.7% in Observation Arm in First-Line Consolidation LBCL
This is a paid press release. Contact the press release distributor directly with any inquiries. Allogene Therapeutics Reports Interim Futility Analysis from Pivotal ALPHA3 Trial Showing 58.3% MRD Cle...
57
Business Wire
04/13
Natera Highlights Positive Interim Futility Analysis from Allogene Therapeutics’ MRD-Guided ALPHA3 Trial in Large B-Cell Lymphoma
This is a paid press release. Contact the press release distributor directly with any inquiries. Natera Highlights Positive Interim Futility Analysis from Allogene Therapeutics’ MRD-Guided ALPHA3 Tria...
57
Yahoo Finance
04/13
(Community Post)
[@yossarian6964](mention://user/d1e31338-6900-482c-93c5-f0605951bab5) agreed, it's not the MRD itself, but everythings surrounding it, notice that safety profile?! The Company believes these interim data provide initial support for cema-cel’s potential as a novel strategy for treating high-risk patients at the end of first-line treatment. TAM is gonna be huge!...
Votes:
8
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57
Yahoo Finance
04/13
(Community Post)
**A 7 vs 2 result is a very strong \~42% MRD delta - clean signal.** This sits well above the conservative 25–30% range and shows **clear early separation** between treatment and observation. You’re seeing rapid molecular clearance in a chemo-resistant setting, which is **highly predictive of EFS separation to come**. At this level, the data supports a credible path toward **accelerated approval at the interim EFS readout**, not just continuation. Combined with a **clean safety profile** and demonstrated **community feasibility**, this is exactly the type of result that **draws strategic interest** and supports potential **commercialization in 2027**. Welcome Strategic Interest. Welcome. First leg - check....
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21
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57
Yahoo Finance
04/13
(Community Post)
## 🟩 Bull case (what market is starting to price) - Strong survival benefit - Becomes **standard in high-risk 1L** - Outpatient advantage drives adoption 👉 Peak sales: **$5B – $8B+** 💡 This would mean: - Category expansion - Potential **best-in-class CAR-T globally** You do the math......
Votes:
13
0
57
Yahoo Finance
04/13
(Community Post)
We need to get this beach over $5 to get new institutions that aren't allowed to buy penny stocks into the mix. I'm hoping that this premarket trading isn't mostly fueled by panic covering on the short end and more actual buying by those wanting to get in under $5 while they can. We need some new analyst coverage increasing those targets to +$10....
Votes:
5
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29
Stock Observer
04/13
Allogene Therapeutics (NASDAQ:ALLO) Shares Gap Up – Time to Buy?
Allogene Therapeutics, Inc. (NASDAQ:ALLO – Get Free Report) shares gapped up before the market opened on Monday . The stock had previously closed at $2.72, but opened at $4.09. Allogene Therapeutics…...
60
Nasdaq
04/13
Pre-Market Most Active for Apr 13, 2026 : ALLO, TQQQ, CRWG, TSLL, SQQQ, NOK, NVDA, NIO, RBLX, MPT, BP, SMR
The NASDAQ 100 Pre-Market Indicator is down -134.3 to 24,982.04. The total Pre-Market volume is currently 102,740,692 shares traded.The following are the most active stocks for the pre-market session:...
57
Yahoo Finance
04/13
(Community Post)
I'm hoping that based on this early but certainly indicative data, our largest BP holder Pfizer just buys us out for $10 a share and we can be on our way to other investments. Cellular therapies have been out of favor for years and maybe this data will get the WS money to realize that cellular therapies will be a major influence in treatments looking out over the next several years....
Votes:
2
0
57
Yahoo Finance
04/13
(Community Post)
[@u_5iztlsc1yrys](mention://user/bfd65677-49c7-48cf-b6e9-7d4361cbf607) I think this will almost certainly speed up results. You're asking patients to go back into treatment after 6 gruelling rounds of chemo when, by traditional metrics, they're showing up as cured. And patients also know that they will be auto CAR T eligible if they relapse. That's a tough sell. But now you have these MRD results strongly hinting at better efficacy than auto CAR T. And a safety profile that is significantly better than approved auto CAR Ts. I strongly suspect recruitment speeds now....
Votes:
11
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57
MT Newswires
04/13
Allogene Therapeutics Reports Interim Trial Results For Lymphoma Therapy
PREMIUM Allogene Therapeutics Reports Interim Trial Results For Lymphoma Therapy MT Newswires Mon, April 13, 2026 at 8:45 AM EDT 1 min read ALLO Allogene Therapeutics (ALLO) said Monday its investigat...
61
Bluesky
04/13
$ALLO +63% [Allogene’s CAR-T cema-cel showed strong early results in lymphoma, removing hidden cancer better than watchful waiting with good safety.] notreload.xyz/xy/allogene-...
$ALLO +63% [Allogene’s CAR-T cema-cel showed strong early results in lymphoma, removing hidden cancer better than watchful waiting with good safety.] notreload.xyz/xy/allogene-......
57
Yahoo Finance
04/13
(Community Post)
[@u_ba0fa9cauvw2](mention://user/ea26f337-46d9-4049-9aa0-97eaded8cd24) Can you explain in layman terms what happens now? If you are the real "Keyser" I know you understand this science much better than I do and incoming shareholders are going to be interested in an easy to understand explanation of what's going on here....
60
Nasdaq
04/13
Allogene Surges On ALPHA3 Trial Data Of Cema-Cel In Large B-cell Lymphoma
(RTTNews) - Allogene Therapeutics, Inc. (ALLO), a clinical-stage biotechnology company, reported data from the planned interim futility analysis of its pivotal, randomised Phase 2 ALPHA3 trial of…...
18
RTTNews
04/13
Allogene Surges On ALPHA3 Trial Data Of Cema-Cel In Large B-cell Lymphoma
Allogene Therapeutics, Inc. (ALLO), a clinical-stage biotechnology company, reported data from the planned interim futility analysis of its pivotal, randomised Phase 2 ALPHA3 trial of Cemacabtagene an...
57
Yahoo Finance
04/13
(Community Post)
The other addendum/projection with the 97% MRD reduction vs increase in MRD in control arm, is pointing to a potential growing outcome difference (disease progression) between the two arms, which could lead to earlier termination of the trial than expected. Still have to see a lot higher # of peeps enrolled before this would happen, but........incredibly positive trend so far..........
Votes:
9
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61
Bluesky
04/13
TradesViz screener is LIVE! 🟢 $MRVL $ALLO $XLE $INTC top the HOT list. What's on your watchlist today? TradesViz offers journaling plus pre-market and post-market summaries and much more!
TradesViz screener is LIVE! 🟢 $MRVL $ALLO $XLE $INTC top the HOT list. What's on your watchlist today? TradesViz offers journaling plus pre-market and post-market summaries and much more!...
71
MarketBeat
04/13
Allogene Therapeutics Touts Early ALPHA3 Win: cema-cel MRD Clearance 58% vs 17%, No CRS/ICANS
Allogene Therapeutics Touts Early ALPHA3 Win: cema-cel MRD Clearance 58% vs 17%, No CRS/ICANS MarketBeat Mon, April 13, 2026 at 9:36 AM CDT 7 min read ALLO Allogene Therapeutics logo Key Points Interi...
57
Yahoo Finance
04/13
(Community Post)
I will gladley take today's news and move. This is not an exit, simply a confirmation for longer term investors. Alot more road to travel and value to add right here. With a frothy market in many places, allo isn't a bad place to sit for next 16 months. I think W Buffet is a total square but one thing he says is true, "in time you find out who is swimming without a bathing suit". That Guy has been tottally shredded on this board. He should be even more bitter now, being a two time loser. He lost on the way down and now lost on the way up as he says he's been making a ton shorting allo. lmfao congrats to all longs who have kept the faith......more go run....let's roll...
Votes:
7
0
18
RTTNews
04/13
Allogene Therapeutics Stock Surges 49% On Positive CAR-T Trial Data
Allogene Therapeutics, Inc. (ALLO) shares jumped 48.90 percent, gaining $1.33 to $4.05 on Monday, after promising interim data from its ALPHA3 trial evaluating its CAR-T therapy cema-cel in lymphoma p...
57
Yahoo Finance
04/13
(Community Post)
[@ray05725](mention://user/c363fdcd-6a8e-456b-b78f-49f61a23c606) But, Ray, the interim EFS analysis won’t be available until mid 2027, and another interim EFS analysis in mid 2028; so forget accelerated approval in 2026 or 2027. Without substantially divergent EFS trajectories for the observation vs cema-cel illustrated on a Kaplan-Meier curve, this MRD delta of 41.6% (thanks, Duke, for the correction) on its own will not lead to accelerated approval, no matter how much Henry and his cultists want to push that narrative. Based on this recent disclosure, our timeline will have to be readjusted to reflect the real world, not Henry’s raving feverish fantasies. I will continue this after my meetings....
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
hanasi, It is a pure waste of my time responding to you and your crew anymore. Allogene hit a home run today. I had 42% MRD Detla down as a home run on this board. The first leg has been checked off for me. POC is up next. I have muted you. This is my last response to your BS. Good luck to you and your Short Interest. I am done with the dummy....
Votes:
19
0
57
Yahoo Finance
04/13
(Community Post)
Encourage investors to listen to the conference call. For some of us longs, we already know that this company knows what they are doing. Today's call emphasized how the early look in preventing relapse with an off the shelf CAR-T can change practice in the community (80% of LCBL pts get treated in the community) reducing the logistical complexity (and from early data) reducing some of the severe toxcities associated with auto-CAR-T. Today's call was as much a marketing presentation as well as a summary of the science. Moreover, the value proposition for a partner has just increased, with a lot of risk removed. Big Onc pharma(of which I was a part of back in the day) has to be interested to re-look at their platform as 2-3 Billion annual sales opportunities are few and far between. I predict that as institutions process this morning's announcement, the share price will …...
