Content
57
Yahoo Finance
04/16
(Community Post)
With the dust having settled on that stock offering, I continue to be very frustrated with it. However, it will be interesting to see what is announced over the next month or so. What I'm really looking for are new sites being opened in new geographies. The deck from the futility analysis presentation highlights South Korea, Australia, and Europe, and so this is where we should be looking. If new sites come online really quickly, I can begin to understand why the raise was done now and at the level it was. Pace of recruitment has been slow to date - it should tick up given the exceptional results, but I also want to see Allogene doing everything they can to proactively effect this. New sites in new geographies will have the duel benefit of speeding up enrolment and making multiple approvals across different jurisdiction a live possibility. It also …...
57
Yahoo Finance
04/16
(Community Post)
When GILD acquired KITE for $11.9 Billion, it had 66.1 million shares outstanding, implying a $180 per-share price for the company's stockholders. To put it in perspective, ALLO currently has 331.28 million shares outstanding. If one were to offer to buy ALLO today at $11.9 Billion, it would be $36/share. $11.9 Billion is also 4.76x Cemacel's peak sales of $2.5 billion, which, in my opinion, is a high multiple, but let's keep it. My point is that if all the stars align and ALLO gets Cemacel to the finish line in 2029, $36 per share is the high end of what you should expect. True to that figure, we may add value attribution from ALLO-329 or ALLO-316, but currently, if one allocates product value to the $2.00 per share of current valuation, they just raised 99.9% of it is Cemacel. Let's see what POC of Allo-329 brings in June. I …...
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57
Yahoo Finance
04/16
(Community Post)
[@hanasi_u_4i2q9n](mention://user/4eacaade-50a2-4304-a9a8-9a4998446062) How many products did GILD buy from KITE? What do you think ALLO-329 Revenues could be? Blockbuster case, Base case, Worst case? What indications do you think will be targeted?...
57
TipRanks News
04/16
Allogene Therapeutics upgraded to Neutral from Underweight at JPMorgan
Advertisement Advertisement Allogene Therapeutics upgraded to Neutral from Underweight at JPMorgan TheFly A+ A- JPMorgan upgraded Allogene Therapeutics ( ALLO ) to Neutral from Underweight without a p...
57
TipRanks News
04/16
Analysts Have Conflicting Sentiments on These Healthcare Companies: Allogene Therapeutics (ALLO), Phathom Pharmaceuticals (PHAT) and BioMarin Pharmaceutical (BMRN)
Advertisement Advertisement Analysts Have Conflicting Sentiments on These Healthcare Companies: Allogene Therapeutics (ALLO), Phathom Pharmaceuticals (PHAT) and BioMarin Pharmaceutical (BMRN) Brian An...
57
TipRanks News
04/16
Allogene Therapeutics price target lowered to $11 from $12 at H.C. Wainwright
Advertisement Advertisement Allogene Therapeutics price target lowered to $11 from $12 at H.C. Wainwright TheFly A+ A- H.C. Wainwright lowered the firm’s price target on Allogene Therapeutics ( ALLO )...
44
Ticker Report
04/16
Allogene Therapeutics (NASDAQ:ALLO) Trading Up 13.1% Following Analyst Upgrade
Allogene Therapeutics, Inc. (NASDAQ:ALLO – Get Free Report)'s share price rose 13.1% during mid-day trading on Thursday after JPMorgan Chase & Co. upgraded the stock from an underweight rating to a…...
57
Yahoo Finance
04/16
(Community Post)
We've had price upgrades and buy reiterations since the readout on ALPHA3, but the change below may be the most bullish sign I've seen that ALLO is going higher. JPM has upgraded their rating this morning!! 😆 **JP Morgan raises to neutral from underweight**...
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57
MT Newswires
04/16
JPMorgan Upgrades Allogene Therapeutics to Neutral From Underweight
PREMIUM JPMorgan Upgrades Allogene Therapeutics to Neutral From Underweight MT Newswires Thu, April 16, 2026 at 4:21 AM PDT ALLO Allogene Therapeutics (ALLO) has an average rating of Buy and mean pric...
57
Yahoo Finance
04/16
(Community Post)
## JP Morgan upgrades from sell to neutral.... Allogene Therapeutics (ALLO) has an average rating of Buy and mean price target of $8.74, according to analysts polled by FactSet. The JPM upgrade is very mateiral. The JPM analyst is a real hater of ALLO... if even he is starting to change his mind we're in a good place....
