Allogene Therapeutics, Inc.

NasdaqGS:ALLO 주식 리포트

시가총액: US$690.3m

Allogene Therapeutics 경영진

경영진 기준 점검 2/4

Allogene Therapeutics CEO는 David Chang, Jun2018 에 임명되었습니다 의 임기는 7.92 년입니다. 총 연간 보상은 $6.14M, 11.8% 급여 및 88.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.90M 가치에 해당하는 회사 주식의 1.72% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 8.1 년입니다.

핵심 정보

David Chang

최고경영자

US$6.1m

총 보수

CEO 급여 비율11.80%
CEO 재임 기간7.9yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간3yrs
이사회 평균 재임 기간8.1yrs

최근 경영진 업데이트

분석 기사 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
분석 기사 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...
새로운 내러티브 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?
새로운 내러티브 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?
새로운 내러티브 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?
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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
분석 기사 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 보수 분석

David Chang의 보수는 Allogene Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: David의 총 보수(USD6.14M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.70M)보다 높습니다.

보상과 수익: David의 보상은 회사가 적자임에도 증가했습니다.


CEO

David Chang (65 yo)

7.9yrs
재임 기간
US$6,136,093
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Officer1.2yrs데이터 없음0.057%
$ 390.6k
Earl Douglas
Senior VP2.8yrs데이터 없음0.16%
$ 1.1m
Susan Lundeen
Chief People Officer4yrs데이터 없음데이터 없음
Christine Cassiano
Executive VP3.3yrs데이터 없음데이터 없음
Annie Yoshiyama
SVP & Corporate Controller1.9yrs데이터 없음0.036%
$ 249.1k
3.0yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: ALLO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).


이사회 구성원

이름직위재임 기간보수지분
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 Board7yrs데이터 없음데이터 없음
Todd Sisitsky
Independent Director8yrs데이터 없음데이터 없음
Deborah Messemer
Independent Director7.7yrsUS$193.07k0.031%
$ 214.9k
Matthew Porteus
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Donald Kohn
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Antonius Schumacher
Chairman of Scientific Advisory Boardno data데이터 없음데이터 없음
John DeYoung
Independent Director8.1yrs데이터 없음데이터 없음
8.1yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: ALLO의 이사회경험이 있음으로 간주됩니다(평균 재임 8.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 08:07
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Allogene Therapeutics, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jack AllenBaird
Shanshan XuBerenberg
William PickeringBernstein