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
[@u_ba0fa9cauvw2](mention://user/ea26f337-46d9-4049-9aa0-97eaded8cd24) Keiser Bum, how come you deleted post futility announcement, all your 79 posts from the 4th quarter of 2025, and year-to-date posts promoting BLA submission and FDA approval in 2026? A repeat of your deletion of your posts promoting FDA approval in 2025….Keiser Bum, do you own a single share of ALLO?...
Votes:
1
0
61
Bluesky
04/13
Allogene Therapeutics (NASDAQ: $ALLO) is climbing after an early look at the ALPHA3 trial showed its donor‑derived CAR‑T cema‑cel rendered 58% of MRD‑positive B‑cell lymphoma patients MRD‑negative, versus 16% in the observation arm.
Allogene Therapeutics (NASDAQ: $ALLO) is climbing after an early look at the ALPHA3 trial showed its donor‑derived CAR‑T cema‑cel rendered 58% of MRD‑positive B‑cell lymphoma patients MRD‑negative, ve...
57
Yahoo Finance
04/13
(Community Post)
people, keep in mind you will never outgame the gamers with lots of money to move shares\. so you pick the company and hold it for reasons that don't change on any given piece of news\. you are patient, you lower your average costs when things go down and hold if things rise to a PREDEFINED fair valuation\. this is the ONLY to beat the powerful and plugged in game players\. Know how to separate good news from bad, and how to sort noise from signal\. I do believe this is the only way for Retail investors \(not traders\) to make money consistently\. Hold, Buy more if you can, and Wait\. We aren't there yet\. my $\.02\....
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
Great data. I think we'll see something happen before summer '27 in Alpha3...maybe year end '26. In the interim, we'll hopefully see a partnership in 316 soon and good 329 PoC data. The short story in this is beyond over. They have re-validated the allogeneic space....
Votes:
4
0
57
Yahoo Finance
04/13
(Community Post)
[@larry7369](mention://user/9cc437ab-9951-4261-be4c-313852e0d032) thx, despite the "spike and (some) drop", It's nice to hear someone else feel that institutional step buying pattern may kick in. We got a tremendous safety profile read, and the 98% MRD reduction in treated and 27% MRD INCREASE in non-treated arm should set the stage for widening delta between the two arms with each passing week....... We may not hear this for awhile, but the trend is pointing strongly toward the potential of the trial being stopped earlier than the projected date....and I will not hazard a guess when that will be, only that when it occurs, there will be a very significant increase in SP.........
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
Today’s cema-cel win de-risked the lead program. Positive ALLO-329 data in June (or whenever) would turn Allogene into a dual-franchise story (cancer + autoimmune) with a platform that could be delivered at “biologic-like” scale. That combination typically commands a big valuation premium in biotech M&A — exactly the kind of catalyst that could drive the stock (and any buyout offer) well above today’s levels. Cash runway remains solid into 2027–2028, so no rush for dilution. If ALLO-329 data comes out, potential valuation added to today's news might be..... Base case (solid but not perfect data) - $2.0–2.5 billion - $8.20–$10.25/share Strong case (clear efficacy signals + no LD) - $3.0–4.0 billion - $12.30–$16.40/share Bull case (standout data + partnership interest) - $4.5B+ - $18.45+/share I know you'll find more grandiose predictions that this but this is my opinion in conjunction with an AI engine. Of course there are other opportunities …...
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c) SOOOO, any thoughts about what we might see in terms of SP movement with this rotation? Since it remains below $5, does that preclude major investors from stepping in?? Will be interesting to follow what PFE/Citadel/Blackrock do in light of this interim finding......
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
[@antigravity1](mention://user/18925ebe-e931-47cc-a0e8-88c7c84537b5) the valuations are one aspect, but the higher P/E multiplier of 4x - 9x -- in the case of a buyout -- is what makes this a potentially very lucrative stock to own. If they go it alone, which doesn't seem to be the direction the board is headed based on marketing, the valuation could be even higher, but would take a lot longer -- years longer -- to achieve....
Votes:
1
0
23
Transcript Daily
04/13
Allogene Therapeutics (NASDAQ:ALLO) Shares Gap Up – Time to Buy?
Allogene Therapeutics, Inc. (NASDAQ:ALLO – Get Free Report)'s stock price gapped up prior to trading on Monday . The stock had previously closed at $2.72, but opened at $4.09. Allogene Therapeutics…...
57
Yahoo Finance
04/13
(Community Post)
This kind of result doesn’t get fully priced in on day one. You’ve got a real signal today with a 42% MRD delta, very clean safety, and clear biological activity. That is a solid foundation, but the market usually takes time to digest it. The initial move you saw was just the first reaction, not the final valuation. From here, it tends to play out in stages. Analysts will start adjusting their models and tone over the next few days, then you’ll see institutions step in and build positions over the following weeks. The bigger narrative shift and full re-rating happens over months as the data gets absorbed and confidence builds. For now, it’s less about reacting to the day to day moves and more about letting the market gradually catch up to what the data is showing. This is good stuff!...
Votes:
10
0
57
Yahoo Finance
04/13
(Community Post)
Using baseball analogy, the FA announcement showed that Alpha3 had a triple (a very solid hit); but it wasn't a home run like Henry and the cultists have been preaching; now it needs the interim EFS analysis (expected now mid 2027, per ALLO's latest update, contrary to the earlier November 2026 that I have heard repeated over and over by everyone, so much so we all excepted as truth, but it's not) to bring the runner home (support meeting with FDA to discuss BLA submission). By mid 2027, we will have many more patients' data (possibly > n = 100 patients), and I've little doubt that the Kaplan-Meier curve will show substantial divergence between the observation arm vs cema-cel arm's EFS. If somehow, the mid 2027 interim EFS analysis doesn't produce a hit to bring Alpha3 home, then the interim mid 2028 EFS analysis surely will. This is the truth …...
Votes:
4
0
57
Yahoo Finance
04/13
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c) Thx, very helpful. I want to go back and review the "reviewers" comments on the Nature Comm ALLO-329 article and carefully go thru ALLO's responses. The outcome today was very much what I expected from the previous data. I don't have the extreme confidence (yet) in the POC, but, I've got a couple months to review the critiques, looking for what might go wrong. Short term, I'm hoping for some more buying pressure due to this result and the upcoming AACR, which should help increase exposure. Longer term, I'm hoping for the interim EFS to be moved up some months due to STARK differences in EFS...lol. But, like you, if it doesn't happen, I shall acknowledge my optimistic error (no happy triple 8's..sigh...) and practice patience........
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
[@giggidygiggidy](mention://user/23b28c5b-8dde-4998-a893-8535ccdf0da0)Keyser's been wrong for years but so have you. Those who listened to Keyser years ago are still deep in the red despite their lies. You on the other hand are also wrong. Those who didn't listen to you and loaded up under $1.50 and sold this morning made a fortune....
57
Yahoo Finance
04/13
(Community Post)
The question of persistence has been answered and a major risk for Alpha3 has been eliminated. Price targets are moving up across the Street and Funds will being to build real positions soon. But what is clear now: there is no more short story here at all. I don't mean that there's an off chance of a short story developing...I mean actually no short story whatsoever at anything close to this price. Oh yeah, and my prediction is "equipoise lost" by year end in Alpha3 and a BLA submission in 1H'27....
Votes:
2
0
57
Yahoo Finance
04/13
(Community Post)
These are Items I took out of the ALLO Cema-cel Futility Analysis April 2026 IR Event Deck_vF.pdf. This is incredible data and I believe many have not yet digested this information. This will lead to analyst upgrades and Institutions increasing positions and starting new ones. - **7 vs 2 --> 42% MRD delta**: clean, above the 25–30% benchmark and shows **clear early separation** - **97.7% ctDNA reduction vs increase in control**: deep molecular knockdown suggests **ongoing clearance and potential for additional conversions beyond Day 45 --> this is something many may overlook, but will bear out at EFS** - **MRD --> EFS link is validated**: prior data shows **24% MRD delta leads to 63% reduction in EFS events**; this result sits **well above that signal range** - **Trial powered for 50% EFS reduction**: current MRD delta places this outcome in a range **strongly supportive of meeting or exceeding that threshold** …...
Votes:
5
0
57
Yahoo Finance
04/13
(Community Post)
75 M volume I have never seen this volume before with ALLO. Never. Thought of selling in premarket at $4.69-4.88 with a considerable amount for me more than I ever imagined but didn't thinking at the open it would skyrocket pass $5 and into 6's and 7's. When you get greedy, it costs you like it cost me. Anyhow, I do not understand with this volume the price is all but about to be evaporated. Excellent results but IMO very disappointing price. SMH in disgust...
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
[@jimmy_u_e0xzmx](mention://user/2d6bb8b4-2de5-4e77-979c-47febe925aa8)Might close the gap. Had my sell order in for $5 in the premarket but never reached it. Now I've gone from being well into to the green to about flat. Seems like these small biotech stocks are only good for a binary event trade. If you bought in at say about $2.50 and the results were poor we'd be sitting now at $1....maybe lower so the risk/reward scenario means everyone who bought in the mid $2s should have bailed in the premarket in the mid $4s and now be ready to jump back in on the pull back....
57
Yahoo Finance
04/13
(Community Post)
[@nickolas3760](mention://user/ae6316dd-dc50-4f20-8615-c67d11fa410d) Nope; I haven't sold one share at this measly pricing, nor will I sell one share at 20x this pricing. I've already topped out at 3M shares. However, I am very tempted to move more of my asset out of T-bills to buy more, now that the EFS has been de-risked by the results of the FA analysis. If it drops below $3, that might just be too tempting for me to ignore. Apparently this FA announcement will separate the REAL LONGs from the flakey long who got bamboozled into believing Henry's irrational exuberant fantasies of a quick exit. 😂Let's see they have the patience and grit to stay on the ALLO ride....