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23
Transcript Daily
04/16
Allogene Therapeutics (NASDAQ:ALLO) Stock Rating Upgraded by JPMorgan Chase & Co.
Allogene Therapeutics (NASDAQ:ALLO – Get Free Report) was upgraded by analysts at JPMorgan Chase & Co. from an 'underweight' rating to a 'neutral' rating in a research report issued to clients and…...
57
Yahoo Finance
04/16
(Community Post)
Cema-cel is now a story only about timing. You can argue all day about needing to see more data but the reality is that the research on MRD's relationship to relapse is very clear across multiple studies and trials. Allogene needs to be coy about this because they can't afford to disrupt the study...if they say it's unquestionably definitive doctors and patients would never enroll into the Control arm. The physician on the FA call said this explicitly as a challenge he's already dealing with, so imagine making that harder... So, this is just about how long it takes to get to the required # of events. In my mind, I'm giving full strategic value to cema-cel now...$3.5B opportunity with a 3x multiple (fair but you can use whatever you want) = $10.7B asset if anyone wants to buy it or $31/shr today. That alone is a 14x in a …...
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57
Yahoo Finance
04/16
(Community Post)
[@ben42095](mention://user/46090b8a-9111-4299-b62e-694ec938f923) I completely agree with you, Ben. For most reasonable people, the connection between MRD and EFS is clearly there. The train is on the track and it has left the station (substantial MRD delta between cemacel vs SoC, checked), and the probability of it getting to the next station (divergence of median EFS between cemacel vs SoC) is all but guaranteed (barring some force majeure) by most reasonable measures and people. But the regulatory authorities rarely (except during Covid time) will take a risk until the train has reached that next station safely (clear validation between MRD delta vs EFS divergence in the Kaplan-Meier curve for 1L LBCL, which could be reached by the interim EFS analysis), which hasn't been definitively demonstrated for 1L LBCL yet, and Alpha3 will be the first to do so. So, I agree with you; if you have the means, sell the farm and …...
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57
Yahoo Finance
04/16
(Community Post)
I've been in this since the IPO. Was in Kite before that, also from the IPO. I've seen this movie before. The journey is long and takes on average 8-9 years (we're at 7.5 now). These stories are quiet until they're too hard to ignore. We are a fortunate group on this mb because there's real knowledge being discussed and iterated on. You don't get this from Street reports or buy side talk where people have too many conflicting considerations to be bold on even a great idea. You risk looking dumb, losing other people's money (short term), and possibly compensation or you even your job. It's too much and if I were in their seat, I'd be just as cautious. We don't have that burden. Ignore this short term mechanical chaos...the wait is actually over even if it doesn't feel that way this second...it's time for this to start …...
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57
Yahoo Finance
04/16
(Community Post)
[@ben42095](mention://user/46090b8a-9111-4299-b62e-694ec938f923) I agree. Good write up. I once new a woman who bought 10,000 shares of a company at about $1.50/share and it fell to below $1.00 and of course she was going berserk. The company was down at the level for 1 year or better and the whole time this woman wrote letters to the CEO and was threatening legal angles until she finally sold the stock at a loss. Several months after she sold the stock the company was bought out at $3.70/share. The point is if she would have simply held on a few more months she would have more than doubled her money, she just didn't have the patience to wait. She wasn't entirely wrong by selling because without the buyout maybe the company eventually dried up and went BK. But that's not what happened. With a little more patience she would have been very happy. …...
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57
Yahoo Finance
04/16
(Community Post)
[@cuda7125](mention://user/069f5451-ce06-40cb-b4df-ff6da97e14e9) although I agree and support the sentiment, I was hoping that I would get in cheaper than this today. But after today, I hope it will skyrocket into orbit. What is the probability of ALLO having some sort of Late-Breaking presentation at AACR tomorrow about RESOLUTION PoC? We need some movement here to get the momentum built up for ALLO to get fairly valued....
57
Yahoo Finance
04/16
(Community Post)
Who would like to see a "photoshopped" screenshot of me giving Henry the eagle salute after my shopping spree today? Just to make you ask, "what kind of short position is that?" Remember, it's just fun and game; eh, more like pettiness. Nothing is real here. You're in a safe space at AA (Allogene Anonymous)....
