Allogene Therapeutics, Inc.

NasdaqGS:ALLO 株式レポート

時価総額:US$690.3m

Allogene Therapeutics マネジメント

マネジメント 基準チェック /24

Allogene Therapeuticsの CEO はDavid Changで、 Jun2018年に任命され、 の在任期間は 7.92年です。 の年間総報酬は$ 6.14Mで、 11.8%給与と88.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.72%を直接所有しており、その価値は$ 11.90M 。経営陣と取締役会の平均在任期間はそれぞれ3年と8.1年です。

主要情報

David Chang

最高経営責任者

US$6.1m

報酬総額

CEO給与比率11.80%
CEO在任期間7.9yrs
CEOの所有権1.7%
経営陣の平均在職期間3yrs
取締役会の平均在任期間8.1yrs

経営陣の近況

分析記事 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...

Recent updates

Seeking Alpha Apr 13

Allogene: Early ALPHA3 Data Suggests Potential Paradigm Shift For Cema-Cel In LBCL

Summary Allogene Therapeutics is positioned for a paradigm shift in CAR T therapy with cema-cel, targeting earlier, scalable intervention in high-risk LBCL. ALPHA3 interim data showed 58.3% MRD negativity for cema-cel versus 16.7% for observation, with a notably clean safety profile and outpatient feasibility. ALLO's sub-$500M enterprise value suggests the market is only partially pricing in the platform's potential, despite a sharp post-data rally. I maintain a long-term buy rating, expecting future EFS readouts to confirm Cema-Cel's best-in-class potential, though near-term volatility is likely. Read the full article on Seeking Alpha
分析記事 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...
新しいナラティブ 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?
新しいナラティブ 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?
新しいナラティブ 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?
分析記事 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...
分析記事 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 Alpha
Seeking 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 Alpha
分析記事 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 Alpha
Seeking 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 Alpha
分析記事 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 Alpha
分析記事 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...

CEO報酬分析

Allogene Therapeutics の収益と比較して、David Chang の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$174m

Dec 31 2025US$6mUS$724k

-US$191m

Sep 30 2025n/an/a

-US$212m

Jun 30 2025n/an/a

-US$237m

Mar 31 2025n/an/a

-US$252m

Dec 31 2024US$4mUS$724k

-US$258m

Sep 30 2024n/an/a

-US$283m

Jun 30 2024n/an/a

-US$279m

Mar 31 2024n/an/a

-US$292m

Dec 31 2023US$14mUS$724k

-US$327m

Sep 30 2023n/an/a

-US$344m

Jun 30 2023n/an/a

-US$365m

Mar 31 2023n/an/a

-US$361m

Dec 31 2022US$15mUS$724k

-US$340m

Sep 30 2022n/an/a

-US$313m

Jun 30 2022n/an/a

-US$308m

Mar 31 2022n/an/a

-US$304m

Dec 31 2021US$10mUS$695k

-US$182m

Sep 30 2021n/an/a

-US$251m

Jun 30 2021n/an/a

-US$239m

Mar 31 2021n/an/a

-US$229m

Dec 31 2020US$8mUS$675k

-US$316m

Sep 30 2020n/an/a

-US$243m

Jun 30 2020n/an/a

-US$227m

Mar 31 2020n/an/a

-US$207m

Dec 31 2019US$11mUS$600k

-US$185m

報酬と市場: Davidの 総報酬 ($USD 6.14M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Davidの報酬は増加しましたが、会社は利益を上げていません。


CEO

David Chang (65 yo)

7.9yrs
在職期間
US$6,136,093
報酬

Dr. David D. Chang, M.D., Ph.D. is the President, Chief Executive Officer and Director of Allogene Therapeutics, Inc. since June 2018. He serves as Board Chair of IconOVir Bio Inc. He served as Chief Medic...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Arie Belldegrun
Co-Founder & Executive Chairman8.5yrsUS$4.08m0.40%
$ 2.7m
David Chang
Co-Founder7.9yrsUS$6.14m1.72%
$ 11.9m
Joshua Kazam
Co-Founder & Directorno dataUS$170.07k0.10%
$ 701.5k
Geoffrey Parker
Executive VP & CFO2.6yrsUS$2.28m0.36%
$ 2.5m
Zachary Roberts
Executive VP of Research & Development and Chief Medical Officer3.3yrsUS$2.33m0.17%
$ 1.2m
Benjamin Beneski
Senior VP & Chief Technical Officer1.2yrsデータなし0.057%
$ 390.6k
Earl Douglas
Senior VP2.8yrsデータなし0.16%
$ 1.1m
Susan Lundeen
Chief People Officer4yrsデータなしデータなし
Christine Cassiano
Executive VP3.3yrsデータなしデータなし
Annie Yoshiyama
SVP & Corporate Controller1.9yrsデータなし0.036%
$ 249.1k
3.0yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: ALLOの経営陣は 経験豊富 であると考えられます ( 3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Arie Belldegrun
Co-Founder & Executive Chairman8.5yrsUS$4.08m0.40%
$ 2.7m
David Chang
Co-Founder7.9yrsUS$6.14m1.72%
$ 11.9m
Joshua Kazam
Co-Founder & Director8.5yrsUS$170.07k0.10%
$ 701.5k
Franz Humer
Lead Independent Director8.1yrsUS$274.88k0.080%
$ 553.6k
Owen Witte
Independent Director8.1yrsUS$193.07k0.085%
$ 585.7k
Malcolm Brenner
Member of Scientific Advisory Board7yrsデータなしデータなし
Todd Sisitsky
Independent Director8yrsデータなしデータなし
Deborah Messemer
Independent Director7.7yrsUS$193.07k0.031%
$ 214.9k
Matthew Porteus
Member of Scientific Advisory Boardno dataデータなしデータなし
Donald Kohn
Member of Scientific Advisory Boardno dataデータなしデータなし
Antonius Schumacher
Chairman of Scientific Advisory Boardno dataデータなしデータなし
John DeYoung
Independent Director8.1yrsデータなしデータなし
8.1yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: ALLOの 取締役会経験豊富 であると考えられます ( 8.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 11:18
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Allogene Therapeutics, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
Jack AllenBaird
Shanshan XuBerenberg
William PickeringBernstein