Cellectis: Showcasing Encouraging Data, But Still Early To Make A Run Like This
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Galzus Research2.68K FollowersFollow5ShareSavePlay(9min)CommentsSummaryCellectis is downgraded to Hold after a 150% rally, as valuation now outpaces near-term catalysts.Lasme-cel's phase 2 data in R/R-ALL show promising CR/CRi rates, but pivotal readout timelines remain unclear.CLLS's cash runway extends into H2 2027, yet likely insufficient for full approval and commercialization without additional funding.Cell therapy sector headwinds and unresolved UCART19 licensing disputes add risk, suggesting patience for a better entry point.J Studios/DigitalVision via Getty Images Topline Summary and Update Cellectis SA (CLLS) is a CAR T-cell-focused oncology biotech working to develop "allogeneic" (ie, not a patient's own) engineered cell therapies in different malignancies. In my last coverage of This article was written byGalzus Research2.68K FollowersFollowI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the pitfalls of investing in this space.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.