Cellectis S.A. (CLLS)
Cellectis S.A. is a clinical-stage biotechnology company specializing in gene-edited T-cell therapies for cancer. Their focus is on developing allogeneic CAR-T cell products to target hematologic malignancies and solid tumors.
Company Overview
Cellectis S.A. pioneers allogeneic CAR-T cell therapies, offering a potentially transformative approach to cancer treatment with its gene-editing technology and strategic alliances, presenting a high-risk, high-reward investment in the rapidly evolving immuno-oncology landscape.
Investment Thesis
Investing in Cellectis S.A. (CLLS) offers exposure to the high-growth potential of allogeneic CAR-T cell therapy. Cellectis's proprietary TALEN gene-editing technology and diverse pipeline of UCART candidates position it favorably in the immuno-oncology market. Positive clinical data from ongoing trials, particularly for UCART19, ALLO-501, and ALLO-501A, could serve as significant catalysts, driving stock appreciation. Strategic partnerships with Allogene, Servier, and others validate Cellectis's technology and provide financial support. With a market cap of $0.35 billion, CLLS presents a compelling opportunity for investors seeking exposure to innovative cancer therapies. A gross margin of 91.0% indicates strong potential for profitability upon commercialization. The high beta of 2.85 suggests significant volatility, requiring a high-risk tolerance.
Key Highlights
- Market capitalization of $0.35 billion reflects the company's current valuation in the biotechnology sector.
- Gross margin of 91.0% indicates strong potential profitability for its therapeutic products.
- Strategic alliances with Allogene Therapeutics, Les Laboratoires Servier, and others provide financial and developmental support.
- Developing UCART19, an allogeneic T-cell product candidate for the treatment of CD19-expressing hematologic malignancies.
- P/E ratio of -10.55 reflects the company's current lack of profitability as a clinical-stage company.
Competitors
Strengths
- Proprietary TALEN gene-editing technology
- Strong pipeline of allogeneic CAR-T cell therapies
- Strategic alliances with major pharmaceutical companies
- High gross margin potential (91.0%)
Weaknesses
- Clinical-stage company with no currently approved products
- High operating expenses and negative profitability
- Reliance on partnerships for funding and development
- High beta indicates significant stock volatility
Catalysts
- Upcoming: Clinical trial results for UCART19 in acute lymphoblastic leukemia.
- Upcoming: Clinical trial results for ALLO-501/ALLO-501A in lymphoma.
- Upcoming: Regulatory submissions for UCART19 and ALLO-501/ALLO-501A.
- Ongoing: Advancement of UCART pipeline through preclinical and clinical development.
- Ongoing: New strategic alliances and collaborations.
Risks
- Potential: Clinical trial failures or delays.
- Potential: Regulatory setbacks or non-approvals.
- Potential: Competition from other CAR-T cell therapy developers.
- Ongoing: High cash burn and need for additional funding.
- Ongoing: Intellectual property disputes.
Growth Opportunities
- Expansion of UCART Pipeline: Cellectis has the opportunity to expand its pipeline of UCART candidates targeting various cancers. The market for novel cancer therapies is substantial, with the global oncology market projected to reach $286 billion by 2028. Successfully developing and commercializing new UCART candidates could significantly increase Cellectis's revenue and market share. Timeline: Ongoing, with new candidates entering preclinical and clinical development phases regularly.
- Advancement of ALLO-501/ALLO-501A: The advancement of ALLO-501 and ALLO-501A through clinical trials for relapsed/refractory diffuse large B-cell lymphoma and follicular lymphoma represents a significant growth opportunity. Positive clinical data and regulatory approvals could drive rapid adoption of these therapies. The market for lymphoma treatments is substantial, with a growing need for more effective therapies. Timeline: Ongoing, with clinical trial results expected in the next 1-2 years.
- Strategic Partnerships and Collaborations: Cellectis can leverage strategic partnerships and collaborations to accelerate the development and commercialization of its CAR-T cell therapies. Collaborations with pharmaceutical companies and academic institutions can provide access to resources, expertise, and funding. These partnerships can also expand Cellectis's reach and market presence. Timeline: Ongoing, with potential for new partnerships to be formed in the near future.
- Commercialization of UCART19: The successful commercialization of UCART19 for the treatment of CD19-expressing hematologic malignancies, such as acute lymphoblastic leukemia (ALL), represents a major growth driver. ALL is a significant unmet medical need, and UCART19 has the potential to become a leading therapy in this space. Timeline: Dependent on regulatory approvals, with potential for commercialization within the next 2-3 years.
- Expansion into Solid Tumors: Cellectis's expansion into solid tumor therapies, such as ALLO-316 for Renal Cell Carcinoma, represents a significant growth opportunity. Solid tumors are a major challenge in cancer treatment, and new therapies are needed. Successfully developing and commercializing CAR-T cell therapies for solid tumors could significantly expand Cellectis's market potential. Timeline: Longer-term, with ongoing research and development efforts.
