ALLO . Allogene Therapeutics .
$2.51 $0.44 (21.01%) today
Off-the-shelf CAR-T platform co-founded by Arie Belldegrun, the guy who built Kite Pharma and sold it to Gilead for $11.9 billion. When that guy starts another cell therapy company, you pay attention.
The problem with current CAR-T therapies is they cost $373-410K per patient, take weeks to manufacture, and can’t scale. Allogene’s approach is allogeneic, pre-made from healthy donor cells, ready to go. Their manufacturing platform produces 20,000-60,000 doses a year at $10-20K per dose. That’s a 95%+ cost reduction.
Two catalysts stacking in the next 90 days.
First, the ALPHA3 pivotal trial interim readout on cema-cel in frontline large B-cell lymphoma is due in April. Binary event. If cema-cel clears the MRD bar, this re-rates.
Second, proof-of-concept data on ALLO-329 in autoimmune disease is expected in June. This one uses their Dagger technology that reduces or eliminates lymphodepletion chemo. Autoimmune CAR-T is one of the hottest verticals in pharma right now.
$505M market cap. 18 out of 21 analysts bullish. Cell therapy M&A is active with BMS, Gilead, Novartis, and Roche all building in the space. This is the last pure-play allogeneic CAR-T platform in public markets.
Belldegrun doesn’t build companies to keep them.



Thanks Joe!
Just sold my ALLO $2.50 May Calls for small gains as the time window is closing fast
But i added 2 more ALLO Aug. $2.50 Calls as well
Will start shopping Aug. $4's - $6 Calls now
🙏