57
Yahoo Finance
04/16
(Community Post)
Cuda (or anyone, except for Henry), what is your recommended strategy to drive up the price toward the end of trading today? I'm not sure that $600k will be much more than a drop in the bucket with this huge volume...but any suggestions?...
57
Yahoo Finance
04/16
(Community Post)
Roche just entered the MRD game: ***Roche plans to acquire cancer molecular residual disease testing firm Saga Diagnostics for up to $595 million.*** Who still has ANY doubts about the predictive capabilities of MRD? Should be nobody but if you do, wake up...the strategics are on board now....
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57
Yahoo Finance
04/16
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c) None of us can influence that as it’s all about the street realizing that they might be on the wrong side. It’ll go up on its own merit now. Will there be down days? Sure, but the old days of uncertainty are basically gone and a new reality will set in within two days. Good luck!...
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57
Yahoo Finance
04/16
(Community Post)
this snap back was a no brainer. I should have waited a little longer to add but no biggie. The share offering is analogous to mob extortion: pay to play. Now the big boys are more aligned to drive higher. Im set at high five digits and sitting tight. good luck to everyone that's riding also...
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57
Yahoo Finance
04/16
(Community Post)
[@ben42095](mention://user/46090b8a-9111-4299-b62e-694ec938f923) I don't think any LONG is doubting that, Ben. We're all just waiting on the regulatory authorities to give their blessing. Roche's acquisition of a diagnostics company isn't surprising since they have a strong business in that category; and yes, agreed, their acquisition is another confirmation of MRD....
57
Yahoo Finance
04/16
(Community Post)
this long on long violence is tiresome and juvenile\. once in a while, sure, why not\.\.\.ive done it myself when a post seemed especially egregious\.\.\.but every single post used to take down a supposed short or retort against a past grievance? give it a rest\. hold yourself accountable\. ignoring a slight is more effective than going on about it a thousand times\. my two cents happy for the green day\. coincides nicely with the sunny weather in Seattle today after a few days of rain, grey skies and even hail\. feeling somewhat assured that not only is cema\-cel derisked but so is the cash runway for a while longer\....
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57
Yahoo Finance
04/16
(Community Post)
Postings here lately sounds like we have a new set of retail bag holders other than the +$6 to break even club run by Keyser Bum and his old bag holding lemmings. I had my chance to get out on Monday with profits after being a bag holder for several years but unfortunately I got greedy not selling in the premarket in the upper $4s. I should have known better than not expecting Chang and Co not to bend his longer term share holders over.......AGAIN. History has a way of repeating itself. Gonna be a LONG HOT summer now watching them churn this cash burning monster in the $2s....
57
Yahoo Finance
04/16
(Community Post)
Yay! I think the "block" feature finally works. I haven't seen Henry's simulation and modeling all day; for me that is a great thing; for some of you, who appreciate his work, please keep enjoying it; I would never want to deprive you of his service. To each his own....
57
Yahoo Finance
04/16
(Community Post)
I’m no stock chartist but the volume is where I expected it would have been tomorrow. The offering is almost fully digested and we’ll set a new base today. Again, not a chartist but very familiar with post dilution patterns — especially one that follows a fire sale. A slow and steady rise to intrinsic value based on fundamentals/potential should begin soon. Upward and onward my fellow longs 🍻...
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0
57
Yahoo Finance
04/16
(Community Post)
**Resetting the Framework (What Actually Drives Interim EFS)** Let’s reset the discussion on ALPHA3 Interim EFS because a lot of the current narrative around timelines doesn’t match how these trials actually work. ALPHA3 is a \~220 patient randomized trial (110 per arm), and the company has guided: - **Mid-2027: Interim EFS** - **End of 2027: Enrollment complete** - **Mid-2028: Primary EFS** That immediately tells you something important: **Interim EFS is happening before full enrollment is complete.** So the idea that “every patient needs 12 months of follow-up” cannot be correct. The math simply doesn’t work. That’s because EFS is not time-driven—it’s **event-driven**. Events = progression, new therapy, or death. The trial advances when enough events occur, not when every patient hits a fixed time point. Now layer in the most important piece: the MRD result. - Treatment: **58.3% MRD−** - Observation: **16.7% MRD−** That difference doesn’t just describe the data—it …...