Opportunities
- Regulatory approvals for UCART19 and other pipeline candidates
- Expansion into new cancer indications and solid tumors
- Further strategic alliances and collaborations
- Growing demand for allogeneic CAR-T cell therapies
Threats
- Competition from other CAR-T cell therapy developers
- Clinical trial failures and regulatory setbacks
- Intellectual property challenges
- Market access and reimbursement hurdles
Competitive Advantages
- Proprietary TALEN gene-editing technology.
- Strong intellectual property portfolio.
- Strategic alliances with leading pharmaceutical companies.
- Advanced pipeline of allogeneic CAR-T cell therapies.
About
Founded in 1999 and headquartered in Paris, France, Cellectis S.A. is a clinical-stage biotechnology company at the forefront of developing allogeneic, off-the-shelf CAR-T cell therapies for cancer. The company operates through two segments: Therapeutics and Plants, with the Therapeutics segment being the core focus of its immuno-oncology efforts. Cellectis leverages its proprietary gene-editing technology, TALEN, to engineer T-cells that express chimeric antigen receptors (CARs), enabling them to specifically target and eradicate cancer cells. Cellectis's product pipeline includes several UCART (Universal CAR T-cell) candidates. Key programs include UCART19, targeting CD19-expressing hematologic malignancies like acute lymphoblastic leukemia (ALL); ALLO-501 and ALLO-501A for relapsed/refractory diffuse large B-cell lymphoma (DLBCL) and follicular lymphoma (FL); ALLO-316 for Renal Cell Carcinoma; UCART123 for acute myeloid leukemia (AML); and UCART22 for B-cell ALL. Additionally, Cellectis is developing UCARTCS1 and ALLO-715 for multiple myeloma. Cellectis has established strategic alliances to advance its research and development efforts. These collaborations include partnerships with Allogene Therapeutics, Inc., Les Laboratoires Servier, The University of Texas M.D. Anderson Cancer Center, Iovance Biotherapeutics, and Cytovia Therapeutics, Inc. These alliances provide Cellectis with access to resources, expertise, and funding to accelerate the development and commercialization of its CAR-T cell therapies. Cellectis is positioned to be a leader in the allogeneic CAR-T space, addressing the limitations of autologous CAR-T therapies, such as manufacturing complexities and patient-specific requirements.
What They Do
- Develops allogeneic CAR-T cell therapies for cancer treatment.
- Utilizes gene-editing technology (TALEN) to engineer T-cells.
- Targets hematologic malignancies and solid tumors.
- Creates 'off-the-shelf' CAR-T cell products.
- Conducts clinical trials to evaluate the safety and efficacy of its therapies.
- Partners with other companies and institutions to advance its research and development efforts.
- Focuses on immuno-oncology to eradicate cancer cells.
Business Model
- Develops and licenses its gene-editing technology (TALEN).
- Generates revenue through strategic alliances and collaborations.
- Seeks regulatory approval for its CAR-T cell therapies.
- Commercializes approved therapies through direct sales and marketing or partnerships.
FAQ
What does Cellectis S.A. do?
Cellectis S.A. is a clinical-stage biotechnology company focused on developing allogeneic CAR-T cell therapies for cancer. They utilize their proprietary TALEN gene-editing technology to engineer T-cells that express chimeric antigen receptors (CARs), enabling them to target and eradicate cancer cells. Their lead product candidates include UCART19 for acute lymphoblastic leukemia (ALL) and ALLO-501/ALLO-501A for lymphoma. Cellectis aims to provide off-the-shelf CAR-T cell therapies, addressing the limitations of autologous CAR-T therapies, such as manufacturing complexities and patient-specific requirements. They operate in the immuno-oncology market.
Is CLLS stock a good buy?
CLLS stock represents a high-risk, high-reward investment opportunity. The company's proprietary TALEN gene-editing technology and pipeline of allogeneic CAR-T cell therapies offer significant potential for growth. However, as a clinical-stage company, Cellectis faces substantial risks, including clinical trial failures, regulatory setbacks, and competition. The company's negative P/E ratio (-10.55) reflects its current lack of profitability. Investors should carefully consider their risk tolerance and conduct thorough due diligence before investing in CLLS. Positive clinical trial results and regulatory approvals could drive significant stock appreciation.
What are the main risks for CLLS?
The main risks for Cellectis S.A. include clinical trial failures or delays, regulatory setbacks or non-approvals, competition from other CAR-T cell therapy developers, high cash burn and the need for additional funding, and intellectual property disputes. As a clinical-stage company, Cellectis is heavily reliant on the success of its clinical trials and regulatory approvals. Any setbacks in these areas could significantly impact the company's prospects. Competition from other companies developing CAR-T cell therapies also poses a threat. Cellectis's high cash burn necessitates ongoing funding, which could dilute existing shareholders.
Industry Context
Cellectis operates within the rapidly evolving immuno-oncology market, specifically focusing on CAR-T cell therapies. The industry is driven by the increasing prevalence of cancer and the demand for more effective and personalized treatments. The CAR-T cell therapy market is projected to reach billions of dollars in the coming years, with allogeneic CAR-T therapies representing a significant growth opportunity. Cellectis's competitors include companies developing both autologous and allogeneic CAR-T therapies. The competitive landscape is intense, with companies vying for market share and regulatory approvals.