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
Makes no sense with trading today. But I guess with these small biotechs, shorts with money can manipulate it as much as they want. Let's hope they know something like the management is going dilute soon. Hope they don't dilute, they would do it at much higher price. Wait out the remaining profit takers and shorts trade....
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
[@red94452](mention://user/9cc14951-63ea-4116-bb68-a86bfefec2a9) The triple hit of the FA announcement thoroughly de-risked the EFS analysis that will occur in mid 2027 (or earlier if the DSMB decides otherwise). I'm waiting for the price to dribble down to below $3 and I will snap up another 200k shares to add to my position....
Votes:
1
0
57
Yahoo Finance
04/13
(Community Post)
Ok, 175M offering today was not the best way for them to handle this for retail. Great for the banks. It was deliberate and sneaky. Short term of course: disappointing. But long term: \-Longer cash runway. \-More institutional investors. They want the price up, not down. \-The results are a win for patients and science....
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
I’m pretty sure the ATM was touched today…excellent move as the more cash-rich they are, the stronger the leverage in the event of a partnership materializing. No buyout till killer 329 data — which I’m convinced will happen. Holding 875K shares 🙄😄✅ Good luck to all Longs 🍻🍻...
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
The FA announcement was excellent, if you're a real long investor in ALLO. Where is Henry the Chief Pumper? Is he not gonna show another modeling and simulation to disprove the data that ALLO's executive management just disclosed isn't real? 😂 Just not good enough to be real, right, too marginalizing of the real potential of cema-cel data, even though it substantially de-risked the EFT analyses out?...
Votes:
4
0
57
Yahoo Finance
04/13
(Community Post)
[@keyser96770](mention://user/282a52a8-ff41-4466-8355-3413686b40f4) I agree keyser If statements like that are being made publicly, they should be taken seriously. This kind of messaging can be misleading, and it’s something regulators like the SEC should be paying attention to. We need accountability....
57
Yahoo Finance
04/13
(Community Post)
[@greg23934](mention://user/318fa364-f2b4-4add-af10-ee3c49d49139) Greg. I made my money today. Im not greedy. You know the saying. Gravity will pull this back down. That will be under three very soon. Options tell you that on the IV. Maybe I’m wrong. Who knows. Results were outstanding. However. These are just small players. With any luck a collabartion will emerge. Im happy with my coin today. Was a great day for here...
57
Yahoo Finance
04/13
(Community Post)
Cid maybe you did not understand my CAR-T exposure model? It showed that clearing the low tumor burden band of 100K to 2M residual clones can happen from real human data provided by the PBCAR0161 allogeneic CAR-T in the r/r LBCL setting dose level 2 curve. My CAR-T exposure modeling aligned with the Allogene readout today. I said 7 conversions would take place in the treatment arm in this readout. This model gave me some insight on whether or not, in the R-CHOP MRD setting using Flu/Cy as the lymphodepletion, the system could support clearing the clones - it does. I was tempted to call for 8 in the treatment arm as this band supported a probability of clearing 7 to 8 if it was the dominant MRD tumor burden band in the 12 patients. This is why I have been showing the swimmer chart of the 7 going to …...
Votes:
5
0
57
Yahoo Finance
04/13
(Community Post)
**Kaiser Bum and its Libtards seem to be using AI to confirm their opinions rather than gain knowledge. Unfortunately for Keiser Bum, this process has led it to conclude and reconfirm its own erroneous positions. Keiser Bum is unable to differentiate between operational/scientific progress and appreciation milestones for valuation purposes. Today's outstanding futility analysis demonstrated significant progress in Cemacel development and also defined the milestones and two potential timelines to BLA submission. The company believes that, should they obtain FDA approval, peak sales of $2.5 billion will be achieved 3-5 years post-commercialization, in 2033-2035. At FDA approval, the company can be valued at 2x-3x peak sales, and today it's discounted by the risk factor of reaching FDA approval, minus the additional capital and dilution required to get us there. If ALLO does not get above $10/share from the POC of ALLO-329 and any additional Cemacel data, the next capital raise …...
Votes:
2
0
57
Yahoo Finance
04/13
(Community Post)
Henry, it was a rhetorical question. I couldn't care less about your asinine exposure model; it will never predict or come close to approximating the real world clinical data. And the FDA isn't going to rely solely on MRD delta as a surrogate endpoint for accelerated approval of cema-cel in 1L LBCL; ALLO can reach out to the agency for guidance and feedback on a potential application for RMAT and prospect for accelerated approval in 1L LBCL, but I can predict already they will say: you should consider submitting the RMAT application when you have median EFS for X number of patients vs observation arm. X will be at least 20 to 100 patients, and ALLO likely won't have that until Q3/Q4 2026. If they want 100 patients, we might as well wait for the interim EFS analysis that they've scheduled for mid 2027. Again, another rhetorical question, so don't …...
Votes:
1
0
57
GlobeNewswire
04/13
Allogene Therapeutics Announces Proposed Public Offering of $175 Million of Common Stock
This is a paid press release. Contact the press release distributor directly with any inquiries. Allogene Therapeutics Announces Proposed Public Offering of $175 Million of Common Stock Allogene Thera...
57
Yahoo Finance
04/13
(Community Post)
I'm still long. I didn't sell and I don't know why anyone would unless they are a day trader. Allogene has about 7 different development opportunities and we've had good news on "ONE" today. As I understand it, Allo-329 might have some news within the next several months. I do wish they would have waited to have the conference call "AFTER" the bell today though....
Votes:
3
0
57
MT Newswires
04/13
Allogene Therapeutics Plans $175 Million Public Offering
PREMIUM Allogene Therapeutics Plans $175 Million Public Offering MT Newswires Mon, April 13, 2026 at 4:16 PM EDT ALLO Allogene Therapeutics (ALLO) said late Monday it plans an underwritten public offe...
57
Yahoo Finance
04/13
(Community Post)
ALLO had Goldman Sach and Jeffries, along with other MMs, all along, and they couldn't manage a better price movement than what we got? That is disappointing. Why do it (the public offering) now and not later after RESOLUTION PoC?...
Votes:
3
0
57
Yahoo Finance
04/13
(Community Post)
I thought it was odd that goldman lead off the first question on q and a this morning, especially how that anaglst recently wrote a hit piece on allogeneic tech, but now I see goldman was in on the dilution deal so it makes sense. Also, TD Cowen comes out today calling data "home run" sure they also were in on deal....
Votes:
1
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57
GlobeNewswire
04/13
Cema-Cel Pivotal Trial Interim Data Highlight Strength of Cellectis’ Allogeneic CAR-T Platform
This is a paid press release. Contact the press release distributor directly with any inquiries. Cema-Cel Pivotal Trial Interim Data Highlight Strength of Cellectis’ Allogeneic CAR-T Platform Cellecti...
57
Yahoo Finance
04/13
(Community Post)
[@tae3694](mention://user/d8f9140d-2061-405f-97bd-3ddb48348388). Totally not true. They take exceptionally good news and raise the war chest through dilution and have enough to fund the studies needed to get to market and print cash....
57
Yahoo Finance
04/13
(Community Post)
[@u_5iztlsc1yrys](mention://user/bfd65677-49c7-48cf-b6e9-7d4361cbf607) Agreed, you don’t raise capital from a position of weakness - you do it after stellar data. This capital raise will lead to a dramatic advancement of the platform and dramatically increase the valuation in the long run...
Votes:
1
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57
Yahoo Finance
04/13
(Community Post)
Take a deep breath everyone. I am as shocked as everyone about the public offering, and I have more than anyone posting here riding on ALLO; I don't understand the timing of the public offering either. Why now? Why not after the RESOLUTION PoC? The 87 millions shares that were traded today, a lot of them were likely purchased by the MMs who are part of the public offering announced after hours. So, it is in their interests for ALLO share price to appreciate from here. Now that we know that the MMs are involved and onboard, the share price will appreciate. We don't have inside information, and we don't know what the public offering price will be set at, but I doubt it will be substantially below $3; it will likely be priced at $3 and above. I had expected the MMs would buy all shares being traded and …...
Votes:
11
0
57
Yahoo Finance
04/13
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c) i agree on the deep breath but the capital raise will be net new shares addition. Nothing was purchased today under the public offering. In fact highly likely that some institutions were approached by GS etc. and hedged their future buy....
57
Yahoo Finance
04/13
(Community Post)
Well, here we are: the financing I said would come but that's old news. This is OK folks; don't let your confidence get twisted by the offering. ALLO needs to raise the capital so let the dust settle. The importance here is only in the science moving forward - the market price will stabilize and settle down post pricing. So far, so good...better dilution at these levels than at $1 ish. GL all....
Votes:
3
0
57
Yahoo Finance
04/13
(Community Post)
The raise is good news...not bad. Their existing cash was enough to fund the scaled back programs. With this they have more options and will be prepared ahead of time. The (just some) possibilities: 1) Continue 316 and/or form partnership on stronger terms; 2) Scale out 329 faster if the data is good; 3) Just have more cash on hand in case the capital markets tighten again (i.e. we're in the middle of war, private credit is falling apart, etc.). What we wouldn't want is for them to desperately need to raise money at a time when it's much harder. In addition, this is a $175M deal...it's not going to be spread out over tons of investors but rather a few will get large chunks. We will see the holder update change meaningfully and I'd bet it'll be interesting....
Votes:
4
0
57
Yahoo Finance
04/13
(Community Post)
All of my comments were removed today. I can’t state strongly enough how much I despise “free American speech” being moderated by 🤡s sitting in a third world country where the very idea of it would get them a free pass to jail. Regardless, despite the ATM and dilution, upwards and onwards my fellow longs 🍻🍻...
