Autolus inks 10-year AGC manufacturing deal

Rhea-AI Filing Summary

Autolus Therapeutics plc, through its wholly owned subsidiary Autolus Limited, entered into a 10-year Master Service Agreement with AGC Biologics S.p.A to manufacture and supply lentiviral vector, a key raw material for its CAR-T products for clinical and commercial use. This Agreement replaces the parties’ prior arrangement and sets general terms, with individual projects defined in separate work orders.

The Agreement is non-exclusive and can be terminated for default by either party, or by Autolus on notice subject to certain fees. Autolus has committed to purchase a minimum of 14 batches of lentiviral vector during the first two calendar years of the term, and a minimum value of EUR 25 million in products and services over the subsequent five-year period. AGC also receives a first right to negotiate new manufacturing activities related to Autolus’ obecabtagene autoleucel (obe-cel) product.

Insights

Biotech operations and supply-chain analyst

Autolus secures long-term viral vector supply with defined volume and value commitments.

The Company has signed a 10-year Master Service Agreement with AGC Biologics S.p.A for lentiviral vector, which is described as critical for manufacturing its CAR-T products for both clinical and commercial use. This replaces an existing arrangement but formalizes terms such as order placement, regulatory support, and change management, which can help operational planning as Autolus advances its pipeline.

The Company commits to purchase a minimum of 14 batches over the first two calendar years and at least EUR 25 million of products and services during the subsequent five-year period. These commitments create predictable demand for AGC and imply a baseline of planned manufacturing activity for Autolus, though the filing does not compare these amounts to overall spending. The Agreement is non-exclusive, and Autolus retains the ability to terminate on notice subject to fees, while AGC receives a first right to negotiate for new manufacturing work related to the obe-cel product.

8-K Event Classification

Item 1.01 — Entry into a Material Definitive Agreement

1 item

Item 1.01 Entry into a Material Definitive Agreement Business

The company signed a significant contract such as a merger agreement, credit facility, or major partnership.

FAQ

What agreement did AUTL enter into with AGC Biologics?

Autolus Limited, a subsidiary of Autolus Therapeutics plc (AUTL), entered into a 10-year non-exclusive Master Service Agreement with AGC Biologics S.p.A for the manufacture and supply of lentiviral vector used in its CAR-T products.

How long is the new Autolus–AGC Biologics manufacturing agreement?

The Master Service Agreement between Autolus and AGC Biologics has a fixed term of ten years, with project-specific details to be defined in separate work orders.

What purchase commitments does AUTL make under the AGC Biologics agreement?

Autolus commits to purchase a minimum of 14 batches of lentiviral vector in the first two calendar years and at least EUR 25 million of products and services during the subsequent five-year period.

Can Autolus terminate the agreement with AGC Biologics early?

Yes. The Agreement may be terminated by either party for default, and Autolus may terminate upon written notice, subject to paying certain fees as described in the Agreement.

Is the AGC Biologics agreement exclusive for Autolus or AGC?

No. The Master Service Agreement is non-exclusive for both Autolus and AGC Biologics, allowing each to work with other partners.

What special rights does AGC Biologics receive related to Autolus’ obe-cel product?

AGC Biologics receives a first right to negotiate with Autolus regarding new manufacturing activities for Autolus’ obecabtagene autoleucel, or obe-cel, product.

Where will the full Master Service Agreement between AUTL and AGC be available?

Autolus expects to file the Master Service Agreement as an exhibit to its Form 10-Q for the quarter ending March 31, 2026, with portions potentially omitted under applicable SEC rules.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/26/2026 - 04:07 PM Learn about SEC filing dates

0001730463FALSE00017304632026-01-122026-01-120001730463sic:Z88802026-01-122026-01-120001730463us-gaap:CommonClassAMember2026-01-122026-01-12

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 21, 2026

Autolus Therapeutics plc

(Exact name of registrant as specified in its Charter)

England and Wales			001-38547						Not applicable
(State or other jurisdiction of incorporation or organization)			(Commission File Number)						(I.R.S. Employer Identification No.)
The Mediaworks
191 Wood Lane
London						W12 7FP
United Kingdom
(Address of principal executive offices)(Zip Code)
(44) 20						3829 6230
(Registrant's telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
American Depositary Shares, each representing one ordinary share, nominal value $0.000042 per share			AUTL			The Nasdaq Global Select Market
Ordinary shares, nominal value $0.000042 per share*			*			The Nasdaq Stock Market LLC*

* Not for trading, but only in connection with the listing of the American Depositary Shares on The Nasdaq Global Select Market. The American Depositary Shares represent the right to receive ordinary shares and are being registered under the Securities Act of 1933, as amended, pursuant to a separate Registration Statement on Form F-6. Accordingly, the American Depositary Shares are exempt from the operation of Section 12(a) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 12a-8 thereunder.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 1.01 Entry into a Material Definitive Agreement

On January 21, 2026, Autolus Limited, a wholly owned subsidiary of Autolus Therapeutics plc (the “registrant”, and together with Autolus Limited, the “Company”), entered into a Master Service Agreement with AGC Biologics S.p.A (“AGC”) for the manufacture and supply of lentiviral vector (the “Agreement”), a raw material which is critical for the Company’s manufacture of CAR-T products for clinical and commercial use. The Agreement replaces and supersedes the prior arrangement between the Company and AGC, pursuant to which AGC has provided similar products and services.

The Agreement sets forth the general terms and conditions applicable to AGC’s provision of products and services to the Company; specific projects will be set forth in individual work orders executed separately by the parties. The Agreement contains customary provisions regarding order placement and fulfillment, governance, regulatory support, change management, risk allocation, intellectual property, and confidentiality. The Agreement runs for a fixed term of ten years, and may be terminated by either party for default, or by the Company upon written notice (subject, in the latter case, to the payment of certain fees by the Company). The Agreement is non-exclusive with respect to each party. However, under the Agreement and the initial statement of work thereunder, the Company has committed to purchase a minimum of 14 batches of lentiviral vector during the first two calendar years of the term, and to purchase a minimum value of EUR 25 million of products and services during the subsequent five-year period. The Agreement also provides AGC with the first right to negotiate with the Company regarding the provision of new manufacturing activities in relation to the Company’s obecabtagene autoleucel, or obe-cel, product.

The foregoing summary of the material terms of the Master Service Agreement does not purport to be complete and is qualified in its entirety by reference to such Master Service Agreement, which will be filed as an exhibit to the Company’s Quarterly Report on Form 10-Q for the quarter ending March 31, 2026. Portions of the Agreement may be omitted pursuant to Item 601(b)(10)(iv) or Item 601(a)(5) of Regulation S-K under the Securities Exchange Act of 1934, as amended.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						AUTOLUS THERAPEUTICS PLC
Dated: January 26, 2026			By:			/s/Christian Itin, Ph.D.
						Name: Christian Itin, Ph.D.
						Title: Chief Executive Officer