Key Customers
- Hospitals and cancer treatment centers.
- Patients with hematologic malignancies and solid tumors.
- Pharmaceutical companies through licensing and collaboration agreements.
- Research institutions for collaborative research and development.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $35M | $589,000 | $0.01 |
| Q2 2025 | $17M | -$24M | $-0.24 |
| Q1 2025 | $11M | -$18M | $-0.18 |
| Q4 2024 | $13M | $6M | $0.06 |
Source: Company filings
Chart & Info
Price Chart
Cellectis S.A. (CLLS) stock price: $4.54 (-0.26, -5.42%)
Why Bull
- •Recent insider buying suggests confidence in the company's future prospects, indicating that key stakeholders believe in its potential.
- •Positive social sentiment has emerged as the company continues to advance its gene-editing technologies, capturing the interest of biotech enthusiasts.
- •Community discussions highlight optimism around upcoming clinical trial results, which could significantly enhance Cellectis's market position.
- •The overall market perception of gene therapy is improving, with increasing interest from institutional investors in innovative biotech firms.
Why Bear
- •Concerns over regulatory hurdles in the biotech sector have created uncertainty around Cellectis's product pipeline, dampening investor enthusiasm.
- •Recent bearish sentiment in the community reflects skepticism about the company's ability to compete with larger players in the gene-editing space.
- •Insider selling activity has raised red flags for some investors, suggesting that not all stakeholders are confident in the current trajectory.
- •Market developments indicate a cautious approach from investors, as broader economic factors weigh heavily on high-risk biotech stocks.
Latest News
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European Equities Traded in the US as American Depositary Receipts Track Slightly Lower in Tuesday Trading
MT Newswires · Feb 17, 2026
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European Equities Traded in the US as American Depositary Receipts Decline Friday
MT Newswires · Feb 13, 2026
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European Equities Traded in the US as American Depositary Receipts Slightly Higher in Wednesday Trading
Yahoo! Finance: CLLS News · Feb 11, 2026
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European Equities Traded in the US as American Depositary Receipts Slightly Higher in Wednesday Trading
MT Newswires · Feb 11, 2026
Technical Analysis
Rationale
AI-generated technical analysis for CLLS including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for CLLS.
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Current price: $4.54
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CLLS.
Price Targets
Median: $6.00 (+32.2% from current price)
Insider Flow (30d)
No insider trades in the last 30 days.
MoonshotScore
Score Factors
- Revenue Growth 10/100
- Gross Margin 10/100
- Operating Leverage 6/100
- Cash Runway 8/100
- R&D Intensity 10/100
- Insider Activity 6/100
- Short Interest 2/100
- Price Momentum 3/100
- News Sentiment 5/100
What does this score mean?
The MoonshotScore rates CLLS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
European Equities Traded in the US as American Depositary Receipts Track Slightly Lower in Tuesday Trading
European Equities Traded in the US as American Depositary Receipts Decline Friday
European Equities Traded in the US as American Depositary Receipts Slightly Higher in Wednesday Trading
European Equities Traded in the US as American Depositary Receipts Slightly Higher in Wednesday Trading
Frequently Asked Questions
What does Cellectis S.A. do?
Cellectis S.A. is a clinical-stage biotechnology company focused on developing allogeneic CAR-T cell therapies for cancer. They utilize their proprietary TALEN gene-editing technology to engineer T-cells that express chimeric antigen receptors (CARs), enabling them to target and eradicate cancer cells. Their lead product candidates include UCART19 for acute lymphoblastic leukemia (ALL) and ALLO-501/ALLO-501A for lymphoma. Cellectis aims to provide off-the-shelf CAR-T cell therapies, addressing the limitations of autologous CAR-T therapies, such as manufacturing complexities and patient-specific requirements. They operate in the immuno-oncology market.
Is CLLS stock a good buy?
CLLS stock represents a high-risk, high-reward investment opportunity. The company's proprietary TALEN gene-editing technology and pipeline of allogeneic CAR-T cell therapies offer significant potential for growth. However, as a clinical-stage company, Cellectis faces substantial risks, including clinical trial failures, regulatory setbacks, and competition. The company's negative P/E ratio (-10.55) reflects its current lack of profitability. Investors should carefully consider their risk tolerance and conduct thorough due diligence before investing in CLLS. Positive clinical trial results and regulatory approvals could drive significant stock appreciation.
What are the main risks for CLLS?
The main risks for Cellectis S.A. include clinical trial failures or delays, regulatory setbacks or non-approvals, competition from other CAR-T cell therapy developers, high cash burn and the need for additional funding, and intellectual property disputes. As a clinical-stage company, Cellectis is heavily reliant on the success of its clinical trials and regulatory approvals. Any setbacks in these areas could significantly impact the company's prospects. Competition from other companies developing CAR-T cell therapies also poses a threat. Cellectis's high cash burn necessitates ongoing funding, which could dilute existing shareholders.
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