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
Based on the \~$175M raise and the current trading range, this likely brings the total shares outstanding closer to **300M**. That’s generally in line with how I’ve modeled things - I’ve often used \~300M shares in prior estimates, so this doesn’t materially change my longer-term framework. I used 243M in the most recent calculations but will go back to using 300M. More importantly, this raise is coming **after a validated signal**, not before. With **Alpha3 expanding globally, Allo-329 progressing, and the BCMA/CD70 program moving toward IND**, the company needs capital to execute across multiple fronts. This is fairly typical biotech behavior - **raise when the data supports it and access to capital is strongest**. Near term, the stock will likely **trade around the eventual offering price** as that gets finalized and absorbed. Once that process is complete, the setup becomes cleaner and the focus can shift back to **analyst updates, …...
Votes:
11
0
57
Yahoo Finance
04/13
(Community Post)
The selling was unmerited. They perform the offering and it simply shows on the balance sheet as cash. It's burnt over time. So nothing is lost. It's not an immediate expenditure and Allogene has proven their burn rate is minimal. It only improves the balance sheet so nothing they are doing is an unusual event or expense....
Votes:
8
0
57
Yahoo Finance
04/13
(Community Post)
Hiring at $300–500K is nothing compared to clinical trial delays that can cost hundreds of millions. These hires are about speeding things up, expanding, and educating the field. They’re not raising or hiring because they’re desperate it’s the opposite. After strong data, they’re positioning to scale and move faster....
Votes:
10
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57
Yahoo Finance
04/13
(Community Post)
[@antigravity1](mention://user/18925ebe-e931-47cc-a0e8-88c7c84537b5) With Alpha3, Allo-329, and soon to be BCMA/CD70 there are very large revenue paths here. Both Allo-329 and BCMA/CD70 can be used for indications in Oncology and Autoimmune. Alpha3 set everything up here today....
Votes:
6
0
57
Yahoo Finance
04/13
(Community Post)
The data today was incredible, and possibly one of the biggest advancements in cancer treatments in modern times. They raised capital from a position of strength, not desperation. People get carried away with technical analysis of stock prices, volume etc. … When a company produces successful products, which can dramatically benefit the human race…the value goes up. Take a breath....
Votes:
15
0
57
Yahoo Finance
04/13
(Community Post)
Expect the placement will be just a handful of large institutions (some who may have been shorting it today). They make a guaranteed return and the company gets needed cash to scale programs and extend the runway out a couple of years. Cash burn concerns are now off the table!!...
Votes:
9
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61
Bluesky
04/13
Most searched small-cap stocks, Mon Apr 13th - $USAR $TDOC $SWMR $SSYS $RMSG $RECT $QUBT $PEBO $MSB $MGNX $LUNR $LAC $IQ $FSLY $CERS $CAAS $BRZE $AMPX $ALLO $ABUS - More: crystalequityresearch.com/most-searche... - #smallcap
Most searched small-cap stocks, Mon Apr 13th - $USAR $TDOC $SWMR $SSYS $RMSG $RECT $QUBT $PEBO $MSB $MGNX $LUNR $LAC $IQ $FSLY $CERS $CAAS $BRZE $AMPX $ALLO $ABUS - More: crystalequityresearch.com/mo...
57
Yahoo Finance
04/13
(Community Post)
I asked below why have a public offering now when last month they said that they have cash runway into 2028? It's the timing that shocked me, not the capital raising. Before the Yahoo "upgrade," based on my experience, I fully expected them to raise more capital as they approach the 12-month runway (based on the 4th quarter financial disclosure), they would have to raise before end of the year, and I suggested after RESOLUTION PoC, after the one-two FA MRD result and then ALLO-329 PoC. And Henry and his followers jumped all over me and labeled a short for daring to mention the idea. So, what has changed from March 12th to April 13th, well for one thing, there have been a lot of new job postings (and these will likely not be the last). I recall David mentioning (the 4th quarter call) that they would need a lot …...
Votes:
8
0
57
Yahoo Finance
04/13
(Community Post)
This is a quick stock price contribution from the Cema-cel pipeline product. This does not include Allo-329, BCMA/CD70, or Allo-316. I used the latest numbers from the Futility Analysis Deck - ALLO Cema-cel Futility Analysis April 2026 IR Event Deck_vF.pdf. For the US and EU5, I used the base $2.5B and $3.5B Cema-cel opportunity numbers provided. The US and EU5 numbers are pretty straight forward as Allogene is already giving you the total revenue opportunity low and high ranges. For the expansion regions, I calculated based on AI modeling for those regions where CAR-T therapy price is used. Again, the US and EU5 therapy price is already included in the opportunity. ...
Votes:
4
0
57
Yahoo Finance
04/13
(Community Post)
I wanted to provide a summary of my reflection on the day. Many of the Libtards here are at a complete disadvantage due to their trust in Keiser Bum and its promotions. I thought the futility analysis was outstanding, probably as good as one could expect. The after-close capital raise announcement was somewhat confusing and took me a while to properly digest. This is where I stand on it as of April 13, 2026. The CEO, the executive management Team, the Board of Directors, and TPG Capital all support this raise, and all are heavily invested in ALLO equity. I expect they will all participate in this raise. As an equity investor, they are aligned with me and also have more information than I do. They have a strong interest in long-term equity appreciation. I think, in addition to today's futility results, the best asset of ALLO is this executive …...
57
Yahoo Finance
04/13
(Community Post)
Allogene’s $15B expectation for ALLO-329 is consistent with existing market precedents as listed below at the end of this post. This is the one everybody is excited about. **This one is pretty easy. $15B by P/S of 6 gives a market cap of $90B divided by 300M shares will give you $300 per share.** This is not a given, obviously Allo-329 has to prove it works. ============ Autoimmune ============ Type 1 Diabetes The globally addressable early-stage Type 1 Diabetes population is approximately **120,000–250,000 patients annually**. At a 5-year remission pricing model of $250K and 30% penetration, this supports an **$10–12B annual revenue opportunity**, with upside toward $15B+ under broader adoption. Rheumatoid Arthritis While global RA drug revenue is approximately **$25–35B annually**, the CAR-T–addressable segment is concentrated in **1–2 million multi-refractory patients**, translating to an annual treatment flow of **100,000–400,000 patients**. At $250K pricing and 30% penetration, this supports an **$10–15B …...
Votes:
5
0
57
Yahoo Finance
04/13
(Community Post)
think your assessment of the capital raise is correct. I thought the futility analysis today was outstanding, probably as good as one could expect. The after-close capital raise announcement was somewhat confusing and took me a while to properly digest. This is where I stand - The CEO, the executive management Team, the Board of Directors, and TPG Capital all support this raise, and all are heavily invested in ALLO equity. I expect they will all participate in this raise. As an equity investor, they are aligned with me and also have more information than I do. They have a strong interest in long-term equity appreciation. I think, in addition to today's futility results, the best asset of ALLO is this executive team, and I feel we are still strongly aligned. I think the equity appreciation is 2027/2028, and today, we cemented our foundation for the path ahead—next milestone: June/July …...
57
Yahoo Finance
04/13
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c)thanks for the clear explanation. I can understand the MM's wanting in early, but was there leverage the MM's could bring to bear to ALLO to do this now, before the (assumed) SP increase after POC results?... Your first take certainly questioned the timing. Do you think that as someone else (?Frank?) posted, that the company felt the need to move NOW as opposed to having any sort of delay in the ramping up process that could potentially cost them beau coup de bucks if they waited? I'm settling down (and "in") but this did catch me by surprise.... Your explanations are helping.......
Votes:
2
0
57
Yahoo Finance
04/13
(Community Post)
[@u_9bpff2iymsbj](mention://user/d80138cb-b6c8-4b4a-b48d-bb0b302d3e75) sure, we might lose all the money that we have invested in Allogene, a company that works toward a great cause, but you’ve already lost everything, your decency, humanity and self respect. If you actually have anything, why don’t you show us a screenshot of your account like I did?...
Votes:
5
0
61
Bluesky
04/13
Allogene Therapeutics (ALLO) surges 60% premarket on ALPHA3 trial data breakthrough — April 14, 2026
Allogene Therapeutics (ALLO) surges 60% premarket on ALPHA3 trial data breakthrough — April 14, 2026 Allogene Therapeutics (NASDAQ: ALLO) surged approximately 60% in premarket trading on April 14, 20...
57
Yahoo Finance
04/14
(Community Post)
Sec is worth keeping an eye on. They give good news before the open, but someone starts selling aggressively mid-trade. After the close, they give bad news, and all the gains are reversed. They knew about both the good and the bad news right away; the company didn't decide to raise funds five minutes before the end of trading....
57
Yahoo Finance
04/14
(Community Post)
[@06597](mention://user/b6b55c99-8143-4285-bc17-f1d857342139) “They give good news before the open, but someone starts selling aggressively mid-trade. After the close, they give bad news, and all the gains are reversed. They knew about both the good and the bad news right away; the company didn't decide to raise funds five minutes before the end of trading.” This is what I thought too. Anyway, they gotta secure the opportunity to raise money to strengthen their position. They probably planned ahead but then made the decision when they saw the price jump into high $4’s...
57
Yahoo Finance
04/14
(Community Post)
Its a bittersweet taste after yesterday. Instead of allowing stock to run and raise some cash in more favourable conditions, they do it right away after the announcement. Its like throwing life raft to shorts and they did not need to even sweat. Thats one way to kill momentum and keep short interest hyped and still present here. Back to slow climbing waiting for POC for Allo329 in the next 2 months or so. We also have AACR conference and Fierce pharma within one week timeframe. In any case this goes up, towards the timelines not the other way around, just not as much as we wished for....
