Allogene Therapeutics Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Zach Roberts
Amministratore delegato
US$2.3m
Compenso totale
| Percentuale dello stipendio del CEO | 22.80% |
| Mandato del CEO | no data |
| Proprietà del CEO | 0.06% |
| Durata media del management | 2.8yrs |
| Durata media del Consiglio di amministrazione | 8.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jul 04
Allogene Therapeutics: A High-Upside Bet On The Next Wave Of CAR-T Innovation
Summary Allogene Therapeutics offers upside potential driven by the pivotal ALPHA3 trial for Cema-cel in first-line large B-cell lymphoma, with a key readout in mid-2027. ALLO-329’s early clinical signals in autoimmune disease, leveraging proprietary Dagger technology, set up a differentiated, scalable CAR-T platform with high-value optionality. ALLO demonstrates improving financial discipline, reducing quarterly net loss to $42.6M and extending cash runway into early 2029 following a $200.4M public offering. Valuation reflects the discounted probability of clinical success, with catalysts including a 4Q26 ALLO-329 update and mid-2027 ALPHA3 EFS readout potentially driving re-rating. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 26
ALLO: ALPHA3 Trial Progress Will Drive Future Reassessment Of Risk And Reward
Analysts have adjusted their average price target for Allogene Therapeutics upward by about $1, citing updated models that reflect slightly higher estimated fair value, modestly different discount rate assumptions, and revised expectations for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research around Allogene Therapeutics shows a mix of optimism and caution, with several firms adjusting ratings and price targets in response to new trial data, refreshed models, and evolving assumptions around revenue, margins, and future P/E levels.Articolo di analisi • Apr 10
Will Allogene Therapeutics (NASDAQ:ALLO) Spend Its Cash Wisely?
We can readily understand why investors are attracted to unprofitable companies. By way of example, Allogene...
Nuova narrativa • Apr 02
MRD Guided Cell Therapy And Autoimmune Focus Will Transform Long Term Opportunity
Catalysts About Allogene Therapeutics Allogene Therapeutics develops off the shelf allogeneic CAR T cell therapies for cancer and autoimmune diseases. What are the underlying business or industry changes driving this perspective?Nuova narrativa • Mar 19
Off The Shelf CAR T Therapies Will Reshape Lymphoma And Autoimmune Treatment Trajectories
Catalysts About Allogene Therapeutics Allogene Therapeutics develops off the shelf allogeneic CAR T cell therapies for cancer and autoimmune diseases. What are the underlying business or industry changes driving this perspective?
Nuova narrativa • Mar 05
Allogeneic CAR T Expectations Will Likely Disappoint As Trial And Cash Runway Risks Mount
Catalysts About Allogene Therapeutics Allogene Therapeutics is a biotechnology company focused on developing off the shelf allogeneic CAR T cell therapies for cancer and autoimmune diseases. What are the underlying business or industry changes driving this perspective?Articolo di analisi • Jun 12
Shareholders May Find It Hard To Justify Increasing Allogene Therapeutics, Inc.'s (NASDAQ:ALLO) CEO Compensation For Now
Key Insights Allogene Therapeutics to hold its Annual General Meeting on 18th of June Salary of US$724.0k is part of...Articolo di analisi • Apr 02
Here's Why We're Watching Allogene Therapeutics' (NASDAQ:ALLO) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Feb 25
Allogene Therapeutics: Disrupting CAR-T With A Scalable Model
Summary Allogene Therapeutics appears undervalued despite market skepticism, with a robust cash runway and potential breakthroughs in allogeneic CAR-T therapies. The company's lead asset, cema-cel, aims to shift CAR-T therapy to early intervention, potentially expanding its market and redefining treatment standards. ALLO-329 targets autoimmune diseases, positioning Allogene in a new market with significant unmet needs and less competition compared to oncology. Key risks include the efficacy and durability of allogeneic CAR-T therapies and manufacturing consistency, but early data and strategic positioning offer compelling upside potential. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Allogene Therapeutics: Showing Promise Despite Some Shaky Safety
Summary Allogene is among the pioneers in non-self engineered cell therapy. They have demonstrated encouraging early results in lymphoma, moving aggressively into a pivotal trial in the first-line setting. Their pivotal phase 2 trial ALPHA3 has the potential to change how large B-cell lymphoma is managed, but we won't have these results until 2026. Other projects, like their CD70-directed therapy, look promising but have concerning safety signals, and they're also a long way from approval. Read the full article on Seeking AlphaArticolo di analisi • Nov 22
Is Allogene Therapeutics (NASDAQ:ALLO) In A Good Position To Invest In Growth?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Aug 27
Allogene Therapeutics: Cema-Cel Promising Among Innovative CAR T-Cell Therapies