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57
Yahoo Finance
04/16
(Community Post)
**The “12-Month Follow-Up” Argument Falls Apart** There’s a claim floating around that you need 12 months of follow-up per patient for Interim EFS. That’s not how these trials are run. If: - Interim is mid-2027 - Enrollment continues through end of 2027 Then it is impossible for all patients to have 12 months of follow-up. Instead, what matters is: - **Total number of events** - **Separation between arms** - **Consistency with biology (MRD shift)** Not a fixed follow-up duration for every patient. Now, what follow-up *does* matter? You do need enough time for: - real progression events to occur - not just early noise In this setting: - MRD+ relapse happens on a **months timescale** - Observation arm generates events early - Treatment arm events are both fewer and delayed So: - **\~6 months** → directional signal begins to appear - **6–9 months** → credible separation can emerge What longer …...
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57
Yahoo Finance
04/16
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c) youre obsessed with him. i hope the mute works for you and you can move on. you both have interesting and of value information at times. you should stick to that. you have more credibility that way....
57
Yahoo Finance
04/16
(Community Post)
[@cid25013](mention://user/4ea3cab8-3824-42e6-ae56-71e007edac5c) if you are who you say you are (CEO or something of a biotech firm) and have as many shares as you claim to have (over 3 million at this point?!) then these silly attacks and rejoinders are really beneath you. your behavior and relish waving your wealth in everyone's faces is incongruous with your station in life. one doesn't jibe with the other. show your class. if Keyser says things you disagree with, ignore him. be the better person. post information useful to the board....
57
Yahoo Finance
04/16
(Community Post)
[@jeremy7401](mention://user/83f1aea8-839b-4f17-8b49-e690fb5b1992) yup, we're definitely not getting the love; at minimum, we should be closer to halfway to the consensus 1 year target estimate. ALLO needs some nice surprised catalysts to get the momentum going. That public offering was such a momentum killer. Let's hope the vibes tomorrow when AACR starts will get it going....
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1
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57
Yahoo Finance
04/16
(Community Post)
[@cuda7125](mention://user/069f5451-ce06-40cb-b4df-ff6da97e14e9) okay; I'm buckled up. Please take us into orbit; the international space station would be fine, for now. Acclimate to the "weather" there for a few weeks before going on to Luna. I heard the dark of the moon is lovely in the summer, although a bit thin, atmospherically....
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57
GlobeNewswire
04/16
Allogene Therapeutics Announces Closing of $200.4 Million Public Offering of Common Stock
This is a paid press release. Contact the press release distributor directly with any inquiries. Allogene Therapeutics Announces Closing of $200.4 Million Public Offering of Common Stock Allogene Ther...
57
Yahoo Finance
04/16
(Community Post)
Solid close…comfortably above the day of chaos, implying that there was **real demand** above the offer price. A bunch of tier 2/3 funds bought at market — 10-20% above the offer. I think the Greenshoe is also done. Nice! What we want is for it to hold 2.30 and move solidly towards 2.50 tomorrow 🍻...
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57
Yahoo Finance
04/16
(Community Post)
## It’s done. Now the real game begins. [https://finance.yahoo.com/sectors/healthcare/articles/allogene-therapeutics-announces-closing-200-200100918.html](https://finance.yahoo.com/sectors/healthcare/articles/allogene-therapeutics-announces-closing-200-200100918.html)...
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57
Yahoo Finance
04/16
(Community Post)
Thank Kaiser for his analyses, but lets pull through. If the HR is met or is better than .50, would the company file the BLA? then overlay at what point does Big Oncology Pharma come in. Probabilities suggest after the IA is reported, assuming its positive. This would be before the filing of the BLA or slightly after. Moreover, given the significance of the finding, ALLO could accelerate the reivew by filing through FDA's ROTOR pathway. Next, there is another construct framed around the autoimmune data, but more speculative. If that data is positive, would Big Pharma sit back and wait only to get bogged down in a bidding war? Look at Merck buying TERN's TKI small molecule, just completed phase 1. All speculative, but the cool thing is now there is a solid framework that only can improve....