Votes:
3
0
57
Yahoo Finance
04/14
(Community Post)
3.75 time and time again proves to be difficult to break, I was sure yesterday with the premarket price action, that we were done with that. I'm not surprised with the equity raise, I think that's a good thing, but I did not expect despite that, that we would trade down this low. I think it will recover, and I think we are in the very beginning of a long upwards trend. Yesterdays results was groundbreaking. Time to move up and hopefully soon enough we can take out 3.75 for good!...
Votes:
4
0
61
Bluesky
04/14
Biggest stock movers Tuesday: BE, GSAT, and more (NASDAQ:ALLO) | Seeking Alpha ... Project Kuiper . The move would strengthen Amazon's ability to compete with SpaceX's Starlink network, tho...
Biggest stock movers Tuesday: BE, GSAT, and more (NASDAQ:ALLO) | Seeking Alpha ... Project Kuiper . The move would strengthen Amazon's ability to compete with SpaceX's Starlink network, tho... Origi...
57
Yahoo Finance
04/14
(Community Post)
## Genuine question for people here: When a company like Allogene Therapeutics, Inc. announces a stock offering, you’ll often see the stock drop *before* the news hits. We’re told institutions get “wall-crossed” (basically given a heads-up under NDA) and aren’t supposed to trade on it. But at the same time, they obviously now know dilution is likely coming. So what happens? They “manage risk,” trim positions, hedge, etc. But isn’t that effectively the same thing as trading on inside info? I get the argument that it’s legal and part of how deals get done. But from the outside, it really looks like: - Big money gets early access - Stock starts selling off - Retail finds out after the fact Not saying anything illegal is happening—but it definitely doesn’t feel like a level playing field. Curious how others here think about this....
Votes:
1
0
32
The Markets Daily
04/14
Allogene Therapeutics (NASDAQ:ALLO) Sets New 1-Year High – Here's Why
Allogene Therapeutics, Inc. (NASDAQ:ALLO – Get Free Report) shares hit a new 52-week high during mid-day trading on Tuesday . The company traded as high as $4.46 and last traded at $3.0390, with a…...
57
Yahoo Finance
04/14
(Community Post)
H.C. Wainwright raised the firm's price target on Allogene Therapeutics to $12 from $8 and keeps a Buy rating on the shares. The firm views the MRD-negativity rate in the ALPHA3 trial as "risk-mitigating" for the primary endpoint....
Votes:
9
0
30
Cerbat Gem
04/14
Allogene Therapeutics (NASDAQ:ALLO) Stock Price Expected to Rise, Argus Analyst Says
Allogene Therapeutics (NASDAQ:ALLO – Get Free Report) had its target price increased by stock analysts at Argus from $1.60 to $3.85 in a report released on Tuesday,Benzinga reports. The brokerage…...
57
Yahoo Finance
04/14
(Community Post)
Another piece of good news. Here's a direct quote from Hanasi from March 12th: “Keiser Bum, I will make it easy for you and the boiler room – if the MRD clearance differential between the treated arm and the control arm is 26% and below – you and they depart the board till March 2027. If it’s 27% and above, I will depart the board. Good luck!” Good to see that Hanasi won't be posting again until March 2027....
Votes:
10
0
57
Yahoo Finance
04/14
(Community Post)
## Tamir, I do not think it will be Gilead Sciences. **Most likely strategic interest (patent cliff driven):** - Pfizer – Major post-2027 revenue gap, historically aggressive in platform acquisitions - Merck & Co. – Keytruda cliff (\~2028), needs a new foundational oncology platform - Bristol Myers Squibb – Opdivo exposure, strong CAR-T presence but needs scalable next-gen model Strategic interest in Allogene Therapeutics is no longer about “if it works” after the Alpha3 readout - it’s about **how durable the effect is and how quickly it translates into EFS separation and commercialization (2027 window early submission)**. Under NDA, interested parties will go far beyond headline MRD data and rebuild the trial at the **patient level**, aligning every MRD timepoint with every clinical event across both arms. What they are specifically looking for is simple but decisive: - Do MRD-negative patients stay event-free? - Do MRD-positive patients drive early progression? …...
Votes:
5
0
57
Yahoo Finance
04/14
(Community Post)
There is a new pipeline product being investigated and presented at AACR by Zachary Roberts and team. This product is a dual CAR-T BCMA/CD70 dagger product that also has large revenue potential in Oncology and Autoimmune. Looking forward to that and future announcements on this product....
Votes:
3
0
32
The Markets Daily
04/14
Allogene Therapeutics (NASDAQ:ALLO) Stock Price Expected to Rise, Citizens Jmp Analyst Says
Allogene Therapeutics (NASDAQ:ALLO – Get Free Report) had its target price raised by stock analysts at Citizens Jmp from $5.00 to $8.00 in a report issued on Tuesday,Benzinga reports. The firm…...
41
Zolmax News
04/14
Allogene Therapeutics (NASDAQ:ALLO) Stock Price Expected to Rise, Citizens Jmp Analyst Says
Allogene Therapeutics (NASDAQ:ALLO – Get Free Report) had its target price upped by analysts at Citizens Jmp from $5.00 to $8.00 in a report issued on Tuesday,Benzinga reports. The firm currently has…...
57
Yahoo Finance
04/14
(Community Post)
Welp, Cid, there's your 2.xx share price......is the late night special too tempting? Quite the disparity between all the analysts raising their targets and positive results and...... AACR/Fierce. Baffling to me..... I have to admit to succumbing to a couple late night specials myself.........debating....... where the h\*\*\* DID they set that offering price! could it really be this low?...
57
Yahoo Finance
04/14
(Community Post)
## This is **mechanical, not fundamental**. Alpha3 delivered 42% MRD delta with clean safety - that hasn’t changed. The drop is coming from the **$175M offering**, which introduces supply and **arb shorting into the open**, plus event traders taking profits. That combination almost always causes: - Premarket spike - Weak open - Short-term pressure Shorts amplify it in the tape and on the board, but they’re reacting to the same setup - not driving a broken story. What matters now is **stabilization over the next few days**, not the first hour. The data worked. This is digestion. Note: Note the posts today from certain posters, on a day like today the tell is in their words....
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
[@hanasi_u_4i2q9n](mention://user/4eacaade-50a2-4304-a9a8-9a4998446062) Hanasi from March 12th: “Keiser Bum, I will make it easy for you and the boiler room – if the MRD clearance differential between the treated arm and the control arm is 26% and below – you and they depart the board till March 2027. If it’s 27% and above, I will depart the board. Good luck!”...
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
[@terminal](mention://user/abd233bf-5138-4370-93dc-9b31e820490f) I only had enuf to do 600 (a little diff category I'd say!) at 2.61..... just can't believe the offering price would be below where it closed before results were announced.....would make no sense....
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
Interesting. **FDA News Release** **FDA Issues Draft Guidance on Genome Editing Safety Standards to Advance Gene Therapy Development** *Guidance supports framework for accelerating development of individualized therapies* April 14, 2026 The U.S. Food and Drug Administration today issued a draft guidance for sponsors seeking approval of human gene therapy products involving genome editing technologies. When finalized, this guidance will provide recommendations for standardized methods for comprehensively assessing the safety of genome editing therapies to bring effective treatments to patients sooner. The draft guidance, issued by the Center for Biologics Evaluation and Research, supports the FDA’s [framework for accelerating development of individualized therapies for ultra-rare diseases](https://www.fda.gov/news-events/press-announcements/fda-launches-framework-accelerating-development-individualized-therapies-ultra-rare-diseases) launched in February. The framework revolutionizes how the FDA engages with industry and promotes a path for transformative rare disease treatments....
Votes:
4
0
57
Yahoo Finance
04/14
(Community Post)
The volatility is comical. People puking shares for no reason. The idea that "durability" is the issue here only makes sense if you're protecting your career, not if you're using your head. Alpha2 demonstrated durability in much sicker patients. While 1L is different, and of course biology can be unpredictable at times, there's more than enough supporting evidence to tell us that this is a durable cure. It's a rare situation, where the future has basically been told but not priced in. Cema-cel is at least a \~$3bn/yr revenue asset and worth no less than 3x that (extremely high margin...cost of production/administration is negligible compared to the expected selling price). There are roughly 384M shares (give or take fully diluted) as of today...so the enterprise value is \~$578M (at $2.65). It doesn't make any sense...a roughly $10bn asset just in Cema-cel sitting at $500M just 1 year from from when …...
Votes:
9
0
57
Yahoo Finance
04/14
(Community Post)
If you look at the OBV And MFI from yesterday's trading, it showed significant buying. No doubt there was a lot of shorting going on with 87 million shares traded desks knew of the secondary. Many of these shorts are covering right now and institutions are using this event to build positions at lower prices. Don't be bamboozled into selling this move as it's going to be very short-term. Would not be surprised to see ALLO close in the green today. The cash raise was the right move for ALLO as it secures their path towards commercialization. The future is very bright. 😎...
Votes:
15
0
57
Yahoo Finance
04/14
(Community Post)
I thought about it this way: if this is the only product they get to market - and it should get to market now, given the data and the team - then it’s at least 20X the current price in no more than a couple of years. One of the questions I ask when I invest in a stock is whether it’ll double in 5 years and this one passes that test easily....
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
Offering price is not even announced nor is the date, it's part of negotiations process. I do not believe company is dumb enough to settle for current price. I bet offering will be way north from current price and market will react or else there will be no agreement...
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
[@ray05725](mention://user/c363fdcd-6a8e-456b-b78f-49f61a23c606) Not yet, Ray; that hasn't been disclosed yet. I think they are "trying to determine the fair market value" in consultation with the named MMs that are supporting the public offering....
Votes:
2
0
57
Yahoo Finance
04/14
(Community Post)
Y'all, the company has to find expansion and operations through the period that must pass before a drug will be brought to market\. No drug, no revenue\. No revenue, no way to fund operations\. Those funds have to come from capital markets\. CFO is being prudent and anyone who disagrees is the exact reason why they aren't a CFO\....
