AUTL
Autolus Therapeutics plc1.6000
-0.0200-1.23%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms guidance, commercialization details
Q&A largely reaffirmed prepared remarks and 2026 guidance of $120M-$135M revenue with positive gross margins, offering color on commercialization hurdles. Management declined quarterly or regional breakdowns, noting U.K. as minor contributor and no EU revenue due to unfavorable access economics—too early for losses. ROCCA real-world data should build physician confidence, targeting Blincyto-like penetration from ~10%. LUMINA enrollment is accelerating with U.S. sites imminent. No early pipeline disclosures planned to safeguard trials. Q&A adds little new; investors will watch adoption durability.
Key Stats
Market Cap
425.83MP/E (TTM)
-Basic EPS (TTM)
-0.83Dividend Yield
0%Recent Filings
8-K
Appoints BioNTech veteran director
Autolus Therapeutics appointed Ryan Richardson, ex-Chief Strategy Officer at BioNTech, as Class I director effective December 1, 2025, to bolster its commercial growth phase. With 20+ years in healthcare strategy, capital markets, and M&A—including BioNTech's IPO and expansion—he'll guide obe-cel's rollout and pipeline advances. Richardson gets £33,000 annual retainer plus options for 80,000 ADSs at $1.41. Board gains firepower.
10-Q
Q3 FY2025 results
Autolus posted $21.1M product revenue from AUCATZYL in Q3 ended September 30, 2025 (y/y from $0), yet cost of sales hit $28.6M amid inventory reserves of $4.3M and prior zero-cost stock, driving operating loss to $71.6M (up 6% y/y). Cash burn accelerated with op cash use at $216.2M YTD (vs $168.3M), leaving $86.1M cash plus $281.3M marketable securities against $259.3M royalty liabilities to Blackstone/BioNTech. Revenue ramped smartly in the U.S. Cash lasts 12+ months. Competition shadows AUCATZYL uptake.
8-K
Q3 revenue $21.1M, pipeline advances
Autolus Therapeutics posted Q3 net product revenue of $21.1M from AUCATZYL launch, with 60 U.S. centers activated and >90% patient coverage, despite a CMS reimbursement lag. Cash dipped to $367.4M amid $71.6M operating loss, yet leadership bolsters commercialization. Obe-cel advances in pediatric ALL and lupus with clean safety data. New team drives growth.
8-K
Q2 revenue $20.9M, EU hold
Autolus Therapeutics posted $20.9M in Q2 2025 net product revenue from AUCATZYL U.S. launch, with 46 centers activated and >90% medical lives covered. Yet EU sales are on hold through 2026 pending pricing. FELIX data shows 38.4% of responders in remission sans stem cell therapy. Cash at $454.3M funds upcoming LN and MS trials.
10-Q
Q2 FY2025 results
Autolus kicked off AUCATZYL sales with $20.9M net product revenue in Q2 FY2025 ended June 30 (y/y from $0), yet posted a $61.2M operating loss on $24.4M cost of sales and ramped SG&A. Q/q revenue doubled from $9.0M (derived), diluted EPS improved to -$0.18 from -$0.22 y/y. Cash and equivalents fell to $123.8M with $330.5M marketable securities; op cash used $148.3M (FCF not disclosed). Revenue shares paid on $250.6M royalty liabilities to Blackstone/BioNTech. Cash runway covers 12+ months. NICE funding hurdles linger.
ACET
Adicet Bio, Inc.
0.47-0.03
ALLO
Allogene Therapeutics, Inc.
1.54+0.07
APLM
Apollomics Inc.
17.02+0.92
CABA
Cabaletta Bio, Inc.
2.39+0.00
CERO
CERo Therapeutics Holdings, Inc
0.09-0.01
CLLS
Cellectis S.A.
4.06-0.73
CRBU
Caribou Biosciences, Inc.
1.69-0.02
NTLA
Intellia Therapeutics, Inc.
9.12-0.02
TCRT
Alaunos Therapeutics, Inc.
4.36+0.09
TCRX
TScan Therapeutics, Inc.
0.95-0.01