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61
Bluesky
04/16
Most searched small-cap stocks, Thu Apr 16th - $LAES $MAIR $HIVE $BTOG $NVTS $PBM $WSHP $XXI $WRD $VPG $QUBT $OBE $MGNX $EVH $GGB $CAAS $BIRD $BB $AMR $ALLO - More: crystalequityresearch.com/most-searche... - #smallcap
Most searched small-cap stocks, Thu Apr 16th - $LAES $MAIR $HIVE $BTOG $NVTS $PBM $WSHP $XXI $WRD $VPG $QUBT $OBE $MGNX $EVH $GGB $CAAS $BIRD $BB $AMR $ALLO - More: crystalequityresearch.com/most-sear...
57
Yahoo Finance
04/16
(Community Post)
[@larry7369](mention://user/9cc437ab-9951-4261-be4c-313852e0d032) what the heck is the “FDA’s ROTOR pathway”? Is that the same as roto-rooting out the involuntary celibate’s behind of bowel obstruction due to the compacting of merde from constant modeling on the catwalk? I’m confused....
57
Yahoo Finance
04/17
(Community Post)
CemaCel is now substantially de-risked. If Allo329 has positive momentum, what do people think the buyout value of Allo could be with just these two treatments alone? Hanasai bull projection of CemaCel is $36 (using Kite example) - but taking Allo329 also?...
57
Yahoo Finance
04/17
(Community Post)
Frank, to your comment below. Here's what Hanasi thinks: Hanasi – March 12th 2026: “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!”...
57
Yahoo Finance
04/17
(Community Post)
[https://www.fda.gov/about-fda/oncology-center-excellence/real-time-oncology-review#:\~:text=The%20Real%2DTime%20Oncology%20Review%20(RTOR)%20program%20is,in%20early%20iterative%20communication%20with%20the%20applicant My reply to a question what the RTOR is. Its definitey not a plumbing fix. The bottom line is that if the IA achieves statistical significance, ALLO could decide to file via this pathway taking months off the typical review.](https://www.fda.gov/about-fda/oncology-center-excellence/real-time-oncology-review#:~:text=The%20Real%2DTime%20Oncology%20Review%20\(RTOR\)%20program%20is,in%20early%20iterative%20communication%20with%20the%20applicant)...
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57
Yahoo Finance
04/17
(Community Post)
[@yossarian6964](mention://user/d1e31338-6900-482c-93c5-f0605951bab5) You’re using quotation marks implying that it’s a true statement. That’s a serious charge that requires some proof like a screenshot. Do you have one? Also, if true, this appears to be an ‘offer’ but you didn’t mention any ‘acceptance’ otherwise there’s no contract under U.S. laws....
57
Yahoo Finance
04/17
(Community Post)
With 329, here's the deal: There are folks saying that 329 needs to work without LD to matter...that is patently false. The real bar, is that 329 just needs to work as well as autologous (see CASTLE study) because ALLO has already won the game of manufacturing...autologous will never be as fast, easy, or cheap (\~$10k-$20k per dose). It remains a multi-$bn opportunity, just smaller. Remember, the stock is trading at <$1bn right now. That said, if 329 does work without Cy, it's a game changer that becomes harder to deny even before durability is fully proven out and we'll see a bigger reaction on the early data. Also, it Cy-only vs Flu/Cy is not trivial...it's much lighter chemo and not as limiting as Flu/Cy. Durability (Q4) will be the determining factor in either case, I'm just talking about the stock reaction in June. Beyond this, we also need to …...
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57
Yahoo Finance
04/17
(Community Post)
[@ben42095](mention://user/46090b8a-9111-4299-b62e-694ec938f923) I don't really agree with this. For autoimmune, if you are having to include chemo as part of the treatment, you are only going to be able to reach the most severe, refectory patients. Cracking non-chemo CAR T is what opens up the wider autoimmune market. I agree that only an allogeneic CAR T can be produced at the scale necessary. But removing chemo is equally key....
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57
Yahoo Finance
04/17
(Community Post)
Everyone should have a look at the abstract for ALLO's presentation at AACR on Monday (Apr 20). Props to Keyser for highlighting this and providing the link ([https://www.abstractsonline.com/pp8/#!/21436/presentation/5195](https://www.abstractsonline.com/pp8/#!/21436/presentation/5195)). This presentation is the first time they will be going into depth on the effectiveness on anti-CD70 CAR on immunosuppression. While this presentation is focusing on multiple myeloma, where the CD70 component is a different target, they are doing so by highlighting the mouse study they used for 329. Subtly, they're doing two things at once: 1) Telling their peers that anti-CD70 can be used to control the immune system state in a controlled way (vs a chemo-like indiscriminate nuke), not just target cells. 2) Opening up the door to applying the same technology in a different setting and thereby expanding the opportunity set (i.e. if 329 data comes out strong, it allows folks to infer that anti-CD70 can work in another …...
