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If off-the-shelf CAR-T works, the economics of oncology will be rewritten - and Allogene Therapeutics is arguably closest to that inflection point.
Cema-cel is already in the pivotal Phase 2 ALPHA3 frontline lymphoma trial, with manufacturing capacity sized for tens of thousands of annual doses (up to ~60,000 across products).
Their 2026 interim data will test whether fast, donor-derived CAR-T can deliver autologous-level durability at a fraction of the cost and cycle time.
If this thesis holds, Allogene's CAR-T platform will shift from a scientific bet to one of the highest-leverage commercial opportunities in cell therapy.
I caught up with CEO Dr. David Chang at Jefferies to find out more.
I hope you enjoy watching!
Yours sincerely,
Dr. Adil Ali
