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Dec 31, 2024

Allogene Q4 2024 Earnings Report

Allogene reported a net loss and continued investment in CAR T therapies.

Key Takeaways

Allogene Therapeutics reported a Q4 2024 net loss of $59.9 million, with no revenue recognized for the quarter. The company ended the year with $373.1 million in cash and investments, projecting its cash runway into the second half of 2026. R&D expenses totaled $45.0 million, including $5.6 million in stock-based compensation, while general and administrative expenses were $15.5 million, including $7.3 million in stock-based compensation.

Net loss for Q4 2024 was $59.9 million, or $0.28 per share.

Cash, cash equivalents, and investments totaled $373.1 million at year-end.

R&D expenses were $45.0 million, driven by continued clinical trial progress.

Company expects its cash runway to fund operations into 2H 2026.

Total Revenue
$0
Previous year: $21K
-100.0%
EPS
-$0.28
Previous year: -$0.43
-34.9%
Stock-Based Compensation
$12.9M
Cash and Equivalents
$373M
Previous year: $449M
-16.8%
Total Assets
$549M
Previous year: $643M
-14.6%

Allogene

Allogene

Forward Guidance

Allogene expects to continue advancing its pipeline while managing expenses and maintaining its projected cash runway into the second half of 2026.

Positive Outlook

  • Strong cash position with $373.1M in cash and investments.
  • Continued progress in CAR T therapy trials across multiple indications.
  • Projected cash runway expected to support operations into 2H 2026.
  • Ongoing strategic partnerships support development of MRD diagnostics.
  • Phase 2 pivotal trial for cema-cel in LBCL continues to enroll patients.

Challenges Ahead

  • Net loss of $59.9M in Q4, with no revenue recognized.
  • Stock-based compensation expenses remain a significant cost factor.
  • Cash burn expected to reduce cash holdings by approximately $170M in 2025.
  • Uncertain regulatory timelines for key pipeline candidates.
  • Market conditions for biotech funding remain challenging.