Cellectis (NASDAQ: CLLS) maps 2026 CAR-T catalysts and cash runway
Rhea-AI Filing Summary
Cellectis set out its 2026 strategy, centered on advancing its allogeneic CAR-T pipeline, key partnerships, and extending its cash runway. The company is executing a pivotal Phase 2 BALLI-01 trial of lasme-cel in relapsed/refractory B-ALL, targeting a first interim analysis for 40 patients in Q4 2026, after Phase 1 data showed a 68% overall response rate with Process 2, rising to 83% at the recommended Phase 2 dose and 100% in the target Phase 2 population, with strong MRD-negative complete remissions and a favorable safety profile.
For eti-cel in relapsed/refractory NHL, preliminary Phase 1 data from NATHALI-01 showed an 88% response rate and 63% complete remissions, with an IL-2 combination cohort starting enrollment in Q1 2026 and full Phase 1 data expected in Q4 2026. Cellectis highlighted progress under its AstraZeneca collaboration (up to 10 products), potential milestones and royalties from Servier/Allogene including up to $340 million tied to a CD19 program, and upcoming Iovance IOV-4001 data. The company believes its cash, cash equivalents, and fixed-term deposits will fund operations into H2 2027.
Positive
- Compelling early efficacy and safety for lasme-cel in B-ALL, including 83% overall response at the recommended Phase 2 dose and 100% responses in the target Phase 2 population, with MRD-negative complete remissions and described favorable tolerability.
- Strong preliminary results for eti-cel in NHL, with an 88% overall response rate and 63% complete responses, plus defined 2026 milestones for IL-2 combination data and a full Phase 1 dataset.
- Diversified partnership portfolio and non-dilutive potential, including an AstraZeneca collaboration on up to 10 products and eligibility for up to $340 million in milestones plus low double-digit royalties under the Servier CD19 agreement.
- Stated cash runway into H2 2027, providing multi-year funding visibility to advance pivotal and early-stage programs and support partnered development work.
Negative
- None.
Insights
Cellectis outlines late-stage CAR-T milestones, partner programs and cash runway into H2 2027.
Cellectis emphasizes its transition toward late-stage development, led by lasme-cel in the pivotal Phase 2 BALLI-01 trial for relapsed/refractory B-ALL. Prior Phase 1 results showed a 68% overall response rate with lasme-cel Process 2, 83% at the recommended Phase 2 dose, and 100% responses in the target Phase 2 population, plus a median overall survival of 14.8 months in patients achieving MRD-negative complete responses. Safety was described as generally favorable, with one resolved grade 2 IEC-HS case.
Eti-cel in the NATHALI-01 NHL study adds a second key asset, with preliminary Phase 1 data showing an 88% overall response rate and 63% complete responses at the current dose level. The plan to launch an IL-2 support cohort in
On the business side, the AstraZeneca collaboration to develop up to 10 cell and gene therapies, Servier/Allogene programs (including cema-cel with up to
FAQ
What are Cellectis (CLLS) main clinical priorities for 2026?
Cellectis is focused on executing the pivotal Phase 2 BALLI-01 trial of lasme-cel in relapsed/refractory B-ALL with an interim analysis in Q4 2026, and advancing eti-cel in the NATHALI-01 NHL trial, including starting an IL-2 support cohort in Q1 2026 and reporting the full Phase 1 dataset in Q4 2026.
How strong are the lasme-cel Phase 1 results cited by Cellectis?
Lasme-cel Process 2 showed a 68% overall response rate, increasing to 83% at the recommended Phase 2 dose and 100% in the target Phase 2 population, with a 56% CR/CRi rate and a high proportion of MRD-negative remissions, alongside a generally favorable safety profile.
What preliminary efficacy has eti-cel shown in the NATHALI-01 NHL trial?
In the eti-cel NATHALI-01 trial, Cellectis reports an 88% overall response rate and a 63% complete response rate at the current dose level in heavily pretreated relapsed/refractory NHL patients, many of whom had prior autologous CD19 CAR-T therapy.
What key partnerships does Cellectis highlight in this update?
Cellectis underscores its collaboration with AstraZeneca to develop up to 10 novel cell and gene therapies, its Servier/Allogene agreements including cema-cel (with eligibility for up to $340 million in milestones and low double-digit royalties), and Iovance’s IOV-4001 TIL program in advanced melanoma.
How long does Cellectis expect its current cash resources to last?
Cellectis states that its cash, cash equivalents, and fixed-term deposits are expected to be sufficient to fund operations into H2 2027, based on current operating plans.
What are the main data catalysts Cellectis expects in 2026?
The company expects an interim analysis for 40 patients in the BALLI-01 pivotal Phase 2 trial in Q4 2026, initiation and readouts from the eti-cel IL-2 cohort with full Phase 1 data in Q4 2026, and partner-related updates such as Iovance IOV-4001 clinical results anticipated in the first quarter of 2026.