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57
Yahoo Finance
04/17
(Community Post)
[@ben42095](mention://user/46090b8a-9111-4299-b62e-694ec938f923) Ben, all of us LONGs (not the fake ones or the simulated ones) understand the potential promises of RESOLUTION PoC….if they’re so fcuking bullish about anti-CD70, then why the fcuk did they do the public offering now and not wait just a couple of months to do it after RESOLUTION PoC, when the share price would have been much more strong? Don’t get me wrong, I increased my stake by over 12% after the FA…all on the de-risking of cemacel….so I haven’t lost my enthusiasm…but now I’m kind of confused about RESOLUTION…not the science….but the business side.. They better use the May earning call to inform the rest of us (retail investors) because it looks to me like the MMs and institutional investors got more info than us, more than the generic PR we got....
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57
Yahoo Finance
04/17
(Community Post)
Each investor should take the time to recalibrate where the Company is currently and what the opportunity is. Where we are - market cap is around $790 million. If you deduct cash - around $400 million (post raise) = $390 million, market value net of cash. I am assuming 330 million shares (post-raise), which translates to $390 million / 330 million, or $1.18 of equity value per share. I happen to think Cemacel post fda approval will have a value to a larger pharma entity of 2x - 3x peak sales of $2.5 billion = $5 - $7.5 billion (if higher, even better); that would translate per share to $15 - $23 (if higher, even better) My point being that one should try to understand is the risk for approval higher than we think and so equity is heavily discounted? Is the market opportunity smaller, and so equity is heavily …...
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57
Yahoo Finance
04/17
(Community Post)
Ben, a couple thoughts on need for efficacy equal to CASTLE/LD. IFF there is still need for LD via standard FC depletion, then the community centers are more cut out of the pic and ALLO loses a big advantage. Yes, it def would retain other advantages of cheaper cost but patient access would be much more limited. BUT......I emphasized this point in an earlier post where I got the 647 depletion wrong, that ALLO had enough confidence in DAGGER that they were moving away from LD in particular indications. This is from ALLO's provider fact sheet on RESOLuTION from Sep 25.... [https://allogene.com/wp- content/uploads/2025/10/ALLO-329-Provider-Factsheet_FINAL_updated-Sept25.pdf](https://allogene.com/wp-content/uploads/2025/10/ALLO-329-Provider-Factsheet_FINAL_updated-Sept25.pdf). Note that for the LD arm, they still mention FC depletion as a possibility.....??(altho' I find no evidence that the trial design ever included that, but...I won't argue with the provider fact sheet.....) My major point is that ALLO has enough confidence that the only 2 arms …...
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57
Yahoo Finance
04/17
(Community Post)
[@ray05725](mention://user/c363fdcd-6a8e-456b-b78f-49f61a23c606) The advantage is there is no need for Autologous apheresis and it would be a light LD of Cy instead of Flu/Cy, which means this can be done in the community health centers just like Alpha3 (Flu/Cy but w/o the Flu). You can look all this up and get answers rather quickly. If you look at the expansion of the pre-clinical data you see that the No-LD shows a 10 to 20x better expansion than the LD subjects. This is in the Autologous range of expansion, but there is no LD components. The AUC is close to autologous and the antigen load is substantially lower than oncology. This supports a very targeted hit and run of the autoimmune support structures. If Allo-329 can knock down the autoimmune support structures: B cell factory and autoreactive T-cells, then Allo-329 can leave the system and these structures will reset on their own. …...