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
More important than the low valuation they are raising at is the participation of current insiders and the maintenance or even increase of their current ownership positions. If they can add committed capital through the 2029 BLA submission, this will be a tremendous success. Keep in mind that even for Cemacel alone, they will need another capital raise in 2028, and if they have other product lines, that next raise will come much sooner. If they close this round below the prior raise at $2.90, it will take several weeks for the volatility to stabilize. If you are a long-term investor, review the price weekly or monthly. Would not expect much till next milestone or POC for ALLO-329 in June/July. Good luck!...
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
[@ben42095](mention://user/46090b8a-9111-4299-b62e-694ec938f923) Post raise they will have +\\- 290 million shares outstanding. At $10 you are $2.9 Billion market cap; it would be outstanding but not very likely. Post EFS analysis is more like it. Good luck!...
31
Watchlist News
04/14
Allogene Therapeutics (NASDAQ:ALLO) Stock Price Expected to Rise, Argus Analyst Says
Allogene Therapeutics (NASDAQ:ALLO – Get Free Report) had its price objective increased by stock analysts at Argus from $1.60 to $3.85 in a research report issued on Tuesday,Benzinga reports. The…...
57
Yahoo Finance
04/14
(Community Post)
Ok, we will have offering price of around 2,6 dollars/share - thank me later. Those in the knowing nicely shorted to this price and will be buying fresh available shares. Lesson learned - after POC take your money and run. Management might raise again from position of strength to extend cash runaway to 2032 or maybe 2035. Ok, that last part is a joke....
30
tradingkey.com
04/14
Allogene tumbles on $175 mln stock offering after cancer therapy data
Allogene Therapeutics' ALLO.O shares down 14.5% to $2.62 on Tues as it seeks equity raise after interim blood cancer therapy dataShares on course for largest daily pct drop in about six monthsALLO…...
57
Yahoo Finance
04/14
(Community Post)
Its about time to finally announce pricing of the public offering to stop the shorting down by hedgies. Is management asleep? It would also be smart to sell warrants at a higher price to stop the hedgies from shorting this down...
Votes:
3
0
57
Yahoo Finance
04/14
(Community Post)
I'm just guessing, but this is $30M of volume so far. The deal with the greenshoe will be around $200M. Pod shops get large allocations...if you assume they get 15% of the deal collectively, then from their perspective, could short into the deal and use allocation to cover and lock in the gain. Maybe that's what's happening?...
57
Yahoo Finance
04/14
(Community Post)
This raise is about **expanding strategic options**. Alpha3 is moving into broader geographies, which requires capital. At the same time, management has been clear that if Allo-329 shows positive data, they intend to expand into additional indications aggressively, which also requires funding. Their long term revenue framework for Allo-329 extends well beyond three indications. We all saw the footprint of Allo-329 and thought how are they going to do this? Now we know. Beyond that, the platform is evolving. DAGGER has already created internal momentum, and BCMA/CD70 points to another potentially large revenue asset. Before this raise, they were operating tightly. Now, they have the ability to **execute, expand, and pursue multiple paths in parallel**....
Votes:
1
0
57
Yahoo Finance
04/14
(Community Post)
I don't understand how anyone can see the good in what the company's management did. The price dropped to a level as if there was no good news. Cool! Buying just so the management can do something crazy again? We were supposed to get 100%+, but we got -20%+....
Votes:
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Yahoo Finance
04/14
(Community Post)
I'm buying as fast as I can, 10k shares at a time; but even setting the stop quote 5 cents above the last bid doesn't necessarily fill very quickly. Just added 50k so far. I know that some of you will say, "why don't you just buy it at the market price?" Yeah, no; that's not how I accumulate. "Nut up or shut up."...
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Yahoo Finance
04/14
(Community Post)
## To put some numbers around this: Let’s say the stock closes today at **$2.50** due to intraday pressure. That still does **not** mean the deal has to price at $2.50. If the book is strong, for example: - $2.60 → heavily oversubscribed - $2.70 → multiple times covered - $2.80 → still solid demand from long-only funds Then the underwriters can price the deal at **$2.75–$2.85**, even though the stock closed at $2.50. Why? Because the deal is priced based on **where real institutional buyers are willing to commit capital**, not where the stock traded during a volatile session driven by short term flows. In that scenario: - The $2.50 close reflects **trading pressure** - The $2.75–$2.85 deal reflects **actual demand in the book** Two different things....
57
Yahoo Finance
04/14
(Community Post)
...
57
Yahoo Finance
04/14
(Community Post)
For those wondering why management is acting this way this might help understand. Strong data opens the window, institutions are ready and step in. That spike wasn’t a stable price. Management takes $175M now guaranteed vs maybe raising later higher not guaranteed. The drop is just dilution worries, not the data. This is how early biotech companies operate nothing new....
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57
Yahoo Finance
04/14
(Community Post)
[@anna96708](mention://user/c50c5865-b078-45f8-91b8-a5af6e3812a7) The funniest not funny (but funny) true statement I've read on this board. LOL. Indeed, we could call it "Premature Manipulation of Capitalization". Got to be able to hold it for the appropriate moment. Timing is everything. They couldn't hold it....
57
Yahoo Finance
04/14
(Community Post)
I don't understand the timing. They totaly killed momentum. First they hype it with the Friday announcement and the breaking news post and then they announced dillution after Mondat close, It is obviois that some people knew about it. Shaare price is lower than the last offering price. It is like no data were released at all. Now that is bad job by Allo management team....
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57
Yahoo Finance
04/14
(Community Post)
## Mo, I don’t think we need to overcomplicate this with enrollment speculation. Strong clinical data tends to **accelerate enrollment**, not slow it. Positive MRD conversion, clean safety, and increased visibility all make it easier for oncologists and investigators to engage and refer patients. Especially since the community centers did so well in this with no prior CAR-T experience. You’re also seeing the company build out Medical Affairs, which is exactly what you do when you’re preparing to **support broader adoption and trial execution** speed. **Strong data speeds enrollment, not slows it.**...
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57
Yahoo Finance
04/14
(Community Post)
[@u_ba0fa9cauvw2](mention://user/ea26f337-46d9-4049-9aa0-97eaded8cd24) also EFS is event-driven not enrollment driven. Looks like fewer patients are experiencing “events” and that directly pushes the timeline out — at least as far as the treatment arm is concerned....
57
Yahoo Finance
04/14
(Community Post)
On the wisdom of yesterday’s post market closing dilution offering, I thought about this quote from a winner of the Nobel Memorial Prize in Economic Sciences: "A stupid decision that works out well becomes a brilliant decision in hindsight."...
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57
Yahoo Finance
04/14
(Community Post)
imo, stock is down due the the shady raise and the fact that it just became dead money for close to 2 more years. Institutions will now play risk free again like they have been. It ain't going nowhere anytime soon! It hurts as I've been in since Nov. 2023. Luckily my DCA is 1.89, but It wouldn't surprise me to see that again. SMH...
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2
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57
Yahoo Finance
04/14
(Community Post)
[@patriot2553](mention://user/3b51dc06-6a3e-4afb-b133-a789c100dfaf) Sometimes we think something is stupid because we don't know all the details. None of us here are insiders (better not be), so we don't know the criticalities that they are dealing with....
57
Yahoo Finance
04/14
(Community Post)
## Something to think about? We know that the last treatment arm can have late converters. The last treatment for the observation arm is R-CHOP and most of those patients are 8 weeks removed from their 6th Cycle of R-CHOP. Add 45 days to that for their 45 MRD test and you can catch some late converters. 2 were caught in the observation arm at this readout. The last treatment for the treatment arm is Cema-cel itself and they pull 45 days after for the MRD test. So there are up to 8 weeks of difference less in the window to catch late converters in the treatment arm by their Day 45 MRD test. There is a very good chance that 1 or 2 patients from the treatment arm will be a late converter from the impact of Cema-cel in the first 7 to 10 days of the therapy. This …...
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1
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57
Yahoo Finance
04/14
(Community Post)
Look at this garbage today. Chang and et al have lost a lot of investors confidence. They betrayed us. Yesterday many had privileged info that shorted this and they knew an offering was to be announced. If you can’t see this then it’s you. This is headed to the dismal $1’s again. Short. Stay short ! This will not go anywhere north of $3.00 anytime soon. The BOD and insiders ought to be ashamed of themselves for pulling this fiasco. P n D....
57
Yahoo Finance
04/14
(Community Post)
Retail investors are usually the last to know, there are bigger players and deals happening behind the scenes. I’m betting on the company and its management. Everything else is noise.Even if it drops to $1, I won’t panic. I made my bet now I wait....
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57
Yahoo Finance
04/14
(Community Post)
By this pace we going to be in 1s by friday's close. Just look at red candles 1d, 4h, 3h, 2h, 1h, even minutes chart is horrible - there is no stopping. Excelent raising by management - no price, no date, killed results - almost as if the plan was written by doom and gloom expert supporting short interest....
57
Yahoo Finance
04/14
(Community Post)
I wouldn’t worry about the offering itself, that’s standard. What matters is who’s buying. If strong biotech funds step in, they tend to hold and build positions, which supports the stock over time. The offering is just mechanics the real signal comes after. The key thing to watch now is institutional ownership that’s what will drive the long-term price....
57
Yahoo Finance
04/14
(Community Post)
The offering only adds cash to the balance sheet and increases the shares outstanding. The cash goes in the ASSET column, not the debit. The cash burns over time,,,not immediately unless there's a purchase of some sort. That's really what I wish they would do. Purchase some generic, related FDA approved drug to generate some revenue while they finish R&D. Show at least "some" revenue....
