Cellectis Announces Arbitral Decision in Dispute with Servier

Rhea-AI Summary

Cellectis (NASDAQ: CLLS) announced an Arbitral Tribunal decision dated December 15, 2025 in its arbitration with Les Laboratoires Servier and IRIS SARL relating to the March 6, 2019 License Agreement.

The Tribunal ordered a partial termination of the License Agreement with respect to product UCART19 V1 (also called ALLO-501) and provided that Cellectis shall, at Allogene’s request, engage in good-faith discussions about granting a direct license to UCART19 V1. All other claims between the parties were dismissed.

Positive

• Arbitral Tribunal decision issued on December 15, 2025
• All other claims between the parties were dismissed
• Tribunal ordered good‑faith discussions for a direct license to UCART19 V1

Negative

• License Agreement partially terminated for UCART19 V1
• Decision changes licensing status of UCART19 V1 (ALLO‑501)

News Market Reaction

+2.35%

16 alerts

+2.35% News Effect

-20.0% Trough in 22 hr 51 min

+$8M Valuation Impact

$354M Market Cap

0.8x Rel. Volume

On the day this news was published, CLLS gained 2.35%, reflecting a moderate positive market reaction. Argus tracked a trough of -20.0% from its starting point during tracking. Our momentum scanner triggered 16 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $8M to the company's valuation, bringing the market cap to $354M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

License Agreement date: March 6, 2019

1 metrics

License Agreement date March 6, 2019 Date original License, Development and Commercialization Agreement with Servier was entered

Market Reality Check

Price: $3.82 Vol: Volume 67,915 is below 20...

low vol

$3.82 Last Close

Volume Volume 67,915 is below 20-day average 147,222 with relative volume at 0.46. low

Technical Shares at $4.79 are trading above the $2.48 200-day moving average, despite the legal headline-driven drop.

Peers on Argus

CLLS fell 10.34% while peers showed mixed moves: ENGN -0.59%, KRRO -4.9%, ABEO -...

CLLS fell 10.34% while peers showed mixed moves: ENGN -0.59%, KRRO -4.9%, ABEO -5.75%, GLUE +0.67%, FDMT 0%, pointing to a stock-specific reaction to the arbitration news.

Historical Context

5 past events · Latest: Dec 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 08	Clinical data update	Positive	-2.5%	ASH Phase 1 eti-cel data with high ORR and CR rates.
Dec 03	Capital structure update	Neutral	+3.6%	Monthly disclosure of total shares and voting rights.
Nov 19	Scientific publication	Positive	+7.1%	Nature Communications article on non-viral CssDNA gene insertion.
Nov 07	Earnings and pipeline	Positive	+11.3%	Q3 2025 results plus lasme-cel and eti-cel clinical updates.
Nov 07	Capital structure update	Neutral	+1.9%	Monthly report on share count and voting rights.

Pattern Detected

Most recent positive scientific/financial updates saw aligned gains, but one strong clinical update drew a modest negative reaction, indicating occasionally contrarian trading around good news.

Recent Company History

Over the last months, Cellectis reported multiple developments. On Nov 7, 2025, Q3 results highlighted cash of $225M, nine‑month revenue of $67.4M, and a net loss of $41.3M, with shares rising 11.29%. A Nature Communications paper on Nov 19, 2025 describing efficient non‑viral gene insertion aligned with a 7.06% gain. ASH 2025 eti‑cel data on Dec 8, 2025 showed high response rates but the stock slipped 2.53%. Routine share‑capital updates triggered smaller, generally positive moves.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-07-02

The company has an active Form F-3 shelf registration filed on 2025-07-02, effective until 2028-07-02, with 0 recorded usages in the provided context, indicating potential but unused capacity for future registered offerings.

Market Pulse Summary

This announcement details an arbitral decision partially terminating the Servier License Agreement f...

Analysis

This announcement details an arbitral decision partially terminating the Servier License Agreement for UCART19 V1 and directing good-faith discussions on a potential direct license with Allogene. It follows recent positive clinical and scientific updates, including Q3 2025 data and a Nature Communications paper. Investors may watch for follow-up disclosures on licensing terms, any business update via future Form 6-K filings, and how this interacts with the existing Form F-3 shelf capacity.