Summary Allogene Therapeutics is a clinical-stage biotech developing allogeneic CAR T therapies for cancer and autoimmune diseases, with a focus on Cema-cel for LBCL. ALLO's advanced gene-editing platforms, like TALEN and CRISPR/Cas9, engineer donor-derived T cells to overcome autologous therapy limitations, enhancing treatment safety and effectiveness. Cema-cel, the company’s flagship therapy, is in a pivotal Phase 2 trial (ALPHA3) for large B-cell lymphoma, with potential regulatory submission by 2027. Despite a promising pipeline, ALLO faces cash runway concerns, making it a suitable DCA “buy” for investors aware of clinical trial risks. ALLO's valuation is attractive, with a low P/B multiple and sufficient liquidity to fund operations until the ALPHA3 trial's primary data readout in 2026. Read the full article on Seeking AlphaSeeking Alpha • Jun 12
Allogene: Two End Of 2024 Data Readouts With Improved Allogeneic CAR-T Products
Summary Allogene Therapeutics, Inc. initiation of phase 2 ALPHA3 study, using cema-cel for the treatment of patients with 1st-line large B-cell lymphoma, expected in mid-2024 with two data analysis in 2026. Results from phase 2 ALPHA2 trial, using cema-cel for the treatment of patients with relapsed/refractory chronic lymphocytic leukemia, expected by end of 2024. Results from phase 1 TRAVERSE trial, using ALLO-316 for the treatment of CD70 positive clear cell renal cell carcinoma patients, expected by the end of 2024. Company gained rights from Servier to expand use of cema-cel for r/r CLL and 1st-line LBCL in European and U.K. territories; New potential to tap into >$9.5 billion market opportunity if approval is achieved for these indications. Read the full article on Seeking AlphaArticolo di analisi • May 30
We Discuss Why Allogene Therapeutics, Inc.'s (NASDAQ:ALLO) CEO Compensation May Be Closely Reviewed
Key Insights Allogene Therapeutics to hold its Annual General Meeting on 5th of June Total pay for CEO David Chang...Seeking Alpha • Apr 01
Allogene Therapeutics: 2024 Platform Vision Sings Mid-Term Upside
Summary Allogene Therapeutics has announced changes to its pipeline that extend its financial runway into 2026. The new ALPHA3 clinical trial for Allogene's Cema-Cel cancer treatment is set to begin in mid-2024, and if successful, investors could see significant returns on their investment. The company's Q42023 report evidenced its financial distress. However, the 2024 platform vision, in my opinion, will have a positive impact on its profitability in the midterm. Given the lack of short-term revenue catalysts, with clinical trials expected to yield results by the end of 2024, investors will be required to be patient, while experiencing high volatility and potential share dilutions this year. Read the full article on Seeking AlphaArticolo di analisi • Mar 01
We Think Allogene Therapeutics (NASDAQ:ALLO) Needs To Drive Business Growth Carefully
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$174m |
| Dec 31 2025 | US$2m | US$530k | -US$191m |
| Sep 30 2025 | n/a | n/a | -US$212m |
| Jun 30 2025 | n/a | n/a | -US$237m |
| Mar 31 2025 | n/a | n/a | -US$252m |
| Dec 31 2024 | US$2m | US$530k | -US$258m |
| Sep 30 2024 | n/a | n/a | -US$283m |
| Jun 30 2024 | n/a | n/a | -US$279m |
| Mar 31 2024 | n/a | n/a | -US$292m |
| Dec 31 2023 | US$8m | US$523k | -US$327m |
Compensazione vs Mercato: La retribuzione totale di Zach ($USD 2.33M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.56M ).
Compensazione vs guadagni: La retribuzione di Zach è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Zach Roberts (48 yo)
no data
Mandato
US$2,325,114
Compensazione
Dr. Zachary J. Roberts, also known as Zach, M. D., Ph. D., serves as President, CEO & Director at Allogene Therapeutics, Inc. since July 1, 2026. Dr. Roberts served as Chief Medical Officer at Allogene The...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 8.7yrs | US$4.08m | 1.76% $ 11.2m | |
| President | no data | US$2.33m | 0.056% $ 357.1k | |
| Co-Founder & Director | no data | US$170.07k | 0.12% $ 737.1k | |
| Co-Founder & Director | no data | US$6.14m | 1.72% $ 11.0m | |
| Executive VP & CFO | 2.8yrs | US$2.28m | 0.16% $ 989.9k | |
| Senior VP & Chief Technical Officer | 1.3yrs | Nessun dato | 0.057% $ 361.3k | |
| Senior VP | 2.9yrs | Nessun dato | 0.16% $ 1.0m | |
| Chief People Officer | 4.2yrs | Nessun dato | Nessun dato | |
| Executive VP | 3.5yrs | Nessun dato | Nessun dato | |
| SVP & Corporate Controller | 2.1yrs | Nessun dato | 0.036% $ 230.4k |
2.8yrs
Durata media
60yo
Età media
Gestione esperta: Il team dirigenziale di ALLO è considerato esperto (durata media dell'incarico 2.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 8.7yrs | US$4.08m | 1.76% $ 11.2m | |
| President | no data | US$2.33m | 0.056% $ 357.1k | |
| Co-Founder & Director | 8.7yrs | US$170.07k | 0.12% $ 737.1k | |
| Co-Founder & Director | 8.1yrs | US$6.14m | 1.72% $ 11.0m | |
| Lead Independent Director | 8.3yrs | US$274.88k | 0.089% $ 568.9k | |
| Independent Director | 8.3yrs | US$193.07k | 0.085% $ 541.7k | |
| Member of Scientific Advisory Board | 7.2yrs | Nessun dato | Nessun dato | |
| Independent Director | 7.8yrs | US$193.07k | 0.031% $ 198.8k | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Chairman of Scientific Advisory Board | no data | Nessun dato | Nessun dato | |
| Independent Director | 8.3yrs | Nessun dato | Nessun dato |
8.3yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ALLO sono considerati esperti (durata media dell'incarico 8.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/22 05:59 |
| Prezzo dell'azione a fine giornata | 2026/07/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Allogene Therapeutics, Inc. è coperta da 29 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jack Allen | Baird |
| Shanshan Xu | Berenberg |
| William Pickering | Bernstein |