57
Yahoo Finance
04/14
(Community Post)
they'll wait 'til friday to price the offering at $1 to maximize our dilution\. 🤓 i coulda/woulda/shoulda sold all in Feb\. '25 or yesterday pre\-market\.\.\.but i was too dumb n' greedy\. there are no catalysts for at least another year\....
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57
Yahoo Finance
04/14
(Community Post)
I think most people here can see Keyser either doesn’t know what he’s talking about or just throws out wild predictions. Do your own due diligence. If you believe in the company, sit tight and be patient but only invest what you can afford to lose....
57
Yahoo Finance
04/14
(Community Post)
If anyone said, let's say for example, before Friday that they will dillute he wouuld be short and against Allo. Now it is strategic expansion and raising cash from a strong position.... My question is would that strong position dissapear if they just waited a couple of days to let the market appreciate the data? Anyway not looking to sell even if it 3x this week but this was a low hit from Allo to shareholders after they hype they intiated, A bull trap set from Allo management team....
57
Yahoo Finance
04/14
(Community Post)
In honesty, I feel better after the interim result. Just not happy with the offering timing at unknown price offer. So terrible! Now make me nervously wondering what they already know for what will be coming next to make such decisions....
57
Yahoo Finance
04/14
(Community Post)
Cuba and Cid, the heavy hitters. No disrespect to either of you but with an appalling amount of shares long, how do you defend this management team and stand behind them ? Support them. I’ve turned against them. They betrayed us....
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57
Yahoo Finance
04/14
(Community Post)
[@tae3694](mention://user/d8f9140d-2061-405f-97bd-3ddb48348388) CFO has no interest in investors and this is obvious. Been obvious last 3-5 years. Say what you want about Oblio but he’s wasn’t as crazy as everyone believed. He knew what he was talking about....
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57
Yahoo Finance
04/14
(Community Post)
people need to zoom out and look at bigger picture. For most of this past year we sat in the 1.00s even below it. We are up over one hundred percent this year. I think we will staircase our way back up. add on dips and be patient....
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Yahoo Finance
04/14
(Community Post)
[@tae3694](mention://user/d8f9140d-2061-405f-97bd-3ddb48348388) this is really bad! look like they are still working on the offering. The lower the price is the better for the hedge funds. need to see the announcement to end this suffering!...
57
Yahoo Finance
04/14
(Community Post)
I've long said that the pace of enrolment was going to be Allo's biggest problem. I'm speculating here, but I think they're intending to launch new sites as soon as possible (likely in new geographies) and the raise being done now is so that process can be expediated....
57
Yahoo Finance
04/14
(Community Post)
**Key data of the last offering on** May 13, 2024:** **Price per Share:** $2.90 **Total Shares:** 37,931,035 shares **Gross Proceeds:** Approximately $110 million It's amazing if in April 2026 they are raising at a lower valuation - the science has clearly progressed, more liquidity, the market is challenging the actual market share potential, and competing therapies in 2029. Strange indeed. Let's hope for the best. If the CEO, Chairman, TPG, and Pfizer purchase half the raise, we will go up. Good luck....
57
Yahoo Finance
04/14
(Community Post)
Seems like funds were not impresed with such a high price of 2,5 dollars/share. That explains price action today. Problem about offering with no price tag is that it allows to push the price down to the infinity until there is finally some interest. Those who shorted will be the ones buying and covering their short position. Now we also know why short interest increased in the last 2 weeks. Anyhow, Allogene deseperate - they would offer even at 1 dollar a share. Tough life...
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57
Yahoo Finance
04/14
(Community Post)
[@justinas47364](mention://user/abb95504-5023-4a17-8ad6-6572099e1e01) Surprised me that they could not strike a good deal with their good ALPHA3 interim result released. At least the drop is due to the secondary offering and not a crash after the result....
57
Yahoo Finance
04/14
(Community Post)
You can read the prospectus supplement submitted to the SEC by Allo. Although the price hasn’t been inputted and left blank, the reading of the document would seem that the price will be negotiated higher than the market value. Interesting ….maybe closer to $3…...
57
Yahoo Finance
04/14
(Community Post)
[@frank83130](mention://user/f47a11d6-aa9d-4d38-9f3e-a623a4e9dd03) I think tute ownership is already at 80%. "The biggest institutional investors in Allogene Therapeutics (ALLO) are Pfizer Inc., TPG GP A, LLC, BlackRock, Inc., and Citadel Advisors LLC, with institutional ownership totaling over 80%. These major holders often hold significant influence over company decisions, with Pfizer Venture Investments holding roughly 9-10% of outstanding shares."...
57
Yahoo Finance
04/14
(Community Post)
wow what a proper screwjob. same thing happened after the last release of good data feb 25. stock popped and came down just as quick. thought surely it couldnt happen this time. but to be down like this after great data...im done with investing....
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Yahoo Finance
04/14
(Community Post)
They did this in 2020 -> May 29, announced positive results; June 1 pre-market, announced an offering to raise $450M; June 1 after-market, announced the pricing at $47/share. But back then, there was crazy momentum for this industry...stock was already up 70% just in May. Even on June 1 when they announced the offering, the stock opened at $46.14 and closed up at $48.94. But the current times are different - gene-editing companies have been pummelled. The exec team and its advisors should have recognized this changed environment. They could have set an offering price with the underwriters before announcing the offering and/or they could have allowed the market a few days to absorb the positive clinical news before announcing an offering. smh. Rookies. This stock will be stuck in a range of $1 - $2.50 until next year....
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Yahoo Finance
04/14
(Community Post)
A little disappointing to see the strong move yesterday and the self inflicted retreat after hours and today. I held and added for myself and other accounts in the family. Having more cash is always good especially in biotech as long as the science is good and waiting for data to come thru from the studies. Long term I believe ALLO is going to be a huge winner, just like CLLS once their clinical trials yield good results and result in medicine approval by the FDA. Longs just need to be patient. God bless and stay well....
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Yahoo Finance
04/14
(Community Post)
[@50844](mention://user/8a1eb7bf-796f-4f78-9ef4-5773cf9495ae)that would be like at least a small passage of gas from an otherwise indigestible blocked up GI tract. We always got excited post op when the patient had a little toot.......
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Yahoo Finance
04/14
(Community Post)
[@matt3128](mention://user/cc4c89cd-ff22-4230-92ea-19c52426ccae) That is a fair criticism, Matt. I'm sure, in hindsight, that the executive leadership team wished that they could have done this differently. As Mike Tyson said, "everybody has a plan until they get punched in the mouth." ALLO's beatdown has been brutal the past two days, despite showing great MRD delta data. Sometimes we just gotta get back up and carry on. That's the only thing that we can do....
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Yahoo Finance
04/14
(Community Post)
[@nickolas3760](mention://user/ae6316dd-dc50-4f20-8615-c67d11fa410d) Nickolas, we don't know all the extenuating circumstances. Overall, on the balance, I'm still very much bullish on ALLO, otherwise I wouldn't have bought more shares today. In hindsight, I should have waited until it dropped below $2.30 before buying in more, as I would have gotten more shares for my money; but that's hindsight, which is always 20/20. I already shared my expectation on when they should be raising capital, sometime after RESOLUTION PoC, to minimize dilution. So, I am as surprised as all of you on the timing and urgency to raise now. And I've already shared what I hypothesized as the reason that they might be doing the public now instead of later, which effectively is to bring up their readiness to support potential accelerated BLA filing sometime in mid 2027, which is just a year away. I've just increased my holding by 119k shares; that …...
57
Yahoo Finance
04/14
(Community Post)
For those asking where I got my fully diluted share count...I pulled it from their filings. If you go to the filing for the offering, it's on page S-6. Shares Outstanding pre-deal: 229.5M ATM: 12.5M Options: 38.2M RSUs: 20.7M Today's offering: Est. \~80M-90M depending on the price (i.e. stock is at \~$2.25 right now so that's what I'm assuming) Total post deal: \~380M-390M shares fully diluted....
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2
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57
Yahoo Finance
04/14
(Community Post)
History repeats itself. In the older version of Yahoo Finance, when I sorted comments by date, I saw the same pattern again and again people getting excited about promising data, only to be disappointed the next day. Now, I UNDERSTAND. Why do not they wait for POC for Allo 329. Smelling a rat. You can now understand why they opened many sites for allo 329. the company is really struggling for Alpha 3 enrollment. This is clear from the press release. So, from now till Mid 2027, no catalyst nothing for Alpha 3. They have to do something during this time or the price will be under 1. That is why they wanted to focus on AID. They were also hedging if alpha 3 fails. EFS is something big. you need to read about the companies that had much stronger MRD and ended up with a lot of relapses....
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1
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57
Yahoo Finance
04/14
(Community Post)
Ask your self this question. Do you really think you understand ALLO's financial situation better than someone who made a billion in biotech sitting as chairman of the board of ALLO? Do you think he doesn't know all the arguments that have been posted? I don't like it either, but I am not willing to reach the conclusion that we know how to advance the company better than TPG, PFE, and Arie et al. With institutional ownership at 80%, there are an awful lot of people that want this company to succeed......
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Yahoo Finance
04/14
(Community Post)
The gist of what I've wanted to present that hayoo will not allow is Chang's response to a question regarding MRD delta. Google the IMvigor011 trial where an 11% Delta led to a marked increase in overall survival. I'm positing that Chang achieving an MRD delta almost 4x that study led him to conclude he needed to get things moving in a hurry, thus the ramping up of # and types of positions. Short term pain for long term gain.... pure spec on my part, but..........