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1
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57
Yahoo Finance
04/17
(Community Post)
## ALLO-329: The market is waiting for one thing only: does ALLO-329 drive SLEDAI-2K to zero or not? Everything else is noise. If they can do it without lymphodepletion, that’s exceptional. Realistically, that’s unlikely. If they achieve it with CY, that’s still a meaningful win. But if SLEDAI-2K is not essentially zero, it’s not differentiated. The market does not care about expansion, persistence, or elegant mechanisms. Those are academic details. What matters is clinical reality: a non-zero SLEDAI-2K means ongoing disease activity, residual pathogenic clones, and a clear path to relapse as the immune system reconstitutes. Partial improvement is irrelevant, other therapies already deliver that. The bar for CAR-T in lupus is absolute: deep, durable remission. If ALLO-329 cannot consistently drive SLEDAI-2K to zero, the market will question durability, assume relapse risk, and move on, no matter how “clean” the early data look. Do not let anyone here sell you …...
57
Yahoo Finance
04/17
(Community Post)
## Full remission is the goal. If Allo-329 can put patients into full remission without Chemo, it would be a game change for the moderate patients. A product that can put more than 50 percent of their patients into full remission with one single dose without Chemo would be in high demand....
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57
Yahoo Finance
04/17
(Community Post)
## Alpha3 Trial knobs turning. I am trying to present data from the model I am using but this new messaging platform has been intermittent as far as allowing the images to post. I will try again here. ...
57
Yahoo Finance
04/17
(Community Post)
remember: without thousands of posts from 2023, i could just nail it with simple binomial distribution for MRD difference. just listen to the management. Told you here that the treatment arm will show 7 in total. you just do not need to be a mediocre...
57
Yahoo Finance
04/17
(Community Post)
This is the "susceptible median relapse" variable that corresponds to deep knockdown of the residual clones and ctDNA shown in the Alpha3 readout slide deck. There are about 15% of the front-line patient population that are MRD positive that do not relapse for 3 or more years. They just stay MRD positive and the ctDNA does not increase. This variable has been added and can shift the MRD+ median relapse from 6 months onward to something greater. I have shifted it to 20 months in this case to reflect the change in modality from R-CHOP to CAR-T. Cema-cel and the treatment arm are up to 8 weeks lagging the observation arm and could convert still some patients from MRD positive to negative, but it could also put the MRD+ patients into a group that has had their low tumor burden band reduced even more while still staying MRD+. This could …...
57
Yahoo Finance
04/17
(Community Post)
## another PR announcement from company on LinkedIn. https://www\.linkedin\.com/posts/allogene\-therapeutics\_allogeneic\-cart\-activity\-7450936003562799106\-DGK8?utm\_source=social\_share\_send&utm\_medium=android\_app&rcm=ACoAAABTzbMBgVRuDe9NapwzL\_BAk\-p05ftuqa8&utm\_campaign=copy\_link...
57
Yahoo Finance
04/17
(Community Post)
While I don’t expect the village 🤡 👇to have a clue about corporate strategy and strategic prioritization, I do get a chuckle out of the fact that this purported PhD doesn’t have a clue about science either. However, the obtuse, incorrigible sufferer of the Dunning-Kruger syndrome is convinced that Keyser is the reason Fate floundered and failed😀 Ya can’t make this stuff up 🙄 More power to you Keyser 🍻🍻...
Votes:
3
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57
Yahoo Finance
04/17
(Community Post)
Good close today. Didn’t touch 2.30 and attempted to cross 2.50 - which we did briefly. Looks like consistent accumulation while some unloading was still ongoing. At this point the selling pressure and quick flipping from the offering appears to have been exhausted. Upward and onward fellow longs, have a great weekend!...
Votes:
6
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57
Yahoo Finance
04/17
(Community Post)
Across the autoimmune CAR-T field, a clear development pattern is emerging: start in **severe, refractory diseases** like lupus nephritis and systemic sclerosis, where early studies are showing **deep, durable clinical responses beyond standard therapy**. These indications have **well-defined endpoints and high unmet need**, which creates a setting where strong early signal can support **focused, potentially registration-enabling single-arm studies** - **without relying on traditional placebo-controlled or blinded arms**. For Allo-329, the implication is straightforward. If the **Resolution** trial demonstrates **consistent clinical responses aligned with immune-reset biology**, it could position the program within this same pathway - enabling a **faster, more streamlined route toward registration in selected indications**. As proof-of-concept data emerges, there is also the potential to **expand Resolution into additional indications that meet these same criteria**, further broadening the opportunity for **accelerated, single-arm registrational paths.** In simple terms: **if the treatment clearly works much better than what’s been seen before, …...
Votes:
1
0
(Community Post)