Key Terms

arbitral tribunal, arbitration, license agreement, gene-editing, +1 more

5 terms

arbitral tribunal regulatory

"Cellectis ... announces that the Arbitral Tribunal has issued its decision"

An arbitral tribunal is a small panel of neutral decision‑makers chosen to resolve a legal dispute outside the public court system—think of it as a private court or referee picked by the parties. Its decisions are usually final and enforceable, often across borders, so the tribunal’s process, speed, cost and likely outcome matter to investors because they can directly affect the enforceability of contracts, the timing and size of recoveries, and the financial risk tied to a company or investment.

arbitration regulatory

"in the arbitration proceedings against Les Laboratoires Servier"

A private process for resolving legal disputes where one or more neutral decision‑makers (arbitrators) act like a referee or private judge and issue a final ruling outside the public court system. It matters to investors because arbitration clauses in contracts can change how quickly and quietly disputes are resolved, affect legal costs and the likelihood of appeal, and influence the financial and reputational risks a company may face.

license agreement regulatory

"relating to the License, Development and Commercialization Agreement"

A license agreement is a contract where the owner of intellectual property, technology, a brand, or other rights gives another party permission to use those assets under specified conditions, usually for fees, royalties or other payments. For investors it matters because such deals create or limit predictable revenue streams, affect profit margins, transfer legal and commercial risk, and can determine how quickly a company can grow — like renting out a patented tool to earn steady income while keeping ownership.

gene-editing medical

"a clinical-stage biotechnology company using its pioneering gene-editing platform"

Gene-editing is a set of laboratory techniques that change an organism’s DNA by adding, removing or altering specific genetic instructions—think of it as editing words in a document to fix a sentence. For investors, it matters because these tools can create new treatments, improve agricultural crops or reduce manufacturing costs, potentially driving product value, regulatory risk, research milestones and long-term revenue prospects for companies involved.

cell and gene therapies medical

"to develop life-saving cell and gene therapies"

Cell and gene therapies are advanced medical treatments that aim to repair or replace damaged cells or genes within the body to treat diseases. They hold the potential to deliver long-lasting or even curative effects, similar to fixing a broken part of a machine rather than just covering up the problem. For investors, these therapies represent a rapidly growing area with the promise of transforming healthcare and creating significant market opportunities.

AI-generated analysis. Not financial advice.

NEW YORK, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Cellectis (the “Company”) (Euronext Growth: ALCLS – NASDAQ: CLLS), a clinical-stage biotechnology company using its pioneering gene-editing platform to develop life-saving cell and gene therapies, announces that the Arbitral Tribunal has issued its decision in the arbitration proceedings against Les Laboratoires Servier and Institut de Recherches Internationales Servier IRIS SARL (“Servier”), relating to the License, Development and Commercialization Agreement entered into between Servier and Cellectis on March 6, 2019, as amended (the “License Agreement”).

The Tribunal ruled on a partial termination of the License Agreement with respect to product UCART19 V1 (also referred to as “ALLO-501” by Allogene) and provided that Cellectis shall, at Allogene’s request, engage in good-faith discussions regarding the granting of a direct license to product UCART19 V1. All other claims brought by the parties were dismissed.

About Cellectis 
Cellectis is a clinical-stage biotechnology company using its pioneering gene-editing platform to develop life-saving cell and gene therapies. The company utilizes an allogeneic approach for CAR T immunotherapies in oncology, pioneering the concept of off-the-shelf and ready-to-use gene-edited CAR T-cells to treat cancer patients, and a platform to develop gene therapies in other therapeutic indications. With its in-house manufacturing capabilities, Cellectis is one of the few end-to-end gene editing companies that controls the cell and gene therapy value chain from start to finish.

Cellectis’ headquarters are in Paris, France, with locations in New York and Raleigh, NC. Cellectis is listed on the Nasdaq Global Market (ticker: CLLS) and on Euronext Growth (ticker: ALCLS).

To find out more, visit www.cellectis.com and follow Cellectis on LinkedIn and X.

For further information on Cellectis, please contact:

Media contacts:
Pascalyne Wilson, Director, Communications,
+ 33 (0)7 76 99 14 33, media@cellectis.com
Patricia Sosa Navarro, Chief of Staff to the CEO, +33 (0)7 76 77 46 93

Investor Relations contact:
Arthur Stril, Chief Financial Officer & Chief Business Officer, investors@cellectis.com 

Attachment

• PRESS RELEASE_Servier_ENGLISH

FAQ

What did the Arbitral Tribunal decide for Cellectis (CLLS) on December 15, 2025?

The Tribunal ordered a partial termination of the License Agreement for UCART19 V1 and dismissed all other claims.

How does the decision affect the license for UCART19 V1 (ALLO‑501) for Cellectis (CLLS)?

The License Agreement was partially terminated with respect to UCART19 V1 and Cellectis must engage in good‑faith discussions about a direct license at Allogene’s request.

Were other claims between Cellectis (CLLS) and Servier resolved in the arbitration?

Yes. The Tribunal dismissed all other claims brought by the parties.

What are the immediate next steps mandated by the arbitration ruling for Cellectis (CLLS)?

Cellectis shall, at Allogene’s request, enter good‑faith discussions regarding granting a direct license to UCART19 V1.

Which product name and alternate name are affected in the arbitration involving Cellectis (CLLS)?

The product is UCART19 V1, also referred to as ALLO‑501 by Allogene.