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5
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57
Yahoo Finance
04/14
(Community Post)
I think you’re mixing categories here and it’s leading to a higher number than what actually matters. If you go back to S-6, there’s a clear distinction between what’s actually outstanding and what’s just potential over time. The real share count that impacts the stock right now is the 229M base, plus the 12.5M already issued through the ATM, plus roughly 70–80M from this deal depending on where it prices. That gets you into the 310–320M range post offering. Where I think you’re stretching it is adding the options and RSUs as if they all hit today. Those are real, but they’re not immediate dilution. Options depend on strike and timing, and RSUs vest over time. They don’t all suddenly show up in the float and pressure the stock at once. So yes, if you stack every possible share in a fully diluted framework, you can get to 380–390M. But …...
57
Yahoo Finance
04/14
(Community Post)
Volatility takes a while to stabilize, upwards & downwards. Don't let the spot price cloud the clarity of the future. Give this some time to settle. The capital raise will soon be over, and we have multiple milestones ahead. The Management team may perhaps make mistakes, but they are completely aligned with equity investors. Good luck!...
57
Yahoo Finance
04/14
(Community Post)
[@jimmy_u_e0xzmx](mention://user/2d6bb8b4-2de5-4e77-979c-47febe925aa8) It should be done tonight or early pre-market tomorrow. The relevant number for price action after this deal is much closer to the 310–320M range. I do not think they cancel at this point....
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57
Yahoo Finance
04/14
(Community Post)
KS, my mention of the IMvigor011 trial was especially meant to be catnip for you to dive into, in case you don't already know about it. The fact that Chang has that trial and the 11% Delta off the top of his head in response to an analyst's question tells you it is highly significant in his cognitive processing. You can provide the details and models and how it might relate to ALLO, but if Chang is mentioning it in a conference call, it DOES have relevance to ALLO.........
57
GlobeNewswire
04/14
Allogene Therapeutics Announces Pricing of Public Offering of Common Stock
This is a paid press release. Contact the press release distributor directly with any inquiries. Allogene Therapeutics Announces Pricing of Public Offering of Common Stock Allogene Therapeutics, Inc....
60
Polygon News
04/14
Allogene Therapeutics Announces Pricing of Public Offering of Common Stock
Allogene Therapeutics priced an underwritten public offering of 87.5 million shares at $2.00 per share, raising $175 million in gross proceeds. The company plans to use net proceeds for clinical trial...
57
Yahoo Finance
04/14
(Community Post)
$2/share. One should assume, until we hear otherwise, that Cemacel is the only entity on the pipeline, that there is no platform but one product development. We will test new lows, but remember, there is a potential bright opening to this path. Good luck!...
57
Yahoo Finance
04/14
(Community Post)
[https://finance.yahoo.com/markets/stocks/articles/allogene-therapeutics-announces-pricing-public-015000580.html](https://finance.yahoo.com/markets/stocks/articles/allogene-therapeutics-announces-pricing-public-015000580.html) All in, you’re now looking at the relevant number for price action roughly \~330M shares outstanding, or closer to \~340M if the greenshoe is used. It’s not a great outcome on price, but the uncertainty is gone and the market now has a defined level to trade against. Hard to imagine the Short Interest not growing because of knowledge of this, and then to hand deliver a sweet deal to all involved but Allogene and Retail. This is shameful to allow the mechanics of the market to work against all that hard scientific work. The CFO and his financial support team dropped the ball on seeing the mechanics of this move. They should have let the data readout breathe. Somebody should be fired for this move....
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Yahoo Finance
04/14
(Community Post)
[@ray05725](mention://user/c363fdcd-6a8e-456b-b78f-49f61a23c606) I know which study you’re referring to, Ray. Also on slide \#10 of the presentation, the liso-cel Kaplan-Meier curve, with MRD delta of 24%, the divergence in the median EFS between liso-cel vs SoC was remarkable: 29.5 months vs 2.4 months. And cema-cel MRD delta with SoC is 42.6%! ALLO should reach out to the FDA now to get guidance on the RMAT designation for 1L LBCL. They are gonna need as much help as they can get. Maybe Alpha3’s MRD delta is sufficient to apply for it since they already had the RMAT designation cema-cel for r/r LBCL. Any positive publicity will help at this point....
57
Yahoo Finance
04/14
(Community Post)
Ok. So it did not take them that long (within 24 hours since the announcement) to get the institutional buyers. Again, $175 million is about 26% of \~$660 million market cap (closed on Friday), which is $2 per share. That's a good deal they got. Now I can sleep better. If June POC data is good, we could hit $6 - $10 per share. Their study published in Nature magazine supports good outcome....
57
Yahoo Finance
04/14
(Community Post)
just sent an email to Christine Cassiano, investor relations: So you know that you've got furious investors out there who feel betrayed by your Mar 12th conference call affirming good financial runway into 2028. ALLO would do well to explain why this was necessary and the reasoning behind it, including what looks to be the worst timing ever following what should have been a very positive scientific announcement. I know the company must have its reasons for doing things the way they did, but........the communication on this event from the company has been abysmal. Your share price dropped 30% in August, 2025 when someone DIED in your trial. Here you have some of the best positive results you could ask for and the share price dives more that the ALLO-647 death. As the old show said: "Lucy, you got some 'splainin' to doooo."...
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Yahoo Finance
04/14
(Community Post)
I have a theory that I don't think has been discussed yet. Putting it up here for feedback... Even though only 7 out of 12 patients fully cleared detectable disease, the other 5 may still have had big reductions. In lymphoma, you don’t always need to eliminate every trace of disease to delay relapse...sometimes just pushing it low enough can keep patients stable for years. The Kaplan-Meier curve on pg 7 of the FA deck seems to show that there's a meaningful cohort of MRD+ patient who don't relapse for at least 36 months. This trial is based on events within that timeframe, not long term outcomes. So it’s possible the treatment arm ends up with far fewer relapses than you'd otherwise expect, even among those who didn’t fully clear, which could create a much bigger gap versus control...perhaps a gap too big for the DSMB to ignore AND something …...
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57
Yahoo Finance
04/14
(Community Post)
$2 dollars / share that is the real interest price after such stellar results - what a junk price. I will be looking for a way out ASAP. Too much risk for questionable return in the future. Think what would they do if allo329 POC was a success, we would be looking at another major dillution. You can run all the simulations on price you want, but constant dillutions wont make this a viable investment. Something is clearly wrong with cema-cel, giving away srock for peanuts for a "homerun" product. Peace and stay short, Hanasi won....
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Yahoo Finance
04/14
(Community Post)
[@justinas47364](mention://user/abb95504-5023-4a17-8ad6-6572099e1e01) There is nothing wrong with the science. This was a legal mugging. Too many involved and the Short Interest got tipped off and blew up again. As soon as this hit its peak, the attack began and more Shorts jumped on to amplify. This could not have been choreographed any better to take advantage on the way down and to force an offering that was sub par. The Vultures came to play with Allogene and they had a good meal....
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3
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57
Yahoo Finance
04/14
(Community Post)
“Be fearful when others are greedy, and be greedy when others are fearful,” Warren Buffet. Since the majority of posters seem to be fearful, I’m going to be greedy and buy more tomorrow. Let’s compare note a year from now....
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57
Yahoo Finance
04/14
(Community Post)
Even if i believe in long time success, i wont let my money in a company whose management sees the share price dropping due to their announcement of a public offering without price details. They just keep watching without finally announcing the price until they then finally will have to announce a price well below that of yesterday’s peak to give away cheap inducement shares to their staff. Imagine what will happen when they have disappointing results once when they manage to make the share price drop on good news even. Im all over to sana, good resulta, better management....
57
Yahoo Finance
04/14
(Community Post)
$ALLO Absolutely F'in disgusted with this offering. You get great data and you dilute the sh&@ out of us for $.75 LESS than what it was trading at BEFORE the data results were released. 🖕to Chang and 🖕to the Board and who ever advised them....
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Yahoo Finance
04/14
(Community Post)
Anna the underwriters had control of the book build. Allogene could only agree at the end to accept the price. The CFO should have been savvy enough to see the dark ally they were walking down with these vultures. The Short Interest should have tipped him off when that doubled. He knew they had good results, but yet somehow the SI doubled? Anna, I still find it strange that you said you sold and left, but are back here to attack the science and results. I understand taking a shot at management for the financial move, but now you are just somebody who want to attack everything - that reveals something more....
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57
Yahoo Finance
04/14
(Community Post)
[@u_29slg0et8c1h6tampxpfxy3efbp](mention://user/4772ff43-2f3f-45bf-92c5-7a33d9c41424)panic offering, thats what I see, they would have accepted any price. They just prooved they five absolutely zero sh&@ about investors holding this bag....
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57
Yahoo Finance
04/14
(Community Post)
[@dan3099](mention://user/c301665e-135c-4ff3-9d1e-1a3b1644eb4a) The catalyst took place yesterday. The fundamental results from Alpha3 were a home run. The mechanics of this deal brought the price down - this will bounce back. It still does not excuse the deal made....
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Yahoo Finance
04/14
(Community Post)
[@u_ba0fa9cauvw2](mention://user/ea26f337-46d9-4049-9aa0-97eaded8cd24) she's just pissed like the rest of us\. nothing untoward\. all her previous posts were very supportive\. no need to cast suspicions, the culprit, as you already identified, is the CFO and crooked system\....
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Yahoo Finance
04/14
(Community Post)
## Have enough cash runaway for 2027- LIE. Let's hope this doesn't end up below $1.00 (high possibility even with the $2.00 offering) and stays there-pink sheets. OTC. Folks, as emotional I've been on these posts with my rants one thing is for sure- WE HAVE A PROBLEM. THE HAVE A PROBLEM AND IT IS OBVIOUS. Probability of this not surviving comes to my mind. Find a buyer for $5.00 (1.5B Market cap) and call it a day if possible. 20/20 is hindsight but WHY DIDN'T I GET OUT YESTERDAY WHEN I HAD THE CHANCE. I'll tell you why ? GREED AND STUPIDITY ON MY PART. This is NOT LOOKING GOOD. GLTA \_...
(Community Post)